CRM SOFTWARE is defined as customer relationship management and is a software system that helps business owners develop relationships with their customers. Small business CRM software helps you organize, streamline, manage your time, and impress your customers at every stage.
Small business CRM software has been around since the mid-1990s but has become popular over the last decade. The small business CRM software platform is a powerful system that connects customer data in one place. small business CRM software records and analyses all calls, emails, and meetings. This helps improve customer service, drive sales, and increase revenue.
It can be personalized on a large scale, delighting each of your prospects and customers with a message just for them. You can track, segment, and cut your data to make your sales and marketing smarter, more impressive, and more efficient.
Customer relationship management is a literal explanation of what small business CRM software does, but these three pieces of software don’t give the big picture. Without software designed to catch up in detail, business owners can get in the way of catching up. small business CRM software like Keep is firmly established as a must-have for SMALL BUSINESS owners looking to improve their relationships with prospects, customers and other contacts.
What does a CRM software system do?
Large-scale contact management is a key feature of any client information system, whether it’s cloud-based small business CRM software on a server. You need to store and manage data for all types of contacts, from leads to business partners.
Just have the customer’s name and email address. It is sufficient to use small business CRM software as a simple contact management system. With good small business CRM software, you can add planned or completed activities, such as follow-up of new prospects, and track data about what kind of response worked (or didn’t work) so far….
Adding notes concerning who makes decisions in each business you sell to can give you a good start with a significant data-driven sales strategy. You can segment your customers by channel by adding information about the size of your industry and company.
The best SMALL BUSINESS CRM software shows initially how hot or cold a potential customer is actually. The more data you provide to your small business CRM software, the more small business CRM software will cherish you.
How does a small business CRM software platform work?
When a company generates suitable leads, small business CRM software tracks lead actions through social media, email, and website channels. The system assimilates as much information as possible about potential customers before guiding (or assisting in) guiding them through planned trips to reach all hotspots.
Example: Suppose a local inhabitant is looking for someone to paint his home. They contact a planner and repair company to inquire about the reasons for the painting work, the planned budget, and the location of the work. All this information will be sent to your company’s CRM software.
If a potential customer indicates a particular reason or schedule for painting work and states that their home needs further repairs, the company looks at the entire sales opportunity. It can trigger a series of events, from automated emails with videos showing company work to follow-up calls scheduled after 48 hours. If small business CRM software indicates that the person has revisited your company’s website, you can activate another set of sales steps.
Then again, if this lead provides information that proposes they are searching for paint in a local store to work on their own, this lead could be from a funnel. In that case, small business CRM software downplays potential customers and directs sales team time to more probable prospects.
Ultimately, this is one of the greatest advantages of small business CRM software systems. This is not a broad “talk to everyone and anticipate the best” approach, but directs the company’s time and effort in the most productive direction.
But before we get to the list, let’s talk about what small business CRM software is and how to choose the right software for your small business.
What Is small business CRM Software & How do choose the best?
Customer relationship management (small business CRM software) software is an all-in-one tool for managing customer information, adding notes, sending emails, managing customer experience/satisfaction, and more. What’s more, you can do everything without leaving the small business CRM software platform.
As your business grows, manual processes become increasingly wasteful and costly. If you’re not careful, your customers and sales can easily be costly.
Small business CRM software helps everyone in your company stay on the same page and provides marketing, sales, customer service, and every one of the information they need to prevail in their job.
With so many small business CRM software companies, it’s very important to know what to look for in the best small business CRM software. Here are some things to keep in mind:
Ease of use- We should use small business CRM software frequently every day. You will live in it. Do not use it if it is difficult to use. And it doesn’t help you reach your goals.
Cloud-based customer management system: Cloud-based small business CRM software gives teams real-time, real-time access to customer details from anywhere, increasing productivity. Core Research found that 65% of companies using small business CRM software for mobile phones exceeded their sales targets.
Before jumping into the list of the best small business CRM software, there is one thing you need to specify. To use a customer relationship management tool, you first need to start a relationship with a real customer.
OptinMonster homepage
This is because you can create subscription campaigns such as pop-ups, floating bars, and full-screen splash mats without any coding experience or “technical skills”.
Optinmonster templates
This saves time and energy in the creative process of the campaign. From that point, you can undoubtedly make changes to your campaign.
Online editor with shopping template
On other hand, you can add new features to your campaigns, such as images, videos and chatbots. It’s as easy as drag and drop.
1. Drip
Drip is a major e-commerce small business CRM software, but it’s also a great CRM software for small businesses. It has a powerful, beautiful interface and is very easy to use for any business.
Drip offers easy list segmentation, conversion tracking, content customization, purchase intent marketing, and more. With tags, events, and custom fields you can learn and track everything you need about your customers’ stories.
This makes it an extraordinary client database software to assist you with dealing with your contacts in a productive manner.
It is designed to increase your profit margins and help you create leads, manage contacts, and turn them into lifetime customers.
Drip is packed with features such as marketing automation, advanced contact management, executable reports, email campaigns, one-on-one conversations, and e-commerce user tracking.
Drip can be easily integrated with all the best third-party services such as email services, lead generation software, WooCommerce, Shopify and more. Facebook and Instagram also have lead-generation workflows.
Features:
Marketing automation workflow
Advanced contact management with labels, custom fields and events.
Unique integration with popular third-party services
Executable report
Simple segmentation of mailing lists
Content customization
Track e-commerce users
Custom conversion tracking
Pricing:
Plans start at $49/month for up to 2500 active contacts, unlimited email sends, and 24/7 chat & email support.
2. Sendinblue
Sendinblue is a powerful email marketing service with all the features you need to function as a total small business CRM software.
Sendinblue is a great option for businesses of all sizes, as it starts for free and can be upgraded as your business grows. It provides reliable email delivery, email marketing, automation, e-commerce transactional email, smart targeting and more.
Unlike much other small business CRM software, there is also chat and SMS marketing. SMS marketing is a powerful tactic that can instantly drive sales and engagement. Live chat solutions allow you to connect with clients and prospects in real-time.
Sendinblue comes with a world-class support team and detailed documentation to get you started easily.
Features:
Easy segmentation and customization
Powerful marketing automation tool
Reliable delivery transaction email
Landing page builder and login form
Easy retargeting and Facebook ads
Detailed and feasible analysis
Automatic delivery time optimization
A / B test
Chat and SMS marketing tools
3. HubSpot
HubSpot is the best small business CRM software for those looking for a cost-effective small business CRM software solution to get started. This is a great client database software for managing new clues.
HubSpot is an easy-to-use small business CRM software that provides various tools for dealing with your customer journey. We also offer a free perpetual plan with limited functionality for small business CRM software, marketing, sales and service centres.
Small business CRM software has a great interface that allows you to see the entire sales channel directly on your dashboard. If you need more data (and who doesn’t?), You can see the activity, detailed reports, and performance of all sales and contacts per user or team.
With smart marketers, you can turn your email into an instant seller for better results.
HubSpot includes mobile applications for iPhone and Android, email templates, real-time notifications, email tracking, scheduling, phone calls and more.
It also integrates with over 300 applications and services such as WordPress, email marketing companies, and lead generation software such as OptinMonster. You can also connect HubSpot to Gmail or Outlook to automatically record your activity and capture all your email.
Characteristic:
Customize leads and email scopes for existing clients
Make a call directly from small business CRM software
Receive real-time notifications about potential customer behaviour
Integrate with popular tools like Salesforce, Shopify, Microsoft Dynamics, etc.
Store unlimited users, customer data and up to 1 million contacts
Integrate 300 applications
Create a custom filter to sort your contacts
Schedule emails, and tasks and create tickets
Pricing:
Core small business CRM software is free, but for more powerful features, you can upgrade to a paid marketing, sales, or service centre plan (starting at $ 50 per month). For single users, you can also upgrade to Growth Suite for $ 113 per month.
4. Constant Contact
Constant Contact is a very popular email marketing service, but it can also be used as a small business CRM software. With a simple and easy-to-use dashboard, marketing automation, reports, sales funnels, and convenient drag-and-drop tools for creating emails, it’s perfect for small businesses.
Features:
Email Scheduling
Easy list segmentation and list cleaning
Marketing automation to drive lead development
Drag and drop builder to easily create stunning emails
100+ email templates
Easy integration with eCommerce platforms
Run Facebook and Instagram ads to grow your email list
Pricing:
Plans start at $ 20 per month with an email plan, but we recommend choosing Email Plus (starting at $ 45) to take advantage of all the features that make it a simple small business CRM software option.
5. Salesflare
Salesflare is another popular small business CRM software you might want to consider, and their motto says it all: less work, more sales.
This is because Salesflare is a small business CRM software that allows you to connect with your customers, not to mention all of your favourite marketing tools. Even with very underlying data, you can start with just a few clicks and generate more sales.
This software collects potential customer contact information from social profiles, email signatures, and other public sources. Plus, all meetings and calls are automatically recorded, so you don’t have to worry about neglecting to enter bulky data.
Features
Contact information is automatically collected and updated from public sources.
Meetings and calls are recorded and archived and kept organized
Files exchanged with clients are automatically categorized and tracked
Sales opportunities are placed on an easy-to-read dashboard.
You will receive a notification telling you who sent the message from which channel
One to-do list is automatically generated to stay productive
6. Zoho
Zoho is a cloud-based software package created to provide everything you need to easily run a SMALL BUSINESS. Get a powerful set of sales and marketing features using SaaS applications and online productivity tools.
This simple small business CRM software organizes their contacts, market their brands, manages their sales, and supports their customers.
You can use Zoho small business CRM software to integrate with the other marketing tools you already use, capture leads through social media, segment visitors, and offer support using built-in live chat.
Features:
Multi-channel contact management (email, phone, live chat, social networking)
AI voice assistant to create smart dashboards and predict business trends
Sales lead management (with lead points). You can prioritize leads and convert them faster.
Detailed analysis reports allow you to make informed decisions
A mobile app that ensures everyone is on the same page on the go
Team collaboration tools and team roles
IT management to monitor websites and manage support cards
Built-in security measures to keep your data safe
Pricing:
Zoho has a free plan for up to 3 users, but the great feature is in the paid plan. Starting at $ 12 per user per month (billed annually).
7. Pipedrive
Pipedrive is an amazingly easy-to-use small business CRM software designed to be simple and fast. You can use the pipeline management feature to get an overview of the entire sales process and manage the entire process.
In addition to pipeline management with a clear visual interface, email integration, sales reporting and forecasting, and mobile applications are also available, so you can access your small business CRM software from anywhere.
Pipedrive does not provide segmentation, but it is simple enough to make it easy to identify leads and maintain relationships.
Features:
Mobile alerts and email reminders
Easy integration with Google Apps, Trello, Zapier and more
Easy integration with any software API
Email integration to maintain sales communication is a place
mail template
IOS and Android mobile applications
Forecasting and trend analysis
Backup and encryption to keep your data secure
Drag and drop tasks as customers follow the sales funnel.
Pricing
Plans start at $12.50/month per user (billed annually).
8. Salesforce
Salesforce is a giant in the field of small business CRM software and one of the best small business CRM software. Use Salesforce to get leads to your personalized customer journey and use your smart marketing platform to drive more sales through email, text messages, social media, and digital advertising.
Because Salesforce is forever, it includes many advanced features and solutions for everything you need: sales, marketing, commerce, customer service and engagement, team productivity, and more.
Features:
Guided boarding
Custom dashboards and reports
Automatic email and meeting tracking
Email and social media support
Enterprise degree security and ongoing support
Pricing:
Plans for small businesses start at $25/month per user (billed annually).
9. Freshsales
Freshsales, now known as Freshworks, is a popular small business CRM software ideal for businesses of all sizes. It’s easy to use and provides the complete sales-oriented approach you need to maximize conversions.
There is a great dashboard that provides instant access to manage your contacts, reports, emails, phone calls and more. And if the intuitive web-based interface isn’t enough, there’s also a mobile application so you can sell wherever you are.
Freshsales uses AI-driven lead points to assist you in easily focusing on the leads you’re most likely to convert. You can also set up custom workflow automation to get useful conversation information, track events, and use a 360-degree client view to view all the most important information from one screen.
There are some popular third-party applications and service native integrations, but the number of integrations is limited.
Features:
Equipped with 360-degree access to customer profiles and customer touchpoints
AI-led lead points to prioritize clues and promote sales
Sales team grouping and automatic lead assignment
Visual sales channel with drag-and-drop navigation
Mobile application integration to run your business on the go
Automatic contact profile updates
Book or call directly from the platform
Pricing:
Pricing starts at $12/month per user (billed annually).
10. Streak Small Business CRM Software for Gmail
Streak SMALL BUSINESS CRM SOFTWARE works with GSuite and a free Gmail account to track customer emails and leads, organize contacts, and keep your sales goal-achieving process up-to-date. If you’re already using Gmail or GSuite, this may be the best small-business CRM software for you.
You can automatically capture leads from your contacts, add tasks and reminders, schedule emails, create custom pipelines/goal achievement processes, add labels and notes, and much more.
Streak small business CRM software comes with workflow management features such as recruitment, project management, sales and support, but you can also modify it to suit your needs. It’s integrated directly into Gmail, so it’s very easy to use even for beginners.
This simple small business CRM software is delivered as a browser add-on or mobile application for iOS and Android. It also supports third-party integration via Gmail and Zapier.
Features:
Easy integration with hundreds of platforms
Track all contacts in your pipeline (using a custom view)
Track customer interactions and share with teams
Easily import and export data
Mobile applications help you stay connected, track calls and take notes from anywhere
Email merge to easily send bulk emails
Easy integration of many platforms
Pricing:
Streak small business CRM software has a free plan with limited functionality. For business, you need one of the paid plans (annual billing) starting at $ 49 per user per month.
11. AgileSmall Business CRM
Agile small business CRM SOFTWARE is one of the best all-in-one small business CRM software. Get contacts, sales, marketing, and customer service management in one dashboard. Plus, it’s easy to use!
With this customer database software, you can inspire fun competitions, events, calendars, schedules and more with 360-degree contact views, project management, and sales team championships. In addition to the detailed reports available, you can also access the quick reports and pierce them to find out more about what’s happening.
They provide single-page contact management, transaction tracking, one-click calling, voice email automation, appointment scheduling, project management, and more … and it’s just for sale. It also has marketing features such as a landing page builder, email tracking and social suites. Service features include a help desk, tickets, etc.
Features:
Single-page contact management
One-click call, call history, automatic voice mail
Fully integrated marketing automation (creating landing pages and web forms)
Create and manage multi-channel campaigns using the drag-and-drop interface
Lead tracking and reporting
An integrated live chat window
Pricing:
Agile small business CRM software offers a limited free plan. Paid plans start at $ 9.99 per user per month (billed annually). You also have the option to pay two years in advance to get the discount.
12. Keap
Keap is an effective and easy small business CRM software and sales/marketing platform. Its goal is uncomplicated: to get focus out of the noise and concentrate on getting more sales.
Collect more leads
Convert more clients
Increase fans
This is a very easy-to-use small business CRM software that appeals to small business owners who don’t consider themselves “technical”.
In addition, Keap offers many pre-built email templates to save you time while efficiently contacting new leads. You’ll also receive status updates and reminders for contact follow-ups to help guide your sales funnel.
Features
Easy-to-use dashboard and user interface
Integration of email providers such as Gmail and Outlook
Email tracking helps you optimize your email campaign
An automated process to send a message to a new clue
Highly defined emails save your time
Price: Paid plans start at $ 79 per month and you can manage up to 500 contacts.