The editors at Solutions Review have compiled this list of the best CRM solutions and vendors for small business. Recommendations are listed in alphabetical order.
As the CRM market continues to grow, more and more solutions are being developed around the world. No matter the size of your business or the industry you operate in, it’s highly like that your company is using a CRM. It centralizes a variety of business functions and is a great tool for boosting sales and marketing productivity. For small businesses and startups, CRM is a vital part of your overall growth strategy, but your choices are more limited. Smaller business means a smaller budget, but it also means that you don’t need the complex and deeply integrated solutions that some of the big-name vendors offer. Small businesses will also get a lot of use out of all-in-one CRM solutions that bundle various features and centralize your various business processes.
What makes the best CRM solutions for small business and startups?
The editors at Solutions Review have developed this resource to assist buyers in search of the best CRM solutions for small businesses to fit the needs of their organization. Choosing the right vendor and solution can be a complicated process — one that requires in-depth research and often comes down to more than just the solution and its technical capabilities. To make your search a little easier, we’ve profiled the best CRM solutions for small businesses and put them all in one place. This list isn’t static, and vendors may be changed as the market evolves.
ActiveCampaign helps organizations keep track of their leads, as well as automate lead prioritization and contact management. Core features include lead scoring, automatic email triggers, mobile access, and Gmail integration. Their marketing is focused on customers utilizing automated workflows and drip campaigns. Users can sort their audience based on interests, industry, activity, or other customizable factors. ActiveCampaign offers various paid options that change on a sliding scale based on how many contacts you want to store.
Agile provides users with a robust CRM environment, as well as marketing automation functionalities. The vendor markets itself as a one-stop-shop for everything marketing, sales, and customer service. Agile offers integrations with platforms such as Facebook, Twitter, and LinkedIn, allowing for contacts and social pages to be easily transferred to benefit your marketing and sales strategies. Agile is available for free for up to 10 users, making it an affordable option for small teams.
Bigin, by Zoho CRM, is a pipeline-centric CRM built and priced for small businesses. This solution allows users to manage their customer relationships more easily than ever. Whether your company is looking to move beyond spreadsheets or simply replace legacy sales tools, Bigin captures all of your vital business information, data, and contacts. Customize web forms, manage emails, monitor interactions with prospects, create custom workflows, and create customized deal stages with multiple pipelines.
Capsule is a CRM solution designed to help organizations build customer relationships and make more sales. The free version is accessible by 2 users, and allows them to store 250 contacts. There is also a 10 MB data storage limit. Features include contact management, teams & roles, sales pipeline management, tasks, and more. Users also have mobile access for both Android and iOS. For organizations with a budget, Capsule offers paid packages at $18 per month and $36 per month.
Freshsales is a high-performing sales CRM for small/midmarket businesses that sees somewhat diminishing returns at the upper enterprise level. This solution offers users contact management, reporting and analytics, pipeline visualization, and a unique built-in phone and email system. Freshsales also offers AI-based lead scoring in order to separate promising prospects from less attractive opportunities. Freshsales is headquartered in San Mateo, CA, with offices in India, the United Kingdom, Australia, Germany, France, and Singapore.
HubSpot is frequently brought up in discussions pertaining to CRM integration, as most of the providers in this buyer’s guide offer integrations with its solutions. Additionally, HubSpot is a well-known solution for small businesses as its core CRM functionalities are available free of charge. Additional sales automation and marketing software can be purchased, as well as solutions for customer service and management. Founded in 2006, HubSpot is headquartered in Cambridge, MA.
True to its playful name, Less Annoying CRM offers a streamlined product for those looking for a simple, uncluttered experienced. Less Annoying CRM, which describes itself as being built specifically for smaller businesses, contains many of the standard features you’d expect to find in CRM software: a customer management database, lead pipeline management, and feature customization. The vendor offers a web-based product which allows team members access to the CRM from anywhere with a WiFi connection. Less Annoying CRM is based in St. Louis, Missouri.
Nimble offers a wide array of products and functionalities specifically designed to integrate with Microsoft Office and G-Suite. In addition to CRM software, Nimble offers high functioning sales automation solutions. They prove middle-market and enterprise companies with CRM software that includes social insights into potential prospects. This social integration sets Nimble apart in the market, as it collects key information from online profiles to supplement data already within the system. Nimble is based in Santa Monica, CA.
Nutshell offers a user-friendly experience for businesses and teams of all sizes. Complete with customizable sales processes, sales automation, and mobile access, Nutshell offers all the standard features of a CRM with a selection of features that would benefit small businesses. Nutshell offers monthly pricing without yearly contracts, making it easy to change plans or services when your business needs it. It also offers a variety of integrations with other useful tools like Gmail, Mailchimp, Slack, Zendesk, and more.
Sugar CRM is a tool focused on simplifying its users’ experience while providing customer service-oriented features in addition to standard CRM functionality. This vendor offers three differently priced packages, as well as a relationship intelligence plan. Sugar’s features include sales automation and forecasting, lead management, sales campaigns, quote configuration and forecasting, as well as 24/7 support and up to 250 GB of data storage. Sugar was founded in 2004 and is based in Cupertino, CA with global offices in New York, London, Australia, and Europe
Vtiger breaks silos between marketing, sales, and support teams in order to offer a comprehensive view of every customer. Vtiger encourages collaboration between teams, while simultaneously keeping them organized, productive, and in-sync. Leads are automatically assigned to agents based on location, deal size, availability, language, and other preferences. Users receive smart alerts to notify them about tasks and updates associated with different deals. Visualize sales pipelines and gain insights into open deals, territory performance, and more. Forecast opportunities based on previous deals, and optimize team performance to ensure continuous growth.
Looking for more? Download our Customer Relationship Management Buyer’s Guide for free to compare the top products available on the market with full page vendor profiles, key capabilities, an CRM software market overview, our bottom-line analysis, and questions for prospective buyers.
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