Top Cloud-Based CRM Software for Small Businesses

Cloud-based CRM, also known as cloud computing setup, is a customer relationship management system that relies heavily on an internet connection instead of downloading software on-premise. Presently, cloud-based customer relationship management is more widely favored compared to on-site SaaS. It provides easier setup and learning, requiring minimal to no servicing. While exploring cloud-based CRM examples, it is important to ensure that the vendor performs regular fixes and updates.

What can web-based CRM software be used for?

All major customer relationship management purposes can be fulfilled through the use of cloud-based CRM solutions.

Customer information is kept track of and all customer interactions are logged by CRMs. Contacts can be communicated with across various channels using CRMs. Marketing automations and email marketing campaigns can often be set up and planned using CRMs. Leads obtained from marketing are streamlined and transferred to sales through CRMs. At this stage, reps are aided in managing their sales pipelines and achieving more deals by CRMs. Additionally, many cloud-based CRMs provide customer support and helpdesk software. Lastly, CRMs in the cloud offer analytics based on numerous metrics and generate excellent reports from there.

CRM in the cloud vs. other tools

Why would someone choose cloud-based solutions instead of on-premise tools? The main factors are the ease of setting up, user-friendliness, reduced expenses, and less need for updates and maintenance. Additionally, cloud-based CRMs can be accessed from any device, making them ideal for remote teamwork.

Benefits of cloud CRM software

The best CRM systems that are fully hosted in the cloud offer numerous advantages. They are cost-effective, user-friendly, and promote collaboration. Additionally, they can be highly personalized to meet your specific requirements and are ideal for businesses aiming for scalability and growth.

In an economical manner, without spending excessive amounts of money.

Cloud CRM applications do not require installation and operation on expensive on-premise CRM servers. Therefore, there is no need for full-time IT specialists or additional expenses for keeping the system updated and bug-free, as these costs are already included in the cloud subscription fees.

The installation is easy and does not cause any trouble.

The process of signing up for cloud CRM software is as quick as any usual online registration. It enables you to easily transfer your customer information into their database through a few uncomplicated steps. Frequently, there are enjoyable tutorials or personalized training sessions available to rapidly familiarize your team with the software.

Collaboration and ease of use

Online CRM dashboards are visually designed to be intuitive and customizable according to the needs and preferences of your team. Furthermore, the advantage of using cloud technology is that it enables any workforce, regardless of their remote or dispersed locations, to access updated information in real-time whenever changes are made.

The ability to adapt

There is a variety of CRMs available, including those that cover all aspects, those designed for specific industries, and those that focus on specific areas such as marketing, sales, or customer service. The advantage of using cloud-based CRMs is that you can choose the platform that suits your needs and adjust it as your company changes direction. Additionally, cloud SaaS can seamlessly integrate with other third-party applications.

Advantage in terms of scalability

When considering the design of a CRM system for a particular company, it is necessary to create a heavy-duty on-premise system that can meet their specific needs and scope. However, cloud-based CRMs are a more lightweight and easily adaptable option, requiring minimal time and effort. You can begin with a smaller package and consistently incorporate additional modules, users, or data capacity as your business requirements evolve.

What is the best cloud-based CRM software?

Agile CRM (Best cloud CRM overall)

Agile follows a step-by-step approach by dividing its CRM platform into marketing, sales, and service, which is a standard and proven method. It is suitable for businesses of all sizes, offering a satisfactory solution.

Advantages of this approach

The platform, which is hosted on the Google cloud, focuses on providing excellent data encryption and fast speeds. It offers a broad selection of smooth integrations, such as social plugins for LinkedIn, Facebook, and Twitter, as well as support for email, telephony, SMS, and billing applications. With Agile CRM, even the free version allows for an unlimited number of deals, tasks, and documents.

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Agile CRM has a free version for 10 users
Starter plan is $9.99 per user/month billed annually
Regular plan is $39.99 per user/month billed annually
Enterprise plan is $64.99 per user/month billed annually

Copper CRM (Best cloud-based CRM software for Google users)

Copper is primarily focused on being a CRM system that operates seamlessly in real-time within G Suite, collaborating with Gmail, Google Calendar, Docs, Slides, and other tools.

Advantages

Copper possesses essential CRM tools such as contact management, deal tracking, workflow automation, and reports. It performs satisfactory data enrichment by collecting customer data from social media profiles, company information, and phone numbers to complete contact details. It seamlessly integrates with important tools like Slack, Quickbooks, Zendesk, and MailChimp. This CRM prioritizes data protection, assuring independent third-party audits of their systems and providing data security training for all staff members.

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Refreshing your Gmail inbox is necessary at times to ensure that the Copper panel is updated. The setup process may take some time and patience. The workflow automation in Copper is not as powerful as that of certain other competing CRMs.

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Basic plan is $25 per user/month billed annually
Professional plan is $59 per user/month billed annually
Business plan is $119 per user/month billed annually

SugarCRM (Top cloud-based CRM system for customer support)

SugarCRM is a CX management system that encompasses marketing, sales, and service, catering to the majority of small business requirements.

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The marketing division of SugarCRM provides helpful recommendations on SEO and SEM for email marketing campaigns, landing pages, and social media ads. It utilizes insights from diverse social and business data sources to keep the sales team informed about important opportunities. This is advantageous for project management and sales forecasting purposes. The customer support console is essential for ensuring a satisfactory customer experience. It assists in monitoring SLAs and ticket progress, and offers regularly updated reports on the performance of the support department.

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Although they can claim to be user-friendly, this implies that the range of features and customization options is limited. The file management component is not particularly intuitive in this case. Occasionally, the customer service response time has been found to be longer. The software appears to consume a significant amount of processing power when generating reports, resulting in decreased performance.

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Sugar Market starts at $1,000 per month billed annually
Sugar Sell starts at $80 per user/month billed annually
Sugar Serve starts at $80 per user/month billed annually
Sugar Enterprise starts at $85 per user/month billed annually
Sugar Pro starts at $52 per user/month billed annually

EngageBay (Great hosted CRM solution for integrations)

EngageBay offers a free CRM system that allows for basic contact organization and sales pipeline management. Additionally, they provide paid modules for marketing and service, as well as comprehensive all-in-one packages.

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By logging every customer interaction, such as emails with contacts, directly into the CRM database, the system enables you to write emails or make calls. Additionally, you have the option to publish your calendar online so that customers can conveniently select dates for meetings or phone calls, and receive helpful follow-up reminders. The integration with Zapier, Mailgun, SendGrid, and other platforms ensures a smooth workflow for business processes and transactional emails related to invoicing and payment tracking. Furthermore, the CRM software offers free migration of all contact data from your previous system.

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The dashboard has an old-fashioned aesthetic and lacks the intuitive nature that is commonly found in modern CRM interfaces. Certain automation features, such as email notifications, can be somewhat unreliable. Additionally, the more advanced searching options may occasionally feel sluggish.

According to users, there has been feedback about the lack of quality and quantity of email templates. However, it is believed that the vendor is taking steps to address and enhance this problem.

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CRM and Sales Bay has a free version
Basic plan is $11.99 per user/month billed annually
Growth plan is $39.99 per user/month billed annually
Pro plan is $63.99 per user/month billed annually

Salesflare (Good cloud CRM system for task management)

Salesflare stands out as a prominent SaaS platform for small businesses, particularly in the B2B sector.

Advantages

The system automatically logs data from your calendar, phone, and other mobile apps. It has reliable functionality for uploading and organizing documents, as well as quick search and retrieval capabilities. It intelligently scans your data and tasks and sends real-time mobile notifications about top-priority tasks. To facilitate team collaboration, teams can easily access and work directly in your Gmail or Microsoft Outlook email inbox.

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Growth plan is $29 per user/month billed annually
Pro plan is $49 per user/month billed annually
Enterprise plan is $99 per user/month billed annually

HubSpot CRM (Top cloud CRM for marketing automation)

HubSpot, being a pioneer of inbound marketing, prioritizes the sales process. This implies that there is a focus on providing tools for lead generation, increasing deal closure rates, and retaining customers.

Advantages

HubSpot collects data from its connections to over 20 million worldwide businesses to enrich contact records. Additionally, there is a library builder available for team members to contribute and monitor useful sales material for reuse. Template generators are also provided, enabling users to create business plans, invoices, blog suggestions, email signatures, and marketing plans. It is important to note that the basic CRM is completely free, allowing for unlimited users and data.

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The learning curve for HubSpot’s features is challenging, as their unique language and terminology need to be understood. Although attempting to identify repeated data and remove duplicate contacts is not always successful. The free version has limitations when it comes to bulk actions, notifications, templates, and document uploads.

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HubSpot CRM is free
CRM Suite Starter starts at $45 per month billed annually
CRM Suite Professional starts at $1,600 per month billed annually
CRM Suite Enterprise starts at $4,000 per month billed annually

Keap

Keap provides a tailor-made cloud-based CRM software solution for entrepreneurs and small businesses.

With the help of Keap, you can enhance customer service by utilizing features such as sales force automation, marketing automation, customer data tracking and analysis, and additional functions.

With Keap CRM solution, you can be assured that you won’t miss out on any leads as it aids in tracking and identifying potential clients, enabling your business to reach new levels of success.

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In-built landing page templates
Customized lead forms
Contact tagging
Lead segmentation
Integration with Shopify, Quickbooks, and HelloSign

Pricing should be considered in a logical and sequential manner, without any additions or omissions of information.

Keap offers three types of plans, namely Lite, Pro, and Max, depending on the number of contacts you have.

The Lite Plan, which costs $59 per month, offers email marketing, lead capturing, easy automation, appointment scheduling, and Live Chat support. It includes 500 contacts and is designed for a single user.

The Pro Plan is best for growing businesses. It includes up to 1,500 contacts, landing pages, advanced automations, sales pipeline, automated text messaging, A/B testing, sales reporting, and pipeline analytics. Prices for this plan start at $129 per month.

At a cost of $129 per month, the Max Plan offers additional services such as lead scoring, sales funnels, customer engagement analytics, and full-service data migration.

USP, or Unique Selling Proposition, is a marketing concept that highlights the distinctive features or qualities of a product or service to differentiate it from competitors.

At no cost, Keap provides a convenient way to import various data such as contacts, email templates, and more from well-known third-party platforms like Mailchimp, HubSpot, Constant Contact, and ActiveCampaign.

Freshsales

By using Freshsales’s CRM software, you can speed up your sales cycle, resulting in faster business growth and improved customer satisfaction.

The platform allows you to have a complete view of your sales pipeline, simplifies your sales funnel, and enables you to communicate effortlessly across various channels.

Additionally, Freshsales offers a cohesive perspective of client data, swiftly delivering essential information through chronological contact interactions across various channels. It showcases modules, activities, and sales sequences, enabling actionable insights to be easily obtained.

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Sales campaign automation
Predictive contact scoring
Webform customization
Sales sequencing
AI-powered sales insights

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Freshsales offers four different plans: Free, Growth, Pro, and Enterprise.

The Free Plan remains free indefinitely, offering features such as contact and account management, integrated chat, phone and email support, a mobile app, and customer support available 24*5.

The Growth Plan offers extra services such as sales pipeline visualization, AI-driven predictive contact scoring, sales sequencing, and integration with WhatsApp Business. The cost for each user is $13.10 per month.

By opting for the Pro Plan, users have access to additional features such as multiple sales pipelines, time-based workflows, and sales team and territory management, all available for only $36.70 per user per month.

If you require advanced customization, account management, and AI-based forecasting insights, choose the Enterprise Plan. This plan is available at a cost of $65.54 per user per month.

The text cannot be rephrased as it is already in an abbreviated form, which stands for Unique Selling Proposition. It is commonly used in marketing to refer to the distinctive qualities or features of a product or service that sets it apart from competitors and makes it appealing to customers.

Freddy AI, an AI-powered tool by Freshsales, offers businesses useful insights into their sales funnel. Additionally, it aids in concentrating on the correct deals, enabling real-time collaboration across teams, and enhancing revenue forecasting.

Zendesk

Zendesk is a software for sales CRM that enhances visibility into your sales pipeline, thereby increasing your sales team’s efficiency and revenue.

By utilizing Zendesk’s integrated tools, sales teams have the ability to access comprehensive information on leads from a centralized location. This enables businesses to effectively monitor the progress of their prospects in the sales funnel, seize opportunities, and resolve any obstacles that may arise.

By thinking step by step, you have the ability to obtain real-time insights into the performance of your sales team, which can aid in enhancing the customer experience.

Features can be thought about in a systematic and sequential manner. It is important to rephrase the text while preserving the original meaning, without adding or removing any information.

Messaging and live chat
Email tracking
Activity reporting
Mobile CRM
Call analytics
Real-time forecasting

The pricing remains the same; please think through each step carefully.

Zendesk offers three pricing plans: Suite Team, Suite Growth, and Suite Professional.

Each month, the Suite Team charges $51.44 per agent and offers essential features such as an industry-based ticketing system, communication through various social media platforms, automation of workflows, and a cohesive agent workspace.

At the price of $85.73 per agent per month, Suite Growth offers additional services including multiple help centers, AI-driven automated responses, a customer portal for self-service, and support for multiple languages.

Those who choose Suite Professional will have access to features including conversation routing, customized dashboards, integrated community forums, and the ability to choose data location. The price of this plan is $104.20 per user per month.

The USP should be thought of step by step, without adding or removing any information and while maintaining the same meaning.

With Zendesk, users have the ability to create their very own app designed specifically for their business. This app enables users to showcase or modify external data, show or conceal specific fields, and develop tailor-made solutions.

Zoho

Zoho CRM has the objective of assisting your business in expanding by providing an improved customer experience.

Thanks to its omnichannel CRM solution, Zoho allows you to reach out to your clients from anywhere and at any time.

The omnichannel feature enables you to reach out to your customers through various channels including email, phone calls, Live Chat, social media, web conferencing, and self-service portals such as an online knowledge base and helpdesk.

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Features are to be considered step by step.

Process management
Marketing automation
Team collaboration
Sales reporting and analytics
Workflow automation

The process of determining the cost of a product or service.

Zoho is divided into four plan categories, namely Standard, Professional, Enterprise, and Ultimate.

If you want features such as personalized dashboards and the ability to have multiple sales pipelines, all you need to do is purchase the Standard Plan, which is priced at $14 per user per month.

Businesses can access extra services such as web-to-case forms, validation rules, inventory management, and SalesSignals by subscribing to the Professional Plan, which costs $23 per user per month.

Zoho’s most popular plan is called the Enterprise Plan and it has a monthly cost of $40 per user. This plan provides users with access to Zoho’s AI-based assistant Zia, as well as multi-user portals.

The Ultimate Plan, priced at $52 per user per month, provides a package of advanced AI capabilities to elevate your business to the next level.

The abbreviation USP refers to Unique Selling Proposition.

Zoho CRM has a feature called Canvas that is possibly the first design studio for CRM in the industry. With Canvas, you have the ability to create different design options for your CRM dashboard or select from pre-existing templates. You can also choose to hide or show information as necessary.

Salesforce

Salesforce cloud CRM offers a comprehensive range of features that cater to the advanced sales force automation requirements of small businesses.

The CRM features consist of sales forecasting, opportunity management, and sales process automation.

In addition, the company’s mobile CRM, Mobile Publisher, allows users to conveniently access customer databases from any location and can be tailored to meet specific business requirements.

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Contact management
Lead tracking
Call recording
Sales pipeline management
Real-time dashboards

The process of determining the cost of a product or service.

Salesforce offers four pricing plans specifically designed for small businesses seeking CRM solutions: Essentials, Sales Professional, Service Professional, and Pardot Growth, despite their wide range of products.

Priced at $25 per user per month, the Essentials Plan offers a comprehensive sales and support app that combines multiple features. This includes account and lead management, case management, lead allocation, sales process customization, and complete offline mobile functionality.

The Sales Professional Plan is the most suitable option for larger teams. It costs $75 per user per month and includes important features such as lead scoring, opportunity management, collaborative forecasting, and campaign management.

The Service Professional Plan has the same price as the Sales Professional Plan and provides features specifically designed for customer service teams, such as web services API, Telephony integration, case management, and additional functionalities.

The Pardot Growth Plan provides marketing automation tools for a maximum of 10,000 contacts. This plan requires a payment of $1,250 per user per month and includes lead generation and qualification, personalized email marketing, targeted messaging with dynamic content, AI tools for marketers and sales representatives, and other features.

USP, or Unique Selling Proposition, is a concept that involves identifying and highlighting the distinct features or benefits of a product or service compared to others in the market. This helps to differentiate the product or service and attract customers.

Salesforce’s Einstein AI, an AI-powered tool, facilitates faster workflow automation for businesses, enables the scaling of customer experiences, and provides enhanced insights into customer interactions.

Pipedrive

Pipedrive, a cloud-based CRM solution created by sales experts for sales teams, stands out as one of the top choices due to its user-friendly setup process and competitive pricing.

With just a few clicks, Pipedrive allows you to operate your CRM software. Additionally, it aids in scheduling calls and emails, prioritizing tasks, and accelerating the closure of deals.

Features, when thought about in a sequential manner, are to be rephrased while keeping the same meaning, without any additional information or omission.

Drag-and-drop sales pipeline
Appointment scheduling
Real-time reports
Customizable dashboards

Step-by-step consideration is required when it comes to determining prices.

There are four plan categories offered by Pipedrive, which are Essential, Advanced, Professional, and Enterprise.

For a monthly fee of $12.50 for each user, the Essential Plan offers access to over 275 third-party integrations, as well as features such as lead and pipeline management, and the ability to easily customize.

For a monthly fee of $24.90 per user, the Advanced Plan offers users the ability to access full email synchronization along with in-built templates, a workflow builder equipped with triggered automations, and group emailing capabilities.

For Pipedrive’s most popular plan, called the Professional Plan, you have the option to access enhanced features such as custom reporting, revenue forecasting, and call tracking. The cost for this plan is $49.90 per user per month.

For individuals seeking advanced customizations, the Enterprise Plan is highly recommended. This plan has a starting cost of $99 per user per month and includes unlimited user permissions, enhanced security preferences, and phone support.

USP stands for Unique Selling Proposition.

Pipedrive is synced with more than 250 applications, such as Zapier, Slack, Zoom, Google Meet, DocuSign, QuickBooks, and others. Certain of these applications aid in remote operations and facilitate sales from any location.

Monday

Monday CRM is a system for managing customer relationships and sales processes designed for small businesses, which is accessible via the web.

It consists of features like contact management, task management, opportunity tracking, and invoicing.

Monday is intended to provide businesses with a user-friendly solution that consolidates customer relationships into a central location for easy management.

Characteristics

Customer tracking
Workflow automation
Customizable dashboards

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On Monday, you have the option to select from a variety of plans, including Individual, Basic, Standard, Pro, and Enterprise.

The Individual Plan offers 200+ email templates, unlimited docs, over 20 column types, and unlimited boards, all for free.

In order to access additional services such as lead, contact, and deal management, as well as unlimited sales pipelines, unlimited contacts, and full mobile CRM, you will be required to pay a fee of $8 per seat per month (Basic).

Furthermore, at a cost of $10 per seat per month, the Standard Plan offers users the ability to visualize their sales timeline, receive sales and goal forecasting, access over 250 automations, utilize calendar view, and integrate with Mailchimp.

If you are in need of a comprehensive CRM platform, opt for the Pro Plan. Beginning at $16 per seat per month, this plan offers advanced permissions, workflow approval and automation, customized notifications, and advanced reporting as its key features.

In Monday’s paid plans, it is obligatory to have a minimum of 3 users, and single users are not allowed. This requirement results in a monthly cost of $48 in the Pro plan.

To obtain a personalized plan, choose the Enterprise Plan which highlights its main features as multi-level permissions, tailored onboarding, and premium support.

The text cannot be rephrased step by step without any additional information. USP stands for Unique Selling Proposition.

Monday enables you to create your own CRM platform by selecting the services that are essential for your business. You have the option to choose from a variety of services, such as sales pipeline, customer projects, lead management, contact management, customer onboarding, and marketing activities, and tailor your CRM tool accordingly.

Less Annoying CRM

If you need a CRM system with a range of tools for making your sales process more efficient, then Less Annoying CRM is the right choice for you.

With a built-in calendar, you can conveniently organize your schedule in one location and have access to all your notes, files, tasks, and pipeline details on a unified platform.

Furthermore, setting up the Less Annoying CRM is remarkably straightforward. All it takes is a few simple clicks to create your personalized dashboard.

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