Due to the fact that every business size has different needs, there isn’t one CRM that is perfect for all. As a result, numerous excellent CRM platforms have been specifically designed for small businesses, creating an overwhelming number of options. Therefore, finding the best CRM for small businesses involves finding one that not only has the appropriate features and functionalities but is also priced appropriately.
What is the importance of customer relationship management for small business?
There are numerous significant reasons for small businesses to begin using customer relationship management. One of the most crucial reasons is that no small business intends to remain small indefinitely. Isn’t the objective of any business to expand?
The top CRM systems for small businesses can assist you in achieving exactly that. Given that CRM primarily focuses on customer relationships, CRMs aid in increasing your contacts, converting them into customers or clients, fostering loyal relationships, and expanding your network.
As you progress, your business simultaneously expands with your network, enabling you to advance from an SME to a large business, enterprise, global mega-corporation, and beyond.
Why we need CRMs for small business efficiency
In the past, customer relationship management platforms were primarily aimed at enterprise-level companies, but this is no longer true as there are now various types of CRM software available.
It is now possible for small businesses to adopt a CRM platform without causing excessive complexity or financial strain. This is excellent news as the implementation of a CRM solution can result in a significant growth in sales, with a percentage increase in double digits.
The capacity to simplify the flow of work within a single application alleviates everyday workload, allowing for more resources dedicated to growth. CRM offers well-defined procedures to increase deal closures, timely task completion, and mitigate miscommunication.
By utilizing lead management and sales funnel features, you can enhance your sales process. An establishment of a sales pipeline enables you to streamline your workflow effectively. Tools for managing opportunities aid in recognizing potential future sales, while customer support tools enhance the customer experience, facilitating a deeper understanding of your audience and minimizing customer turnover. Consequently, these measures facilitate the expansion of your company.
What are the benefits of CRM for small business owners?
Arrange your contacts in a systematic manner.
Contact management enables you to consolidate data regarding customers, suppliers, and other individuals. With CRMs, you can gather diverse contact information from various channels such as social media, emails, LinkedIn, business cards, and beyond.
Determine the identity of your customers by thinking systematically.
By utilizing customer data, customer segmentation can be implemented to identify customer profiles, determine their residential location, and ascertain the demographic that presents the most significant opportunities. Additionally, it enables the customization of the customer experience.
Create reports.
When utilizing marketing, campaigns, sales, and customer reporting, one can effectively monitor information, detect issues, analyze behavioral patterns, and assess the true performance of the overall return on investment. Adoption of a sales CRM system enables the generation of reports pertaining to sales activities and trends, which facilitates comprehensive monitoring of incoming information, problem identification, and enhancement of sales procedures.
Save time by thinking step by step.
By streamlining the process of manual data entry, CRM reduces the amount of time spent each week on tedious administrative tasks, allowing you to focus on building relationships and refining your operations.
Increase your earnings.
It is a fact that if you have the ability to closely monitor sales activities, efficiently manage sales teams, and enhance customer support to decrease churn, you will be able to sell more and boost your overall profits.
Things to look for in any good CRM software for small business
The text cannot be rephrased as it only consists of one word, “usability,” which does not require any further explanation or description.
If you are operating a small business or lean startup, it may not be exciting to dedicate time to learning a new, intricate platform. The factors that should determine your choice are user-friendliness and simplicity. The ideal platform would require minimal training, feel intuitive, and provide easy access and understanding of information.
The process of customizing something is done by thinking step by step.
If you are a small business, it is likely that you are not following a guidebook and are doing things in your own unique way. In light of this, we recommend seeking out customization options in CRM software that allow you to adapt it to suit your specific business requirements. This is particularly beneficial if you are working in unfamiliar territory, as it enables you to modify contact and opportunity fields, as well as other elements. Moreover, CRMs with a reliable API make it simpler for developers to incorporate additional customized features.
refers to the process of using machinery or technology to perform tasks that would normally be done by humans.
To save a significant amount of your time for more mentally stimulating work, it is advisable to seek out automation features for tasks such as data entry, customer emails, follow-ups, and updating information fields.
Customer support provided by the vendor.
If you most likely do not have your own IT department, it is important to ensure that the CRM you select has a reliable customer support team. This team should be readily available to assist with the product’s learning process, address any lingering inquiries, and promptly resolve any technical problems.
Pricing that is within the means of most people.
When considering CRM tools for small businesses and startups, price is a crucial factor that can determine success or failure. Limited resources mean that every dollar spent must be justified. If you have a tight budget or are unsure about the benefits of this software, beginning with a free CRM may be a wise choice.
Social media tools are a bonus feature for thinking in a step-by-step manner, as they allow individuals to rephrase text while preserving its original meaning, without introducing new information or omitting existing information.
By having the capability to scan various social media platforms, you are able to gain a comprehensive understanding of the opinions and discussions surrounding your business, competitors, and general industry patterns. To expand your brand awareness and acquire more customers, it is important to interact individually with individuals on the platforms they frequently use while also showcasing transparency through addressing concerns publicly.
What is the best CRM for small businesses in 2023?
Now, let’s shift our focus to the comprehensive compilation of the finest CRM software suitable for small businesses. This compilation encompasses the leading customer relationship management systems for various departments and specialized industries, along with several other excellent CRMs that your small business may consider as the most suitable option.
- Less Annoying CRM (Best CRM for small business overall)
The main purpose of Less Annoying CRM (also known as LACRM) is to cater specifically to small businesses. They provide a comprehensive package at a single price that includes task management, contact monitoring, lead tracking, and ensuring timely follow-up communication.
Advantages:
When it comes to managing all your customers and other contacts, tracking your leads through pipelines, and staying organized with events and tasks in an easy-to-use calendar and agenda forms, LACRM’s toolkit is both lean and nimble, ensuring that all your needs are covered.
You can log emails written and received outside a CRM platform into LACRM by creating a contact with the unique email logging address provided for each user, regardless of the email provider you use.
One drawback is that
Depending on your needs, the absence of app integrations could be a noteworthy drawback. The app is capable of sending notifications through SMS or email, however, it does not support in-app notifications.
Pricing, when considering things logically and sequentially.
- $15 per user per month, billed monthly
- LACRM offers a risk-free, 30-day free trial for its only pricing plan
- Freshsales by Freshworks CRM (Top sales CRM for small business)
Freshsales is a comprehensive solution for sales teams that fully automates sales force processes. It offers all the necessary tools for salespeople to effectively attract high-quality leads, engage in relevant conversations, utilize AI-powered insights for deal management, and foster customer relationships.
Advantages:
Freshsales is one of the leading sales CRM systems available. It provides sales teams with various communication tools such as email, phone, chat, and telephony. This helps automate the sales process and improve efficiency and productivity. Salespeople can utilize Freddy AI to gain insight into the most promising deals and make informed decisions to drive revenue through sales forecasting. Freshsales also offers native CPQ functionality, making it easy for businesses to generate and share quotes and other important sales assets.
Drawbacks:
Premium packages, like those offered by Freshworks CRM, reserve some of the better features such as time-based workflows, certain chatbot tools, and advanced metric reporting. Nevertheless, the free and basic plans serve as a decent starting point and can be upgraded at any time.
The pricing aspect:
- There is a Free Forever Startup plan
- Growth plan is $15 per user per month, billed annually
- Pro plan is $39 per user per month, billed annually
- Enterprise plan is $69 per user per month, billed annually
- Keap (Great small business CRM for lead generation)
Designed with a strong focus on supporting small businesses, self-employed individuals, and even home-based enterprises, Keap is a platform that facilitates contact management and sales pipeline management for e-commerce operations.
Advantages:
The process starts with the creation and maintenance of a high-quality leads database. The contact information is acquired through various methods such as importing contact lists from other CRMs, scanning business cards, converting disorganized spreadsheets, manually inputting data, or implementing a personalized form on your website. Additionally, you have the option to include customized fields for the contact information.
Keap’s commitment to staying connected comes into play once the job is completed and payment is received. Their main focus is on converting leads into satisfied customers who will not only return but also generate referrals.
One potential drawback is that…
Keap may seem overwhelming initially due to its numerous features, many of which may not be utilized. Integrations are not extensive. The pricing might be a challenge for individuals with limited budgets.
The pricing remains the same and there are no additional charges for this service.
- Lite plan is $56 per user per month, billed monthly
- Pro plan is $105 per user per month, billed monthly
- Max plan is $140 per user per month, billed monthly
- A free trial is available for the Lite and Pro plans
- Salesmate.io (Good SMB CRM software for analytics and reporting)
Salesmate is a CRM system designed for salespeople who prioritize spending more time on selling rather than learning new apps. It is highly beneficial for startups and small businesses, and can also be utilized within the real estate and construction sectors.
Advantages:
This platform is continuously improving itself by giving its analytics and reporting a major upgrade, along with a more customizable and interactive dashboard. Salesmate has enhanced its phone calling and deal management tools, as well as made improvements to its mobile app. Additionally, it has introduced new features like live chat and DocuSign integrations.
Drawbacks:
When attempting to create custom data fields, some of the customization features may be inadequate. Additionally, the more expensive version is necessary to access essential tools such as email analytics.
The pricing remains unchanged, and there is no additional or omitted information.
- Starter version is $12 per user per month, billed annually
- Growth version is $24 per user per month, billed annually
- Boost version is $40 per user per month, billed annually
- Salesmate.io offers a 15-day free trial on all of their plans
- InfoFlo CRM (Great small business CRM for Microsoft Outlook)
InfoFlo is a CRM that offers additional Microsoft Outlook integrations.
Advantages:
The software provides comprehensive customer management with customized fields to achieve more comprehensive contact views. It offers a wide range of telephony tools such as SMS integration and complete VoIP functionality. InfoFlo allows users to choose between running it on the cloud or on-premise to enhance data security. Additionally, the desktop version offers highly competitive pricing options.
Drawbacks:
While InfoFlo does offer a variety of valuable tools, one downside is that you will need to allocate sufficient time to fully understand and excel at using them.
The pricing structure is as follows.
- Cloud Starter is $30 per user per month
- Cloud Advanced is $35 per user per month
- On-Premise is $99 per user
- Really Simple Systems CRM (Most simple CRM for small business)
The software, Really Simple CRM, used to be simple but has now expanded to include advanced CRM tools.
Advantages:
Really Simple Systems offers a range of features specifically designed for the typical three business departments, namely marketing, sales, and service. Marketing department users can take advantage of lead management and campaign management, as well as email marketing and automation functionalities. Sales team members have access to contact and pipeline management tools, as well as task management, calendars, and sales forecasting capabilities. Customer service personnel can utilize case management, SLAs (Service Level Agreements), and case reports for efficient handling of customer issues.
Drawbacks:
The main drawback of this CRM solution can be summarized as its simplicity, which may not meet the requirements of certain businesses, specifically those seeking a comprehensive SaaS that offers more functionality beyond a typical basic CRM.
The pricing should be thought about in a step-by-step manner.
- Really Simple Systems has a free plan
- Premium plans start at $14 per user per month, billed annually
- Bigin by Zoho CRM (Top free CRM for small companies)
Bigin, offered by Zoho, is a CRM system designed primarily for small and micro businesses, with a focus on pipelines. Priced at $7 per user per month, Bigin stands out as the most budget-friendly CRM option available.
Advantages:
The creators of Bigin deliberately reduced features that are not necessary for most small businesses. As a result, Bigin remains simple and easy to understand. However, Bigin still includes important features like built-in telephony and email, multiple pipelines, workflow automation, activity management, and a fully customizable dashboard to monitor important business metrics.
The ability to customize each stage in your pipeline for different business operations is provided by the multiple pipelines in Bigin. By having a clear view of the pipeline, you can constantly monitor open deals by stage and conveniently filter contact and company information. Unlike their competitors, Bigin also offers the same pipeline view on their mobile apps, which is a feature they possess significantly.
Bigin has integration capabilities with a variety of popular Zoho apps such as Zoho Desk, Zoho Campaigns, and Zoho Forms, as well as with Google Workspace (formerly G Suite), Microsoft Office 365, Mailchimp, Zapier, and many others. The mobile apps for iOS and Android have received positive ratings, and their macOS app was recently highlighted by Apple on the App Store.
Drawbacks:
As businesses expand, their needs become more intricate, potentially leading them to consider higher editions of Zoho CRM (Starting at $12/user/month). These editions provide a comprehensive CRM solution that can be tailored to fit businesses of any size or type.
The topic being discussed is pricing.
- There is a free version of Bigin by Zoho CRM
- Express plan is $7 per user per month, billed annually
- Bigin offers a 15-day free trial for new users
- Method:CRM (Good small business CRM for Quickbooks integration)
If you utilize QuickBooks and require a customizable CRM solution, MethodCRM is a suitable choice.
One advantage:
Method:CRM provides a valuable solution by offering a seamless integration with QuickBooks, allowing for efficient synchronization of data in real time. This feature proves to be highly beneficial for effectively managing customer-related tasks, as it enables the user to conveniently access and monitor estimates, invoices, and payments within a unified platform.
Method:CRM is effective for small businesses, particularly in verticals like construction, field service, manufacturing, and accounting. Moreover, it provides valuable assistance with online customer payment processing and synchronization of data to QuickBooks.
Downsides:
If you do not use QuickBooks, the Pro edition of the sales pipeline management tools is necessary to obtain an ideal CRM system at the moment.
The pricing is being considered in a systematic and sequential manner.
- Basic contact management is $25 per user per month, billed annually
- CRM Pro is $44 per user per month, billed annually
- CRM Enterprise is $44 per user per month, billed annually
- You can try out Method:CRM for 30 days for free
- Daylite (Great CRM for small business for Mac and iOS)
Daylite is a CRM platform exclusively crafted for Mac, iPhone, and iPad users. It serves as an ideal solution for startups and small businesses with an intention to extend their clientele and projects, thereby facilitating scalability.
Advantages:
The Daylite set of tools is comprised of CRM features and project management tools. The purpose behind this division was to eliminate the previous distinction between tasks aimed at customers and those that are internal. It is not limited to sales and marketing, as all departments can utilize it to stay updated on project progress for clients.
The Daylite Mail Assistant is another valuable feature, as it seamlessly integrates with Apple Mail, a feature that is uncommon among most platforms. Daylite provides numerous customization options such as various methods to categorize and tag contacts, tasks, projects, and deals. It enables the creation of personalized and adaptable reports, along with the administration of team and user permissions. As an Apple tool, it is compatible with other Mac apps like Calendar, Contacts, and even Siri.
Drawbacks:
Daylite CRM offers just one plan, resulting in limited options for pricing and packages. Additionally, it exclusively caters to Apple users and focuses solely on providing a CRM and Project Management application.
The pricing will be approached in a step-by-step manner without adding or removing any information.
- Daylite is $24 per user per month, billed annually
- Daylite offers a 30-day free trial
- BenchmarkONE (Top SMB CRM for marketing automation)
BenchmarkONE is an extensive CRM system designed for sales and marketing purposes. Moreover, it excels in the field of email marketing automation for the purpose of collecting and evaluating potential customers.
Advantages:
The sales automation features assist in managing your pipeline and increasing successful conversions. It is particularly beneficial for small to medium businesses such as agencies, private practices, and consultants. Additionally, it provides comprehensive analytics and reporting.
One disadvantage of this is that…
In order to accommodate teams consisting of more than 5 people, they will need to opt for a pricier plan. This CRM lacks customer support tools, hence, it cannot be considered a comprehensive all-in-one solution.
The aspect of pricing.
- Free version is good just for 1 user
- Core plan is $62.10 for 2 users per month
- Enterprise plan is $161.10 for unlimited users per month
- EngageBay
EngageBay presents itself as a substitute for HubSpot and offers three suites focused on business processes: Marketing Automation, Live Chat & Helpdesk, and CRM & Sales Bay. The CRM & Sales Bay suite, the latter of the three, offers user-friendly contact management tools specifically designed to facilitate company expansion.
Advantages:
The platform allows you to listen through multiple channels and gather contact information from all the points where you interact with your customers. You can monitor contact activity, web activity, email responses, open and click rates, and other related data.
You can connect your CRM with Gmail, Office 365, or any other IMAP service, and it offers two-way sync capabilities. By integrating with Zapier, SendGrid, Mailgun, Xero, and Mandrill, you can further streamline your operations and connect your CRM with other business processes.
One drawback is that…
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The pricing aspect:
- A free plan is available
- Basic plan is $12.99 per user per month, billed annually
- Growth plan is 40.99 per user per month, billed annually
- Pro plan is $65.99 per user per month, billed annually
- Copper
If you are constantly using Gmail, Copper’s integration with G Suite is a fantastic feature. It only takes about five minutes to set up the platform. Once it is installed and operational, you can expect to benefit from its automated data entry, smart identification, tracking of leads and customers, as well as optimization of sales contacts and opportunities.
Advantages:
The CRM provides a visually appealing sales pipeline to manage leads during the qualification process. Contact access via email, voice, and text is made easier and it allows users to utilize precise voice transcription for in-app note logging, thus enhancing communication.
Weekly pipeline progression reports using drag-and-drop functionality, custom filters, and alerts when deals might be going stale can enhance the management of teams and workflows.
Disadvantages:
Copper is often portrayed as highly user-friendly, and indeed it is, but mastering it may take some time. Therefore, be aware that you will need to allocate a significant amount of time to effectively incorporate it into your business.
Occasionally, there are problems when importing data from Excel, which necessitates manually entering the information into Copper. Additionally, it is not currently possible to attach files to emails sent directly within Copper, so you have to switch to Gmail to send your message instead.
Pricing is determined by considering each step individually. There should be no addition or removal of information while rephrasing.
- Basic plan is $25 per user per month, billed annually
- Professional plan is $59 per user per month, billed annually
- Business plan is $119 per user per month, billed annually
- Copper offers a 14-day free trial for all plans
- Nutshell
Nutshell is a robust CRM that is recognized for its user-friendly and easy-to-use interface, providing numerous benefits. The best part is, you don’t need an IT department. With sales and marketing tools, you can create and review customer conversation records, effectively convert website visitors into contacts through lead form integration, and expertly categorize leads and customers based on various criteria such as industry, lifetime value, and location.
Advantages:
The Nutshell application includes a map view, the ability to make phone calls and record them within the app, a suite of sales automation features, and reporting tools that can be modified according to individual preferences.
The Gmail Chrome extension offered by Nutshell is an excellent assistant for CRM purposes. This extension enables users to store emails in Nutshell, sync Google Calendar events, generate tasks, monitor communication history, take notes, and check which emails have been shared with Nutshell teammates.
Disadvantages:
Although users mention a lack of automated integrations and customizability, Nutshell’s interface is simple to set up and it offers third-party integrations through Zapier, which can potentially compensate for these limitations, depending on your specific situation.
The pricing will be approached in a methodical manner, following a step-by-step process without any additional information being included or removed.
- Starter plan is $19 per user per month billed annually
- Pro plan is $35 per user per month, billed annually
- Nutshell offers a 14-day free trial for both its Starter and Pro plans
- Insightly
Insightly is accessible through both web and mobile platforms, catering to Android and iOS users. In addition, it seamlessly integrates with G Suite and Microsoft Office 365.
Advantages:
The platform is well-known for its seamless integration of CRM features, such as contact and customer data management, opportunity tracking (also known as sales leads), and task assignment to team members using convenient to-do lists.
The features of Microsoft Power BI enable business intelligence (BI). These features can be highly beneficial to your small business as they aggregate both historical and real-time data within your CRM platform. This aggregation enables you to make more informed decisions based on observable trends and metrics. Insightly incorporates these features into its different dashboards, presenting the information in a visually appealing and easily understandable manner, eliminating the need for a steep learning curve.
The Insightly Sidebar is a convenient Chrome extension that allows users to save Gmail messages directly to their CRM, making it simple to cross-reference contact information.
Negatives:
Insightly’s free version should be acknowledged for its lack of a data backup system, imposition of daily limits on mass emailing, and restriction on the number of custom fields that can be appended to each record.
Sometimes, the two-way sync for Google Calendar can be inconsistent, and events may not appear for other team members on Insightly. You might find it limiting that there is a maximum of 25 custom fields for contacts. Additionally, although it works fine, some users may feel that the CRM’s user interface is outdated, which can hinder complete team acceptance.
The pricing of the product or service is the same, do not change it or remove it.
- Plus plan is $29 per user per month, billed annually
- Professional plan is $49 per user per month, billed annually
- Enterprise plan is $99 per user per month, billed annually
- A 14-day free trial is available for the Plus and Professional plans
- Nimble
Nimble, a user-friendly CRM designed for social media, offers intelligent social search and robust market segmentation tools. It seamlessly connects with Office 365 and G Suite, enabling effortless importation and organization of contacts from your current platform.
Advantages:
With a modern user interface and flexible ease of use, this CRM offers all the traditional features typically found in software of this kind.
Nimble consolidates posts from different social media channels such as Facebook, LinkedIn, and Twitter, making it easier for you to manage your operations. This allows you to have immediate, up-to-date knowledge of how people are engaging with your brand. Additionally, Nimble’s Contact Record feature enables you to merge cross-channel contact and lead information into one comprehensive profile.
By thinking in a systematic manner, rephrase the text without adding or removing any information. Social listening and engagement tools aid in the discovery and creation of fresh leads. Operation management remains on the proper course through data organization, sales pipeline, and reporting functionalities.
Drawbacks:
Nimble’s Android app has been criticized by many users for not being as good as the iOS app. It is also worth mentioning that managing closed deals and deleting messages can be quite troublesome, particularly since the deletion process is limited to one page at a time.
The cost of a product or service.
- Nimble is $19 per user per month, billed annually
- You can try a 14-day free trial without a credit card
Best all-in-one CRM software for small businesses
Vtiger, which is available on the web, iOS, and Android platforms, requires step-by-step thinking.
Vtiger emerges as the top choice for small businesses seeking all-in-one CRM software, effectively managing contacts, deals, inventory, marketing, help desk, project management, and documents.
Despite having a lot of features, the user interface of Vtiger is organized and clean. Each major feature set has its own screen, and the navigation at the top is easy to use. If you want to switch between screens, such as going from inventory to sales pipeline, simply click the hamburger menu located on the top-left corner. This will open a comprehensive menu, allowing you to easily navigate to your desired location.
One more concern when it comes to all-in-one systems is the possibility of having some outstanding features while others are merely satisfactory. Vtiger stands out in this aspect, and there are several instances to illustrate this.
- Adding a new contact brings up a short form, so you can get it done quickly between calls or emails. Later, you can open up the main contact page, where you can add all the relevant info when you have time.
- The sales screen has a visual pipeline to help you keep track of your deals. Clicking on a deal lets you see the next task, along with all the detailed information about the data connected to it.
- The help desk screen keeps track of open cases submitted by your customers, a live chat tab, and the possibility of building your own FAQ section to help your support team.
- The email marketing screen lets you build campaigns and autoresponders. You can create and save your own templates with dynamic fields to personalize each message with the recipient’s data.
- The projects page lets you add all your projects, queue tasks inside, and assign them to anyone. It has its own activity feed where you can send messages or post updates. You can attach and link everything here to make this your single source of truth.
- As for inventory, you can keep track of products and services, invoices and purchase orders, and even manage product-related taxes.
The great thing is that all these features are linked to each other. Just finished a deal? Simply click to transform it into a project. Interested in adding the frequently requested products or services by a contact? You understand.
Vtiger offers different pricing tiers with two user types. The admin users have full privileges for all the features and their price starts at $30/user/month (One Professional Standard plan). However, if you have many employees who only require read/write access to a specific feature set, such as customer support, the price is lower at $20/user/month (One Professional Single App plan).
Best affordable all-in-one CRM software for small businesses
Flowlu is available on the web, iOS, and Android.
If you have a team of at least eight people, Flowlu offers a reasonable amount of power at a reasonable price. It has a user-friendly interface and provides an extensive list of tasks for onboarding. This allows you to integrate sales, projects, financial features, collaboration, client portals, and knowledge bases. Essentially, Flowlu is a comprehensive CRM that primarily focuses on project management and the business aspect.
Every day when you access your account, there will be a collection of recent messages that you can view. You have the option to conduct a fast poll or enter announcements in order to ensure that everyone is informed. Additionally, the left-side menu provides convenient access to all the necessary features, allowing you to easily create new tasks, deals, or contacts without the hassle of multiple clicks.
All the contact and sales management features are available. You can utilize a filterable list view to arrange your work or evaluate your team’s performance. Additionally, you have the ability to establish automations for every stage of the sales pipeline, allowing you to concentrate on your sales responsibilities rather than administrative tasks.
Flowlu, an all-in-one solution, places its emphasis on project management. It aids in the seamless integration of projects with the associated contacts and ensures centralized access to all relevant information. It supports both waterfall and Agile methodologies for convenient use.
Flowlu has a pricing structure that includes a free plan. If you find that the free plan does not meet your needs, you can opt for their lowest plan called “Team” which starts at $39 for 8 users. This translates to a cost of $4.87 per user per month. The pricing is based on a fixed number of users, which could be advantageous depending on the size of your team. In case you exceed 25 users, you have the option to upgrade to the Enterprise plan priced at $199 per month. This plan unlocks all the features at a fixed price, without charging on a per-user basis as is common with most competitors.
Best CRM for scaling your small business
Zoho CRM is available on the web as well as iOS and Android devices.
When selecting software for your company, it is important to consider more than just the immediate needs. Although this application may meet current requirements, it is necessary to assess its capability in handling a larger client base in the future without negatively impacting financial resources.
Starting with the free plan, Zoho CRM is considered good. Moving on to the lowest plan, it is seen as fair. Even as you progress to the more expensive tiers, it remains affordable when you take into account the comprehensive set of features such as advanced reporting, machine learning, and AI, to name a few.
Although the user interface may not be as enticing as that of its competitors, Zoho compensates by providing extensive functionality. Alongside sales, it incorporates email marketing and a company activity feed for enhanced inter-team communication. Additionally, it supports the creation of self-service portals for customers, offers help desk features, and even facilitates automatic lead scoring. As a result, Zoho can be considered as approaching the realm of an all-in-one solution.
If you wish to monitor your projects, you have the option to establish a smooth connection with Zoho Projects. This will allow you to view your tasks on the CRM dashboard after completing the setup. Moreover, the CRM seamlessly integrates with numerous other Zoho applications, all of which offer either a generous free plan or affordable paid plans. You can easily upgrade or downgrade your plan depending on your budget.
The pricing for Zoho CRM is structured in tiers, with the lowest plan being the Standard plan at $20/user/month. Moving up to the Professional plan at $35/user/month enables more automation and process management. The Enterprise plan, priced at $50/user/month, offers additional features such as data analytics and customization options for the interface and functionality. Finally, the Ultimate plan, at $65/user/month, provides access to Zia, the AI model of Zoho CRM. Zia can perform tasks like cleaning up and updating contact databases, offering real-time insights into sales pipeline performance, and answering sales inquiries in a chat format. It can promptly provide the results when asked questions like “How many leads did we generate this month?” In essence, Zia acts as a mini-ChatGPT for all your business metrics.
Best small business CRM for simple, ultra-personalized emails
Without adding new information and without removing any information, rephrase the text step by step: folk (Internet)
Note that folk has a distinct quality when compared to others on this list. It does not handle intricate sales pipelines or generate flashy reports containing pie charts. It does not encourage you to perceive your business relationships solely as numbers displayed on a dashboard. Instead, it provides a straightforward solution for managing all your contacts and sending highly personalized emails to your lists on a large scale. Furthermore, it eliminates impersonal templates and infuses the unmistakable allure of genuine human communication.
If you are familiar with using Notion, you will find it easy to navigate. On the left side of the screen, there are options to search your contacts database, view a breakdown of your emails, and access the settings. A bit lower on the page, you will find all of your contact lists. folk is a great tool for managing various types of relationships. For instance, you can use it for clients on a traditional sales pipeline or for investors with different relationship stages. If you need more inspiration, you can browse through the template gallery, where you will find 50 different templates to choose from.
To compose ultra-personalized emails, start by clicking on a contact list. Then, at the top-right corner, select the option to create a new dynamic email. While composing the email, use a forward slash to insert data fields related to the contact in the body of the message. These data fields can include the contact’s name, company, or any other customized text field associated with the contacts. After finishing composing the email, review it to ensure that the static content aligns with the dynamic tags. Finally, click to send the email to the entire contact list.
If you don’t have enough data, it is difficult to personalize extensively. That is where folk’s contact enrichment feature comes in handy, as it fills in missing contact details automatically. This provides a more comprehensive understanding of the people you are communicating with by uncovering additional information such as company details, job titles, and phone numbers.
The robustness of the simplicity, support for multiple relationships, and personalization features are enough to make up for the absence of advanced analytics and reports. Consider folk as a sales tool that is suitable for rank-and-file employees in close-quarters rather than a software for managers in boardrooms.
You can take folk wherever you are by installing the Chrome extension, allowing you to hang out on Twitter, LinkedIn, Instagram, and Gmail.
The pricing for folk is divided into two plans. The first plan, called Standard, begins at $14 per user per month and includes 100 enrichments and 500 messages per month. The second plan, known as Premium, is the highest-paid option and costs $29 per user per month. The Premium plan offers a higher cap, with 500 enrichments and 2,000 messages per month. If you sell high-ticket products or services that require a lengthy sales process, the Premium plan with its feature set and pricing would be more suitable.
Best CRM for managing your Gmail inbox
NetHunt is available on the web, as well as on iOS and Android.
Imagine if there was a CRM that you can utilize within Gmail as you carry out your daily tasks. It’s safe to say that this is where NetHunt comes into the picture. Unlike the majority of other CRMs designed for Gmail, NetHunt offers a distinct dashboard that allows you to make strategic decisions and customize controls.
To begin, simply sign up using your existing Gmail account and NetHunt will automatically organize everything. You can access it through Gmail once you have installed the browser extension, or you can use the web app which has a user interface similar to Gmail, ensuring a seamless experience. The web app allows you to review deals, update and create contacts, send email campaigns to your lists, and create workflows for automating repetitive tasks.
If you are interested in exploring business intelligence software, Looker Studio offers simple reports for user activity, pipeline, and time in stage. By integrating your data with Looker Studio, you can create interactive dashboards and reports that are constantly updated, enabling you to stay well-informed.
NetHunt pricing: The Basic plan ($30/user/month) of NetHunt finds the ideal balance between pricing and features, which is the reason for its inclusion in this list. In comparison to other CRMs, the Business plan ($60/user/month) and Advanced plan ($120/user/month), which provide automation and native integrations, are expensive. If you decide to upgrade, ensure that you make the most of the offerings of each plan; otherwise, it could have a significant impact on your expenses with little benefit in return.
