Top 15 Best CRM for Small Business in 2023
You should first know its past to understand CRM better. CRM stands for customer relationship management. Any tool, technique, or method that allows organizations to properly coordinate and view customer data is Customer Relationship Management. It all began with written letters and Rolodexes. Since then, it gradually developed into databases housed on individual computers with the emergence and development of modern media, and then the CRM concept changed into something much more complicated. They were no longer plain words. Managing the relationships between the company and consumers has become a complex operation.
Today, you need a stable infrastructure based on CRM software to succeed in just about every industry, especially if you are a start-up or small business owners.
What is CRM? Why do small businesses need one?
CRM is a network that links the various divisions, from marketing to advertising to customer service, and organizes their reports, processes, and metrics into a single unified structure. Each user of CRM will have easy, transparent access to the real-time customer details they want. This not only facilitates exceptional teamwork across teams and agencies but also enables organizations to offer something unique to their customers: personalizing one-to-one customer journeys. Try comparing it to the outdated analog and legacy systems’ minimal features, and you will see the difference: CRM software has revolutionized the way you communicate with customers.
Keeping a decent small company is like making hundreds (or thousands!) of contacts who you need to take care of from time to time. Do not waste your time on handwritten notes and expect clients to read that. Alternatively, find out some of the latest CRM tools that can help you stay on top of the customer list.
Thirty-nine per cent of organizations who have incorporated CRM systems identify their data as a strategic tool or a competitive advantage. Most enterprises see a significant rise in traffic, sales income, and customer satisfaction with a CRM system.
Many small businesses operate by managing customer details through sticky notes or manual spreadsheets. However, as we all know, manual procedures are getting more and more cumbersome and wasteful as the company develops. It could potentially cost you clients and sales if you’re not careful.
This is where CRM software comes in. CRM software helps keep everyone in the same place in your company, putting together marketing, sales, and customer service with all the knowledge they need to excel in their positions.
Your small company can conveniently store and view all the consumer details you need with CRM apps, resulting in customized, attentive support!
Let’s see Best Shopify CRM Integration here!
What to look for in the best CRM for small business?
There are lots of businesses trying to build a CRM application, so it is of paramount importance to take into consideration a few things when looking for the right CRM applications. They are:
1. Simplicity of Use
Your CRM app will be used a lot, in fact, you will be working with your CRM application daily. That is why if your CRM software is not easy to use, do not bother to use it in the first place. That app is not going to help you achieve your targets but eventually ends up costing you even more time and resources.
Would you like to know how vital usability is? According is a new survey, 67 per cent of organizations agree that simplicity of use is the most critical aspect of their CRM applications
2. Systems for Cloud-Based Account Control
Your team must have a cloud-based CRM to view customer information in real-time no matter where you are. According to Nucleus Research, 65 per cent of firms using mobile-friendly CRMs met their revenue targets.
Also, cloud-based computing is more straightforward, quicker, and much easier to interact with any other applications that you are using to keep your company flourishing.
3. Funnel supervisors
If you have a sales department, being able to supervise your funnel is a prerequisite. Without blinking an eye, you are always capable of following your contacts from “only searching” to “brand evangelist.”
This implies that the CRM program must be able to automatically deliver emails based on actions, make telephone follow-up calls, and more.
4. Integrations and Functions
What characteristics do you need to have for your CRM software? Right now, you could be thinking inside your head, “I don’t know, I just figured out I also need a CRM.”
As I have stated above, there is more to the CRM than just a contact list. It needs to combine promotions and advertising with lead production.
Some CRM apps also check social media accounts to show you if the buyer’s persona matches the products that you are offering.
In short, you can be in control of the whole consumer buying process with the right CRM apps.
This actively illustrates that you will need to be sure that the CRM program you are contemplating can be combined with the current market and business processes. If you use WordPress, an email marketing program, social media and apps for lead generation, those integrations must be enabled by the CRM software.
15 Best CRM for small business
Now that you have a general picture of what you should be looking for in a CRM. Let’s take a closer look at some of the best CRM software for small business
1. Drip CRM
Drip is an extremely competent CRM and an ideal platform for brands who are using this kind of venue for the first time in eCommerce. Everything is targeted towards online stores even if you’ve never used a Customer relationship management before, which makes the functionality so much easier to figure out how to deal with.
There is still a lot to say about Drip, but there are a few spots where it does not quite meet expectations. Let’s dig deeper into it
Drip CRM Features
- Automation for marketing workflows
- Using identifiers, custom fields, and events, automated communication management
- Native access to common third-party providers
- Implementable reports
- Segmentation of effective email list
- Customization options for your content
- User identification for eCommerce
- Personalized conversion tracking
- Purchase intent advertising
- Automatic acknowledgement of sales
Benefits of Drip CRM
Drip is the specific CRM built exclusively for eCommerce products, aiming to turn leads into paid consumers to support online retailers.
To optimize sales, repeat orders and consumer value, the self-titled ECRM helps you direct potential consumers during the shopping process and personalize the whole experience.
Drip is competent, lovely designed, and is very convenient for every organization to use.
This CRM app makes it simple to create automated workflows and email marketing campaigns. You also have the luxury of designing your inbox using a visual builder or text builder
Drip also provides a quick classification of the collection, conversion monitoring, selection of content, targeting of purchasing intent, and much more. You will learn and document anything you need about the stories of your clients with marks, activities, and personalized areas.
Drip is meant to enhance profitability and help you create leads, handle connections, and transform them into lifetime clients.
Features such as content integration, automated communication management, actionable data, email promotions, one-on-one meetings, eCommerce customer monitoring are all there for you.
You can seamlessly connect Drip with all of the finest 3rd-party service providers like mail servers, lead generation software, WooCommerce, Shopify, and many more
You need objective evidence to confirm that CRM has a beneficial influence on marketing campaigns and profit margins. The metrics and reporting features of Drip are not the most detailed, but since they are laser-focused on eCommerce results, they do not have to be as complicated as platforms like HubSpot, which is also a good thing of Drip
Drip CRM Drawbacks
- Quite overpriced
- Email templates need further works
- Sometimes buggy platform
- CRO features are not enough
- Limited form builder
- The ease of using Drip is reported to be lasting for not so long before the annoyance starts to emerge. Sometimes, sluggish and oftentimes buggy interface can appear until (assuming it can) Drip tries to fix these problems.
- For Drip, another complaint I have is the sharp price rises for broader contact lists. With CRM platforms, this is a common concern, but I hope we can see it coming up with more fairly priced solutions to bring down costs across the industry.
Drip CRM Pricing
- 14-day free trial
- Drip starts off the pricing for the Simple version of its platform at $39 / month for 2,500 contacts,
2. Vtiger CRM
Vtiger is a robust tool for CRM for small companies optimized. Due to the incorporated characteristics it provides, the platform goes above the traditional CRM solutions. It is designed to satisfy the desires and wishes of consumers using customer feedback.
Vtiger CRM Features
- Customer Portal
- Product Customization
- Contact, Inventory, Security, Project, Opportunity, Case Management
- Email Marketing
- Performance Reporting
- Workflow Automation
- Mobile Apps
- Reporting and Insights
Vtiger CRM Benefits
The key advantages of Vtiger are the CRM software, the management and coordination resources housed on a single site, the tool for customer reports, the integration of activities and tracking of projects, and its assistance for the portal.
Solution to CRM
Vtiger offers numerous CRM support, promotion, and sales team tools to create deep and enduring company partnerships for its users. Vtiger allows them to establish communication through the provision of rich client-based management tools.
**Tools for centralized management and partnership **
One of Vtiger’s key objectives is to put both operational and collaborative resources in a single venue, allowing users the opportunity to give their consumers the perfect experience. By automating logistics, marketing projects, and service and supplying them with business-enhancing ideas, the app allows organizations to enhance their future and existing customer experience.
The application is capable of constructing detailed custom reports about the organization’s assistance, promotion, and sales activities. By using several filters and automatic workflow, you can create reports that concentrate on particular lead profiles.
Automation functions and monitoring of campaigns
Routine tasks in the company are also minimized by automation, resulting in a lot of saved time. Over time, Vtiger will also track ad strategies and assist users in deciding the elements that should be preserved, upgraded, and disposed.
Vtiger has a feedback system that allows clients to configure the platform for future projects and to look at previous challenges and how they have been addressed. With the assistance of automatic follow-ups, the back end of the portal enables support agents to develop, monitor, and record problems. Customers are now able to monitor the progress, from opening to closing, the entire length of their problems.
Drawbacks of Vtiger CRM
- Limited tools to show specific information of clients
- The enterprise search tab is not efficient enough. Sometimes you have to specifically go to contacts or organizations to find what you are looking for.
- Because the platform is extremely adaptable and very powerful, it is better if you think carefully before creating new pipelines, modules. There are too many functions that you can create a module that serves even the most complicated process. Therefore, take the time to write down and plan the strategy in advance
Pricing of Vtiger CRM
- One professional: $30/ month/ user
- One enterprise: $42/ month/ user
3. Cooper CRM
Many mainstream CRM firms mimic social media design patterns and the way they treat branding and dashboard style. Cooper fits this description, with its san’s serif font, colourful logo and innovative look. If your business is on Microsoft systems, this CRM offers useful integrations, especially with G Suite, but is a limited tool.
Cooper CRM Features
- Full integration with Gmail, Google Calendar, and other apps from G Suite.
- Many functions are available from Gmail or Inbox directly.
- You will explicitly pull potential leads from an email into the list of lead management.
- Can allow automatic actions.
Cooper CRM Benefits
Copper combines with G Suite, which is excellent if you use Gmail regularly. All three of Copper’s plans coordinate with all of your Google software. However, transparent email monitoring only comes with the Professional and Business plans. Bear in mind that G Suite is one of the critical integrations of Copper, and it won’t have the same integration functionality if the business is on Microsoft’s tools.
The platform can easily be installed in about 5 minutes. You could also look forward to features such as automatic data entry, intelligent recognition, lead and customer monitoring once it’s up and running, plus optimization of market connections and openings.
In all three plans, Copper provides firm support, including online and self-service support. If you meet the required budget criteria, the onboarding kit and the client success manager are accessible on both the Professional and Business Plan. Copper’s vast knowledgebase of blogs, how-tos, developer tools and monitoring material is part of the help offered. It’s easy to find a solution to your problem on your own if you run into an issue.
Cooper CRM Drawbacks
Copper is built to be user-friendly, but a little bit of a learning process is still needed. You will need to set aside some time to incorporate it meaningfully within the business…
There are often difficulties with importing data from Excel, which means that you would be forced to type that information into Copper manually. You will also not able to connect files to emails received directly to Copper, forcing you to turn over to Gmail instead to deliver your post.
Cooper CRM Pricing
- Basic plan: $19 per user/ month, billed yearly.
- Professional plan is $49 per user/ month, billed yearly.
- Business plan is $119 per user/ month, billed yearly
4. Sendinblue CRM
Sendinblue is a versatile service for email marketing that also has all the tools you need to act as a full CRM. Sendinblue is a perfect choice for any small-scaled enterprise because you can start free and update as your company expands.
Sendinblue CRM Features
- Easy-to-use segmentation and customization
- Competent automation tools for marketing
- High deliverability rate
- Adjustable landing page and sign-up form
- Thorough Facebook ads and retargeting
- Comprehensive and implementable analytics
- Automatic sending time
- Split testing
- SMS marketing tools
Sendinblue CRM Benefits
Sendinblue turns out to be much cheaper than most of their rivals, so it’s a superb choice if you’re seeking for a value-for-money solution with automation, sophisticated segmentation, and dynamic personalization.
Sendinblue is well-equipped to help eCommerce with functionality such as adjustable triggers dependent on purchasing details, the ability to import consumer requests, and customizable KPIs.
Sendinblue is one of the greatest weapons for trigger-based and transaction-based emails. The creator of the automation workflow enables you to create campaigns prompted by taps, openings and even visits to the webpage. And its designated transactional portion allows notifications such as resets of passwords and confirmations of sign-up and purchase to work!
There is also the possibility of sending SMS messages, which is of great help if you are after a group of audience that does not use social media much.
Sendinblue CRM Drawbacks
Few integrations: While Sendinblue does offer some integration options with other applications, it would be of tremendous help if they added more (GetResponse, has done an excellent job in this area) Free-plan sending limitation: Their free plan has a sending limit of 300 emails in a day, which is not so helpful
Pricing of Sendinblue CRM
- Free plan: 300 emails per day
- Lite plan: 100.000 emails per day: $25/month
- Premium plan: 1.000.000 emails per day: $65/month
- Enterprise plan: Custom volume of email
5. Zoho CRM
Reasonably priced and gorgeously built, Zoho CRM is one of the best overall CRMs for small businesses. This beautiful software-as-a-service solution functions just like an ordinary cloud product. However, what makes it unique is that Zoho comes with a vast range of advanced features and customization options for small business owners with a limited budget
Zoho CRM Features
The Zoho CRM is a feature-rich CRM with a remarkably low price. This is only a tiny sample of the attributes of Zoho:
Great features, even at the most superficial level. Unlike other same tiered CRM solutions out there, Zoho provides excellent functionality, even at the ground level, which would be of tremendous help if you are new in this field. Everything is open to ordinary subscribers, from reports and dashboards, a database archive, specified functions and profiles, scoring rules, sales forecasting software, call center connections, mass emailing, to the capability to retain a colossal 100,000 documents.
Standard integrations and extensions No other CRM finds it as easy to combine all of your favorite products as Zoho does. Users can choose from hundreds of commonly utilized apps such as GoToMeeting, Twilio, DocuSign, Eventbrite via the Zoho Marketplace, as well as more industry-specific applications such as Zadarma for phone systems or CData Excel, which enables users to adjust excel spreadsheet and see it mirrored in Zoho CRM.
A significant number of customization options. Zoho provides a vast number of customization options to standard users. However, at the Enterprise level, users can make some more advanced adjustments such as custom views, adjust page layouts, add custom buttons and conditional fields, and create custom modules. At the Ultimate level, users will get a higher level of customer service.
Benefits of Zoho CRM
Zoho CRM is remarkably simple to implement a stellar approach that makes it a perfect option for small teams that want a product that works straight out of the box. Of course, the more custom functions and integrations you want, the slower the deployment phase will be. But even if you do not have an in-house engineering staff, it is still effortless to get the basics running smoothly. You can rest assured that Zoho’s online guidance will take new customers step by step through the install process.
The SaaS CRM supplier also allows adding extensions and integrations to the primary system through the Zoho Marketplace. To find the best extensions available, users can search for categories such as finance, sales, production, telephony and partnership, or search based on particular brand names or industries.
Many of the plugins are available at no expense, with zero coding skills needed for activation. However, specific external third-party integrations enable administrator’s approval to access the Zoho CRM API.
Zoho CRM provides consumers with an extremely easy-to-use tool that needs relatively little preparation once the configuration process is finished. The user interface integrating easy-to-interpret menus and common dropdown menu styles with a sleek design and visual alerts is the perfect modern representation of a cloud business platform.
Users can see common choices like Home, Feeds, Leads, Profiles, Contacts and so on at the top of the list. When a user chooses an item, filtered options appear on the left side of the screen automatically, making it very easy to arrange and display precisely what is needed.
Meanwhile, users may keep an eye on notifications in the top right corner of the screen, view email without veering away from other activities, use the search feature and more. Zoho CRM also makes it easier for users to do items like create customized email templates, and use existing templates, create real-time reporting analytics.
Administrators would also find the Zoho CRM simple to use. The visual interface makes it easier for groups with different permissions to be formed and managed, even if the admins have never been in tech system administrators before.
Zoho CRM was designed to serve small companies in mind, from paperwork and configuration to everyday use.
Zoho CRM Drawbacks
The negatives of accepting Zoho as your CRM may not be detrimental for all consumers, but they are worth mentioning.
Tiered service means consumers may have to choose for a more costly package only to have one appropriate function. For instance, although the $12 level at first glance is tempting, integration with Google AdWords only appears in at the $20 level.
Some consumers also have protested at times about poor connections.
There are not a lot of pitfalls about Zoho CRM in general, as long as you follow it for the right purposes. Zoho CRM is a substitute to high-cost one, but do not expect it to work exactly like one. It’s the right choice as long as the functionality of Zoho suit your needs, but if you want a superstar, Zoho may not be what you are looking for.
Zoho CRM Pricing
- Standard plan: start at $12 per user, per month.
- Professional plan: start at $20 per user, per month
- Enterprise plan: start at $35 per user, per month.
- Ultimate plan: Start at $45 per user per month.
6. Insightly CRM
Insightly is a formidable yet very easy-to-use CRM software with integrations to Gmail, Office 365, MailChimp, and other typical applications Insightly is a leading CRM company, with more than 1.5 million customers.
Insightly CRM Features
- Track the most crucial lead detail; offer a rich source of marketing strategy action history, emails, phone calls, meetings, and assignments. - Immediately route leads to the right person in real-time, allowing sales reps to follow up on leads while they are still hot. - Build dynamic, multi-step business processes with workflow automation. - Send email updates - Build or upgrade databases - Perform custom business logic to synchronize SAP, Oracle, and others' external networks. - Send bulk emails to a list of contacts or leads. - Mail Tracking
Insightly CRM Benefits
Insightly is compatible with both Android and IOS, website and mobile versions alike. It also incorporates with G Suite and Microsoft Office 365.
Insightly is renowned for its seamless pipeline integration between CRM functions such as handling contacts and client info, monitoring sales leads, and assigning work to team members with convenient to-do lists.
If your business is small, business Intelligence (BI) functionality, powered by Microsoft Power BI, can be very helpful. Inside your CRM platform, BI aggregates historical and real-time data, helping you to make more educated decisions based on measurable patterns and indicators. Insightly also designs them in a visual, legible manner into separate dashboards.
As a convenient Chrome extension, the Insightly Sidebar helps you to save Gmail messages directly to your CRM, so you can quickly cross-reference contact information.
Insightly CRM Drawbacks
Notice that the free plan of Insightly does not have a data recovery method. It also has a regular bulk email limit and restricts the number of custom fields that can be attached to each database.
Two-way Google Calendar synchronization will also be a little buggy, with activities not appearing on Insightly for other team members. There is a limit on custom contact fields (25), which you can find restrictive.
While entirely usable, some users find that the UI of the CRM is still a tad outdated, which may impede to complete team adoption.
Pricing of Insightly CRM
- Plus is $29 per user/ month, billed yearly. - Professional is $49 per user/ month, billed yearly. - Enterprise is $99 per user/ month, billed yearly.
7. HubSpot CRM
HubSpot is the perfect CRM software for small companies/start-ups who are searching for a cost-effective CRM solution before they get started
HubSpot CRM Features
- Personalize email follow-ups for leads and current customers
- Place phone calls right from the CRM
- Get real-time updates on lead activity
- Keep unrestricted users, consumer records, contacts
- Integrate with familiar tools such as Salesforce, Microsoft Dynamics, and Shopify
- Build custom filters for sorting contacts
- Plan emails, assignments
- Integrate with 300+ applications
HubSpot CRM Benefits
HubSpot has established its profile as a seller of creative marketing technology solutions. HubSpot is renowned as an innovator in areas such as marketing automation, publicity campaign management, and now its main focus is on CRM. HubSpot CRM is available for free, explicitly targeted at small to medium-sized enterprises (SMB). HubSpot also offers a variety of pay levels starting at $50 per customer per month. As a solution that can evolve with the requirements of an organization, it is worth investigating.
HubSpot is simple to access and provides a wide variety of CRM solutions to navigate the customer journey. It also provides indefinitely free plans but with restricted features for their CRM, Marketing, Distribution, and Support Hubs.
The CRM has a great design, making you see right on your screen the whole sales pipeline. You can access all interaction and sales activity, comprehensive reviews, and results on a consumer or team basis if you want more details (and who doesn’t?).
HubSpot provides a smartphone app for both iPhone and Android, email templates, real-time alerts, email monitoring, arranging, phone calls, and more.
It also connects with over 300 applications and services such as WordPress, email marketing enterprises, lead generation companies such as OptinMonster, and on and on. You can also attach HubSpot to Gmail or Outlook to automatically record operation, recording every text.
HubSpot bought PieSync in November 2019. This may be very useful for users of HubSpot because PieSync provides a mix of live and historical synchronization of data that runs between applications in all situations but in the background. This actively illustrates that the combination will let HubSpot users use synchronized data in real-time.
HubSpot CRM Drawbacks
- The templates are difficult to adjust Without the familiarity of CSS, using HubSpot email models may be a little complex to change. If you don’t have access to someone with this skill range, this would be one more challenge you have to overcome.
- No A/B Testing on Lower Packages Sadly, you will have to buy their Professional kit, which starts at $800 a month, to take advantage of this function
- Additional Technical Support is not free
HubSpot CRM Prices
The core CRM software is free, but you can upgrade to a paid plan for Marketing, Sales, or Service hubs (starting at $50/month). You can also choose the Growth Suite starting at $113/month/user
8. Freshsales CRM
For small businesses who want to get up and go fast, Freshsales provides a lightweight and easy alternative. Reasonable price ranges, an AI assistant, and tools for customization make it much more desirable for individuals who appreciate the simplicity of use.
Freshsales CRM Features
- Sales Force Automation
- Marketing Automation (Email, Lead, Campaign management)
- Reporting & Analytics
Freshsales CRM Benefits
Some software developers make products with the latest technology but then lose control of the user experience by making it difficult to set up, manage, and operate. Luckily, not one of those firms is Freshsales. Its CRM is built to allow everyone to hop in and use even its most sophisticated functionality instantly.
When you register for Freshsales, a brief tour of the main features (you can choose to skip) is first offered to you. Then you will be taken to the dashboard of activities. This page incorporates plenty of white space, so you do not get a daunting first impression. Here, you will be encouraged to import leads and attach appointments and assignments.
There’s an explanation to your question: What’s this page about?. Freshsales will always describe as to the intention and uses of the page with a guide to how the dashboard should be used and a page for you to provide reviews.
There is a question mark icon on every page with live chat options, demo requests, reviews, and FAQs. Articles for general topics such as leads, addresses, emails, activities, and other settings are recommended if you click on the FAQ. And there is also a search button that shows brief descriptions for the topic. Freshsales will offer videos and links for more detailed info.
The settings menu shows the options with simple examples of what each setting does and why it is useful, such as email, security, user functions. On the left, there are similar support articles and videos with specific guidance.
If you still need help, there’s the phone, email, and chat support readily available to help you. Freshsales, without any doubt, is one of the most user-friendly tools for small businesses nowadays.
Freshsales CRM Drawbacks
- No reports in the free plan.
- Choosing which is the best plan can be challenging.
Freshsales CRM Pricing
- 21-day free trial
- BLOSSOM: Perfect for small teams: $12 user/month, billed annually
- GARDEN: For growing team: $25/user/month, billed annually
- ESTATE: For large team: $49/user/month, billed annually
- FOREST: For enterprise: $79/user/month, billed annually
9. Less Annoying CRM (LACRM)
Less Annoying CRM (LACRM) is a straightforward customer experience manager designed from the scratch for small companies. Convenience, Affordability, and exceptional customer service are the three fundamental values are the foundation of this app. To fully test every part of the CRM, all customers get an extended 30-day free trial, and customer support is accessible by phone and email.
Less Annoying CRM Features
- Store everything you need to know about your contacts
- CRM’s built-in calendar and tasks
- Lead report
- Straightforward collaboration with others at your company
- Powerful customization
- Access from any device without syncing or installing
- Always backed up
Less Annoying CRM Benefits
Less Annoying CRM (aka LACRM) is primarily tailored for small companies.
With LACRM You’ll have a place to place everything you need to know about your connections. You can view all the documents, files, assignments, activities, and contact-related pipeline information from a single simple screen.
Your schedule and activities are expressly incorporated into the CRM with LACRM so that everyone is on one page. You can also set up your business to share with other people so that everyone can be on the same site. And for quick access from your phone, you can integrate with Google Calendar.
LACRM accessible lead summary gives you an up-to-date list of all leads in your pipeline, including the lead’s condition and priority, contact information, and the note from the last time you spoke to them. Eventually, you will be assured that you and the staff take up all the leads.
For just $15 / user / month, you can connect as many users from your business as you want. Every user has an username and password of their own and you can also decide who has access to what.
Most CRMs do not offer enough customization options, or they force their users so much that it becomes a chaotic mess. LACRM gives you full autonomy, and in minutes, you can set it up.
LACRM is entirely web-based, which means you can reach it anywhere in the world, from any device, tablet, or smartphone. Also, all the security, data backups, and app upgrades are done so that you no longer have to think about the tedious technical stuff.
Less Annoying CRM Drawbacks
- There is no software for integrations, which, depending on the preferences, may be a significant constraint.
- The app sends out SMS or email updates, but not in-app notifications.
Less Annoying CRM Pricing
- 30-day free trial
- $15 / user / month, pay monthly
10. Pipedrive CRM
For small teams with little tech resources, Pipedrive is a sales-focused CRM that is perfect. Through Pipedrive, code-free integrations and built-in functions such as pipeline control, revenue monitoring and sales forecasting are all readily available. This CRM is quick enough to hop into use with no contracts needed and a clean UX, but strong enough to develop with your sales team.
Pipedrive CRM Features
- Mobile and email notifications
- Easy integration with Google Apps, Trello, Zapier, etc
- Email integrations to keep your sales communication in one site
- Email templates
- iOS and Android mobile apps
- Trend analysis and sales forecasting
- Backups and encryption
- Drag-and-drop tasks when customers follow the sales pipeline
Pipedrive CRM Benefits
Pipedrive is a CRM app that is incredibly user-friendly and built to be quick and easy. You get an outline of the whole sales operation using their pipeline management tool and will be in charge of it the entire time.
You will also get email connectivity, revenue monitoring and forecasts, and smartphone applications. In addition to pipeline control with a simple, visual interface, so you can navigate your CRM from anywhere.
Pipedrive does not provide any segmentation, but it is simple enough to make it very easy to find leads and establish relationships.
Pipedrive CRM Drawbacks
This may or may not be a downside for the company, but Pipedrive is mostly for members of the sales team and lacks some of the more advanced tools seen in other applications for CRM. For instance, direct dialing calls from Pipedrive is not feasible because there are no robust project management capabilities incorporated into the app.
Although extensions and integrations can be put together to make Pipedrive more efficient, it could be better to go for a more complex CRM if this simple approach cannot satisfy your needs.
- Essential: $12.50 / user / month, billed annually
- Advanced: $24.90 / user / month, billed annually
- Professional: $49.90 / user / month, billed annually
- Enterprise: $99 / user / month, billed annually
11. Bitrix24 CRM
All Bitrix24 ‘s plans — even the free one — entail multiple users, and the cost per user for its Standard plan breaks down to below $2/month if you have the maximum number of users. Bitrix24 is well worth having a look at for enterprises who like to keep expenses low but have an ample number of users
Bitrix24 CRM Features
- Project and Tasks Management
- Document Management.
- Unlimited Cloud drive.
- Human Resource.
- Provide a platform to organize and track interaction with potential or current clients, partners, and other contacts. …
- Integrated application.
Bitrix24 CRM Benefits
Bitrix24 is a customer management solution that provides organizations with a forum to coordinate and monitor connections with future or current customers and partners. The app helps users to monitor and track customer experiences, gather and store lead data, produce sales reports and target audience segmentation.
Leads obtained from a user’s website can be fed directly to the CRM (for example, from an order or input form). Users will then create message models, send leads and contacts to the user or community addresses, collect client conversation notes, arrange meetings and delegate tasks.
By adding client information automatically and delivering it directly to the email address of the client, users of Bitrix24 can generate customized invoices for customers.
The sales funnel feature of Bitrix24 provides an analysis of ongoing sales transactions and their related phases. With the sales dashboard, sales agents can see how many offers they have earned, how many buyers have not yet been charged, and the ranking of an agent compared to other members of the sales team.
Bitrix24 CRM Drawbacks
- Complex user interface: Bitrix24 provides a lot of features, but they are not organized well.
- Sometimes it can be buggy and sluggish
Bitrix24 CRM Pricing
- Free starter business tool suite: 12 users.
- Start+: 2 users: $19 / month billed annually, $24/ month billed monthly.
- CRM+ plan: 6 users: $55.20 / month billed annually, $69 per month billed monthly.
- Project+ plan: 24 users: $55.20 / month billed annually, $69 per month billed monthly.
- Standard: 50 users: $79.20 / month billed annually, $99 per month billed monthly.
- Professional: unlimited users / $159.20 / month billed annually, $199 per month billed monthly.
12. Capsule CRM
Capsule CRM aims to separate itself from a growing SMB industry by incorporating creativity into analytics and teamwork, which combine to help ensure team members are on the same page,
Capsule CRM Features
- Store and share colleagues’ contacts
- Use tags to categorize data
- Establish and use contact lists to send community emails
- Track activity between you, your peers and leaders
- To-Do Lists and Schedules Manage
- Establish activities related to individual deals and exchange them with co-workers
- Using ‘tracks’ to create a regular sales process
- Integrate with the Google Apps system
- Use a set of third-party software
- Identify which of your contacts are on social media and add friends with their profile information.
- Monitor ‘cases’ connected to specific events
Capsule CRM Benefits
In addition to your client relationships, Capsule works to bump all your company relationships to the next tier. And with a clean user interface and zero learning curve, it still does this so quickly.
Capsule rather clearly concentrates on being very good at handling everyday jobs, rather than adding on extended characteristics. You will figure out what’s going on in the sales pipeline effectively (bids, lead generation, plans, customer info, etc.) and what and when the team has to do.
It also makes it easier to find important information from Gmail, Outlook, and your CSV spreadsheet and archive files to download contact lists.
You can get away with Capsule’s free version (the limit is two users) whether you run a company alone or with a partner. The Advanced edition provides collaboration with Zapier, G Suite, Zendesk, Twitter, and Mailchimp, helping you compile knowledge from all the applications and capture leads.
Capsule CRM Drawbacks
The free plan is limited to 250 connections, so you might find yourself reaching a glass ceiling unexpectedly and having to stick to a paid plan. You may go from paying zero to dishing out $18 / month (or infinitely more) to keep using the commodity you’ve invested in for your day-to-day job.
Besides that, you’ll have to remember to BCC them to your Dropbox to monitor and auto-generate contacts from email, which is very easy to overlook.
Capsule CRM Pricing
- A 30-day free trial for Professional and Teams
- Free, basic version of Capsule is available for up to 2 users.
- Professional version is $18 per user/ per month, billed monthly.
- Teams version is $36 per user/per month, billed monthly.
13. Streak CRM for Gmail
Streak CRM was critically acclaimed as Google’s 2018 Technology Partner of the Year, in recognition of its fully integrated CRM and thorough, competent integration with all of G Suite, Gmail, Calendar, Drive and Sheets.
Streak CRM Features
- Monitor all your contacts in a pipeline (with custom views)
- Track and exchange customer activities with your team
- Import and export data
- Stay connected and make notes everywhere with the Mobile apps
- Send mass emails using mail merge
- Integrate with hundreds of platforms
Streak CRM Benefits
With G Suite and free Gmail accounts, Streak CRM functions and helps you to monitor emails and leads from clients, handle connections and keep on top of the sales funnels. This could only be the right CRM app for you if you are either using Gmail or G Suite.
Right from your contacts, you can catch leads instantly, add assignments and reminders, plan emails, build custom pipelines/funnels, add tags and notes, and much more.
Streak CRM comes with advanced features like recruiting, project management, sales, support, and more for process management, but you can also tailor it to your exact specifications. Because it’s integrated directly into Gmail, even for total beginners, it’s super easy to use.
For iOS and Android, this CRM program comes as a browser plugin or smartphone version. Plus, via Gmail and Zapier, it facilitates 3rd party integrations.
Streak CRM Drawbacks
- Android app is not optimized, crashes occur quite often
- Can be quite pricey
- Streak runs as a Chrome Plugin, meaning you will have to uninstall and update it again if you change devices (this can be inconvenient if you’re using loaner computers at work). Paying models are rated at a cost similar to more full-featured CRMs, which for others may be a deal killer.
Streak CRM Pricing
- Free plan
- Solo plan: 15$ / month / user, pay yearly
- Pro: $49 / month / user, pay yearly
- Enterprise: $129 / month / user, pay yearly
14. Keap CRM, Sales & Marketing Automation
Keap is specifically designed for small firms. This app efficiently helps you get your tedious day-to-day work done.
Keap CRM Features
- All your client information is accessible on all your devices
- Email’s marketing
- Consumers book time depending on the availability.
- Dashboards to track the operation of the sales
- Emails and other marketing actions are triggered by client activity
- Send quotes/ invoices clients can accept in one click
Keap CRM Benefits
Keap is a platform for contact management and pipeline distribution that is specifically targeted to supporting independent, self-employed, and even home-run enterprises and e-commerce activities.
It all starts by populating a great leads database and maintaining it structured. Contact information is obtained by uploading contact lists from other CRMs.
You can also check business cards, convert chaotic spreadsheets, simply enter manually, or set up the website using a custom form. Plus, you can apply custom fields of your own to the contact data.
For Keap, it does not stop after getting the job done and making profits. Keap encourages your customers to share their love through referrals. This is their dedication to turning leads into happy clients who not only return, but can bring more customers to you.
Keap CRM Drawbacks
- There are a lot of features that can render Keap (and you might not end up using a lot of them) seem overwhelming at first.
- Integrations are restricted.
- For people with a tight budget, the price point may be an obstacle.
Keap CRM Pricing
- Grow plan is $40 per user/per month, billed monthly.
- Pro plan is $75 per user/per month, billed monthly.
- Infusionsoft plan is $100 per user/per month, billed monthly.
15. Nimble - Smart CRM for Office 365 and G Suite Teams
Nimble is an easy and informative CRM solution designed to help organizations and experts develop stronger relationships with consumers through different platforms.
Nimble CRM Features
- Organize the pipeline, social signals, schedules, and activities in one functional dashboard - One single relationship manager (include contacts, social media links, emails, inboxes, and calendar meetings with over 160 applications) - Locate contact information and the relationship history of the staff quickly. - Add comments, change contract status, and access social handles to a record. - Split contacts into lists - Manage the to-do lists of your team - Get access everywhere you work. - Submit customized, templated community emails from your account with monitoring, analytics, and reporting.
Nimble CRM Benefits
With smart social search and reliable market segmentation software, Nimble is a quick CRM designed for social media. Nimble combines with Office 365 and G Suite, meaning that contacts from the program you are currently using can be easily imported and sorted.
With strikingly contemporary user experience and flexible ease of use, Nimble CRM has all the classic features you’d expect from this sort of app.
Nimble collects content in one location to simplify the operations through social media networks such as Facebook, LinkedIn, and Twitter, meaning you will have an immediate, real-time insight of how people engage with the company.
Nimble also acquires its reputation for its Contact Record functionality, which has the power to merge multi-platform contact and lead information into a single cohesive profile
Nimble also has tools for social listening and engagement, which will support you in identifying and creating new leads. Nimble’s organization of data, sales pipeline and monitoring functions keep your efforts on the right track.
Nimble CRM Drawbacks
- Many users have reported that the Android version from Nimble is not compatible with the one from iOS.
- It can be a bit of a hassle to keep track of closed sales
Nimble CRM Pricing
- 14-day free trial
- $19 / month / user, billed annually
- $25 / month / user, billed monthly
16. EngageBay CRM
EngageBay is the fully customizable customer relationship management (CRM) tool. It is designed to give small business owners both the advanced functionality they need to manage their entire customer lifecycle yet simple enough that anyone can use it.
It offers a host of amazing marketing tools and resources, building various solutions together so you don’t need to buy separate services from new providers. Engagebay delivers customers through the best suite of marketing platforms on the market.
EngageBay CRM Features:
- Marketing automation
- Landing page creation
- Appointment scheduling
- Contact management
- Task management
- In-depth analytics
- Workflow automation
- Email tracking
- Live chat
- Automated data entry
- Real-time reporting
- Multi-user dashboard and more
EngageBay CRM Benefits
EngageBay CRM is an advanced eCommerce CRM that helps merchants address issues with their existing systems, identify areas of growth, and track customer data efficiently. It is a complete CRM solution that improves sales conversion and customer retention rates by empowering you with intelligent tools that will enable you to build targeted marketing campaigns, manage your sales pipeline and boost your conversion rate within your budget.
EngageBay CRM Pricing
- Free - $0 per user / month
- Basic - $14.99 per user / month
- Growth - $49.99 per uer / month
- Pro - $79.99 per user / month
What CRM trends should you be aware of?
CRM is an extremely competitive, rapidly growing space. Everyone worries about delivering best-in-class consumer services, about CRM tactics and solutions, and about CRM’s critical position in propelling enterprises ahead when the demands of the industry escalate. So how does the company realize which new shiny things are worth pursuing? Let’s see where CRM is headed and in the near future
1. Consumer Experience era
Business nowadays revolves around the consumer more than ever before. It is also no wonder that by 2021, consumer service is expected to become the biggest brand distinguishing factor.
According to a 2019 Salesforce report, 84% of respondents rated the value of experience at the same level as goods or services
The purpose of your company should be to have a superior experience than rivals. It is not just to retain potential prospects, but also to improve consumer satisfaction.
After all, producing appropriate, customized content is pretty outdated. The difference is that businesses will take the next step towards a more interconnected, customer-centric approach with CRM systems designed with smart, real-time capabilities.
2. Artificial Intelligent role
According to Salesforce analysis, AI is on the road to big growth. Reimmensendents to the 2019 State of Marketing survey suggested that over the next two years, their AI use cases will go up 257 per cent.
The power to take on tedious, time-consuming manual tasks is one of AI’s greatest advantages. The main objective is to increase efficiency using robotic automation.
With enough data points to analyze, AI apps will also anticipate what the customer will ask next, make recommendations on what the customer will call back on, so service reps can promptly fix those problems.
AI has considerable ability to go beyond simple inquiries. Chatbots will be able to use natural language processing, deep neural networks and conversational technologies to understand user queries in the coming years, while automatically delivering a relevant response.
3. Mobile CRMs
A core component of sales operations has long been its mobility. In a report by the Aberdeen Community back in 2012, the value of expanding CRM structures beyond the boundaries of the workplace was already illustrated.
As systems get more active and customer requests bring more pressure on sales representatives, the workforce is getting more fragmented. That is why placing the power of CRM into the palm of your crew can help to propel the company further down the path to growth.
4. CRMs will get more social
Social media help businesses to communicate in real-time with their audience and create brand awareness where prospects and clients are already investing time. It also facilitates one-to-one marketing and personal attention. consumers crave
The user service is improved by CRM combined with social media channels. For example, when a client wants an issue solved, they can jump into their favorite social media platform and communicate via email or tag your department dedicated to customer service problems
Email and phone service are not obsolete, but to address their problem, some consumers would enjoy the convenience of using social media. It is a fundamental key to winning to allow individuals to select which forum to communicate with your company, on their terms.
Social CRM will continue to rise in popularity in a world where inspiring clients and elevating the experience is of the essence.
5. CRMs will become more user-friendly
Over the last decade, CRM systems have expanded and improved so much that they now resemble Enterprise applications in some places and certain circumstances. This is fantastic on the surface, but the technologies have become very tedious and cumbersome for a salesperson who is on the road wanting to concentrate on selling, or a customer service representative attempting to find the right answers fast.
A revival of convenience will be brought on in the next few years, as the emphasis moves back to making it convenient and quick to use.
People all have access to the same essential capabilities. Vendors must also allow further customization of applications to meet this value-add criterion.
From a buyer’s point of view, it requires seeking the ideas that set themselves apart by providing the next-level experience. CRM systems must be simple to use to be entirely successful.
6. CRMs will become channel-less
There are so many different ways you can engage with a business right now: phone, mobile, fax, chat applications or social media, you name it
Although this multichannel technique makes it easier for individuals to contact a company, it creates an atmosphere in which the average full-time service rep changes screens up to 1,100 times a day.
Where multichannel refers to several channels of contact between a consumer and a corporation, a channel-less approach does not care about the particular medium used. Engagement can happen on any channel.
Channel-less technology will centralize all interactions for service agents to access and operate on.
It might well take some comparative evaluation to choose the right option. But regardless of the tool you start with, you are guaranteed to gather a lot of information about what this kind of tech does and can do for your daily working life Choosing your small business’s best CRM app would make your experience so much simpler. All of the platforms we’ve listed in this article would be a significant upgrade from scribbled notes or digital files that do not provide all meaningful way to access the data you’ve spent time getting.