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Best 17 CRM Software for SMBs in 2024

Client Relationship Management (CRM) software is an essential tool for small firms to improve client interactions, streamline operations, and increase overall efficiency in the fast-paced corporate world. Selecting the ideal CRM system that is suited to small businesses’ particular requirements can have a big impact. In this article, we explore the top CRM software options specifically designed for small enterprises.

What is a CRM Software?

Customer Relationship Management (CRM) software is a powerful tool designed to streamline and enhance interactions between businesses and their customers. It serves as a centralized hub for managing, analyzing, and optimizing customer relationships throughout their lifecycle. CRM software is employed across various industries and is instrumental in helping organizations build lasting and meaningful connections with their clientele.

Normally small businesses start their sales activity with a spreadsheet and a calendar for the lead management process. As the business grows and the client base increases, managing sales gets difficult. To get out of this mess, you need to switch to a CRM and keep your sales momentum. CRM helps you in organizing your customer data and put your team on the same page.

Why Invest in CRM Software?

Some of the major reasons for investing in CRM software are as follows:

  • Efficient Customer Management: CRM software centralizes customer data, making it easier to manage and track interactions. It also enables businesses to build and nurture customer relationships by understanding their needs.
  • Streamlined Communication: Facilitates seamless communication across teams, ensuring everyone is on the same page regarding customer interactions. Hence reduces the likelihood of missed opportunities or misunderstandings.
  • Improved Sales Processes: Enhances sales pipelines by providing insights into leads and opportunities. As a result, it allows sales teams to prioritize and focus on high-value prospects.
  • Data-Driven Decision-Making: Provides analytics and reporting tools for informed decision-making. Helps businesses identify trends, forecast sales, and measure the effectiveness of marketing campaigns.
  • Scalability: Adaptable to the growth of the business. CRM systems can scale alongside the expansion of customer bases and operations.

List of 17 Best CRM Software for Small Businesses

1. Salesforce

Salesforce is a cloud-based CRM software. It’s affordable and easy to use. It also comes with great customer support. Salesforce has everything small businesses need in CRM software. If you are looking for the overall best CRM software as a small business owner, think seriously about going with Salesforce CRM.

2. Zoho

Zoho is one of the most popular cost-effective CRM Software for small businesses. This CRM version is free for 10 users and 5,000 records. It comes with a mobile app and social CRM among other things. Their first step upgrade (for more users, features, and 100,000 records) is only $12/user/month. If you are looking for a free CRM solution to start with, you must consider Zoho.

3. PipeDrive

Pipedrive because it is simple and easy to use. That is the reason many small business owners like it. The dashboard is very user-friendly. The setup takes less than two minutes. The setup doesn’t need training and as a result, you can get started right away.

4. Monday.com

Monday.com is a cloud-based CRM software. It is ideal for a workforce that needs frequent collaboration on tasks and projects. This popular CRM platform offers a Kanban-style board view of your tasks. Some of their popular clients are Coca-Cola, Hulu, and Canva.

5. Sugar  CRM

SugarCRM is a popular  CRM software. It integrates sales, marketing, and employee tracking.  SugarCRM is available both as cloud-based as well as on-premise software.

6. Infusionsoft

Infusionsoft is a popular CRM software for many small business owners. It offers  CRM features fit for small businesses. The price also is affordable for small business owners.

7. Insightly

Insightly is a simple, scalable solution that grows with your business. It is a  feature-rich CRM software that fits the demand for small businesses. It covers all the basic demands of CROM software that small businesses need.

Furthermore, it is also highly scalable as your business grows. Additionally, Insightly is one of the most affordable CRM solutions available in the market. You can start with a free version. You can then go for paid plans if you find them suitable. The price starts at a fraction of the price of comparable CRM software.

8. Netsuite

With NetSuite CRM you can track leads through each step of the customer lifecycle. You can track right from lead generation, prospect nurturing, sales orders, and fulfillment to support. The price is also affordable.

9. Bitrix24

Bitrix stands for flexibility. It offers a completely free account for 12 users and five GB of storage. Very popular among small businesses.

10. Commence

Commence is an affordable Web-based CRM software. It is designed for small and mid-size businesses. It is very easy to use and as a result, it takes much less time to get started.

11. BASE

Base is a next-generation sales productivity platform. It provides powerful and effective sales tools that will impact your small business. Base is an all-in-one platform for all your sales needs.

12. Apptivo

Apptivo CRM is part of Apptivo’s suite of business solutions. This CRM connects contact and leads management with project management and marketing software. It helps your business connect better with customers.

13. Pipeline Deals

Other than the normal features of CRM software, pipeline deals additionally send snapshots of your sales status to your mailbox.  It helps you to know your business status. Their customer support is excellent.

14. Capsule

Capsule is a very popular CRM software in small and mid-size businesses. This CRM software is free for up to two users with 10 MB of storage, and 250 contacts. To upgrade, it’s $12/user/month.

15. SAP

SAP is built for small businesses. It has no minimum user requirements. As the business grows you have the option of scaling up as per your requirements. and it is scalable to your needs as your business grows.

16. Nutshell

Nutshell is another very popular CRM software for small businesses. The software automatically imports Gmail messages events and meetings into Google Calendar. The setup requires less time and is hence easy to get started. The monthly pricing starts at free. However, to avail of more advanced features, they have paid plans. It can go up to $60 for three users.

17. Freshworks CRM

This CRM has an intuitive interface with strong automation capabilities. It also has AI-based lead scoring. One can quickly adopt the software for its user-friendly design. Furthermore, it boasts an efficient automation system for streamlined processes. This CRM tool comes with an affordable pricing plans for small businesses.

More Software Reviews:

Other than this list of best CRM software, there is also much more effective Software available in the market. Before you buy, evaluate your requirements and then buy the one which suits your business best.

How to Choose the Right CRM for Your Small Business:

a) Identify Specific Needs:

  • Assess the specific requirements of your small business.
  • Determine the key features necessary for daily operations.

b) Budget Considerations:

  • Evaluate the overall cost of ownership.
  • Consider both initial costs and potential future expenses.

c) Scalability:

  • Choose a CRM that can grow with your small business.
  • Ensure it can handle increased data and user requirements.

d) User Adoption:

  • Opt for a CRM with a user-friendly interface.
  • Provide adequate training for smooth adoption.

e) Integration Compatibility:

  • Ensure compatibility with existing and future tools.
  • Seamless integration enhances overall efficiency.

Frequently Asked Questions

Do small businesses need CRM software?

Yes, CRM software is highly beneficial for small businesses as it helps manage customer interactions, improve communication, and streamline sales processes.

What are the key features of CRM software?

Some of the important features of CRM software are the following?

  • Contact Management
  • Lead Management
  • Sales Automation
  • Marketing Automation
  • Pipeline Management
  • Reporting and Analytics
  • Customer Support and Service
  • Integration Capabilities
  • Mobile Access

Is there a free CRM for small businesses?

Yes, HubSpot CRM offers a free version with essential features that can be beneficial for small businesses with budget constraints.

Can CRM tools be customized for specific business needs?

Yes, many CRM solutions, including Zoho CRM and Freshworks CRM, offer customization options to tailor the system to the specific needs of a small business.

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