CRM (customer relationship management) software aids firms in boosting sales, fostering expansion, and offering remarkable customer experiences. There are various CRM platforms available, and each has a unique combination of features and advantages. We have put together a reference to the top small business CRMs on the market right now to make it easier for you to do your research. Look more closely at our top choices to locate the best, most popular, and Monday CRM platforms for small businesses that are right for you.
CRM Platforms
CRM software enables sales representatives and marketing groups to keep track of all interactions that have been had with a prospect or customer. The best customer relationship management (CRM) software enables administrators to build up an automated workflow to guarantee that client inquiries are addressed promptly and by the appropriate team member. Additionally, these platforms compile all communication data so that marketing and sales teams can more clearly determine where a prospect or client is in the sales funnel and then adjust their outreach accordingly. To make customer communications easier, the majority of CRM software will interface with other crucial communications apps like email marketing software and text message marketing software.
Best CRM Platforms
The following considerations must be made when looking for the best CRM:
- How much money do you have?
- How many users will it have?
- Do all departments require it?
- Do you prefer a platform with plenty of features or one that is minimal but still functional?
The best CRM platforms may not ultimately apply to all individuals and businesses alike. We are confident that you will find the ideal customer relationship management solution in this fantastic assortment of CRM software systems. After deciding on one, you can begin implementing your CRM strategy.
#1. HubSpot CRM is the best CRM tool overall.
Inbound marketing is where HubSpot got its start. This aids businesses in user acquisition through content. Additionally, HubSpot provides generic CRM solutions, which are often among the best.
HubSpot has a very user-friendly interface. The HubSpot product line is organized into marketing, sales, service, and CMS categories. You can expand your network and save time by using marketing to generate leads. To keep your brand at the forefront of your client’s minds, use marketing automation. You also receive marketing analytics for marketers. You may find sophisticated CRM software and other tools, including a meeting scheduler, in HubSpot’s sales section. Customer feedback, help centers, tickets, and knowledge bases are all part of the service. You manage your content with a CMS. You can truly deliver a fantastic client experience with HubSpot CRM. A HubSpot add-on is also available for Gmail or Office 365.
HubSpot CRM is available at many different price points. The cost per user for a basic CRM and sales bundle is $40.
HubSpot CRM is ideal for:
- Specific users
- Starting up small teams
- Service Sales
- Marketing for small businesses
- CMS
- E-commerce
#2. Salesforce (the best customer relationship management tool for sales teams).
One of the first platforms for CRM solutions is Salesforce. It now features a wide range of products and modules. Software for the “big three” departments of marketing, sales, and customer care is among them. For medium-to-large businesses, Salesforce is generally regarded as one of the best and most widely used CRM software platforms.
Salesforce is able to handle all of your business processes. Salesforce provides software to create email marketing campaigns. Additionally, marketing automation can be set up. There are options for posting and listening on social media. Salesforce provides effective customer relationship management for sales teams. With Sales Cloud, you also get CRM software to speed up the sales lifecycle. Salesforce offers CRM capabilities for building self-service resources for customer support. Their contact information can also help customer service representatives assist clients more quickly. Salesforce is incredibly good at generating leads and keeping customers. The main drawback is that Salesforce has a learning curve.
Salesforce offers numerous price options. A $25 basic CRM software plan is available. A seasoned CRM plan costs $75.
Salesforce excels at:
- Business startups, large companies, marketing, sales, and support
#3. Pipedrive (best CRM platform for managing pipelines in customer relationship management)
A CRM tool called Pipedrive aims to increase sales and revenue. The name is intended to conjure up the sales funnel and boost sales figures.
Pipedrive allows you to keep track of every conversation you have with each customer, just like any other good customer relationship management system for sales. Software technologies are available to ensure that you uphold high levels of customer satisfaction throughout the client journey. To manage all of your leads and active deals, it provides several capabilities. You can automate monotonous operations with the aid of a variety of capabilities. An extremely graphic platform is Pipedrive. This applies to both analytics and the tracking of the sales cycle and related operations. Additionally, it has mobile apps for iOS, Android, and iPhone devices. Overall, Pipedrive receives praise for its usability.
For Pipedrive, there are four different price tiers. The price of the basic plan is $14.90 per user.
Pipedrive functions best for:
- Startups
- Automation Workflow
- Pipeline administration
- Mobile applications
- E-commerce
#4. Freshsales (The best CRM software platform with AI lead scoring)
One of Freshworks’ best CRM programs is Freshsales. Freshworks is a single platform with distinct SaaS for customer service and marketing teams.
Freshsales uses AI to assist you in better understanding your leads and clients. Lead scoring is used to highlight your finest opportunities. Salespeople can use the built-in email and phone software from Freshsales. You receive precise client information as well as helpful advice on how to handle customer encounters, such as when and how to get in touch. Email alerts regarding new engagements or follow-ups are also an option. This collection of tools integrates flawlessly with other Freshworks goods, such as the chatbot-equipped Freshmarketer.
There are three pricing tiers for Freshsales. The least expensive one costs $15 (free for up to three people).
What Freshsales does best is:
- Startups
- Sales teams and small businesses
- Making calls
- AI dominates scoring
- Possibility management
#5 Microsoft Dynamics 365 (Best CRM Software for Business Intelligence)
When it comes to commercial SaaS, Microsoft takes business seriously. Dynamics 365 is a complete collection of CRM and ERP technologies.
Microsoft Dynamics 365 uses AI to assist businesses in identifying the ideal demographic and client base for their goods. With CRM software, you can see the whole customer base. The sales process can be automated using digital technologies. You even get tools to support coaching and performance improvement for your sales representatives. New leads are found using marketing tools. Additionally, it offers trend monitoring and sales forecasting. A robust customer service suite and an API for customization are both included in Dynamics 365. Additional benefits include project management and accounting.
Microsoft offers a variety of pricing options. CRM for sales starts at $20. Additionally, you have the option of an on-premise or cloud-based installation.
The following uses are available for Microsoft Dynamics 365:
- Large-scale
- Enterprise
- Software for managing contacts
- Lead management
- Enterprise intelligence
- Project administration
Popular CRM Platforms
There are several well-known CRM platforms on the market. Listed below are a few popular CRM platforms:
#1. Salesforce
One of the most popular CRM platforms worldwide is Salesforce. For sales, marketing, customer support, and other business processes, it provides a complete set of CRM tools and functions. Salesforce is appropriate for companies of all sizes since it is highly adaptable and scalable.
#2. Microsoft Dynamics 365
The CRM system Microsoft Dynamics 365 is also commonly utilized. It has strong sales, marketing, and customer service capabilities and connects with other Microsoft products like Office 365 and Outlook. Additionally, it provides industry-specific solutions and may be tailored to meet certain corporate needs.
#3. HubSpot CRM
A popular option for small and medium-sized organizations is HubSpot CRM. It offers a user-friendly design and a variety of CRM functions, including lead tracking, analytics, email marketing, and contact management. Additionally, marketing automation and customer support are integrated with HubSpot CRM.
#4. Zoho CRM
The cloud-based CRM software Zoho CRM is among the popular CRM platforms that serve companies of all sizes. It provides a full range of capabilities for analytics, customer service, marketing, and sales. To align with certain business processes, Zoho CRM offers customization and integration with other Zoho products.
#5. Oracle CX Cloud
An enterprise-grade CRM platform called Oracle CX Cloud provides several applications for social interaction, sales, marketing, customer care, and commerce. It offers a consolidated view of client data and makes it possible for companies to offer individualized experiences across many touchpoints.
#6. SugarCRM
An open-source CRM platform called SugarCRM can be set up either locally or in the cloud. It offers customization options and a variety of CRM functionalities. To meet various business demands, SugarCRM provides both commercial and community editions.
There are numerous additional CRM solutions on the market; these are but a few examples. The size and requirements of your organization, your budget, the platform’s ability to scale, its integration potential, and its user interface all play a role in the decision of which CRM platform to choose. It’s crucial to compare various platforms and select the one that best meets your requirements.
Best CRM for Small Businesses
There are several things to take into account when selecting the best CRM for small businesses, including cost, usability, scalability, and the unique requirements of your company. Following are a few CRM systems that are frequently suggested for small businesses:
#1. Zoho CRM: Best for Startups
Zoho CRM offers everything needed to expand small businesses and manage your sales pipeline. It enables organizations of all sizes to tailor their procedures, develop sales workflows, and make use of robust reporting. If you have a subscription plan, it also offers a comprehensive suite of apps that interface with the platform for marketing, customer service, accounting, human resources, and inventory management.
Monthly rates range from $20 to $65 per month, with a significant discount available if you sign up for a full year. There is also a cost-free choice. Small businesses and startups should utilize the free basic plan on Zoho CRM, which includes multichannel marketing, leads, deals, contact management, tasks, and events and is valid for up to three people.
Custom dashboards, inventory management, sophisticated customization, and scoring systems are capabilities available only with paid plans. Using Zoho Creator, you can quickly design a mobile app for your company. You may instantly access your company’s data from Android and iOS smartphones from anywhere.
Who ought to use it?
Due to its sales workflows and pay-as-you-go pricing, Zoho CRM is great for startups and small businesses.
#2. Insightly: Best for Project Management
For small firms that need to handle projects, Insightly is perfect. With its Gantt chart view, it enables you to keep an eye on your sales pipeline, measure time and expenses, and monitor project progress. Additionally, you can set up automated reminders to follow up with leads, import data from other apps, and build custom fields.
Pricing starts at $29 per user per month and goes up to $99 per user per month, paid annually. A 14-day free trial is available. Plans come with capabilities including project management and delivery, bespoke branding, advanced reporting, automation rules, and data import.
Who ought to use it?
Small firms that need to manage projects and want to monitor their sales pipeline should use Insightly.
#3. Salesforce: the most complete CRM platform
Salesforce is the finest CRM for companies looking for a comprehensive all-in-one solution. You can manage your leads, contacts, opportunities, and clients using it. With its dynamic dashboard, you can obtain a bird’s-eye view of your company and get real-time notifications.
Use the free 14-day trial to try out the features of the plan. When paid annually, the price ranges from $25 per month to $300 per month for the Unlimited plan. Salesforce is a wonderful option for businesses that wish to continue with the same CRM provider during all stages of growth because add-ons are available to enhance the capability of your Salesforce solution as you grow.
Who ought to use it?
Salesforce is a great option for companies that require an all-in-one CRM solution. You can add more goods to assist in the expansion of your business.
#4. FreshSales: best for managing leads.
You can quickly and easily collect information from potential clients online using the lead capture forms built into Freshsales. After that, follow the leads through your sales funnel and turn them into chances and clients.
Pricing ranges from free to $83 per user per month, and a trial period of 21 days is available. Multicurrency support, comprehensive reporting and analytics, business process workflows, deal management, and holiday routing are capabilities offered in paid plans.
Who ought to use it?
For companies that want a CRM with extensive lead management, Freshsales is the ideal option.
#5. Pipedrive: the most straightforward
Small businesses that require a comprehensive core set of fundamental CRM functions but don’t want the hassle of a more complex system can choose Pipedrive. It offers a simple, user-friendly visual interface where you can manage your leads, contacts, and business deals. The security of Pipedrive is a significant problem that keeps it from scoring higher. If you have the Enterprise package, which ought to be included with all plans regardless of your CRM provider, you will only receive notifications about shady logins, possible data leaks, and data loss.
It is available for 14 days of free use, after which the monthly price per user, when paid yearly, is $14.90. Receive configurable email templates and signatures, email open and click tracking, email scheduling, video call scheduling, and two-way email sync with the Advanced plan and higher.
Who ought to use it?
The finest CRM for lead handling for small organizations is Pipedrive.
Monday CRM
According to our research, Monday CRM is one of the top solutions for customization because it provides a straightforward, understandable user interface that enables unique designs to handle your business’s needs.
Monday.com is a complete and completely functional sales CRM that is simple to use while also giving you access to great analytics and a ton of tools to manage your company’s affairs. Additionally, you can benefit from several discounts and offers that the supplier offers.
Monday.com The three pricing tiers offered by CRM are basic, standard, and pro. Each offers customers, unlimited boards, over 20 different column types, embedded forms, the Monday.com mobile app for Android and iOS, and the renowned Kanban visualization.
Introduction to Monday CRM
You begin by selecting one of several templates, or “boards,” as seen in the screenshot above. They all track various business indicators, such as active leads and contact forms. Your processes will start to save you time right away because you can add code-less automation features to these boards.
As soon as your template is set up, you can further personalize it by dragging and dropping dashboards, lists, and other productivity and analytic tools onto and around it. This will help you construct the ideal central hub for your company. Even though the system is still in development and may have some bugs at first, you can develop and package custom apps in addition to Monday.com.
Is Quickbooks a CRM system?
Since QuickBooks keeps client contacts and purchase histories, small firms frequently utilize it as their initial CRM. Additionally, while your company is just getting off the ground, having access to customer contact information from your accounting software may be sufficient.
Is Salesforce a CRM?
With a wide selection of cutting-edge and comprehensive CRM solutions that can be efficiently customized to the needs of organizations of all sizes, from global enterprises to start-up microenterprises, Salesforce delivers the industry’s top cloud-based CRM software.
Is Google a CRM system?
Is a CRM part of Google Workspace? Although Google Workspace has many fantastic features, it does not have a built-in CRM solution. Some users construct a streamlined CRM using Google Sheets, Google Docs, and their email contact lists.
Is Excel a CRM tool?
Spreadsheets made in Excel are popular and easy to use. With the aid of database functions, it enables you to gather data and information and manage, analyze, and evaluate them. Because of this, it can be used as a CRM.
Summary
Simple CRM and Less Annoying CRM are also wonderful solutions if you want something straightforward. Consider Microsoft Dynamics 365 and Oracle’s NetSuite for larger enterprises with more complicated needs and larger budgets. MailChimp and Apptivo are worth a try if your small business or individual business is on a tight budget.
In the end, each of these CRM providers has strengths, and they are all significantly better than plain, clumsy spreadsheets, which over time will require more work due to their lack of tools. After reading this compilation, we hope that at least one of these top CRM recommendations has suddenly come to mind. Now, go manage those client connections like a pro.
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