ONLINE CRM: Best Small Business Online System Software in 2023 (Free & Paid)

online crm, software, free, systems, small business, courses
image source: indiamart

An online CRM system can help you follow your clients and get a holistic view of them. You can keep track of all your clients’ information in one place, including order statuses, ongoing customer care issues, and more. In this article, we will go deeper into knowing the free software and systems of online CRM, the CRM you can implement in your small business, and the courses you can apply for to get the qualifications you need.

Online CRM

Online CRM is a system designed to help businesses manage customer and prospect connections. Leverage relationships to develop your business. However, a CRM system improves corporate relationships and profits.

Thus, Online CRM systems improve contact, sales, and agent productivity. CRM today handles marketing, sales, digital commerce, and customer service.

A CRM solution however helps a company’s interactions with customers throughout their lifespan, from acquisition to retention.

Online CRM Software

CRM online software simplifies the management of client interactions by allowing customers to communicate on a single platform. Firms know exactly where they stand with each customer when buying.

A type of customer relationship management (CRM) software merges texting and phone calls, typically with recorded conversations that aid in gathering and analyzing consumer sentiment and generating new insights. Online CRM software is a tool created to offer customers a personalized and seamless experience while building better relationships and offering a complete picture of all customer interactions.

Reasons Your Company Needs An Online CRM Software

Managing sales, marketing, and customer relations can likewise be difficult without sophisticated enterprise software. If you’re unsure about CRM, look out for these warning signs:

  1. Lack of centralization: Using Excel files, business cards, and handwritten notes from customers is difficult. Also, it takes too long and too much work to acquire and analyze data.
  2. Lack of knowledge: A subset of the first indicator. Your salesman will struggle to keep track of every detail as your customer base grows.
  3. Communication breakdown: Both Marketing and Sales must nurture the lead. No communication means no one knows what the other is doing.
  4. Close transactions quickly: Consequently, field salesmen cannot keep everyone informed about deals or send out sales orders and bills.
  5. Turnover costs time and money: Customers’ sales rep relationships follow them. Train replacements take time and money.

Things To Consider When Implementing An Online CRM Software

Consider the following factors before investing in a customer management system:

  1. Usability: The Usability Team will only employ new technology if it is pleasant. Also it make sure the CRM you pick has a simple interface and is easy to understand for all users.
  2. Customization: Every business has its own set of regulations and procedures. In other words, your ideal CRM would be flexible to your business’s needs. A CRM that allows you to add modules, create custom procedures, and automate operations to meet your organization’s needs.
  3. Scalability: Your CRM must therefore be able to integrate with third-party systems and accept bespoke modules.
  4. Mobility: Mobile internet traffic has now exceeded PC traffic. Thus you can access customer data for your sales team. They may be more mobile, do more business, and keep everyone informed.
  5. Security: To stay in business, you need a cloud CRM with secure data centers and industry-standard security measures.
  6. Migration: Converting your data from Excel or another CRM should be simple. It must be simple to migrate to a CRM.

Online CRM Free

There are some free online CRM you can get and engage your business in it. They are as thus

#1. EngageBay 

This is a free marketing and sales online CRM. Marketing, CRM, sales, and customer service apps can be accessed alone or as part of a package. Also Customer Relationship Management (CRM) software lets you keep track of deals, contacts, and leads.

EngageBay’s main features include:

  1. Your contacts can also be managed via email or phone. Notes, meeting minutes, and to-do lists can also be recorded.
  2. Drag-and-drop deal pipeline management allows you to transfer deals between stages. However, a single dashboard can track all deals.
  3. By giving them a score based on their website behavior, funnel stage, etc.

#2. eWay-CRM 

This is a free online CRM system comprised of modules adapted to your needs. Tasks, calendars, papers, marketing campaigns, projects, and deals all have their own modules. This includes tracking projects and adjusting processes, as well as collecting statistics and integrating Google Analytics.

Here are the key eWay-CRM features:

  1. You can likewise import tasks, notes, and calendars from Outlook.
  2. Email prospects and leads without having to type each one separately. Instead of manually creating emails, enter consumer data into a spreadsheet.
  3. Create workflows, assign tasks, gather data, and also distribute it to stakeholders for approval.

#3. HubSpot CRM’s

This online free CRM includes Marketing, Sales, Service, CMS, and Operations Hubs to help manage client connections. You may also use it to track sales prospects, assign customer support tasks, plan client meetings, and more.

The following are key characteristics of HubSpot CRM:

  1. The sales dashboard however shows real-time sales activity, productivity, and individual performance.
  2. When a lead opens your email, you are notified and can send follow-up emails using pre-designed themes.
  3. The tool’s mobile app lets you assign tasks, add notes, and also schedule video calls with contacts.

#4. RealOffice360 

This is a free online CRM. It also offers basic CRM functionality and is industry-specific. It also imports data from Google or a spreadsheet.

RealOffice360 includes numerous features:

  1. Prospects and leads can therefore be tracked based on their sales funnel status.
  2. It includes to-do lists, daily task scheduling, and event reminders.
  3. Create, run, and also manage email marketing campaigns for your lead sources.

Online CRM Systems 

Customer Relationship Management (CRM) is abbreviated as CRM. Currently, online CRM refers to a piece of software/ systems that serves as a single hub for sales, marketing, and customer service. Thus it unifies your processes, policies, and staff.

Why Do Businesses Choose Online CRM Systems?

CRM is therefore the world’s largest software market, and organizations that wish to succeed must invest in it. The simplicity of integrating CRMs with other company applications and the growth of the cloud CRM software market over the years make online CRM systems ideal for companies looking to enhance sales and marketing returns while lowering expenses.

Types Of Online CRM Systems

There are 3 types of CRM systems that can help your company to organize its strategies outlined, they are as follows:

#1. Cloud-based CRM versus on-premise CRM

One of the first decisions a company must make is: Cloud CRM or on-premises? On-premises CRM systems demand organizations to invest incomplete infrastructure, maintenance, upgrades, and software license.

Cloud CRM systems are preferred by businesses because they can be accessed via any web browser. Also, no maintenance or upkeep expenditures, greater data accessibility, and easy scaling up or down.

#2. Industry-Specific CRM software

Several companies thus offer CRM software, and each is specialized to fit the demands of a given sector. Many businesses have their own CRM software: real estate, health care, financial services, media companies, and hotels, to name just a few.

#3. All-in-one CRM solutions

Integrated with a wide range of popular business software, all-in-one CRM systems provide a 360-degree view of your clients and prospects. They are feature-rich, secure, and easy to use, allowing businesses of all sizes and sectors to quickly benefit from them and increase sales.

What are the corporate benefits of Online CRM Systems?

CRM solutions may be easily tailored to any business size or kind. Both new and existing businesses use CRM software to increase sales, marketing, and customer service (CRM).

Small Business Online CRM

Everybody wants to expand their business. But gaining new clients, expanding operations, and increasing profits all require targeted investments.

That’s why CRM is vital for Startups. An all-in-one CRM solution gives you 360-degree customer visibility, allowing you to better implement changes. The best CRM for small businesses is one that has a low training time, no extra features, and can expand with you.

The top online CRM solutions for small business will help you organize and manage your business procedures.

#1. Nutshell

Nutshell is a complex CRM with an easy-to-use GUI. No IT needed. You can segment leads and customers using sales and marketing technology (including industry, lifetime value, and location). Nutshell includes an interactive map, phone dialing and recording, and customizable reporting.

NUTSHELL’S CRM Gmail Chrome plugin Nutshell plugin lets you create tasks, track communication timeframes, take notes and check which emails have been shared. this online CRM is therefore good for use in developing your small business

#2. Freshsales

Freshsales is a complete sales force automation system that allows you to automate your whole sales staff. Motivate and nurture clients by attracting and engaging qualified prospects in context-sensitive talks, closing sales with AI-powered insights, and nurturing client relationships. this online CRM is another important tool for small business.

Sales teams have more time to sell with Freshsales since it automates the sales process while enhancing productivity. Freddy AI can help salespeople anticipate revenue and identify the best deals to pursue. Using Freshsales, firms can take their pipeline management to the next level. In addition, using native CPQ makes it easier to create and exchange sales proposals and other sales assets.

#3. Keap

KEAP is an online CRM meant for small business, it is a contact management and pipeline solution for small businesses, freelancers, and even home-based entrepreneurs, and it’s available for free.

The only thing Keap needs to keep going is to “remain connected.” Their goal is to convert leads into satisfied customers who would not only return but also suggest others to them.

#4. InfoFlo

This CRM makes Outlook integration more convenient than the preferred option. Custom fields can be used to provide fine-grained control over customers. The instruments of telephony include integrated SMS services and comprehensive VoIP. For further data protection, you can run InfoFlo on the cloud or on-prem using their services. In the desktop edition, the price is quite reasonable. it is a top online crm for small business


Salespeople will spend less time learning and more time selling with Salesmate. This online CRM tool can help small business, startups, and real estate firms.

It’s always been improving. The interface has been completely redesigned with improved analytics and reporting. New features include phone calls, deal tracking, and a mobile app.

#6. Less Annoying CRM

less vexing LACRM (Large Business CRM) was built for them. Their all-inclusive strategy includes task management, contact management, follow-ups, and tracking new clients.

With LACRM’s agile but nimble toolbox, you can manage all of your clients and contacts, pipelines, events, and tasks, and also assigns each user a unique email address. 

#7. Really Simple Systems CRM

Initially, Really Simple CRM was exactly that: a simple CRM. Nonetheless, it has evolved into a powerful CRM toolkit.

Really Simple Systems covers marketing, sales, and service. Marketing manages leads and campaigns. Email marketing and automation are also highly common nowadays. Sales tools like contact and pipeline management. It’s also good for projects, calendars, and sales forecasting. Customer service includes case management, SLAs, and case reporting.

It is beneficial for Individuals

  1. Startups
  2. Small groups of people
  3. SMBsCRM system
  4. Planning and executing a task

Online CRM Courses

There are some online courses you can register to get more educated on the area you want to specialize on. They are as follows

#1. Marketing Analytics (edX)

In this course, you will learn to build quantitative models that use business data, statistical computation, and machine learning to estimate sales and marketing impact for Customers, market segmentation, value development, communication, and monetization.

Skills to learn after learning the course:

  1. Forecasting demand using customer-base models and statistics
  2. Market segmentation strategies and best practices for finding target audiences
  3. Calculating CLV for assessing client loyalty and estimating income in the short and long term
  4. Calculating optimal product and service pricing to maximize ROI – Assessing marketing ROI to make better data-driven decisions

#2. Opportunity Management in Salesforce

This third course will teach you the basics of helping sales teams improve their chance at strategic planning. This course explains how a sales operations specialist would help account managers move opportunities through a marketing funnel and complete transactions quickly. Product, price book, quote, contract and order creation will be required in Salesforce. Learning how to use these Salesforce features is essential for entry-level sales employment.

This course assumes no prior knowledge of sales, CRM, or Salesforce platform navigation. If you’re new to these topics, you can still succeed in this course, although it may take more effort from you.


  1. Describe the duties of an account executive and how a sales operations specialist would assist them.
  2. Learn how sales teams move opportunities through the sales pipeline and close transactions with Salesforce.
  3. Manage accounts, opportunities, products, quotes, and contracts in Salesforce Sales Cloud Lightning.

#3.Reports, Dashboards, and Customer Success in Salesforce 

With Salesforce Care Cloud, sales operations specialists can serve a wide range of customer service demands.

This course also covers how a sales ops specialist may use Salesforce Charts to track, improve, and forecast a sales team’s performance.


  1. Understand and correctly perform service/support agent processes utilizing Salesforce Case Management and Knowledge capabilities in the Service Cloud.
  2. The Sales Cloud can be used to build reports to track, improve, and forecast sales processes.
  3. Create reports, charts, and dashboards to notify clients and managers about sales success.

#4. Salesforce basics

This course will teach you about the world’s top CRM systems and their benefits. This course assumes you have a basic understanding of the components that make up Salesforce’s ideal system. This lecture covers the fundamentals of Lightning for Sales, Community Cloud, and Marketing, as well as securing your Salesforce Organization. Incorporate Salesforce into any organization with these components. The course includes the Trailhead teaching platform, peer discussion, demonstration videos, and peer review activities.

What you will achieve in the course of this learning

  1. Lightning and Classic Salesforce features, functionalities, and workflows are accessible, navigable, and versatile.
  2. Adapt Salesforce capabilities to your team’s needs.
  3. Create communities for customers, partners, and also employees.

Skills you will learn

  1. Data management
  2. a cloud connection
  3. Data security.
  4. Automation
  5. on-demand computing

#5. Introduction to marketing

The course, taught by one of Wharton’s top marketing professors, focuses on three aspects of customer loyalty: branding, customer focus, and market-based sales tactics.

key ideas to learn

  1. Brand equity is important in a dynamic industry where new enterprises are always appearing.
  2. Customer centricity begins with consumer attention and gathering customer demands.
  3. Go-to-market strategies: Understand customers’ motives and how they are presented to them.

Skills to acquire

  1. conceiving (Marketing)
  2. Marketing
  4. total client satisfaction

What Is Online CRM?

CRM stands for customer relationship management. Customer relationship management (CRM) is a set of integrated, data-driven software solutions that help you better interact and serve your customers. A CRM system lets you manage customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data.

Is There a Good Free CRM?

CRM has some good and free sites to use, and they are

1. EngageBay 

#2. eWay-CRM 

#3. HubSpot CRM’s

#4. RealOffice360

Which CRM Is Easiest to Use?

Freshsales is the easiest CRM application. Freshsales Suite is the most user-friendly CRM system because it has the most intuitive interface, guides you through the setup process with ease, and offers the simplest, most effective features.

Can You Use Excel as a CRM?

Excel can be used to construct a CRM. However, it is not as effective as a CRM-specific platform with various additional capabilities. What is a spreadsheet for CRM? A CRM spreadsheet monitors data of sales leads and actual customers by noting data on a sheet, similar to Excel and Google Sheets.

What Are Advantages of CRM?

It facilitates things by facilitating communication between you and the consumer, organizing data, and enhancing customer service. This will streamline the process of ensuring that needs are addressed and actions are resolved promptly.

What Is CRM Strategy?

Customer Relationship Management is CRM. A CRM strategy is a business-wide plan to increase revenue and profit, minimize expenses, and strengthen customer connections (putting them first).

Is CRM a Hard Skill?

You require various hard and soft talents as a manager of customer relations in order to lead your team, monitor outcomes, make staffing decisions, and design and implement policies. Managers of customer relations monitor the client experience. They ensure that their firm satisfies client expectations and address problems.

Related Article

  1. CUSTOMER RELATIONSHIP MANAGEMENT (CRM): Definition, Tools, and Importance
  2. Real Estate Business: A Definitive Guide for Beginners (+ How to start tips)
  3. Price Skimming Strategy: Definition, Example, and Guide
  4. REAL ESTATE DEVELOPMENT BUSINESS: How to become a Developer and detailed steps to start a company
Leave a Reply

Your email address will not be published. Required fields are marked *

You May Also Like