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Even if your business is just starting out, customer relationship management (CRM) software should be at the center of your company’s communications with all of your current and future clients and customers. CRM will manage contacts, track sales, record tasks, send emails, make phone calls and many other tasks. Others go above and beyond and include features that allow you to manage projects, automate processes, create accounts or market your business.
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No matter what you need, there is a platform that fits your needs. To help you in your search, we’ve reviewed several platforms designed for small businesses or with features ideal for small teams. Click on any application to learn more about why we chose it, or continue reading for more content on small business CRMs.
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All of our top software reviews are written by people who have spent most of their careers using, testing, and writing software. We spend countless hours researching and testing apps, using each app as it was intended and testing it against the criteria we set for the category. We never get paid to post any of our articles on any app or link anywhere – we appreciate your trust in us to provide authentic reviews of the brands and apps we review. To learn more about our process, read the full list of how we choose apps to use on the blog.
Cost is always a big concern for small businesses, so we only tested CRMs with plans that cost less than $60 per month per user.
Ease of use was considered. Small business owners don’t need a professional to manage CRM software. It should be accessible to everyone who uses it – from salespeople, to marketing, to the office manager, to the CEO. And it should not require external help for setup and ongoing management.
For our review, we looked at each company to make sure they offer phone, email, and chat support. Different channels are important because they represent different levels of urgency. For example, if you have an urgent problem, you will get a solution over the phone faster than via email.
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We tested each platform and its overall user experience. Was each CRM setup self-explanatory? Were there useful tools along the way if we needed them? Would we be comfortable using it every day?
We compared the features. Every CRM should have communication and performance management, task automation and reporting, as well as unique features that make them stand out from the crowd.
Finally, CRM should be integrated with other business software such as e-commerce, phone, email, etc. All of our options offer integrations to help you maximize your potential.
Integrating your CRM with other apps helps you get the most out of your investment. Learn how to get started with CRM integration and ways to add automation to help your team be more productive in your process.
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Vtiger includes marketing, sales, and help desk functionality in one of their plans, and offers a CRM for sales just for those who just want to get their feet wet. It also includes project and inventory management, telecommunications, social media integration and internal collaboration. This makes it ideal for small businesses looking for an affordable, do-it-all CRM.
The backbone of Vtiger is the ability to associate contacts with opportunities, quotes, cases, projects and invoices. All the main functions of the software, called Modules, are available in the hamburger menu at the top. Clicking on any person will open this app just to keep things simple and focused. However, you can easily create contacts, tasks, opportunities, projects, and other actions in any module.
For example, if you want to quickly create a contact, click the plus icon in the upper right corner, select a contact, add a last name, select who it belongs to, and select a contact type. He is. You don’t need an email address or name if you’re in a hurry. You can add more information later. There is also an option to use the full form if you want a full record. Some useful features of contact record are no call options, email login/logout, SMS login and referrals.
The marketing application allows you to create professional email templates and campaigns. You can segment your contacts based on multiple factors, such as lead source, engagement points, location, industry, and products purchased, and send email autoresponder campaigns based on the factors that cause emails to be opened and links to be clicked.
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The help desk app provides terms of service management, live chat, work orders, internal tickets and real-time performance metrics. Live chat is hosted with Olark, which offers a cheap and free plan. Cases can be created via email, phone, chat and social media and linked to contacts with a quick search in the case record. Other options on the sidebar include a base tier, product bundling (from the inventory management app), add-on paid service, and service level agreement (SLA) information that you can customize.
Zoho CRM’s rich marketing platform and deep selection of add-ons make it ideal for businesses that need leverage. CRM offers customization options for growing teams and specific AI tools to help high-volume teams identify the right leads.
Combined with communication and marketing management, SalesSignals notifies reps when leads and customers interact with your company’s various channels. Whether it’s a visit to your pricing page, an email opened, or a mention of your brand on social media, you’ll receive real-time notifications and communications from a contact record.
SalesIQ is a plugin that provides live chat and lead scoring based on demographics and contact behavior such as time on site and pages visited. Also, the collected data is included in the contact record, giving sales representatives additional information about their customers and prospects. There is a free starter version and a trial version of paid plans.
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Artificial intelligence (AI) features found in business planning help busy teams prioritize and negotiate deals. For example, an AI system tracks contact event data such as phone calls, emails, and chats. It then suggests the best times to contact those people so reps have the best chance of making a connection. Lead scoring and marketing also use historical data – reps and contact signals – to predict the likelihood of success for both. Based on this, each advantage and trade is given a chance to win points from 0 to 100 percent.
As businesses grow, so do their needs for flexible CRM. Zoho allows you to create modules, fields, pages, buttons and more. For example, you can create a Create Offer button that links to your software offer or Google Drive templates.
Finally, Zoho software is designed to meet all your business needs. In addition to CRM, Zoho has products for accounting, collaboration/projects, help desk, email campaigns, surveys, forms, social media, and social resources. Some of them like Campaigns, Desktop and Tests also offer free plans to get started.
Some software companies create products with the latest gee-whiz technology, but then lose the user experience, making it difficult to install, navigate, and operate. Freshworks CRM is not one of those companies. Its CRM is designed so that anyone can jump in and use the most advanced features right away.
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When you sign up for Freshworks CRM, you’re first given a short tour of the main features (you can choose to skip) and then you’re taken to the dashboard features. This page contains a lot of white space so that your first impression is not overwhelming. Here you will be asked to submit tips and add jobs and appointments. There is also an explanation — what is this page about? — which explains the purpose and use of the page with a link to use the dashboard and submit a single report.
Each page has a question mark with live chat, demo app, feedback and FAQ options. Clicking on the FAQ offers articles for common topics such as guides, contacts, email, jobs, and other settings, and there’s a search button that instantly displays a brief explanation of your topic. Videos and links are provided for more information. During our testing, their chat representatives were responsive and helpful.
The settings list shows your options – email, automation, user roles, etc. – Detailed explanations of what each setting does and why it’s useful. To the left are related help articles and videos with detailed instructions. in miles,
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