CRM stores customer contact information like names, addresses, mobile numbers, etc. It also helps you keep track of customer activity, like website visits, phone calls, email, messages, and more. Following is a handpicked list of Best CRM Software for Small Business, with their popular features and website links. The list contains both Open Source (Free) and Commercial (Paid) CRM software:
Top CRM Software Tools
1) Monday CRM
Monday is one of the best CRMsolutions that lets you handle all your sales processes in one place. It easily streamlines your entire sales process with a colourful and visual interface. Features: Integration: Microsoft Teams, Dropbox, Slack, Zapier, Google Drive, etc. Free Trial: Free Forever Plan
You can import all your customer data in just a few clicks. Automatically schedules notifications and reminders. This CRM software allows you to integrate with other tools to accelerate response time. Enables you to collaborate with your team in one shared workspace. You can bring your team together, anywhere and anytime. Operating Systems: Windows, Android, Mac, iPhone/iPad. Deployment Type: Cloud-based and Open API. Pricing plans: Four Pricing plans: 1) Individual – Free 2) Standard – $10 per month, 3) Pro – $16 per month, 4) Enterprise/quote-based.
Visit Monday »
2) Pipedrive
Pipedrive is a CRM tool that provides a simple way to get more deals. It offers a dashboard which you can customize to measure the performance against set goals. Features: Integration: Zapier, Google Meet, Microsoft Teams, Pipechat, HubSpot, etc. Free Trial: 30 Day Free Trial (No Credit Card Required)
Provide deals from your web forms and chatbot. Leads data can be easily imported using a spreadsheet. It allows you to customize according to products, activities, and more. It helps you to integrate with more than 150 apps. You can forecast your performance. You can track calls, emails, and contact history with ease. This CRM software enables you to manage sales conversations from any inbox. Based on Language: JavaScript, HTML, CSS, Google Analytics, Microdata, etc. Deployment Type: Cloud-based. Supported Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc. Pricing Plans: 1) Silver: US $12 .50 2) Gold: US $24.20 3) Platinum: US $49.17.
Visit Pipedrive »
3) Zendesk
Zendesk is a Sales CRM to enhance sales teams’ productivity, processes, and pipeline visibility. This tool lets you keep track of every interaction with every customer and turn that data into a report. It allows you to make calls, send emails, schedule meetings. Features: Integration: JIRA, Salesforce, Shopify, Slack etc. Free Trial: 14 Day Free Trial (No Credit Card Required)
It offers sales and marketing tools built for salespeople. It enables you to make calls, send emails, schedule meetings, view deal history all from one place. You can keep your team focused on the highest value leads. It allows you to conduct your marketing campaigns. It helps you to manage your sales efficiently It helps you to build your own apps using the Zendesk Apps framework. Dive deeper into your sales data with pre-built dashboards
Visit Zendesk »
4) Zoho
Best for start-ups looking to use social media as a marketing tool. Zoho is CRM software that helps you organize contacts, tasks, and deals in one place. It helps you maintain your customers’ address book from your sales team member’s access to a centralized location. It is one of the best CRM for start-ups that helps you to keep tabs on your key performance metrics, pipeline, and targets for the month. Features: Integration: Google, Zapier, GitHub, Dropbox. Free Trial: 14 Day Free Trial
Functional Cloud CRM Effective communication tools Customizable automation Customer support You can convert your live chats into leads You can manage your tasks and deals efficiently.
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5) SalesForce CRM
SalesForce is the pioneering cloud-based CRM solution that lets you manage all your sales processes with great ease and speed. You can customize dashboards and reports to any degree. It allows you to have a clear and customizable view of the details of your sales pipeline. Features: Integrations: Google Workspace, Slack, Quickbooks, etc. Free Trial: 30 Days
Offers easy follow-ups on key contacts and leads. It adds intelligence and personalization to every transaction. You can sync and collect critical information directly from your inbox. Easy Lead and Contact management. With its SalesForce mobile app, you can access and update data anytime/anywhere. Proven to increase 36% of your sales productivity. Operating Systems: Windows, Android, Mac, iPhone. Deployment Type: Cloud Pricing plans: Pricing Starts at $25. Discounts on Annual Bookings. 14 Day Free Trial
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6) HubSpot CRM
HubSpot CRM allows the sales team to start their work without changing their existing workflow. It enables you to get complete visibility into your sales pipeline in real time. Features: Integration: Microsoft Teams, Dropbox, Slack, Zapier, Google Drive, etc. Free Trial: Free Forever
You can arrange client meetings effortlessly. HubSpot offers a dashboard to view all reports. It helps you to manage contact with ease. It offers more than 300 integrations. Enables you to monitor the delivery of email messages. Supported Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc. Pricing plans: Four pricing plans 1) Starter: US $50. 2) Basic: US $200 3) Professional: US $800 4) Enterprise: US $2400.
Visit HubSpot »
7) ClickUp CRM
ClickUP is a CRM solution that makes it easy to organize and grow your customer relationships with tracking, data visualizations, and email interactions, all in one place. It also helps you to analyze data for customer insights. Features: Integration: Google drive, GitHub, Bitbucket, Cloud, etc. Free Trial: Free Forever Plan
You can organize your accounts in a list, Kanban board, or tables for instant data entry. Communications by integrating your emails with CRM. You can build the perfect customer database. It allows you to filter and search for a specific task with ease. It offers a wide range of templates. It helps you to import documents from other apps automatically. Enables you to collaborate with other people. It allows you to assign multiple tasks with just one mouse click. Pricing plans: Two pricing plans: 1) Free plan, 2) Unlimited plan for $5 per month.
Visit ClickUp »
8) Act! CRM
An ACT is an all-in-one CRM for sales and marketing tool which allows you to generate repeated clients. It is one of the best CRM software for small businesses that allows you to perform advanced contact management and email marketing features.
Features:
It helps you to keep all your contact & customer details Act offers customizable dashboards integrations with Outlook, Gmail, Zoom, and DocuSign. You can unlock the full potential of Act! with Custom Tables! Manage detailed Optimize methods you and your team communicate with prospects and customers It helps you to generate repeat clients and build even stronger relationships. Supported platforms: Android and iOS apps
Visit Act! CRM »
9) Keap
Keap is a CRM software app that helps you increase your business and improve customer service. It helps you to capture new leads, assign tasks, and send emails to clients.
Features:
It allows you to access client information from any device. It offers a dashboard to track the sales process. Clients can make payments in one click. It allows you to connect the Keap app with Outlook or Gmail. It provides smart forms using which you can collect client data. Allows you to personalize your messages to send when new leads come in. Scheduling and managing appointments are easy. Deployment Type: Cloud-based. Pricing plans: Three pricing plans, Lite ($40 per month), Pro ($80 per month), and Max ($100 per month). Supported Operating Systems: Web-based, Android, & iOS.
Visit Keap »
10) 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. It can be accessed from any tablet, computer, or smartphone. This CRM software offers a simple lead report. It automatically syncs your data to all devices. Supported Operating Systems: Linux, Windows, Android, Web-Based, etc. Pricing: $15 user/month.
Visit Less Annoying
11) Microsoft Dynamics 365
Microsoft Dynamics CRM 365 platform is a customer relationship management software package, and it enables you to focus on enhancing customer relationships for any organization.
Features:
Complete application troubleshooting. It offers support for Data Migration. Proactive response to alerts. It enables you to port and network device monitoring. Offers support for backup and recovery.
Visit Microsoft 365
12) Streak
Streak is a popular CRM system for small businesses. It helps you manage the sales pipeline inside Gmail and maintain your business relationship and partners.
Features:
Evolve with your sales process Streak CRM can link together the communication of separate teams Use all of your different data points to filter all the information in your pipeline Maintaining data control is easy with permission roles Pricing plans:1) Personal version – Free
Visit Streak »
13) Capsule CRM
Capsule is an online CRM application developed by Zestia. It also allows you to organize customer information. This CRM for small businesses also provides a summary of all your sales.
Features:
It enables you to add emails, notes, and documents to each contact. It allows you to segment your audience into different groups. It enables you to transfer your contacts from Gmail, Outlook, and CSV (Comma Separated Values) files. Capsule provides a summary of all your sales. You can track image performance It helps you to create and complete your sales tasks on the go. Pricing plans: 1) Free, basic version of Capsule is available for up to 2 users. 2) Professional version is priced at $18 per user/ month, billed monthly.3) Teams version is priced at $36 per user/per month, billed monthly.
Visit Capsule »
14) OnePageCRM
OnePageCRM is a cloud-based customer relationship management application. It is designed for small businesses, and it converts the complexity of sales into a simple to-do list. This tool enables you to keep track of your business goals.
Features:
Easily track your business goals. It helps can organize your contact with ease. This tool enables you to visualize your plan in a better way. It allows you to focus on a specific task. Pricing plans: $15.00 per month
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15) Smartsheet CRM
Smartsheet CRM is a tool that helps you monitor your sales and overall business opportunities, processes, and performance. It also helps you manage your business interactions with Past, Present, and Future Customers.
Features:
Allows you to visualize using graphs and charts based on past and present data. It increases your business efficiency by maintaining focus on target areas. It provides instant visibility into business activities and dashboards. It helps the sales team to focus on closing sales rather than following up. Pricing plans: Three pricing plans: 1) Pro – $7 per user/per month, 2) Business – $25 per user/per month, 3) Enterprise – Ask for a quote.
Visit Smartsheet »
16) Nextiva
Nextive is simple and easy-to-use CRM software. It is a solid suite to manage all your customer interactions. It helps you to personalize the customer experience without doing any extra work.
Features:
Manage sales & customer support. It enables you to track the entire customer journey. You will get instant real-time suggestions. It allows you to set up automatic actions. Pricing plans: Four pricing plans 1) Essential- $11.95 2) Professional- $20.95 3) Enterprise- $26.95 and 4) Ultimate- $57.95.
Visit Nextiva »
17) Agile CRM
Agile CRM tool helps you automate your sales, marketing, and service in one platform. This tool has a contact management facility that helps you close deals faster, enabling you to share your calendar online.
Features:
Offers an option of voicemail automation. Agile CRM allows you to view contact data from the client conversation, call, notes, etc. You can sync Agile CRM data with Google calendar to get notifications about upcoming meetings. This CRM solution helps you know the information about the buyer’s journeys. It helps you to maintain insights with reports and advanced analytics. Pricing plans: 1) Free 2) Starter $8.99 3) Regular $29.99.
Visit Agile CRM »
18) vTiger CRM
vTiger is a CRM software that provides a seamless workflow between your teams. It helps your teams spend more time with customers and less entering data.
Features:
Get all your data in one place. You can automatically bring all your email conversations into Vtiger and link it to records. Helps the sales team to predict and plan the sales cycle from pipeline to closure. Campaign Management and Customer Support. It allows you to engage across multiple channels. You can capture the full potentials of your business. Supported platforms: Web, Android, iOS.
Visit vTiger »
19) ActiveCampaign
ActiveCampaign is a sales CRM that helps you automate lead and contact management, so you have time to sell. It also helps you connect with Gmail, Outlook, or other email providers.
Features:
Automatically update contact details and help you to view a lead’s entire history from the contact record It helps to select, which leads to focus on and when to wait. Check contact information, create and manage tasks, make calls, and update deals. Starting Price: $9 per month.
Visit ActiveCampaign
20) Insightly CRM
Insightly is one of the best CRM software that keeps all your current and prospective customer data in one place to optimize your productivity. It allows the sales team to establish a relationship with the client.
Features:
It helps you to convert deals to projects. You can integrate this CRM with MailChimp, Google Drive, Gmail, Box, and more. You can track relevant lead information is possible. It helps you to create a multi-step business process with Insightly. This one of the best CRM software helps you to streamline business processes. You can build custom applications for your business. Allows you to design the dashboard according to your need. Starting Price: $29 per month/ per user.
Visit Insightly
21) Copper
Copper is a CRM software that captures all your contact details and emails so that you can use them whenever you like. You can add leads, update deals, and create Google Calendar events.
Features:
Copper helps you to integrate it with Google Calendar, Gmail Contacts, Google Docs, and more. Provides a dashboard that displays the sales amount you need to achieve. Offers real-time currency conversions. Copper enables you to manage your contact by customizing contact types to categories of business relationships. You can manage your calls, emails, meetings with automatic reminders. It offers many templates to send emails in bulk.
Visit Copper »
22) Nimble CRM
Nimble CRM is an app that enables you to manage client contacts into segmented lists effectively. This tool helps you organize your team tasks, events, and communications to each deal.
Features:
Offers a dashboard to manage appointments and tasks. You can add notes to deal with status. Combine your contacts, social media connections with more than 160 apps. You will get a complete view of upcoming events and meetings. Enables you to divide your contact details into segments for bulk email sending. It is available as a browser widget, mobile app, and more. You can organize contacts with tags and notes. Supported Operating Systems: iPhone, Mac, Web-Based, etc. Free Trial: Yes Pricing plans: Two pricing plans: 1) Nimble Contact: US $9 2) Annual Revenue:Approx. $100 to $500 USD per year.
Visit Nimble »
23) SuiteCRM
SuiteCRM is a web-based product that automates sales, marketing, and more. You can also monitor your sales pipeline and analyze your revenue metrics.
Features:
It helps you to streamline your marketing activities. This software helps you to collaborate with your team. You can monitor your sales pipeline. It allows you to view clients’ detailed history like contact people, company details, products purchased, and more. SutiCRM enables you to achieve your sales targets. Supported platforms: Windows, Android, and iOS.
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24) Simple Systems
Simple Systems is a cloud-based CRM application. This tool enables you to track your sales activities, and it allows you to monitor your marketing campaigns.
Features:
It has an integrated email marketing module. This tool can be easily set up. Simple Systems enable you to track your leads. It allows you to monitor your leads and opportunities efficiently. Supported platforms: Mac, Windows, and Linux. Starting Price: $14.00 /month
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25) 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 enables you to make impactful business decisions. Marketing automation software.
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26) Creatio
Creatio is a CRM tool that helps you to accelerate operational & customer-facing processes. It offers functionality and productivity with ready-to-use apps. Creatio allows you to keep a record of contact data and addresses with the map the view capability.
Features:
It enables you to change customer-facing and operational processes faster and easier. You can manage your CRM data faster and with minimal effort through automatic smart data enrichment. Accelerate the development and implementation of business apps. Deployment Type: Cloud-based and on-premises. Supported Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc. Pricing: Three pricing plans 1) Team Package: US $25 2) Commerce Package: US $30 3) Enterprise Package: US $50.
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27) Kizen
Kizen CRM tool helps you keep all of the most critical priorities, prospects, deals automatically organized and accessible to everyone. It allows you to log, track, and schedule all interactions with prospects and customers.
Features:
It helps you to manage communications about deals and customers in 1 place. Marketing Automation and easy social media integration. Free Trial: Yes Supported platforms: Android, iPhone, and iPad.
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28) Apptivo
Apptivo is a cloud-based business management software for all companies. This tool enables you to close deals without any hassle, and you can also create a contract for your business deals easily.
Features:
Layouts in this app can be customized. You can generate reports and keep track of customer data. It helps you to generate a PDF version of your invoices. You can integrate Apptivo with G Suite. It enables you to resolve and prevent duplicate lead data. Pricing plans: Paid plans from $8 user/month.
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29) Spiro
Spiro is a CRM software that provides complete visibility into your pipeline. It allows you to assign deal engagement scores to improve accuracy. It automatically collects data from email, voice, and text to track and optimize engagement throughout the sales cycle.
Features:
It enables you to focus your sales team on selling. It provides unrivaled visibility into your team’s activities to focus your coaching on the right opportunities. It helps you to gain actionable insights. Supported platforms: Android, iPhone, and iPad.
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30) NetHunt CRM
NetHunt CRM helps you to grow your business. You need to focus all your energy on doing what you do best. This CRM software lets you automatically synchronize your Google Contacts to CRM tool.
Features:
Nethunt allows you to synchronize your Google contacts to CRM automatically. You can share your conversation history with your team. Personalize your email campaigns with client details. It helps you to automate routine tasks. Pricing plans: Three pricing plans 1) Professional $24- 2) Professional Plus $28 3) Enterprise $48.
Visit NetHunt »
31) Workbooks
Workbooks is a platform to manage your business, designed and priced for the mid-market. It helps you to eliminate manual handoffs, duplication of data entry.
Features:
Highly configurable CRM, which works the way you work. Automate end-to-end business processes. It is accessible anytime, anywhere from any device. Supported platforms: Web, Android, and iOS. Pricing: Basic plan starts $30/month.
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32) CompanyHub CRM
CompanyHub CRM helps you to create a new Lead/Contact. It automates any workflow and allows you to add Notes/Task and Conversations.
Features:
Quickly create a new Lead /Contact. Alerts/notifications to managers and reminders to salespeople. Automate any workflow/process like checking duplicates. You can organize any data/process. Not just leads.
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33) 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 enables you to make smarter marketing decisions with exact information. It helps your businesses to cater to a more personalized experience to enhance customer support activities. Allows you to automate all the steps concerned in your billing process. Supported platforms: Android, iPhone, and iOS.
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How to Select the Best CRM software
Step 1) Set your budget. Any good CRM software generally costs range from free to average $200, so it’s best to set your spending budget before you start shopping. For that, you can easily remove an option that needs more budget. Step 2) Make a feature list. There are plenty of features offered by the CRM tool. However, it may not be necessary that you want all these features, and you should decide which features are essential for your business at that time. Step 3) Gather referrals from businesses like yours. You should ask for feedback and review about CRM software used by someone in a similar business. Step 4) Assess the current market. The CRM space changes rapidly as technology improves, so you should look for the market and access your future requirements. Step 5) Read reviews. You should read reviews about CRM tools. This helps you gain more insight into how individual solutions perform in the real world than you will be reading about them on the vendors’ websites. Step 6) Test your top choices. At this point, you’ll have a fair idea about which CRMs prove the best option for your business, so take each one of these contenders for a free trial or demo. Most CRM software providers offer free trials, so try the maximum tool before spending money on a permanent solution. Step 7) Make your decision. You need to take a call and make your final selection at this stage. You should take all the above-given considerations before doing this. If you need sales management software, here’s our list of the Best Sales Management Software Tools.
FAQ:
Monday.com Pipedrive Zendesk Zoho SalesForce HubSpot CRM ClickUp CRM Act! CRM Keap Less Annoying CRM
» Check here our list of the Best Lead Management Software
You can streamline sales and boost your revenue. CRM tool helps you to improve the workflow of the entire organization. CRM solution provides the most accurate and trustworthy reports of customers. Improved messaging with automation. It helps you to simplify the business collaboration of the organization. Automated all the repeated processes that you need to do regularly.
