Last Updated on February 12, 2021 by Wesley Cherisien
Best CRM for small business in overall performance.
HubSpot is the best CRM for small business owners who need a powerful subscription-based solution. The company also offers a free version of the software that allows small businesses to try the features before committing. The free version has everything a business would need in CRM software. It tracks activity, organizes contacts, manages the entire sales pipeline (different from a sales funnel). While the free version provides enough functionality to help you get started, the premium version of HubSpot is really where it comes into its own.
- Marketing Automation
- Lead Management
- Social Media Marketing
- Marketing Analytics
- Landing Pages
With HubSpot, small businesses can use their basic contact capabilities and social media tracking, which then enables them to attribute their leads to particular sources. This ends up giving the small business the advantage of business intelligence. It also enables users to manage many social media platform accounts from one seamless user interface. Social media platforms such as Twitter, Facebook, and LinkedIn are all supported so businesses can be close to their target audience.
HubSpot uses marketing automation, which enables its customers to create aesthetically pleasing emails without learning how to program. It also enables them to select from various actions, triggers, and conditions ensuring that it sends the right emails to the prospects as and when due. This CRM also comes with a visual editor its users can use to envision their workflow in real-time. It doesn’t matter if they are developing a basic follow up sequence or something much more complicated.
With the lead management feature, small businesses can view every single detail concerning a particular lead all from one contact profile. HubSpot also enables them to access a timeline of every interaction between contact and their business, such as asset downloads, page visits, website visits, and email opens. This contact intelligence offers the overall view of a lead’s history, making it easier to develop a targeted list, increase conversions, and automate campaigns.
The marketing analytics feature of HubSpot enables businesses to view detailed reports on every one of their assets, from social media accounts, emails, and blog posts to website and landing pages. A competitor’s report is also available to help these businesses view how they rank compared to competitors in that industry.
Small businesses can use the free plan which comes with the CRM to access fundamental marketing features such as email marketing, forms, team emails, list segmentation, reporting dashboards, and chatbots.
With the paid plans, 3 pricing tiers meet different needs. They are:
- Starter – $50 per month. This plan is best suited for beginning marketers and solopreneurs.
- Professional – $800 per month. This plan is best suited for a small business interested in automating its marketing efforts.
- Enterprise – $3,200 per month. Suitable for businesses that have a large contact database with heavy lead traffic.
Best CRM for small business on a budget.
Zoho is perhaps one of the most renowned providers of solutions and software to small businesses. When it shipped its flagship software Zoho CRM back in 2005, it was the first product to offer a list of competitive features at a reasonable price. Its mammoth list of features provides quite a lot of capabilities such as sales force automation, lead management, omnichannel interactions with consumers, contact management, and a plethora of analytic options. This product can stand out because its performance management provides its users with the capability of making accurate forecasts, feature gamification, and integrating territory management to help sales teams exceed quotas for tasks.
- CRM Analytics
- Custom Signals
- Cohort and Quadrant Analysis
- Calls & Email Workflows
- Custom Modules
Zoho CRM provides a multipurpose digital contact management feature so small businesses can let go of their spreadsheet dependence. Zoho simplifies contact management by providing options such as adding tasks, creating connections, log sales activity, and a whole lot more utilising their contacts list. Businesses can manage their leads, deals, accounts, and contacts with this feature.
Zoho offers email marketing solutions that can develop more bespoke experiences. Such a customer relationship management tool is grouped with email formatting options and editor. With that businesses can schedule messages, receive notifications when their email is interacted with and leverage AI or artificial intelligence to boost and analyse email performance.
This product can help businesses track their site visitors and generate leads. sales teams looking for additional information can use Zoho to study the patterns of their visitors, leveraging that information to create leads utilising web forms. Its live feature can also engage visitors instantaneously to address their concerns and questions whilst seizing that chance to turn them into leads. This feature helps to record and save a visitor’s history, enabling the sales team to track each customer’s journey over time, which can be useful to help identify if a visitor is a returning customer or a new prospect.
- Zoho has a free tier that opens up its features to 3 users.
- The first paid Standard tier costs $18 for one user per month.
- The Professional tier amounts to $30 for one user per month.
- The Enterprise tier amounts to $45 for one user per month.
Best CRM for small business that values ease-of-use and campaign customization.
Salesforce is one of the most famous brands with CRM software. As one of the largest providers of CRM software, the company consistently ranks top of industrial surveys. Salesforce provides a cloud-based integrated solution that gets to every aspect and touch point of a customer’s life-cycle. It does this by creating software that is fully customisable, mobile-friendly, and flexible. Its interface is intuitive, making it quite easy to learn and use on mobile devices and desktops.
- Email Marketing
- Customer Contract Management
- Desktop Integration
- Opportunity and Pipeline Management
Salesforce uses Artificial Intelligence to help small businesses improve their overall selling and business process. workflows can be automated, we can discover insights, business predictions can be made and the internal working process of a business can be automated. This artificial intelligence software is known as Einstein. It helps users collectively sort through data, seamlessly drawing insights from them. Workflows can be predicted, leads qualified and solutions based on previous behavior can be recommended.
Salesforce can be integrated with just about any third party business tool or application. It does not matter if it is customer support software, analytics software, or even financial management software. While there are several CRM solutions available that offer a mobile variant of their application for business management on the go, none of them incorporate a mobile-first design. Salesforce CRM enables businesses to manage their leads, contacts, opportunities, and data all from a mobile device even with no connection.
Salesforce is extremely customisable. The point and select feature can be used to help create a bespoke layout. Many mobile apps can also be integrated from AppExchange to get more customisation features.
- Sales Cloud is Salesforce’s basic CRM system which costs $25 per month.
- The Marketing Cloud lets businesses to develop bespoke marketing campaigns and costs start from $400 per month
- The Service Cloud provides online customer service and integration capability into customer service information. Costs start at $25.
- The Commerce Cloud is a service that helps businesses build their online shopping experiences and the price is typically available on request.
Best CRM for small business looking for easy-to-use software.
Agile CRM can be defined as a CRM platform that was specifically designed with small and midsize businesses in mind. As a cloud-based solution, it concentrates on integrating service, marketing, sales, social media as well as other avenues of engagement to develop a centralised hub for analytics, marketing, and customer reports. There are quite some pricing tiers from free software suitable for small businesses with a staff of 10 to an enterprise tier which supports integrations with third-party apps and websites with support for more than 50 plugins.
- Project Management
- Contact management
- Landing Page Builder
- Social CRM
Agile CRM has been designed to help merge the marketing and sales process, with features such as contact management helping businesses organize their customer list whilst also enabling them to better understand their customers. Its project management feature can help teams remain in sync avoiding any confusion concerning the status of projects or tasks. Communicating with colleagues and contacts is essential in any business, which is why Agile CRM comes with a scheduling feature that ensures finding dates for meetings and appointments easy.
- The Starter tier starts from $15 per month on every user.
- The Regular tier starts from $50 per month on every user
- The Enterprise tier starts from $80 per month per user.
- Every one of these tiers come with a discount if the year is paid for upfront.
Best CRM for small business that values automation
Salesmate CRM is a system wholly built to provide its customers with everything they could ever need regarding the organisation of the sales process, growing organic customer relationships and attaining added deals. This software works best with small businesses, as it can grow a business’s sales revenue. Some recognize in the industry for its wonderful user experience and its presence.
- Pipeline Management
- Sales Automation
- Sales Forecasting
- Sales Intelligence
- Tracking Activities
Salesmate enables businesses to work effectively by integrating all the applications into a single CRM. Its ability to create a 2way sync with using Google Apps is a useful feature. This means that chrome, Maps, Drive, Contacts, Calendar, and Gmail Plugins are present. Salesmate can also be integrated with other apps such as MailChimp, Shopify, WordPress, and more.
With Salesmate, every user can remain in sync regardless of what time zone they are in. When it comes to using multiple currencies, businesses can keep track of their sales in many currencies by being able to set a preferred home currency. Salesmate CRM can convert each bit of sales data in the home currency, leveraging the prevalent exchange rates for revenue reporting and sales.
Salesmate does not offer a free mode like other CRMs on this list, however, it offers a 15 day free trial of its software. With its paid packages, it offers only a single package charged at $15 a month or $12 per year once they calculate the upfront yearly cost.