Best CRM Software for Small Business in 2024

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class="page-category__bc"> <ul> <li><a href="https://financesonline.com" title="Home">Home</a></li> <li><a href="/c/crm-software/">CRM Software</a></li> <li>CRM Software for Small Business</li> </ul> <div class="clearfix"></div> </div> <div class="why-fo-free"> <a data-modal="#why-fo-free" title="Why FO is free" href="#"> Why is FinancesOnline free <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://financesonline.com/media/themes/fot/dist/img/why_blue.png" data-srcset="https://financesonline.com/media/themes/fot/dist/img/why_blue.png 1x, https://financesonline.com/media/themes/fot/dist/img/why_blue@2x.png 2x" alt="Why FO is free" class="lazyload"> </a> </div> <div class="clearfix"></div> </div> <div id="fo-category-tabs" class="page-category__tabs dynamic-tabs"> <div class="main-container"> <a class="page-category__tab active big-tab" href="/c/crm-software/small-business/" data-target="#top20-tab" data-term="959" data-nojs="true" data-small-cat="true" > <h1>Best CRM Software for Small Business in 2024</h1> </a> <a class="page-category__tab " href="/c/crm-software/small-business/?top10" data-target="#top10-tab" data-term="959">Product Comparisons</a> </div> </div> <div id="dynamic-tab-content"> <div id="cat-top20" class="page-category__tab-content"> <div id="category-top20" class="category category--white flex-order" data-cat="959"> <div id="category-what-is" class="main-container order-2 content-visibility"> <div class="category__sections no-border"> <h3><span class="cat-icon cat-icon--what-is"></span>What is CRM Software for Small Business?</h3> <p>Customer relationship management (CRM) software for small business is a type of digital solution that consolidates tools that help organizations build and maintain strong relationships with their customer base. They are also utilized for engaging customers in conversations and for improving revenue by using data gleaned from different customer touchpoints.<a href="#" class="show-more-js">Show more</a><span class="show-more-hidden">Businesses use the information they gathered from those channels to identify opportunities, establish sales funnels, and set up customer loyalty programs. However, the biggest benefit of a CRM software for small business is customer categorization. This means that you can segment customers according to their expectations so that you can give them exactly what they need at the right time. In this category, <a href='https://reviews.financesonline.com/p/hubspot-crm/'>HubSpot Smart CRM</a> ranks at the top because of its popularity among users and software pundits. </p> <h3 id="category-how"><span class="cat-icon cat-icon--ranking"></span>How was this ranking made?</h3> <p>In order to create this ranking of best CRM Software for Small Business we have examined leading systems currently available on the market, comparing their features, how easy are they are to learn, client service, offered integrations with other systems as well as mobile support with our exclusive <a href="/scoring-methodology/" title="Scoring Methodology">SmartScore<sup>TM</sup></a> rating system. This ranking has been created by Nestor Gilbert, our SaaS expert dedicated to the CRM Software for Small Business category.</p> </div> </div> <div class="main-container order-1"> <div class="col col--75 col--sm"> <div class="cats-tabs tabs"> <div class="cats-tabs__content"> <div id="cats-0" class="cats-tabs__content-inner tabs-content active"> <div class="category__rank"> <div class="category__rank-head"> <h3>List of Top 11 CRM Software for Small Business</h3> <div class="category__rank-sort"> <a data-modal="#why-fo-free" title="Why FO is free" href="#"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://financesonline.com/media/themes/fot/dist/img/why-smaller.png" data-srcset="https://financesonline.com/media/themes/fot/dist/img/why-smaller.png 1x, https://financesonline.com/media/themes/fot/dist/img/why-smaller@2x.png 2x" alt="Why FO is free" class="lazyload"> </a> Order by: <div class="category__rank-dd nice-dropdown" data-ajax="https://financesonline.com/wp-admin/admin-ajax.php" data-term="959" data-size="small_business" data-count="11" data-taxonomy="category_apps"> <span>Sponsored</span> <ul> <li data-sort="sponsored">Sponsored</li> <li data-sort="score">Score</li> </ul> </div> </div> </div> <div id="small_business_box"> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2h1YnNwb3QtY3JtLw=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="200" height="103" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="HubSpot Smart CRM reviews" sizes="(max-width: 200px) 100vw, 200px" data-srcset="https://s.financesonline.com/uploads/2017/02/hslogo2.png 200w, https://s.financesonline.com/uploads/2017/02/hslogo2-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-15422" data-id="15422" type="checkbox"> <span></span> <label for="compare-15422">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/hubspot-crm/" title="HubSpot Smart CRM"> <span>1. </span> HubSpot Smart CRM </a> </h4> <span>Our score: <span class="blue">9.8</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">99%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>HubSpot CRM is the winner of our 2019 Best CRM Award. It has a free CRM platform that offers a powerful set of tools to engage customers and manage CRM-related operations. HubSpot takes care of all customer engagement channels from website traffic to landline calls. It is easy to use and it can integrate with other business systems as well. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2h1YnNwb3Qv" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL25ldHN1aXRlLWNybS8="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="NetSuite CRM reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2024/02/Thumbnail-6.png 186w, https://s.financesonline.com/uploads/2024/02/Thumbnail-6-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-41048" data-id="41048" type="checkbox"> <span></span> <label for="compare-41048">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/netsuite-crm/" title="NetSuite CRM"> <span>2. </span> NetSuite CRM </a> </h4> <span>Our score: <span class="blue">9.5</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">100%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A robust CRM solution that boasts of providing companies with a complete 360-degree view of their customers. Equipped with email marketing, compensation management, and more, this gives you a central hub for customer information, knowledge base resources, and team management. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL25ldHN1aXRlLWNybS8=" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3NhbGVzZm9yY2Utc2FsZXMtY2xvdWQv"> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Salesforce CRM reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2019/07/Salesforce-Logo2.png 186w, https://s.financesonline.com/uploads/2019/07/Salesforce-Logo2-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-10903" data-id="10903" type="checkbox"> <span></span> <label for="compare-10903">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/salesforce-sales-cloud/" title="Salesforce CRM"> <span>3. </span> Salesforce CRM </a> </h4> <span>Our score: <span class="blue">9.7</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">N/A</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>Salesforce CRM is a software app that lets you track all customer information and interactions in one location to follow more leads. It has lead management and marketing automation tools to help you improve your conversions. Its powerful integrations with other leading business applications allow you to have a more flexible customer relationship management.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3NhbGVzZm9yY2Vjcm1tdmYv" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL21vbmRheS1jcm0v"> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="monday.com sales CRM reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2022/06/monday-sales-CRM-logo-thumbnail.png 186w, https://s.financesonline.com/uploads/2022/06/monday-sales-CRM-logo-thumbnail-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-82585" data-id="82585" type="checkbox"> <span></span> <label for="compare-82585">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/monday-crm/" title="monday.com sales CRM"> <span>4. </span> monday.com sales CRM </a> </h4> <span>Our score: <span class="blue">8.5</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">98%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A highly-customizable business solution that you can fashion for high-level CRM operations. The platform sports an easy-to-use visual design that packs a comprehensive set of features, including powerful automation. With monday.com CRM, you’ll be able to manage and automate key processes efficiently. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL21vbmRheWNybS8=" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3pvaG8tY3JtLw=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Zoho CRM reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2023/07/Small-Thumbnail-Zoho-CRM.png 186w, https://s.financesonline.com/uploads/2023/07/Small-Thumbnail-Zoho-CRM-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-306" data-id="306" type="checkbox"> <span></span> <label for="compare-306">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/zoho-crm/" title="Zoho CRM"> <span>5. </span> Zoho CRM </a> </h4> <span>Our score: <span class="blue">9.4</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">92%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A go-to product for many businesses of different types and sizes, Zoho CRM is a true leader in the CRM software category. It is easy to use from its contact management module to its customer engagement interface. The platform also includes powerful automation and reporting features. It is great for omnichannel CRM. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3pvaG9jcm0v" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2JpZ2luLw=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Bigin reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2020/06/Bigin-Small-Thumbnail.png 186w, https://s.financesonline.com/uploads/2020/06/Bigin-Small-Thumbnail-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-250719" data-id="250719" type="checkbox"> <span></span> <label for="compare-250719">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/bigin/" title="Bigin"> <span>6. </span> Bigin </a> </h4> <span>Our score: <span class="blue">8.6</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">96%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A quality all-in-one CRM designed for small businesses to keep track of prospects and visualize pipelines.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2JpZ2luLw==" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3BpcGVsaW5lci1jcm0v"> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Pipeliner reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2019/08/Pipeliner_logo2.png 186w, https://s.financesonline.com/uploads/2019/08/Pipeliner_logo2-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-705" data-id="705" type="checkbox"> <span></span> <label for="compare-705">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/pipeliner-crm/" title="Pipeliner"> <span>7. </span> Pipeliner </a> </h4> <span>Our score: <span class="blue">9.1</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">100%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A sales CRM and automation software that boosts adoption rates and ROI through a highly visual interface, numerous customization options, and robust reporting capabilities. It helps you manage your pipeline to turn leads into sales and sales to repeat purchases. It also generates reports and insights within its dashboard. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3BpcGVsaW5lcmNybS8=" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3BpcGVkcml2ZS8="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Pipedrive reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2024/09/Pipedrive-small-thumbnail.png 186w, https://s.financesonline.com/uploads/2024/09/Pipedrive-small-thumbnail-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-671" data-id="671" type="checkbox"> <span></span> <label for="compare-671">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/pipedrive/" title="Pipedrive"> <span>8. </span> Pipedrive </a> </h4> <span>Our score: <span class="blue">9.4</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">100%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>Pipedrive is the winner of our Expert's Choice Award. It is a personal sales manager for small, medium-sized, and large businesses that lets you close more deals and improve sales. Built by both salespeople and web developers, it is a practical easy-to-use tool that people with varying tech-savviness can instantly use. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2ZyZXNoc2FsZXMv"> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Freshsales reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2022/01/vp9fb045947a8543e041fdabf84a595b3b.png 186w, https://s.financesonline.com/uploads/2022/01/vp9fb045947a8543e041fdabf84a595b3b-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-32190" data-id="32190" type="checkbox"> <span></span> <label for="compare-32190">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/freshsales/" title="Freshsales"> <span>9. </span> Freshsales </a> </h4> <span>Our score: <span class="blue">9.7</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">95%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A sales solution that integrates CRM, marketing, and communication features to help sales agents nurture customer relationships and close more deals. AI-powered deal insights also empower agents in hitting performance goals and sales quotas. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL21ldGhvZC1jcm0v"> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Method:CRM reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2021/04/Method-CRM-logo-2-1.png 186w, https://s.financesonline.com/uploads/2021/04/Method-CRM-logo-2-1-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-311" data-id="311" type="checkbox"> <span></span> <label for="compare-311">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/method-crm/" title="Method:CRM"> <span>10. </span> Method:CRM </a> </h4> <span>Our score: <span class="blue">8.8</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">99%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3NoYXBlLWxlZ2FsLw=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Shape Legal reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2019/09/shape-logo-thumbnail.png 186w, https://s.financesonline.com/uploads/2019/09/shape-logo-thumbnail-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-175222" data-id="175222" type="checkbox"> <span></span> <label for="compare-175222">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/shape-legal/" title="Shape Legal"> <span>11. </span> Shape Legal </a> </h4> <span>Our score: <span class="blue">8.5</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">98%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A CRM software ideally used by those in the legal, finance, insurance, and real estate industries. ShapeLegal is a highly-scalable software that can be used by organizations of any size. It helps users take their minds off managing information and details by providing everyday task automation tools. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3NoYXBlbGVnYWwv" class=" btn" >VISIT WEBSITE</button> </div> </div> </div> <div class="category__rank-sort category__rank-sort--mobile-show"> <a data-modal="#why-fo-free" title="Why FO is free" href="#"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://financesonline.com/media/themes/fot/dist/img/why-smaller.png" data-srcset="https://financesonline.com/media/themes/fot/dist/img/why-smaller.png 1x, https://financesonline.com/media/themes/fot/dist/img/why-smaller@2x.png 2x" alt="Why FO is free" class="lazyload"> </a> Order by: <div class="category__rank-dd nice-dropdown" data-ajax="https://financesonline.com/wp-admin/admin-ajax.php" data-term="959" data-size="small_business" data-count="11" data-taxonomy="category_apps"> <span>Sponsored</span> <ul> <li data-sort="sponsored">Sponsored</li> <li data-sort="score">Score</li> <li data-sort="user-reviews">User Score</li> </ul> </div> </div> </div> </div> </div> </div> </div> <div class="category__sidebar col col--25 col--sm content-visibility"> <div class="category__categories mini-hide"> <h4>Similar Categories:</h4> <p>In the event you didn't find just the solution you were looking for here's a list of various categories similar to CRM Software for Small Business that you might want to browse through:</p> <ul> <li><a href="/c/crm-software/" title="CRM Software">CRM Software</a><li><a href="/c/crm-software/enterprise/" title="CRM Software for Enterprise">CRM Software for Enterprise</a><li><a href="/c/customer-service-software/" title="Customer Service Software">Customer Service Software</a><li><a href="/c/customer-service-software/small-business/" title="Customer Service Software for Small Business">Customer Service Software for Small Business</a><li><a href="/c/crm-software/free/" title="Free CRM Software">Free CRM Software</a><li><a href="/c/customer-service-software/free/" title="Free Customer Service Software">Free Customer Service Software</a><li><a href="/c/online-crm-software/" title="Online CRM Software">Online CRM Software</a><li><a href="/c/reviews-management-software/" title="Reviews Management Software">Reviews Management Software</a><li><a href="/c/social-media-crm/" title="Social Media CRM">Social Media CRM</a> </ul> </div> </div> </div> <div class="order-3 content-visibility"> <div class="main-container"> <div class="col col--75 col--sm"> <div class="category__content"> <img width="1000" height="483" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload toc-img" alt="CRM Software for Small Business Guide" sizes="(max-width: 1000px) 100vw, 1000px" data-srcset="https://s.financesonline.com/uploads/2023/01/CRM-Software-for-Small-Business.png 1000w, https://s.financesonline.com/uploads/2023/01/CRM-Software-for-Small-Business-300x145.png 300w, https://s.financesonline.com/uploads/2023/01/CRM-Software-for-Small-Business-768x371.png 768w, https://s.financesonline.com/uploads/2023/01/CRM-Software-for-Small-Business-93x45.png 93w" /> </div> </div> </div> <div class="main-container"> <div class="col col--75 col--sm"> <h3 class="toc-header margin">Table of contents</h3> </div> <div class="clearfix"></div> </div> <div class="main-container"> <div class="col col--75 col--sm"> <div class="category__sections toggle"> <div class="article-section"> <div class="article-section__text"> <p>CRM software for small business abound in the market. It can be overwhelming if you are unfamiliar with this type of software, and you may have a difficult time deciding which one is the best for your organization. You can read or watch as many software reviews as you want but, ultimately, you are the one who knows what will work for you.</p> <p>So, when you are listing and considering the best CRM for small business, make sure that the vendor meets your needs.</p> </div> </div><div class="article-section"> <h3 id="get-to-know-each-product-with-a-free-trial"><span class="cat-icon cat-icon--free-trial"></span>Get to know each product with a free trial </h3> <div class="article-section__text"> <p>Before you dive into a CRM tool and seal the deal, arm yourself with some information about what is CRM software first. This will give you an in-depth backgrounder on the software type, as well as what you should expect when it comes to its features and benefits.</p> <p>Of course, the most prudent thing to do before closing a contract with a vendor is to sign up for free trials or demos from software providers. By doing this, you and your team will be able to test-drive the solutions’ tools and see whether they meet your requirements.</p> <p>But there are plenty of software to go through. For you not to be overwhelmed, you can start by evaluating the software solutions that have the highest SmartScore and Customer Satisfaction Rating in our CRM software for small business reviews. These are <a href="https://reviews.financesonline.com/p/hubspot-crm/">HubSpot CRM</a>, <a href="https://reviews.financesonline.com/p/pipedrive/">Pipedrive</a>, <a href="https://reviews.financesonline.com/p/salesforce-sales-cloud/">Salesforce CRM</a>, <a href="https://reviews.financesonline.com/p/netsuite-crm/">NetSuite CRM</a>, and <a href="https://reviews.financesonline.com/p/monday-crm/">monday.com Sales CRM</a>.</p> <p>Additionally, you can acquire additional information on the leading apps in our <a href="/c/crm-software/">top 10 CRM software</a> article. Another thing that can help you is checking <a href="/best-free-crm-software-solutions-consider-2017/">free CRM tools</a>. These are either completely free or there are freemium versions available.</p> </div> </div><div class="article-section"> <h3 id="targeted-businesses"><span class="cat-icon cat-icon--targeted-businesses"></span>Targeted Businesses</h3> <div class="article-section__text"> <p>Any organization can benefit from the best CRM software for small business. But there are certain types of businesses to which CRM solutions are essential:</p> <ul> <li><strong>Businesses with sales teams</strong>. Any sales team would require a CRM tool to identify changes and trends in customer behavior. Armed with data, they can upsell or cross-sell products or services with a high rate of success. On top of that, a CRM application can help them pick out among the crowd the leads that are most likely to purchase.</li> <li><strong>Businesses with marketing teams</strong>. Enterprises have to engage in marketing to attract customers and stay on top of the minds of consumers. Thus, any organization that has robust marketing practices can make full use of a CRM platform. They can utilize CRM records to funnel campaigns while including as many customers as possible without the accompanying high cost.</li> <li><strong>Businesses that need to be more efficient</strong>. The best CRM for small business can help boost conversion rates. This is because they are timesavers owing to their automation capabilities. In this way, you can focus on more business-critical tasks.</li> </ul> </div> </div><div class="article-section"> <h3 id="what-are-examples-of-crm-software-for-small-business"><span class="cat-icon cat-icon--examples"></span>What are examples of CRM software for small business?</h3> <div class="article-section__text"> <ul> <li><a href="https://reviews.financesonline.com/p/hubspot-crm/"><strong>HubSpot CRM</strong></a>. This powerful and dynamic marketing solution is a favorite of marketers and even of sales and customer support teams. This is because you can adapt it to your workflow or use it to refine your existing processes. Additionally, it has the tools to let you organize your customers’ data so that you can create a full profile.</li> <li><a href="https://reviews.financesonline.com/p/pipedrive/"><strong>Pipedrive</strong></a><strong>.</strong> This CRM platform was built by salespeople. Thus, you can expect its interface, tools, and workflows to be tailored to the needs of sales team members. There are segmentation and categorization features to make follow-ups easier. Plus, there are activity reminders so that sales professionals do not miss critical opportunities.</li> <li><strong><a href="https://reviews.financesonline.com/p/salesforce-sales-cloud/">Salesforce CRM</a>.</strong> Sales teams around the world are aware of this software, as it is an award-winning solution. It helps align customer information and interactions, making them easily accessible to the sales and marketing teams alike. Plus, it gives you real-time data on the performance of your teams so that you can adapt on the go.</li> <li><strong><a href="https://reviews.financesonline.com/p/netsuite-crm/">NetSuite CRM</a>.</strong> This CRM software offers a full view of a business’s customers. This is because information streams from every possible touch point throughout a customer’s journey. Apart from key CRM features, this platform also has marketing automation, salesforce automation, and customer service management tools.</li> <li><strong><a href="https://reviews.financesonline.com/p/monday-crm/">monday.com Sales CRM</a>.</strong> Considered one of the best CRM for small business, the platform comes from a hugely popular project management tool. Because of its versatility, you can customize it to transform it into a customer relationship management tool. It centralizes information so that team members can make decisions independently or together. On top of that, it can accelerate sales because of complete visibility.</li> </ul> </div> </div><div class="article-section"> <h3 id="types-of-crm-software-for-small-business"><span class="cat-icon cat-icon--types"></span>Types of CRM Software for Small Business</h3> <div class="article-section__text"> <p>A CRM system small business teams can use can typically be categorized under one of three separate groups:</p> <ul> <li><strong>Analytical CRM</strong>. This can work with an operational CRM because it analyzes data. As such, it can provide actionable insights. This platform can generate reports and even let you create custom reports. It makes these possible by using powerful techniques such as data mining, correlation, and pattern recognition, among others.</li> <li><strong>Operational CRM</strong>. This is also known as basic CRM. It consolidates sales, marketing, and support under one umbrella. Together, these provide an operational dashboard where every prospect is assessed. Once this process is done, the application provides a summary and assists in developing a strategy. There are several sub-categories of operational CRM: sales force automation (analyzing prospect lifecycle), marketing automation (automates marketing processes for multi-channel campaigns with fine segments), and service automation (customer service tools and integrations)</li> <li><strong>Collaborative CRM</strong>. CRM does not have to be purely an internal affair. With a collaborative CRM, vendors and other external stakeholders can work with the organization, too. With this, communication is more open and the sharing of information is made seamless.</li> </ul> </div> </div><div class="article-section"> <h3 id="key-features-of-crm-software-for-small-business"><span class="cat-icon cat-icon--key-features"></span>Key Features of CRM Software for Small Business</h3> <div class="article-section__text"> <p>Most top-notch solutions would have features that enable you to perform basic relationship management tasks. However, they also vary in some features. For example, they might have industry-specific relationship management tools. Nevertheless, they do share common functionalities.</p> <ul> <li><strong>Contact manager</strong>. This feature lets you store and organize your contacts, from customers to suppliers. There is a sorting feature by category for easier and faster retrieval as well. Many small businesses that are on a tight budget can go for a CRM solution that has this robust module. It can either be a standalone or integrated into a full suite with other features.</li> <li><strong>Sales automation</strong>. You can take your mind off redundant tasks because the main component of the best CRM software for small business is automating the sales process. This covers the whole workflow, from prospecting to replying to customer inquiries and order taking. This module helps to track leads through inquiries, previous purchases, and web visits. It should have a web form feature that allows you to capture leads in landing pages and collect feedback.</li> <li><strong>Sales tracking</strong>. There are CRM solution vendors that include this in the sales automation or have it as a separate module. This helps you analyze your sales data. You can find out how many of an item you sold, where, and to whom. As well, your CRM must have a basic reporting suite and dashboard for sales reports and an overview of your sales performance, respectively.</li> <li><strong>Communication channels</strong>. CRM applications usually have communication features integrated with other modules. Many solutions boast multiple communication channels, ranging from email and phone to IM or live chat. Other software may integrate social networks and forums. Although it is great to have social tools and live chat, these may not make any sense if you do not have anyone to manage your SNS and live chat solution.</li> </ul> </div> </div><div class="article-section"> <h3 id="benefits-of-crm-software-for-small-business"><span class="cat-icon cat-icon--benefits"></span>Benefits of CRM Software for Small Business</h3> <div class="article-section__text"> <p>Adopting a powerful CRM is now a requisite in a competitive and ever-changing business horizon. If you are still on the fence about acquiring a CRM software for small business, take a gander at these benefits you will gain:</p> <ul> <li><strong>Operational efficiency</strong>. A CRM platform fully implemented can assist you in streamlining your processes, thus helping you get rid of operational inefficiencies. This is most likely because you are able to discover more data and integrate it with other software in our toolbox.</li> <li><strong>Data availability</strong>. Data is a strategic and valuable asset. Your CRM application can gather data in one place and analyze it, too. Plus, it has features that would aid you in understanding the information you have. Thus, you can use it in strategic decision-making.</li> <li><strong>Improved accountability</strong>. If your relationship with customers is not smooth-sailing, this might be an indicator of problems elsewhere. With a CRM tool on hand, you can streamline customer communications and pave the way for your business to become more trustworthy. This is because this solution can aid employees in understanding their tasks. But most importantly, it can help them in understanding their errors.</li> <li><strong>Smoother collaboration</strong>. If you have been relying on spreadsheets, you know that they are lacking in certain aspects. Having a CRM, on the other hand, would plug inconsistencies that affect collaboration. Specifically, it will allows you to share information easily.</li> <li><strong>Better communication with customers</strong>. With the best CRM software small business teams can use, you can identify areas where you are lacking in terms of customer communication. Once you have ascertained these, you can implement solutions. This would lead to better communication, customer retention, and higher sales.</li> <li><strong>Security</strong>. You can rely on top-shelf CRM for your small business because of its myriad layers of security. As such, you can free yourself of the worry that your company and customer data will be easily compromised.</li> </ul> </div> </div><div class="article-section"> <h3 id="latest-trends"><span class="cat-icon cat-icon--latest-trends"></span> Latest Trends</h3> <div class="article-section__text"> <p>A CRM system for small business, especially ones from well-known vendors, tend to be packed with features. But this does not mean they have stopped innovating. After all, there are always new technologies or industry changes that can be a part of or direct the recent developments of a CRM platform.</p> <p><strong>Channel-less CRM</strong></p> <p>You have heard of omnichannel CRM. But now it is going a step further with channel-less CRM. This means that instead of a business and its sales and marketing teams focusing on meeting customers on various communication channels, they will be shifting their efforts toward a streamlined customer experience. Customers will also be expecting relevant and highly personalized experiences from the organization.</p> <p><strong>Social CRM</strong></p> <p>Social CRM is not just a buzzword. It is something that is continuing to be a relevant part of CRM and CRM software solutions. That is why integrations with popular social networking sites like Facebook and LinkedIn are becoming more streamlined. But updating posts and engaging followers are not the only boon of social CRM. The innovation can provide a treasure trove of data as well as customer feedback and consumer purchasing habits.</p> <p><strong>Voice Recognition</strong></p> <p>Voice technology has become ubiquitous since the advent of voice assistants, such as Siri, Alexa, and others. This tech is commonly used for searches, making shopping lists, and turning appliances on and off. But this may become a staple in CRM applications. With a speech recognition software embedded in CRM platforms, users can record meetings and notes with ease for documentation purposes. Plus, it can help speed up data entry.</p> <p><strong>CRM for All Teams</strong></p> <p>CRM used to be exclusive to marketing, customer support, and sales teams. Now, though, other organization units can benefit from it. For example, finance and accounting teams can take advantage of the invoicing features included in the best CRM software for small businesses. Once sales professionals close deals, the number gurus can take over and send invoices to customers. In this way, organizations can get paid sooner and they can track their revenue easily.</p> </div> </div><div class="article-section"> <h3 id="potential-issues"><span class="cat-icon cat-icon--potential-issues"></span>Potential Issues</h3> <div class="article-section__text"> <p>Apart from looking at the features and benefits of a CRM system for small business, it is critical to know what potential issues you may encounter.</p> <p><strong>Data Security</strong></p> <p>CRM software are designed to have multiple layers of security. These should block attacks and prevent potential threats from disrupting your operations. However, with a SaaS CRM, you are putting your data in the hands of the vendor. This increases security risks. Thus, you have to determine whether the vendor is reliable and trustworthy. You should also be diligent in doing research about how they handle security risks and if they had previous breaches.</p> <p><strong>Integration</strong></p> <p>No software is an island. The same applies to CRM solutions. Interfacing your CRM tool with other applications will help you streamline your overall operational workflow. Before you close the deal, make sure that it can integrate with your existing tools. It may be native integrations, via API, or through a third-party platform like Zapier.</p> <p><strong>Scalability</strong></p> <p>A solution that is scalable will adapt to your needs as you grow. Check with the vendor if its app has that feature so that you do not have to change to another solution when your current needs outgrow the basic application you have.</p> <p><strong>Vendor Support and Credibility</strong></p> <p>There are plenty of CRM vendors that claim to be trustworthy and have plenty of clients. To make sure you are signing up with the right one, check forums or reviews. You can also speak with other customers to truly understand their experiences. Plus, a good vendor would provide quick and consistent support when you encounter issues.</p> </div> </div><div class="article-section"> <h3 id="useful-crm-stats"><span class="cat-icon cat-icon--useful-stats"></span>Useful CRM Stats</h3> <div class="article-section__text"> <p>CRM software is an essential addition to any organization’s tech stack. Indeed, 56.55% of companies in one survey expressed that it is the most valuable tool in their tech stack. It has come to the point that even freelance professionals utilize it to manage their relationships with clients. They also take advantage of it to reach out to potential customers. Of course, small businesses can significantly benefit from this technology, too.</p> <p>After all, businesses that use their CRM systems well can enjoy as much as 74% improvement in their relationships with customers. They have also been proven to boost organizations in meeting their sales quotas by 65%. Not only that, it has been shown that it led to an increase of 50% in productivity.</p> <p>CRM applications are no stranger to innovation. Their development is also dictated by trends. For instance, social CRM is a continuing trend. Thus, vendors are integrating social media platforms and providing the necessary tools for managing them.</p> <p> </p> </div> </div><div class="article-section"> <h3 id="payment-schemes"><span class="cat-icon cat-icon--default"></span>Payment Schemes</h3> <div class="article-section__text"> <p>One of the foremost considerations in choosing the best CRM software for small business is payment schemes or pricing plans. Below are the most common payment schemes offered by CRM application vendors:</p> <ul> <li><strong>Free</strong>. There is such a thing as a free CRM platform. But only a handful of CRM software companies offer this. And when they do, they only provide the most basic tools. Nevertheless, these are essential tools that can help you grow. In most cases, you can scale up to a paid tier when you are ready.</li> <li><strong>Monthly Subscription</strong>. This is a popular payment plan that you will find among the majority of CRM software providers. The good thing about this is that it is easy on the pocket because you do not have to fork out a huge amount to start using it. Plus, it is not a complicated affair to opt out if you decide that you need to change your solution or stop using one altogether.</li> <li><strong>Annual Subscription</strong>. An annual payment scheme is suitable for businesses that have enough in their budget to pay for a year’s worth of software service. This is also beneficial because yearly payments are discounted. You can save at least two months’ worth of subscriptions when you sign up for an annual plan.</li> </ul> </div> </div><div class="article-section"> <h3 id="the-bottom-line"><span class="cat-icon cat-icon--default"></span>The Bottom Line</h3> <div class="article-section__text"> <p>The right product is crucial to the growth of your business, no matter how small it is. You do not want to spend an inordinate amount of time learning the ins and outs of a platform that may end up not being right for you. There are numerous factors to consider in the process. However, it is more of an art than a science.</p> <p>Nevertheless, there is one thing that is sure: the bottom line. Take into account whether the price fits your budget. And if it does, will it be difficult or easy to meet that amount per month? Next, investigate the ROI it will offer and determine how you will measure it. These make up the science part of the selection.</p> <p>For the art side, you will be dealing with people, workflows, and the right mix of policies to properly implement a suitable software. You have to consult the people who will actually use the solution. Then, you have to find out whether the solution is the right fit for the organizational culture.</p> <p>Having a good mix of these is challenging. Indeed, the whole processes of digital transformation and software transformation are difficult. This is especially true for large business and non-business organizations. And it is similarly formidable for small enterprises.</p> <p>Just keep in mind that whichever software you choose, you will be dealing with things beyond the software.</p> </div> </div> </div> </div> <div class="clearfix"></div> </div> </div> <div class="category category--white order-5 content-visibility"> <div class="main-container"> <div class="category__content category__content--margin col col--75 col--sm"> <h3>List of CRM Software for Small Business Companies</h3> <div class="soft__list"> <div class="pull-right"> <p>Order by:</p> <div id="soft-dd" class="soft__list__dd" data-ajax="https://financesonline.com/wp-admin/admin-ajax.php" data-term="959" data-count="15" data-taxonomy="category_apps"> <span>Newest</span> <ul> <li data-sort="newest">Newest</li> <li data-sort="score">Score</li> <li data-sort="user-reviews">User Score</li> </ul> </div> <div class="clearfix"></div> </div> <div id="soft-table" class="soft__table"> <div class="soft__head"> <div class="col col--33 s-name"> Product name: </div> <div class="col col--20 s-cat"> Category: </div> <div class="col col--10 s-ss"> Smart Score: </div> <div class="col col--10 s-price"> Price: </div> <div class="col col--10 s-us"> User Satisf. </div> <div class="col col--16 s-ur"> User reviews: </div> <div class="clearfix"></div> </div> <div id="soft-table-products"> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/equp/" title="EQUP" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="EQUP reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2023/03/equp-logo-93x48.png 93w, https://s.financesonline.com/uploads/2023/03/equp-logo.png 186w" /> </div> <p>EQUP</p> </a> <div class="col col--20 s-cat "> CRM Software for Small Business </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> $4.17 </div> <div class="col col--10 s-us"> 94% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/equp/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/easy-busy-pets/" title="Easy Busy Pets" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" class="lazyload" alt="Easy Busy Pets reviews" data-src="https://financesonline.com/uploads/2020/08/easy-busy-pets-2-93x48.png" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" /> </div> <p>Easy Busy Pets</p> </a> <div class="col col--20 s-cat "> CRM Software for Small Business </div> <div class="col col--10 s-ss"> 8.5 </div> <div class="col col--10 s-price"> $5 </div> <div class="col col--10 s-us"> 95% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/easy-busy-pets/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> </span> <span>1 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/dejaoffice/" title="DejaOffice" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="DejaOffice reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2020/07/DejaOffice-PC-CRM-Small-Thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2020/07/DejaOffice-PC-CRM-Small-Thumbnail.png 186w" /> </div> <p>DejaOffice</p> </a> <div class="col col--20 s-cat "> CRM Software for Small Business </div> <div class="col col--10 s-ss"> 8.5 </div> <div class="col col--10 s-price"> 49.95 </div> <div class="col col--10 s-us"> 95% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/dejaoffice/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/bigin/" title="Bigin" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Bigin reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2020/06/Bigin-Small-Thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2020/06/Bigin-Small-Thumbnail.png 186w" /> </div> <p>Bigin</p> </a> <div class="col col--20 s-cat "> CRM Software for Small Business </div> <div class="col col--10 s-ss"> 8.6 </div> <div class="col col--10 s-price"> $7 </div> <div class="col col--10 s-us"> 96% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/bigin/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/vtenext/" title="vtenext" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="vtenext reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2020/03/vtenext-logo-2-93x48.png 93w, https://s.financesonline.com/uploads/2020/03/vtenext-logo-2.png 186w" /> </div> <p>vtenext</p> </a> <div class="col col--20 s-cat "> CRM Software for Small Business </div> <div class="col col--10 s-ss"> 8.8 </div> <div class="col col--10 s-price"> By quote </div> <div class="col col--10 s-us"> 100% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/vtenext/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/honeybook/" title="HoneyBook" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="HoneyBook reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2023/03/Small-Thumbnail-HoneyBook-93x48.png 93w, https://s.financesonline.com/uploads/2023/03/Small-Thumbnail-HoneyBook.png 186w" /> </div> <p>HoneyBook</p> </a> <div class="col col--20 s-cat "> CRM Software for Small Business </div> <div class="col col--10 s-ss"> 8.8 </div> <div class="col col--10 s-price"> $39 </div> <div class="col col--10 s-us"> 97% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/honeybook/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> </span> <span>14 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/shape-legal/" title="Shape Legal" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Shape Legal reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2019/09/shape-logo-thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2019/09/shape-logo-thumbnail.png 186w" /> </div> <p>Shape Legal</p> </a> <div class="col col--20 s-cat "> CRM Software for Small Business </div> <div class="col col--10 s-ss"> 8.5 </div> <div class="col col--10 s-price"> $79.95 </div> <div class="col col--10 s-us"> 98% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/shape-legal/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/engagebay/" title="EngageBay" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="EngageBay reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2018/10/Engagebay-Logo-1-1-93x48.png 93w, https://s.financesonline.com/uploads/2018/10/Engagebay-Logo-1-1.png 186w" /> </div> <p>EngageBay</p> </a> <div class="col col--20 s-cat "> CRM Software for Small Business </div> <div class="col col--10 s-ss"> 8.9 </div> <div class="col col--10 s-price"> Free </div> <div class="col col--10 s-us"> 100% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/engagebay/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> </span> <span>44 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/monday-crm/" title="monday.com sales CRM" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="monday.com sales CRM reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2022/06/monday-sales-CRM-logo-thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2022/06/monday-sales-CRM-logo-thumbnail.png 186w" /> </div> <p>monday.com sales CRM</p> </a> <div class="col col--20 s-cat "> CRM Software for Small Business </div> <div class="col col--10 s-ss"> 8.5 </div> <div class="col col--10 s-price"> $10 </div> <div class="col col--10 s-us"> 98% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/monday-crm/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span ></span> </span> <span>12 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/eway-crm/" title="eWay-CRM" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="eWay-CRM reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2019/08/eWay-CRM-logo2-93x48.png 93w, https://s.financesonline.com/uploads/2019/08/eWay-CRM-logo2.png 186w" /> </div> <p>eWay-CRM</p> </a> <div class="col col--20 s-cat "> CRM Software for Small Business </div> <div class="col col--10 s-ss"> 8.5 </div> <div class="col col--10 s-price"> $28 </div> <div class="col col--10 s-us"> - </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/eway-crm/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> </span> <span>1 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/kintone/" title="Kintone" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Kintone reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2019/10/Kintone-logo2-93x48.png 93w, https://s.financesonline.com/uploads/2019/10/Kintone-logo2.png 186w" /> </div> <p>Kintone</p> </a> <div class="col col--20 s-cat "> CRM Software for Small Business </div> <div class="col col--10 s-ss"> 8.8 </div> <div class="col col--10 s-price"> $24 </div> <div class="col col--10 s-us"> 100% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/kintone/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> </span> <span>14 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/daylite/" title="Daylite for Mac" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Daylite for Mac reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2021/06/Daylite-for-Mac-thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2021/06/Daylite-for-Mac-thumbnail.png 186w" /> </div> <p>Daylite for Mac</p> </a> <div class="col col--20 s-cat "> CRM Software for Small Business </div> <div class="col col--10 s-ss"> 8.7 </div> <div class="col col--10 s-price"> $24 </div> <div class="col col--10 s-us"> 92% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/daylite/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> </span> <span>5 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/netsuite-crm/" title="NetSuite CRM" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="NetSuite CRM reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2024/02/Thumbnail-6-93x48.png 93w, https://s.financesonline.com/uploads/2024/02/Thumbnail-6.png 186w" /> </div> <p>NetSuite CRM</p> </a> <div class="col col--20 s-cat "> CRM Software for Small Business </div> <div class="col col--10 s-ss"> 9.5 </div> <div class="col col--10 s-price"> by quote </div> <div class="col col--10 s-us"> 100% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/netsuite-crm/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span ></span> </span> <span>14 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/freshsales/" title="Freshsales" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Freshsales reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2022/01/vp9fb045947a8543e041fdabf84a595b3b-93x48.png 93w, https://s.financesonline.com/uploads/2022/01/vp9fb045947a8543e041fdabf84a595b3b.png 186w" /> </div> <p>Freshsales</p> </a> <div class="col col--20 s-cat "> CRM Software for Small Business </div> <div class="col col--10 s-ss"> 9.7 </div> <div class="col col--10 s-price"> $9 </div> <div class="col col--10 s-us"> 95% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/freshsales/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> </span> <span>19 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/hubspot-crm/" title="HubSpot Smart CRM" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="HubSpot Smart CRM reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2017/02/hslogo2-93x48.png 93w, https://s.financesonline.com/uploads/2017/02/hslogo2.png 200w" /> </div> <p>HubSpot Smart CRM</p> </a> <div class="col col--20 s-cat "> CRM Software for Small Business </div> <div class="col col--10 s-ss"> 9.8 </div> <div class="col col--10 s-price"> Free to get started </div> <div class="col col--10 s-us"> 99% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/hubspot-crm/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span ></span> </span> <span>19 user reviews</span> </a> </div> <div class="clearfix"></div> </div> </div> </div> </div> <div id="pagination" class="fot-pagination"><div class="fot-pagination__inner"><span class="mini-hide">Page 1 of 3</span><span class="fot-pagination__item fot-pagination__item--disabled">1</span><a class="fot-pagination__item" href="?page=2">2</a><a class="fot-pagination__item" href="?page=3">3</a><a class="fot-pagination__item fot-pagination__item--last" href="?page=3">Last »</a><div class="clearfix"></div></div></div> <h3>Things to consider when you invest in a SaaS</h3> <p>There are plenty of cloud-based SaaS programs available in the market and this makes it difficult for a company to select a suitable platform for their needs. The first thing to consider is usability. Be sure about the changes required for your team’s procedures and workflow when you implement the software. Purchase a solution that adapts to your processes and not the other way around.</p> <p>The second factor to consider is the user interface. It should be uncomplicated and easy to use so that your workers get the hang of it quickly. Get them involved in the selection and usage process, and assess their daily needs to find a good fit. Make the users look at the demos and try out the free trials and get their reviews.</p> <p>The third important element is scalability. Select a system that can grow with your organization. Though many SaaS vendors offer enterprise plans, these are costly for a lot of firms. So, check if the program allows you to export your data and migrate to another system if required. In fact, select a vendor that allows you to export your data as you can trust their honesty and they are the correct type of SaaS brands you should look to collaborate with. </p> <div class="fot-faq"> <h3><span class="icon icon--faq"></span>Frequently asked questions about CRM Software for Small Business</h3> <div class="fot-faq__item"> <a href="#">What is the best CRM software for small business? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q1"> <p>The best CRM software for small business is <strong><a href="https://reviews.financesonline.com/p/hubspot-crm/">HubSpot CRM</a></strong>. It is a freemium solution that has robust basic tools and cutting-edge advanced features. These make for a comprehensive set of tools that allow you to simplify your CRM processes. Plus, you can start free and scale up to a paid tier when you are ready.</p> <p>Nevertheless, you can already perform a wide array of activities in the base platform. You can cover various communication channels such as email. Collaboration is possible and will work out smoothly on the solution. This is due to commenting, tracking, and scheduling features.</p> <p>Moreover, the free solution is on par with paid applications in terms of depth, speed, and comprehensiveness. Because of those things, HubSpot CRM is considered the best CRM software for small business in the market today.</p> </div> </div> <div class="fot-faq__item"> <a href="#"> What are the benefits of CRM software for small business? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q2"> <p>You can enjoy the following benefits, among others, when you have a dedicated CRM platform for small business.</p> <ul> <li><strong>Single source of truth</strong>. Having one centralized hub for customer information, conversations history, and project details, your team can have one source of truth. This eliminates multiple versions of a story that can cause misunderstandings. On top of that, it can help prevent the loss of valuable information.</li> <li><strong>Quick and easy collaboration</strong>. You will find built-in communication and collaboration tools in the most robust CRM software for small business. Because of that, there is no need to switch to another application to communicate regarding CRM-related things.</li> <li><strong>Increase productivity</strong>. A good CRM can assist you in increasing productivity. That is because it reduces clutter by organizing information in a sensible manner. Plus, it has automation features that further aid you in doing more.</li> <li><strong>Omnichannel CRM</strong>. Client interactions can be all over the place. They can start with email and then follow up on social next. With a reliable CRM, you can keep track of conversations without losing the context. This helps in saving time and saves your staff from irate customers.</li> </ul> </div> </div> <div class="fot-faq__item"> <a href="#">What are the features of CRM software for small business? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q3"> <p>Features of software solutions can differ from one another. That is especially true for CRM applications because there are multiple types. Despite that, there are certain features taht they all share.</p> <ul> <li><strong>Contact management</strong>. This keeps and organizes the information of customers, partners, and suppliers.</li> <li><strong>Multi-channel engagement</strong>. A CRM solution for small business can aid you in communicating with customers in various channels. This means that you can reply to emails and instant messages even without leaving the platform.</li> <li><strong>Sales tracking</strong>. Your CRM application can tell you about your customers’ purchases. Plus, you can track sales metrics that will inform your CRM decision-making.</li> <li><strong>Automations</strong>. You can let scheduled tasks and task status changes happen by themselves with your CRMs automation capabilities.</li> <li><strong>Communication and collaboration</strong>. Your team can collaborate and communicate without leaving the software’s interface. That is because they can find messaging and commenting capabilities within the app. On top of that, they can share files directly under tasks or projects.</li> </ul> </div> </div> <div class="fot-faq__item"> <a href="#">What is the easiest CRM software for small business to use? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q4"> <p>The easiest CRM software for small business to use is <strong><a href="https://reviews.financesonline.com/p/pipedrive/">Pipedrive</a></strong>. It is a highly-rated platform that is known for its ease of use. That is because it was designed by salespeople for the use of sales professionals.</p> <p>Setting up the pipeline is easy. The platform walks you through the process. Of course, you can also use an existing template, which makes the procedure more painless. And when you have the solution going, you can begin tracking the progress of deals. The software will send automatic alerts and reminders to make sure you do not miss opportunities.</p> <p>Moreover, you do not have to worry about doing everything manually. Pipedrive has AI technology that assists you in letting routine tasks run without human interference. Plus, it takes a heavy load of admin work, too.</p> </div> </div> <div class="fot-faq__item"> <a href="#">What is a good free CRM software for small business? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q5"> <p><a href="https://reviews.financesonline.com/p/monday-crm/"><strong>monday.com sales CRM</strong></a> is a good free CRM software for small business. It has a visual interface that lets you organize things by color-coding them. On top of that, it has multiple workspaces that allow you to segment projects or activities. Collaboration is seamless on the platform, as well, due to commenting features.</p> <p>Another solution that you can enjoy free is <a href="https://reviews.financesonline.com/p/zoho-crm/"><strong>Zoho CRM</strong></a>. It gives you the essentials such as lead management and document management. It also has a mobile app you can use at no extra cost. You can get three users onboard the platform.</p> <p>You can also grow your small business with the free edition of <strong><a href="https://reviews.financesonline.com/p/freshsales/">Freshsales</a></strong>. You can access contact and account management features so that you can organize records. There is built-in chat, email, and phone tools. As well, you can access the solution on the go via its mobile app.</p> </div> </div> </div> <script type="application/ld+json">{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "What is the best CRM software for small business?", "acceptedAnswer": { "@type": "Answer", "@id": "#faq-q1", "text": "<p>The best CRM software for small business is <strong><a href=\"https://reviews.financesonline.com/p/hubspot-crm/\">HubSpot CRM</a></strong>. It is a freemium solution that has robust basic tools and cutting-edge advanced features. These make for a comprehensive set of tools that allow you to simplify your CRM processes. Plus, you can start free and scale up to a paid tier when you are ready.</p>\n<p>Nevertheless, you can already perform a wide array of activities in the base platform. You can cover various communication channels such as email. Collaboration is possible and will work out smoothly on the solution. This is due to commenting, tracking, and scheduling features.</p>\n<p>Moreover, the free solution is on par with paid applications in terms of depth, speed, and comprehensiveness. Because of those things, HubSpot CRM is considered the best CRM software for small business in the market today.</p>\n" } }, { "@type": "Question", "name": " What are the benefits of CRM software for small business?", "acceptedAnswer": { "@type": "Answer", "@id": "#faq-q2", "text": "<p>You can enjoy the following benefits, among others, when you have a dedicated CRM platform for small business.</p>\n<ul>\n<li><strong>Single source of truth</strong>. Having one centralized hub for customer information, conversations history, and project details, your team can have one source of truth. This eliminates multiple versions of a story that can cause misunderstandings. On top of that, it can help prevent the loss of valuable information.</li>\n<li><strong>Quick and easy collaboration</strong>. You will find built-in communication and collaboration tools in the most robust CRM software for small business. Because of that, there is no need to switch to another application to communicate regarding CRM-related things.</li>\n<li><strong>Increase productivity</strong>. A good CRM can assist you in increasing productivity. That is because it reduces clutter by organizing information in a sensible manner. Plus, it has automation features that further aid you in doing more.</li>\n<li><strong>Omnichannel CRM</strong>. Client interactions can be all over the place. They can start with email and then follow up on social next. With a reliable CRM, you can keep track of conversations without losing the context. This helps in saving time and saves your staff from irate customers.</li>\n</ul>\n" } }, { "@type": "Question", "name": "What are the features of CRM software for small business?", "acceptedAnswer": { "@type": "Answer", "@id": "#faq-q3", "text": "<p>Features of software solutions can differ from one another. That is especially true for CRM applications because there are multiple types. Despite that, there are certain features taht they all share.</p>\n<ul>\n<li><strong>Contact management</strong>. This keeps and organizes the information of customers, partners, and suppliers.</li>\n<li><strong>Multi-channel engagement</strong>. A CRM solution for small business can aid you in communicating with customers in various channels. This means that you can reply to emails and instant messages even without leaving the platform.</li>\n<li><strong>Sales tracking</strong>. Your CRM application can tell you about your customers\u2019 purchases. Plus, you can track sales metrics that will inform your CRM decision-making.</li>\n<li><strong>Automations</strong>. You can let scheduled tasks and task status changes happen by themselves with your CRMs automation capabilities.</li>\n<li><strong>Communication and collaboration</strong>. Your team can collaborate and communicate without leaving the software\u2019s interface. That is because they can find messaging and commenting capabilities within the app. On top of that, they can share files directly under tasks or projects.</li>\n</ul>\n" } }, { "@type": "Question", "name": "What is the easiest CRM software for small business to use?", "acceptedAnswer": { "@type": "Answer", "@id": "#faq-q4", "text": "<p>The easiest CRM software for small business to use is <strong><a href=\"https://reviews.financesonline.com/p/pipedrive/\">Pipedrive</a></strong>. It is a highly-rated platform that is known for its ease of use. That is because it was designed by salespeople for the use of sales professionals.</p>\n<p>Setting up the pipeline is easy. The platform walks you through the process. Of course, you can also use an existing template, which makes the procedure more painless. And when you have the solution going, you can begin tracking the progress of deals. The software will send automatic alerts and reminders to make sure you do not miss opportunities.</p>\n<p>Moreover, you do not have to worry about doing everything manually. Pipedrive has AI technology that assists you in letting routine tasks run without human interference. Plus, it takes a heavy load of admin work, too.</p>\n" } }, { "@type": "Question", "name": "What is a good free CRM software for small business?", "acceptedAnswer": { "@type": "Answer", "@id": "#faq-q5", "text": "<p><a href=\"https://reviews.financesonline.com/p/monday-crm/\"><strong>monday.com sales CRM</strong></a> is a good free CRM software for small business. It has a visual interface that lets you organize things by color-coding them. On top of that, it has multiple workspaces that allow you to segment projects or activities. Collaboration is seamless on the platform, as well, due to commenting features.</p>\n<p>Another solution that you can enjoy free is <a href=\"https://reviews.financesonline.com/p/zoho-crm/\"><strong>Zoho CRM</strong></a>. It gives you the essentials such as lead management and document management. It also has a mobile app you can use at no extra cost. You can get three users onboard the platform.</p>\n<p>You can also grow your small business with the free edition of <strong><a href=\"https://reviews.financesonline.com/p/freshsales/\">Freshsales</a></strong>. You can access contact and account management features so that you can organize records. There is built-in chat, email, and phone tools. As well, you can access the solution on the go via its mobile app.</p>\n" } } ] }</script> <div class="category__author" style="display: flex;"> <div class="category__avatar"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://sip.financesonline.com/uploads/2020/07/nestor_gilbert.png?width=100&token=6ScUWugJRbB_avxvtDy53A" alt="Nestor Gilbert" class="lazyload"> </div> <div class="category__author__desc"> <h4>By <a href="/author/nestor/" title="Nestor Gilbert">Nestor Gilbert</a></h4> <p>Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.</p> </div> <div class="clearfix"></div> </div> </div> <div class="clearfix"></div> <p class="updated">Updated <time datetime="2024-10-31T21:11:09+00:00" title="2024-10-31T21:11:09+00:00">October 31, 2024</time></p> </div> </div> </div> </div> </div> </div>  <div id="why-fo-free" class="fot-modal why-fo-free-modal"> <div class="fot-modal__close"><span></span><span></span></div> <h3> <img width="30" height="30" class="why_fo_free_modal_img" alt="Why is FinancesOnline free?" srcset="https://financesonline.com/media/themes/fot/dist/img/information.png 1x,https://financesonline.com/media/themes/fot/dist/img/information@2x.png 2x" src="https://financesonline.com/media/themes/fot/dist/img/information.png"> Why is FinancesOnline free? </h3> <p>FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. 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