6 Best CRMs for Small Business in 2021

Cody Cromwell
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Top 6 CRMs for Small Business

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How We Evaluated the Best CRMs for Small Business

CRM software has been around for years and there’s been no shortage of similar software in markets like B2B and B2C, but many small businesses have not yet made the jump into CRM.

One of the main reasons why small businesses have avoided CRM software is because of its cost. If you’re a small business owner, you’re probably strapped for cash to see you through the first few years and you don’t want to spend a lot of extra money. You might be eyeing CRM, but you’re holding back because you’re unsure if it’s worth the investment.

The good news is that although you’re on a tight budget, it doesn’t mean that you have to skimp on a CRM. There are many, many CRM applications out there that are specifically designed for small businesses and are much cheaper than their enterprise counterparts. But more importantly, these CRM applications are designed to be affordable so that you can get the features you need and the CRM software will be able to do what you need it to do.

25% of Overall Score

Challenger_CRM_Mar_2016_Report_Summary.pdf

Challenger_CRM_Jul_2016_Report_Summary.pdf

Challenger_CRM_Sep_2016_Report_Summary.pdf

Salesforce

Salesforce is one of the most widely used CRMs, widely used by both multinationals and SME’s. It helps businesses to sell better and increase sales by offering its customers with a variety of features, including lead generation, campaigns, email marketing, and much more. Salesforce is also known to be a top CRM, second only to Oracle. As Salesforce is easily the world’s top CRM, it is still winning new customers and has a number of enterprise customers. It is designed to function both on the iPad and on the web, and it has an elegant user interface that is easy to use. One of the major strengths of Salesforce is that it provides customers with a SaaS (Software-as-a-Service) platform to enable its customers to access its services from anywhere. It also offers its customers with the complete CRM solution, as both sales and support teams can access the same platform to work through day-to-day sales related tasks comprehensively. With a score of 57%, Salesforce was ranked no. 1 for being the best overall CRM.

Zoho

50% of Overall Score

Salesforce is the leading CRM software used by businesses of all sizes. It has a user-friendly interface with social selling tools that fit well with the needs of both B2B and B2C companies. According to a Forrester report, Salesforce was listed under an overall top score of 68.5% and an overall top score of 62% in the categories of primary processes and customer engagement.

Salesforce’s CRM is outfitted with integrated email marketing and social media tools that make it the CRM of choice for mid-size and enterprise level businesses. Salesforce’s CRM is also compatible with 3rd party app builders that can create custom applications to its platform.

25% of Overall Score

Challenger_CRM_Mar_2016_Report_Summary.pdf

Challenger_CRM_Jul_2016_Report_Summary.pdf

Challenger_CRM_Sep_2016_Report_Summary.pdf

Salesforce

Salesforce is one of the most widely used CRMs, widely used by both multinationals and SME’s. It helps businesses to sell better and increase sales by offering its customers with a variety of features, including lead generation, campaigns, email marketing, and much more. Salesforce is also known to be a top CRM, second only to Oracle. As Salesforce is easily the world’s top CRM, it is still winning new customers and has a number of enterprise customers. It is designed to function both on the iPad and on the web, and it has an elegant user interface that is easy to use. One of the major strengths of Salesforce is that it provides customers with a SaaS (Software-as-a-Service) platform to enable its customers to access its services from anywhere. It also offers its customers with the complete CRM solution, as both sales and support teams can access the same platform to work through day-to-day sales related tasks comprehensively. With a score of 57%, Salesforce was ranked no. 1 for being the best overall CRM.

Zoho

Freshworks CRM

Freshworks CRM is a cloud based solution specially for small businesses. The pricing plans starts from as low as a dollar per month.

Freshworks CRM works on all major browsers and on mobile. So it does not matter whether you are running it on your PC, Mac or on a mobile device, you can easily use Freshworks CRM.

Easy to Use Freshworks CRM is easy to use. You can sign up and gain access to your business within minutes. Freshworks CRM is designed for small business owners whose main focus is solving their customers’ problems. You get a great overview of your customers and prospects. You do not have to join dull meetings either, with Freshworks you can do all your conversations online.

With a Customer Management App Freshworks CRM comes with a Customer Management App. This App lets you create surveys and polls in a snap. The Customer Management App lets you send personal invites to your prospects.

Fresh WebApp Freshworks CRM also comes with a Fresh WebApp. This WebApp lets you market your business by managing your website and social media by land, sea and air. In addition, the webapp gives you live reporting of your leads and campaigns.

PROS

This is a great CRM for small business owners who are looking to have an easy to use, mobile friendly CRM that will have a reasonable price tag to match. While you might not be able to customize every aspect of Quickbooks in regards to CRM features, you can give it your own personal touch and have it function as your CRM from start to finish.

Quickbooks Self Employed also has a host of features that might be an improvement over other CRMs, featuring an accounting timeline, self-governing categorization of your sales and expenses, and a mileage report function. With this app, you can keep track of everything pertaining to your business, and one of its greatest qualities is that it is mobile friendly, so you can easily look up your daily sales on the run.

Quickbooks Self Employed might not launch new features on a regular basis, but its CRM functionality is the best in the business.

Wave CRM

If you are looking for a mobile friendly CRM that has been around since the early days, Wave CRM is your best option. While most mobile CRMs can come up short in some functionality, Wave CRM truly is mobile first, and excels in its mobile functionality, making it a great choice for do-it-yourselfers.

CONS

The report provides the best solution for small business owners as well as investors in the financial market. John S Sullum, a columnist from the Front Page of the online edition of the magazine highlights the following three benefits associated with SHISEIDO. …CLARIFY CRITICAL MOMENTS FROM THE CYCLE: With the help of SHISEIDO’s digital software center, entrepreneurs will certainly be able to instantly gain access to essential insights …REVIEW YOUR SOLUTIONS: The easy-to- comprehend program build a foundation to help entrepreneurs shorten the path to success.…REFINANCE LEADS TO A SOUND FINANCIAL FUTURE: SHISEIDO’s software program is a smart way to build a business. Users will have access to a credit report to offer consumers a reliable source of information about a business’s reserve, and this will be easier to make up your mind whether to accept the business opportunity.

Freshworks CRM Pricing*

Freshworks CRM Features

Zoho CRM

A Large Enterprise CRM System

Zoho CRM has been around for a long time. It’s been around ever since Yoav Kutner and Moshe Hogeg started it in Israel back in 2005. It’s now being well-known by small businesses, and it is not hard to see why. They have built a robust and feature-rich CRM system that has proven to be appealing for small and large businesses.

It features a large enterprise CRM system that allows you to track not only your online sales, but also your payments, marketing campaigns, referrals, leads, and customer support requests. It is a versatile CRM system that allows you to manage your marketing campaigns, sales and your complete customer support system.

Key Features of Zoho CRM

The features of Zoho CRM include a wide range of features that will help you achieve your CRM goals. These features include the following:

Lead and Contact Mapping

It enables you to map your leads and contacts to sales opportunities.

The system enables you to track the details of each of your leads. You can also create a contact record and map it to a business purpose such as contact information, social media profile, name, occupation, job title etc.

It also enables you to organize your leads with the help of Sales Board and deals.

PROS

This is a great CRM for small business owners who are looking to have an easy to use, mobile friendly CRM that will have a reasonable price tag to match. While you might not be able to customize every aspect of Quickbooks in regards to CRM features, you can give it your own personal touch and have it function as your CRM from start to finish.

Quickbooks Self Employed also has a host of features that might be an improvement over other CRMs, featuring an accounting timeline, self-governing categorization of your sales and expenses, and a mileage report function. With this app, you can keep track of everything pertaining to your business, and one of its greatest qualities is that it is mobile friendly, so you can easily look up your daily sales on the run.

Quickbooks Self Employed might not launch new features on a regular basis, but its CRM functionality is the best in the business.

Wave CRM

If you are looking for a mobile friendly CRM that has been around since the early days, Wave CRM is your best option. While most mobile CRMs can come up short in some functionality, Wave CRM truly is mobile first, and excels in its mobile functionality, making it a great choice for do-it-yourselfers.

CONS

The report provides the best solution for small business owners as well as investors in the financial market. John S Sullum, a columnist from the Front Page of the online edition of the magazine highlights the following three benefits associated with SHISEIDO. …CLARIFY CRITICAL MOMENTS FROM THE CYCLE: With the help of SHISEIDO’s digital software center, entrepreneurs will certainly be able to instantly gain access to essential insights …REVIEW YOUR SOLUTIONS: The easy-to- comprehend program build a foundation to help entrepreneurs shorten the path to success.…REFINANCE LEADS TO A SOUND FINANCIAL FUTURE: SHISEIDO’s software program is a smart way to build a business. Users will have access to a credit report to offer consumers a reliable source of information about a business’s reserve, and this will be easier to make up your mind whether to accept the business opportunity.

Zoho CRM Pricing*

Homebase Plan Price $ 15 / month $ 49.9/year

Basic Plan Price Free Free

Enterprise Plan* $ 20 / month $ 199.90/year

Clearly, a CRM software is highly flexible and can match the size of your business productively. Just make sure to select the most suitable CRM software for your business needs.

Here we analyze the 6 best CRMs for small businesses.

Zoho CRM. One of the best CRM software for small businesses providing competitive features. Zoho CRM is the best choice for small to mid-size businesses.

Yodlee. This is one of the best CRM software for small businesses with its low cost and advanced features.

NetSuite. NetSuite is one of the best CRM software for small businesses with usability and advanced features.

Salesforce. When you are looking for best CRM software for small businesses, Salesforce has the highly advance features. It has the full array of CRM features and integrates with all of the popular business applications.

SugarCRM. SugarCRM is one of the best CRM software for small businesses with its customers’ support and advanced features.

HubSpot. The CRM software for small businesses has the unmatched customer support features. HubSpot is a comprehensive CRM software, designed to help marketers and sales people be more effective.

Zoho CRM Features

Zoho CRM, offers several features like contact management, email marketing, resource planning, team management, and collaboration built in a simple to use interface.

For your business, it offers a flexibility and scalability that features like Salesforce do not. It doesn’t take weeks or months to set up a Zoho CRM. In comparison, Salesforce takes around 24 hours to set up your first record.

Bitrix24

If you’re considering a CRM for your next project or you are already using one, Bitrix24 has some great features to attract and retain users.

Turning any email or contact into a task or task list is one of the features you’ll appreciate most. Bitrix24 helps you to effectively manage and enhance the flow of projects. With Billing and payments options, it makes it easy for your clients to submit payments and adds a lot of key functionality to make the company’s finances simple.

Just one of its many features that takes care of scheduling for projects as well. You can schedule tasks for your employees to work on. You can also place priority on them and see what happens during the time you set.

Its CRM software allows you to specify information for your clients on all transactions.

You can keep your list of contacts to make your business more professional and provide more information to your clients.

The Bitrix24 is a really flexible CRM choice that you can adapt to all of your requirements.

PROS

This is a great CRM for small business owners who are looking to have an easy to use, mobile friendly CRM that will have a reasonable price tag to match. While you might not be able to customize every aspect of Quickbooks in regards to CRM features, you can give it your own personal touch and have it function as your CRM from start to finish.

Quickbooks Self Employed also has a host of features that might be an improvement over other CRMs, featuring an accounting timeline, self-governing categorization of your sales and expenses, and a mileage report function. With this app, you can keep track of everything pertaining to your business, and one of its greatest qualities is that it is mobile friendly, so you can easily look up your daily sales on the run.

Quickbooks Self Employed might not launch new features on a regular basis, but its CRM functionality is the best in the business.

Wave CRM

If you are looking for a mobile friendly CRM that has been around since the early days, Wave CRM is your best option. While most mobile CRMs can come up short in some functionality, Wave CRM truly is mobile first, and excels in its mobile functionality, making it a great choice for do-it-yourselfers.

CONS

The report provides the best solution for small business owners as well as investors in the financial market. John S Sullum, a columnist from the Front Page of the online edition of the magazine highlights the following three benefits associated with SHISEIDO. …CLARIFY CRITICAL MOMENTS FROM THE CYCLE: With the help of SHISEIDO’s digital software center, entrepreneurs will certainly be able to instantly gain access to essential insights …REVIEW YOUR SOLUTIONS: The easy-to- comprehend program build a foundation to help entrepreneurs shorten the path to success.…REFINANCE LEADS TO A SOUND FINANCIAL FUTURE: SHISEIDO’s software program is a smart way to build a business. Users will have access to a credit report to offer consumers a reliable source of information about a business’s reserve, and this will be easier to make up your mind whether to accept the business opportunity.

Bitrix24 Pricing*

Bitrix24 Features

Bitrix24 is a CRM app that will completely replace existing enterprise systems such as the Microsoft CRM (on-premise and cloud based). It is a complete, integrated, web-based and mobile interactive planning application that helps organizations and people manage service delivery in small and large businesses.

Bitrix24 is the most collaboration friendly CRM system in the market. Bitrix24 allows users to efficiently communicate and work with multiple groups via a single user interface. It delivers the best management tools and automations to achieve maximum efficiency and productivity.

It can be used in any organized work environment including SMEs, large enterprises, agencies, franchises, and other small businesses.

You also save time and effort by making use of automated emails, voicemails, and automated reminders.

Bitrix24 is an affordable solution that includes video conferencing, text chat, a mobile app, and live chat.

The feature set is designed to meet the needs of organizations looking for a simple and ambitious CRM solution.

Bitrix24 is fully compatible with all your existing resources and seamlessly integrates with any marketing management platform.

All in all, Bitrix24 gracefully meets business and functional needs and helps you manage data more efficiently.

HubSpot CRM

HubSpot CRM is a cloud based system that can be used by any business. It’s easy to set up and has pre-built templates, making it very simple to add customers, make calls, and follow up with. HubSpot CRM is free for 15 contacts, and there are no fees for support or updates. The user interface is well-designed, and it’s easy to navigate through.

HubSpot CRM comes with a variety of templates for pictures, phone calls, and emails. The Contact Manager allows you to create individualized emails for every contact. This makes it easy to follow up with contacts and send a personalized email to keep them coming back.

You can send and track postcards, or follow them up with a phone call. The PM system allows you to send weekly marketing emails. You can easily follow up on the customer lifecycle with this.

HubSpot CRM also includes sales and marketing automation features. The Marketing Automation tool includes e-lead capture opportunities and auto-reply templates. You can also integrate it with your existing marketing platforms. The campaign manager allows you to send personalized emails to prospects.

PROS

This is a great CRM for small business owners who are looking to have an easy to use, mobile friendly CRM that will have a reasonable price tag to match. While you might not be able to customize every aspect of Quickbooks in regards to CRM features, you can give it your own personal touch and have it function as your CRM from start to finish.

Quickbooks Self Employed also has a host of features that might be an improvement over other CRMs, featuring an accounting timeline, self-governing categorization of your sales and expenses, and a mileage report function. With this app, you can keep track of everything pertaining to your business, and one of its greatest qualities is that it is mobile friendly, so you can easily look up your daily sales on the run.

Quickbooks Self Employed might not launch new features on a regular basis, but its CRM functionality is the best in the business.

Wave CRM

If you are looking for a mobile friendly CRM that has been around since the early days, Wave CRM is your best option. While most mobile CRMs can come up short in some functionality, Wave CRM truly is mobile first, and excels in its mobile functionality, making it a great choice for do-it-yourselfers.

CONS

The report provides the best solution for small business owners as well as investors in the financial market. John S Sullum, a columnist from the Front Page of the online edition of the magazine highlights the following three benefits associated with SHISEIDO. …CLARIFY CRITICAL MOMENTS FROM THE CYCLE: With the help of SHISEIDO’s digital software center, entrepreneurs will certainly be able to instantly gain access to essential insights …REVIEW YOUR SOLUTIONS: The easy-to- comprehend program build a foundation to help entrepreneurs shorten the path to success.…REFINANCE LEADS TO A SOUND FINANCIAL FUTURE: SHISEIDO’s software program is a smart way to build a business. Users will have access to a credit report to offer consumers a reliable source of information about a business’s reserve, and this will be easier to make up your mind whether to accept the business opportunity.

HubSpot CRM Pricing*

HubSpot CRM Features

A well-designed multi-channel customer relationship management (CRM) tool can save your small business a great deal of time. It can provide you with the opportunity to interact with customers on different devices. With the help of an online CRM, you can send the most personalized emails that can be tracked from the convenience of your laptop.

Your business won’t need to spend the money outlay for just one of these communication tools. Your business can afford to invest in all of them at the same time, by availing the best features of the most popular CRMs that your customers are using.

According to Hubspot CRM’s infographic, the following features made seven CRMs stand out from the rest.

Enhanced Email Integration With Your Favorite CMS
Scripts
Possibility To Receive Mobile Push Notifications
Multi-Channel Building Features
Optimized Website Parsing
Integration with social media tools and web analytics platforms
Save Time for Form Filling
With these features, you can efficiently send out emails and texts. So, you can get notifications by e-mail, SMS, or mobile push notifications. You can easily track and manage your customers and prospects. This helps you to search and view your information in the most efficient manner possible.

Insightly

The most useful CRM management tool for small businesses is Insightly, a cloud-based customer contact management system, which also allows you to segment your mailing lists and organize multiple accounts.

It has a CRM management engine that is tailored to businesses and allows you to set up multiple individual accounts with various organizations.

You can have one account for work, another account for social media, and another account for your parents, and use these individualized accounts to organize your contacts however you see fit.

You can also use the Insightly customer relationship manager to automate the management of sales and marketing contacts. But by far the most powerful feature of the CRM for businesses is the custom reporting engine. Practically every aspect of Insightly’s system can be manipulated and broken down into distinct pieces.

For example, the ability to create custom reports to track contacts based on which follow you on social media helps you keep an eye on who is following you.

It’s a powerful tool for small businesses and enables you to create a robust customer management system for an affordable price.

PROS

This is a great CRM for small business owners who are looking to have an easy to use, mobile friendly CRM that will have a reasonable price tag to match. While you might not be able to customize every aspect of Quickbooks in regards to CRM features, you can give it your own personal touch and have it function as your CRM from start to finish.

Quickbooks Self Employed also has a host of features that might be an improvement over other CRMs, featuring an accounting timeline, self-governing categorization of your sales and expenses, and a mileage report function. With this app, you can keep track of everything pertaining to your business, and one of its greatest qualities is that it is mobile friendly, so you can easily look up your daily sales on the run.

Quickbooks Self Employed might not launch new features on a regular basis, but its CRM functionality is the best in the business.

Wave CRM

If you are looking for a mobile friendly CRM that has been around since the early days, Wave CRM is your best option. While most mobile CRMs can come up short in some functionality, Wave CRM truly is mobile first, and excels in its mobile functionality, making it a great choice for do-it-yourselfers.

CONS

The report provides the best solution for small business owners as well as investors in the financial market. John S Sullum, a columnist from the Front Page of the online edition of the magazine highlights the following three benefits associated with SHISEIDO. …CLARIFY CRITICAL MOMENTS FROM THE CYCLE: With the help of SHISEIDO’s digital software center, entrepreneurs will certainly be able to instantly gain access to essential insights …REVIEW YOUR SOLUTIONS: The easy-to- comprehend program build a foundation to help entrepreneurs shorten the path to success.…REFINANCE LEADS TO A SOUND FINANCIAL FUTURE: SHISEIDO’s software program is a smart way to build a business. Users will have access to a credit report to offer consumers a reliable source of information about a business’s reserve, and this will be easier to make up your mind whether to accept the business opportunity.

Insightly Pricing*

Please note that pricing is as of October 8th, 2013 and are subject to change.

List of CRMs:

Airtable (free trial 30 days)

Airtable allows you to create a database using a web app or a mobile app. All forms, fields, and labels are drag and drop and you can collaborate with others on a spreadsheet. Airtable does not let you create graphs or maps, nor do they support videos.

Cristina (Free)

Cristina is a social CRM for individuals, teams, and organizations that combines contact management, calendar and tasks in an easy to use web app. With Cristina, you can share access with multiple users and request access to others. You can also view email and SMS messages in Cristina so you can effectively manage your communication with your contacts.

GetDox (Free)

GetDox is a free tool for team coordination, project management and communication. You can easily set up different workgroups and assign tasks to your colleagues in order to communicate efficiently. GetDox is an inbox for your team features, instant messaging, ability to upload documents and photos, and there is cross-app email integration for iOS, Android and Windows Phone, and browsers like Firefox and Chrome.

Insightly Features

Flexible CRM software can be used by businesses in a variety of ways. The best CRM software can be used by businesses of all sizes, complex or basic. Insightly allows you to have your account, projects, contacts, leads, and other information at your fingertips. Insightly is also a good solution for businesses that rely on multiple people in the office. For example, a realtor can put all customers’ information together into one place to make redlining easier.

Salesforce Essentials

PROS

This is a great CRM for small business owners who are looking to have an easy to use, mobile friendly CRM that will have a reasonable price tag to match. While you might not be able to customize every aspect of Quickbooks in regards to CRM features, you can give it your own personal touch and have it function as your CRM from start to finish.

Quickbooks Self Employed also has a host of features that might be an improvement over other CRMs, featuring an accounting timeline, self-governing categorization of your sales and expenses, and a mileage report function. With this app, you can keep track of everything pertaining to your business, and one of its greatest qualities is that it is mobile friendly, so you can easily look up your daily sales on the run.

Quickbooks Self Employed might not launch new features on a regular basis, but its CRM functionality is the best in the business.

Wave CRM

If you are looking for a mobile friendly CRM that has been around since the early days, Wave CRM is your best option. While most mobile CRMs can come up short in some functionality, Wave CRM truly is mobile first, and excels in its mobile functionality, making it a great choice for do-it-yourselfers.

CONS

The report provides the best solution for small business owners as well as investors in the financial market. John S Sullum, a columnist from the Front Page of the online edition of the magazine highlights the following three benefits associated with SHISEIDO. …CLARIFY CRITICAL MOMENTS FROM THE CYCLE: With the help of SHISEIDO’s digital software center, entrepreneurs will certainly be able to instantly gain access to essential insights …REVIEW YOUR SOLUTIONS: The easy-to- comprehend program build a foundation to help entrepreneurs shorten the path to success.…REFINANCE LEADS TO A SOUND FINANCIAL FUTURE: SHISEIDO’s software program is a smart way to build a business. Users will have access to a credit report to offer consumers a reliable source of information about a business’s reserve, and this will be easier to make up your mind whether to accept the business opportunity.

Salesforce Essentials Pricing

Salesforce may be one of the more expensive solutions out there, but that doesn’t mean you need to buy it if you don’t believe in the company. Salesforce has several CRM packages available, and the most basic is called Salesforce Essentials.

Salesforce Essentials is a great fit for small businesses looking to operate their sales and marketing with an easy to use yet powerful CRM system. And the best part is that Salesforce Essentials is absolutely free for up to five users, and the pricing gets more affordable as you add more users on.

There are a few reasons why Salesforce Essentials is a good fit for a small business.

Salesforce Essentials Features

When used as a CRM tool for the Small and Medium Enterprises (SMEs), Salesforce Essentials provides features which can help to increase sales, boost marketing campaigns and provide real time customer insight. The marketing features of Salesforce Essentials provide customers with real time customer insights. The features exploited by Salesforce Essentials provide real time insights on things like sales pipeline, customer engagement and revenue growth. Salesforce Marketing Cloud gives customers access to tools like Lead Scoring, Sales Acceleration Platform, Ad Experiences, Salesforce Marketing Cloud, Salesforce Chatter and Lead Gen Cloud.

Salesforce Chatter is a social CRM tool which helps to streamline communication for groups and organizations. Salesforce Chatter lets customers to construct a social community and manage updates to it on a regular basis.

Salesforce Chatter is capable of creating different conversations and threads on different topics. It has a similar look and feel to Facebook and Twitter, therefore giving a convenient interface for users to create conversations and views the content.

Salesforce Chatter can be used to create social communities..Think of it like an internal forum. It reduces communication and processes between various departments and the external sales force. Salesforce Chatter allows enterprise-wide conversations and discussions that leverages the tools of Salesforce.