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Small Business CRM Software
Small Business CRM software automates customer information management and customer interaction tracking for businesses with less than 50 employees.
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Pipedrive is the easy and effective CRM for small businesses. Track your sales pipeline, manage leads and automate your sales process.
Learn more about Pipedrive
Pipedrive is a leading sales CRM designed to optimize sales processes and help small businesses grow. It lets you easily track the sales pipeline, manage leads effectively and promote a proactive sales approach through activity-based selling. Automated reminders and workflows enhance organization and productivity, while real-time analytics offer valuable insights for data-driven decision-making. Pipedrive’s user-friendly design, flexible pricing plans and powerful integrations ensure seamless adoption and improved sales performance, making it the top choice for over 100,000 companies in 179 countries. Try Pipedrive free for 14 days, with no credit card required.
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task Management
Bigin is a small businesses CRM that helps unify customer operations and nurture customer relationships effectively.
Learn more about Bigin by Zoho CRM
Bigin is a custom-built CRM designed specifically for small businesses, perfectly meeting their unique needs effectively. It offers a super user-friendly interface with simple yet powerful features, all at a pocket-friendly price.
*Access all the data you need to run and grow your business—all from a single place with a 360-degree view.
*Use dedicated and interconnected pipelines to manage all of your customer-facing operations.
*Stay connected with contacts via multi-channel communication—phone, email, social media, WhatsApp, and online meetings
*Measure and track important metrics like lead conversion rates, team productivity, sales targets and more with comprehensive dashboards.
*Automate mundane yet integral tasks such as follow-up emails, task assignments, updating deal stages, and real-time notifications through intuitive workflows.
*Integrate Bigin with other Zoho and non-Zoho apps to manage every aspect of your business.
Learn more about Bigin by Zoho CRM
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task Management
Sales and marketing solution that combines CRM, marketing automation, customer journey mapping, analytics, project management, & more.
Learn more about GreenRope
GreenRope Complete CRM and marketing automation delivers a comprehensive solution for small bussineses 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
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task 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.
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task 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
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task Management
Zoho CRM empowers small SMBs with a 360º customer relationship lifecycle management solution.
Learn more about Zoho CRM
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
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task Management
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
Learn more about HubSpot CRM
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today.
Learn more about HubSpot CRM
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task 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
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task Management
monday CRM enables revenue teams to improve efficiency at every stage of the customer journey.
Learn more about monday CRM
monday CRM enables revenue teams to improve efficiency at every stage of the customer
journey.
The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time.
With all customer information centralized in one place, powerful integrations, and custom dashboards and permissions, revenue leaders can enjoy more visibility and control than ever before.
To amplify impact, the CRM is part of a larger monday product suite, including work management and more, enabling organizations to manage processes beyond their sales, in one single platform.
Learn more about monday CRM
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task Management
The #1 easiest-to-use CRM for small businesses — expert support, fair pricing, and all the features you need in one place.
Learn more about Less Annoying CRM
Ranked as the #1 easiest-to-use CRM for small businesses for four consecutive years, Less Annoying CRM has unmatched simplicity and service.
Our seasoned CRM Coaches, with an average tenure over five years, provide expert, human support — no chatbots, ever. We offer a simple pricing model at $15 per user per month for everything you need. No “gotchas” and no need to haggle with a sales rep. Built exclusively for small business needs, our CRM simplifies your daily operations without unnecessary complexity.
Start your free 30-day trial today — no credit card needed — and join thousands of small businesses thriving with a genuinely less annoying CRM.
Learn more about Less Annoying CRM
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task 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're an SME selling products B2B and use one of the following Inventory Management/Accounting/ERP systems, then Prospect, the #1 Stock-Aware CRM, is the only CRM you need: Unleashed Software, Katana, Cin7, DEAR Inventory, QuickBooks Online, Xero, QuickBooks Commerce, Access Dimensions, Sage 50, Exchequer, Pegasus Opera.
Prospect is the #1 CRM for helping B2B Wholesalers, Distributors & Manufacturers worldwide get more customers, and maximise customer lifetime value.
Learn more about Prospect CRM
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task Management
Bring together CRM apps for sales, service, marketing, commerce, AI, and more in one integrated solution.
Build a customer 360 with a CRM that is deeply integrated across sales, service, marketing, commerce, and more with trusted AI, data, analytics, and collaboration in one integrated solution. Discover how Einstein 1 helps you become an AI Enterprise by growing relationships, productivity, and your bottom line – all at the same time.
Learn more about Salesforce Sales Cloud
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task Management
Mailchimp is the #1 email marketing and automations brand that recommends ways to get more opens, clicks, and sales.
Mailchimp is the #1 Email Marketing and Automations brand for growing businesses. We empower businesses around the world to launch, build, and grow their businesses with world-class marketing technology, award-winning customer support, inspiring content & our data-driven recommendations
Over 12 Million businesses including TEDTalks, Shutterstock, Boston Market, Nikon India trust Mailchimp to turn their emails into revenue, grow their audience, & create effective multichannel marketing campaigns
Learn more about Mailchimp
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task Management
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you and your team -- 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
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task 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
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task 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
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task 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
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task Management
High-end solution designed for sales, collaboration, communication, social networking, and workflow management.
Bitrix24 is an online workspace for small, medium, and large businesses. It features 35+ cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and more. Additionally, Bitrix24 includes an AI assistant located throughout the product to further enhance your productivity and streamline your workflow.
Switching to Bitrix24 eliminates the need to be subscribed to a bunch of different SaaS solutions. You get all you need in a single package — all at a flat rate.
With over 15 million users, Bitrix24 is one of the most popular business software solutions in the world.
Learn more about Bitrix24
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task Management
EngageBay CRM helps growing companies organize all their customer information in one place to run targeted and personalized campaigns.
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 CRM
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task 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!
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task 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
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task Management
Insightly offers a rich feature set at an affordable price and is available for free for up to two users.
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with small businesses as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Insightly offers a rich feature set at an affordable price and is available for free for up to two users to help get your business going.
Learn more about Insightly
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task Management
Everything you need in a small business CRM: contacts, proposals, contracts, payments, & more.
Start your 7 day free trial today,
The go-to small business CRM for independent professionals—that's HoneyBook.
HoneyBook makes it easy to book more clients, manage projects, and get paid all in one place.
With proposals, invoices, contracts, payments, and scheduling at your fingertips, you have everything you need to give clients a great experience.
Get started with a 7 day free trial today.
Learn more about HoneyBook
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task 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.
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
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task Management
CRM that sits right inside your Outlook. Helps manage Contacts, Sales, Projects, and Marketing. Also available on the web and mobile.
If you use Outlook and looking for CRM, you have to try eWay-CRM.
eWay-CRM is the best CRM that sits right inside your Outlook.
It helps manage Customers, Sales, Projects, and Email Campaigns. The Outlook integration allows eWay-CRM to automatically save emails, integrate with your calendar, and synchronize your contacts.
You will also love our "convert-to" feature. Just right-click on an email and convert it to a deal, task, or contact. It's so cool.
Learn more about eWay-CRM
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Features
- Calendar/Reminder System
- Territory Management
- Marketing Automation
- Segmentation
- Lead Qualification
- Live Chat
- Task Management
Small Business CRM Software Buyers Guide
Table of Contents
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.
Relevant small business CRM software trends
- 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.
