If you want to grow your small business or simply find a new way of managing it, finding the right CRM system is vital. CRM is an acronym that stands for customer relationship management and CRM software is an essential tool for small business owners who want to manage and nurture business relationships with ease.
With the help of CRM software, you can track customer interactions, discover trends, and get important information and data on which to base future business decisions. A powerful CRM is an essential tool if you want to run your business efficiently.
But choosing the right CRM software for your business is no easy feat. We put together a list of the top 5 CRMs for small businesses together with their main specifications and features so you can easily find the one that bests suits your business.
Let's take a close look at them.
Hubspot is one of the most often mentioned names in the world of CRMs, but many business owners and marketers aren't sure how this software can actually help small businesses.
This is mostly because Hubspot has numerous different plans and thousands of features, which can be truly overwhelming for the small business owner looking for their first CRM.
The first thing you need to know about Hubspot is that it's a free CRM, but you can add some extra features as paid add-ons. The basic free CRM is typically enough for most small businesses.
1. Get your contacts and companies organized
One of the most useful features Hubspot has for small business is the super easy and intuitive way to organize contacts. You can easily store and retrieve important information about any lead or customer to keep everything organized in on place. It only takes a couple of seconds to create a new contact and import data.
2. Use the "Deals" section to transform leads into customers
Using a Kanban-style board, the "Deals" section in Hubspot allows you to make a sales funnel. This way, you'll make sure that you don't overlook any leads and you don't work twice on the same lead.
3. Use ticketing to improve customer service
Customers hate poor support, but you can be proactive and prevent bad reviews via the ticketing portion of HubSpot. You can easily create a ticket so someone on your team can take care of it.
Free basic CRM
Starter plan from $49 per month
Pipedrive is a CRM that was created by seasoned salespeople who realized that visualization of the sales process increases the efficiency of the selling process. This software's focus is on selling, with a focus on scheduling activities and engagements so you can make sure nothing gets missed.
The product is reasonably priced for small businesses and one of its advantages is that it integrates well with other apps your company might already use, including MailChimp, Zapier, and Google Apps.
1. Track communication
Pipedrive allows you to track emails, call, and contact history so you get full control and visibility. The communication tracking features also allow you to be in complete control of your schedule.
2. Insights and reports
The software makes it easy to dive deep into metrics that are customized for your business. You can also set up goals and measure performance against them.
3. Mobile app and multiple integrations
You can download the Pipedrive mobile app on your phone and use it on the go. It's also super easy to integrate the data with your preferred sales-boosting apps.
14-day free trial available
Essential plan starting from $12.50/month
Monday.com is an all-in-one project management system with a powerful CRM component. It offers a basic-level free package that comes with limited features. The CRM is part of these features, and you can access it as a board on the main interface. You can get additional features in the paid packages.
With Monday.com, you get access to numerous project and team management capabilities as well, which makes it a suitable option for businesses that have needs that go beyond just a CRM. The program makes it easy to manage tasks and workflows and its intuitive interface is easy to use even for those who have never used a CRM before.
1. Build a contact list
With Monday.com, you can import all your contacts straight from Excel, and the software integrates with hundreds of apps as well. As such, you can import the details of all your clients with just a couple of clicks, even if you have thousands of them.
2. Categorize board information
This feature allows you to split your customers into groups and organize them into different categories. For instance, you can create a group just for customers that purchased a service in the last month, or one dedicated to incoming leads.
3. Automate your workflow
With Monday.com's automation features, you can streamline your workflow just the way you want. For example, you can use automations to remind sales representatives when a contract is due to renew.
Free trial available
Basic plan starting from $9.99 per month
Freshsales is a good solution for businesses of all sizes and it provides intelligent customer engagement software to boost customer loyalty. The CRM has a web and mobile app version and includes state-of-the art communication tools. You can benefit from a built-in phone that can automatically record calls and multiple marketing tools that allow you to track the effectiveness of your marketing efforts.
The software has a built-in sales funnel viewer that allows you to organize contacts into different categories based on value, stage, and more. You can choose from multiple tiers when buying Freshsales, with options available for small teams, growing teams, and enterprises.
1. Email tracking
With Freshsales, you get the possibility to see who has opened theirs emails, so you can gauge the level of interest in a campaign. The software also allows you to send bulk emails on personalized templates.
2. Lead management
Freshsales does an excellent job when it comes to contact management and it uses an AI-based lead scoring. The notifiers are ideal for making sure you don't forget an important meeting or task.
3. Seamless integrations
Freshsales integrates with dozens of apps so you can import data from the software you're currently using. Because it integrates with Google Calendar and Segment, you'll always be in full control of your events.
Small teams from $12/month
Growing teams from $25/month
Large teams from $49/month
Enterprises from $70/month
Copper is an easy-to-use CRM that offers full integration with Google's productivity environment. It's a good option for businesses that are looking for a CRM that works seamlessly with Google Calendar, Gmail, and other G Suite products.
The software offers a fully featured trail and has three pricing plans. One of the best features of the program is the fact that it can pull new leads straight from email.
1. G Suite integration
You can access Copper directly from Gmail and the software integrates with Google Calendar. All the tasks you add in Copper show up as reminders in the calendar.
2. Lead management
The web app offers multiple opportunities, including lead management and the sales pipeline. By enabling lead management, you can create and nurture leads that you hope to transform into clients. You can import leads from various software, as well as from Excel and CSV.
3. Comprehensive reporting tools
Copper has multiple reporting tools that you can use to track sales by person, revenue, and missed opportunities. You can also use the data from the reports to set goals for employees.
Free trial available
Basic plan starts from $19 per user per month for up to five users.
There are hundreds of CRMs to choose from as a small business, and they differ not just in the number of features they offer, but also when it comes to price structure. By learning more about the benefits these tools can bring to your business, you'll be able to judge exactly how a certain software can help your business grow.
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