The Best CRM Software for Small Businesses in 2023

Are you in search of the top CRM solution for small businesses?

If you’re not careful, the inefficiency and high cost of manual processes could easily result in the loss of customers and sales as your business expands.

With the help of a CRM, you are able to effectively handle both existing and potential customers, allowing you to devote more time and energy towards the expansion of your business.

However, the question remains: what exactly is a CRM? Additionally, what features can one anticipate from a CRM software and how does one go about selecting the ideal CRM software for their small business?

Fortunately, we are available to provide assistance. Continue reading to acquire all the necessary information regarding CRM, the benefits of CRM systems, and the process of selecting the most suitable CRM for small businesses.

What Is CRM Software?

CRM, also known as Customer Relationship Management software, is a technological solution created with the purpose of assisting businesses in the management and enhancement of customer interactions and relationships. It serves as a centralized platform that allows businesses to store, arrange, and retrieve customer data, thereby offering valuable insights and resources for efficient customer management.

CRM is a comprehensive tool that enables the management of customer information, note-taking, email sending, customer experience/satisfaction management, and more within a single software platform, without the need to switch to different applications.

CRM for small businesses ensures that everyone in your company is aligned, facilitating the integration of marketing, sales, and customer support by providing them with the necessary data to excel in their respective roles.

Benefits of CRM Software for Small Business

There are several benefits that SMBs (small businesses) can obtain by implementing a CRM system.

A comprehensive view of interactions, preferences, and purchase history is provided by a CRM system that enables businesses to consolidate customer information in one place, thus centralizing customer data management.

CRM software allows businesses to have personalized and timely interactions with customers by utilizing different channels like email, social media, and live chat, thereby enhancing customer communication and engagement.

CRM systems improve sales and lead management by assisting in lead tracking, sales pipeline management, and automating follow-ups, resulting in enhanced efficiency and quicker closure of deals.

CRM software automates repetitive tasks such as data entry, scheduling appointments, and generating reports. This allows business owners and employees to have more time to concentrate on high-value activities.

CRM platforms promote a unified and customer-centric approach by enabling team collaboration through sharing customer information, assigning tasks and tracking progress for efficient collaboration.

Factors To Consider When Choosing the Best CRM for Small Business

It is crucial to take into account the following factors when choosing a CRM system for your small business:

It is vital for small businesses, which often undergo growth, to select a CRM that can adjust to their business process. Seek out CRM solutions that provide adaptable plans and customization choices to accommodate your changing business needs.

As a small business owner, you may not have extensive technical knowledge. Therefore, it is advisable to choose a CRM system that offers an easy-to-use interface and navigation. This will ensure a seamless onboarding process, pleasant user experience, and minimal training needs.

When considering a CRM, it is essential to assess its integration capabilities with other tools and software that are currently being utilized, such as email marketing platforms, accounting software, or project management tools. The presence of seamless integration helps to eliminate data silos and enhances workflow efficiency.

When considering the cost and pricing structure, analyze the overall expense associated with ownership, encompassing initial setup costs, recurring subscription fees, and any supplementary charges. Assess different pricing models, like per-user or subscription-based, and identify the one that provides the most advantageous value for your business.

Now that we are aware of your preferences, let’s examine the best CRM options available for small businesses.

Best CRM for Small Business

Drip

Drip, the top eCommerce CRM, is equally suitable for small businesses due to its powerful features, attractive interface, and user-friendly nature.

With this CRM, you have the capability to easily create automation workflows and email campaigns. You can construct your email using either a visual builder or a text builder, both of which are very straightforward options.

With Drip, you are provided with simple list segmentation, conversion tracking, content customization, purchase intent marketing, and additional features. Tags, events, and custom fields allow you to acquire knowledge and monitor all the necessary details about your customers’ experiences.

This customer database software is excellent as it helps you manage your contacts in a profitable way.

The purpose of this is to enhance your overall profit and assist you in creating sales opportunities, handling connections, and converting them into loyal clients.

Drip includes various features such as marketing automation, advanced contact management, actionable reports, email campaigns, one-on-one conversations, eCommerce user tracking, and more.

Integrating Drip with various top-notch third-party services such as email services, lead generation software, WooCommerce, Shopify, and others is a breeze. Moreover, workflows for Facebook and Instagram lead generation are also available.

Listed below are the main characteristics:

Marketing automation workflows
Advanced contact management using tags, custom fields, and events
Native integrations with popular 3rd-party services
Actionable reports
Easy email list segmentation
Content customization
eCommerce user tracking
Custom conversion tracking
Purchase intent marketing
Automatic revenue attribution

The pricing is to be thought about step by step.

Starting at $39 per month, plans include unlimited email sends, 24/7 chat & email support, and can accommodate up to 2500 active contacts. Drip offers a 14-day free trial period for you to try.

Brevo

Brevo is an all-inclusive CRM equipped with all the necessary features for efficient email marketing.

Brevo is suitable for businesses of any size due to its ability to start with a free plan and upgrade as the business expands. It provides dependable email delivery, as well as features such as email marketing, automation, transactional emails for eCommerce, smart segmentation, and more.

In contrast to numerous other CRMs, they additionally provide SMS marketing and chat functionality. SMS marketing is an effective strategy that can promptly enhance sales and engagement. Their live chat solution enables the immediate connection with customers and prospects.

Thanks to its top-notch support team and comprehensive documentation, getting started with Brevo is a breeze.

The main characteristics:

Easy segmentation and personalization
Powerful marketing automation tools
Transactional emails with reliable delivery
Landing page and signup form builder
Easy Facebook ads and retargeting
Detailed and actionable analytics
Automatic send-time optimization
A/B testing
SMS and Chat marketing tools

HubSpot CRM

When small businesses are starting out and want a cost-effective solution, HubSpot is undoubtedly the best CRM. It serves as excellent customer database software for effectively managing new leads.

HubSpot is a user-friendly solution that provides a diverse selection of CRM tools for customer journey management. It can be categorized as a free CRM because it offers perpetually free plans with restricted functionality for its CRM, Marketing, Sales, and Service Hubs.

The CRM offers a user-friendly interface that allows you to easily view your complete sales pipeline on your dashboard. If you desire additional data (which most people do), you have the option to access all contact and sales activity, detailed reports, and user or team-based performance.

By utilizing the skills of a skilled marketer, you can transform your emails into immediate sales representatives, thereby boosting your overall profits.

HubSpot offers various features including a mobile app for iPhone and Android, email templates, real-time notifications, email tracking, scheduling, phone calls, and additional functionalities.

Additionally, HubSpot can be integrated with a variety of apps and services, including but not limited to WordPress, email marketing companies, and lead generation software such as OptinMonster. Furthermore, users have the option to connect HubSpot to Gmail or Outlook, enabling automatic activity logging and capturing of all emails.

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Personalize email sequences for leads and existing customers
Place phone calls right from the CRM
Get real-time notifications about lead behavior
Integrate with popular tools like Salesforce, Shopify, and Microsoft Dynamics
Store unlimited users, customer data, and up to a million contacts
Integrate 300+ apps
Create custom filters to sort contacts
Schedule emails and tasks and create tickets

The pricing will be approached in a systematic manner, ensuring that each step is carefully considered and no additional information is added or removed.

The basic CRM software is provided at no cost, but if you wish to access more advanced features, you have the option to upgrade to a paid plan for Marketing, Sales, or Service hubs (starting at $30/month).

Constant Contact

Constant Contact is not just a widely popular email marketing service, but it can also function as a CRM. It is highly favored by small businesses due to its straightforward dashboard, marketing automation, reporting, sales funnels, and an efficient drag-and-drop email creation tool.

Constant Contact offers a vast marketplace where you can store contacts, manage customer information, and incorporate third-party integrations, including those related to eCommerce. The wide variety of integrations available makes it effortless to create a platform that suits the specific needs of your business.

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Email Scheduling
Easy list segmentation and list cleaning
Marketing automation to make lead nurturing a breeze
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

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To access all the features that will make this CRM software option easy, it is recommended to choose the Standard plan, which starts at $35/month.

Salesflare

When considering CRM options, Salesflare is another well-liked choice, as evidenced by their tagline which emphasizes increased sales and reduced workload.

Salesflare is a CRM that enables you to connect with customers and utilize your preferred marketing tools. It only takes a few clicks to begin and can increase sales, even with limited initial data.

This software compiles contact information of your leads from social profiles, email signatures, and other public sources. Additionally, it records all your meetings and phone calls in an automated manner, eliminating the need for manual data entry and the possibility of forgetting important information.

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Contact information is gathered and automatically updated from public sources
Meetings and calls are recorded and filed to keep you organized
Files exchanged with customers are automatically sorted and tracked
Sales opportunities are placed in an easy-to-read dashboard
Notifications are sent telling you who messaged you and from which channel
To-do lists are automatically generated to help you stay productive

Pricing, when considering things, is best done in a step-by-step manner.

The starting price for plans is $29/month if billed annually. After that, the cost increases to $49/month for the Pro plan and $99/month for the Enterprise plan.

Zoho

Zoho, known for its suitability for startups, is a cloud-based software suite that provides everything required to efficiently operate your small business. It offers powerful marketing and sales features through its SaaS apps and online productivity tools.

This simple CRM software aids small businesses in arranging contacts, promoting their brand, overseeing sales processes, delivering customer support, and many other tasks.

Zoho CRM offers the ability to integrate with your existing marketing tools, capture leads through social media, segment visitors, and provide support using the built-in live chat feature.

Listed below are the main characteristics:

Multichannel contact management (email, phone, live chat, and social media)
AI voice assistant for creating intelligent dashboards and forecasting business trends
Sales lead management (with lead scoring) so you can prioritize leads and convert them faster
Detailed analytics reports so you can make data-driven decisions
Mobile apps to keep everyone on the same page, even on the go
Team collaboration tools and team roles
IT management for monitoring websites and handling support tickets
Built-in security measures to keep your data safe

The cost of the product or service:

Zoho offers a free plan that allows for a maximum of 3 users, but the paid plans are where the truly beneficial features lie. The paid plans begin at $14 per month per user when billed annually.

Pipedrive

Pipedrive is CRM software for sales that is remarkably easy to use and aims to be uncomplicated and quick. Through its pipeline management feature, you can have a comprehensive view of your entire sales management process and maintain control of it throughout.

You will receive email integration, sales reporting and forecasting, and mobile apps along with a clear, visual interface for pipeline management, allowing you to access your CRM from any location.

While lacking segmentation features, Pipedrive is straightforward enough to facilitate the identification of leads and the management of relationships effortlessly.

Characteristics that are important or notable elements.

Mobile alerts and email reminders
Easy integration with Google Apps, Trello, Zapier, and more
API for easy integration with any software
Email integrations to keep your sales communication in one place
Email templates
iOS and Android mobile apps
Sales forecasting and trend analysis
Backups and encryption to keep your data secure
Drag and drop tasks as customers follow the sales funnel

The pricing of products or services.

The starting price for plans is $9.90 per user per month when billed annually.

Salesforce

Salesforce is a highly influential figure in the realm of CRM and regarded as one of the top-notch choices for small businesses. When employing Salesforce, businesses can guide potential customers through a tailored customer experience, while also utilizing an astute marketing platform geared towards increasing sales via email, SMS messaging, social media, and digital advertising.

Salesforce has a long history, which means it offers a wide range of advanced features and solutions to cater to various needs, such as sales, marketing, commerce, customer service and engagement, team productivity, and more.

Features that are essential or important.

Guided onboarding
Custom dashboards and reports
Automatically track emails and meetings
Social media and email support
Enterprise-level security and ongoing support

The pricing is to be considered by thinking step by step.

The starting price for small businesses’ plans is $25 per user per month, with annual billing.

monday Sales CRM

Monday Sales CRM from monday.com is an ideal solution for businesses with extensive sales tasks and intricate ventures. This core work management platform offers essential time-saving and organizational features. Customers of Monday Sales CRM benefit from user-friendly interfaces and endless boards for project organization. Regardless of whether you require a personalized dashboard for targeted communication or advanced customer data visualization tools for analysis, Monday Sales CRM offers intuitive technology to bolster your triumphs. Notably, this core work management platform excels in its deliberate design and capacity to accommodate and expand alongside any workflow.

Not only does monday Sales CRM provide a user-friendly platform optimized for project management, but it is also highly customizable. By setting up and integrating notification systems with platforms like Slack, customers can eliminate the need for regular status update meetings and instead automatically alert team members when a project or task is ready for further action. Furthermore, all plans offer unlimited boards for organizing projects and contacts. With monday Sales CRM’s straightforward trigger and action templates, you can easily create any number of timesaving automations without any complicated tasks or coding. By utilizing a centralized source of data, you can save time, increase productivity, and automatically log sent emails, maintain records of customer interactions, and effectively prioritize your sales opportunities.

The Basic and Standard plans of monday Sales CRM are priced between $10 and $14 per user, per month, when charged annually. The Enterprise plan, which offers advanced features like automations, analytics, integration, and security, is available for large-scale operations, but a custom quote needs to be obtained by contacting the sales team. Students and nonprofit organizations using monday Sales CRM might be eligible for discounted or free access, and all annual subscribers can save up to 18 percent on plans.

NetSuite CRM

To ensure their customers’ shopping habits are thoroughly understood, midsize e-commerce companies dependent on repeat business need a CRM platform. Oracle’s NetSuite is an ERP platform that operates in the cloud and possesses CRM capabilities that are ideal for business owners striving to deliver exceptional customer experiences. With the CRM module, companies can extract the utmost value from every touchpoint in client interactions. NetSuite effectively arranges, automates, and coordinates customer interactions across various departments, encompassing marketing, sales, customer service, and technical support. Consequently, any employee can conveniently access all essential information when engaging with a customer.

With the help of NetSuite’s dashboard, you can have a comprehensive understanding of your customer data and easily track the progress of various customer-related departments. The dashboard includes important indicators of performance, ongoing campaigns, newly acquired leads, monthly data analysis, and other useful tools. NetSuite’s marketing automation is accessible for campaigns across different channels and also offers forecasting tools to predict deal outcomes, assisting in achieving business objectives. Additionally, the mobile app allows for smooth working from any device connected to the internet, and the integrated shipping function simplifies the laborious tasks of labeling and shipping.

The pricing for Oracle’s NetSuite CRM module is not disclosed, and customers need to request it. However, SMBs should anticipate a monthly cost of several thousand dollars. To reduce the total cost per user, many NetSuite CRM users opt to bundle NetSuite with other Oracle services. Although the unspecified pricing may be seen as a disadvantage to certain individuals, Oracle offers software solutions for businesses of all sizes. Therefore, it is recommended to request a price quote if you are seeking a comprehensive solution.

Keap CRM

Keap is a CRM software that is ideal for businesses new to this type of technology as it has a user-friendly interface and easy setup. It is designed to help users quickly learn without assuming prior CRM knowledge. This all-in-one platform stores all customer activity in one place and automatically adds customer interactions to enhance the selling and support capabilities of your team. From the dashboard, your team can easily send texts, emails, book appointments, process purchases, and create invoices. Keap also intuitively automates contact management by gathering information from various platforms, making it simpler to build your business.

In small business scenarios, Keap can be set up within 20 minutes, and all customers are given a dedicated support manager to ensure successful usage of the software. Keap is specifically designed to help your business grow and offers ready-made and customizable templates for new pipelines, as well as informative video guides on the software’s capabilities. You can easily automate actions to convert leads into sales without the need for coding experience. Information can be organized in a chronological or category view for efficient navigation. Keap also provides user-friendly analytics and support for analyzing revenue trends, email marketing performance, and list growth.

Keap is not only well-suited for first-time users but also has a pricing structure that sets it apart from other CRM software providers. Keap follows a contact-based pricing system and offers two primary plans: Pro and Max. The Pro plan starts at $159 per month for two user seats when billed annually, while the Max plan starts at $229 per month for three user seats. Despite having a limited number of contacts included in both plans, the platform can effortlessly handle more than 25,000 contacts due to its higher monthly base. Additionally, Keap provides a 14-day free trial.

Quickbase

Quickbase, a downloadable CRM template, provides a solution for small business owners who struggle to find the perfect fit among the numerous CRM software options available on the market. With Quickbase, they can easily design a CRM that is smoothly integrated into their operations.

Quickbase is considered a “low-code” solution as it handles most of the complex tasks, although it does require some coding expertise to complete the final product. Not every individual will find Quickbase suitable for their CRM needs, but developers appreciate the advantages of a low-code application that can be deployed within weeks rather than months. Modifications and adjustments to the system are conducted in a sandbox environment, often eliminating the requirement to take the entire CRM system offline for updates. Certain components can be altered without any downtime at all.

Once it is live, Quickbase operates similarly to a traditional CRM, with drag-and-drop workflow automations, file attachment space, business app integration, reports, and other standard CRM tools. Each service plan provides access to a library containing hundreds of sample apps for users to explore. While Quickbase may not offer as many features as prebuilt solutions, many businesses see this as an advantage. A customizable CRM allows users to include the desired features without incurring additional costs for unnecessary features. Quickbase offers three plans, beginning at $35 per monthly user.

Sage CRM

Even after making a sale, it is important to continue to provide excellent customer service. This includes maintaining relationships with customers and promptly addressing any issues that may arise. Sage CRM offers tools for customer service that allow employees to support customers and monitor resolutions directly from the CRM platform. The platform also includes collaboration features to track case histories and resolution times, enabling you to identify areas where service can be improved. Additionally, reporting tools allow you to create visual charts and reports for a comprehensive overview of customer service performance.

Sage CRM offers a central repository for recording common issues and their solutions. You have the option to add solutions gradually or store approved solutions in the knowledge base for quicker case resolutions and consistent support. Additionally, you can establish a self-service portal on the web to assist customers in resolving their own issues, thereby lessening the workload on your support team.

Sage CRM offers a range of additional features to enhance the customer experience throughout the entire sales process. Automated workflows and lead routing guarantee that your sales team engages with customers at the appropriate moment, while forecasting and reporting tools analyze various aspects such as customer behavior and sales strategies. Additionally, Sage CRM provides a variety of features to assist in managing multichannel marketing campaigns and supporting targeted marketing initiatives.

SugarCRM

For businesses of any size, keeping up with a rapidly changing and developing sales environment can be a difficult task. SugarCRM has developed its software with the intention of incorporating automation, and its predictions and discussions based on artificial intelligence assist teams in working more effectively and efficiently in a digital landscape. While its additional modules enhance its capabilities in automation, SugarCRM’s fixed core features aim to maximize productivity without the need for any customizations. Reports and summaries on a dashboard allow users to access the information collected by SugarCRM’s automated features through a centralized overview. The artificial intelligence system creates a comprehensive record of a customer’s journey and accurately predicts outcomes to assist businesses in achieving their monthly, quarterly, and annual targets.

Businesses can utilize Sugar Market, a marketing automation module that can be integrated with the Sell tool, to increase their number of visitors and enhance their visibility. With the aid of CRM tools, users can easily nurture leads through multistep campaigns and conversion-focused emails. Intuitive drag-and-drop page builders enable users to harness the capabilities of Sugar Market and minimize tedious tasks.

If your business requires more advanced features such as intelligent lead or opportunity prioritization, the Advanced plan offered by SugarCRM, along with additional add-ons and AI-powered capabilities, can greatly enhance efficiency. Most small business owners will find the features and functions of SugarCRM’s entry-level Essentials Sell plan satisfactory.

SugarCRM offers a range of upper-tier plans that include expanded customer support, cloud storage, and advanced workflows. The basic tier plan, called Sell, starts at $49 per user, per month when billed annually, with a three-user minimum. The Serve plan, priced at $80 per month, allows businesses to enhance customer experiences at crucial moments. The Enterprise plan, starting at $85 per month, provides businesses with complete control over their CRM operations. Lastly, the highest-level plan, Market, starts at $1,000 per month for 10,000 contacts and assists businesses in aligning their strategies and operations globally.

Insightly

Insightly CRM provides customers with enhanced control over their sales operations through its unique and valuable relationship-linking feature. This makes it an ideal solution for small teams who cannot handle the intricacies of sales processes. Users, including admins and reps, can create personalized dashboards to emphasize specific contexts, metrics, and workflows. Although AI and predictive tools are exclusive to the priciest plans, all of Insightly’s service plans enable the creation of specific rules for typical events that initiate actions within the sales process.

Insightly allows businesses in any industry to tailor their tracking metrics and key performance indicators. The customization options extend to reports and processes, ensuring a perfect fit. The top-tier plan enables the creation and precise definition of workflows centered on a single event. By utilizing these customization features, teams can save a substantial amount of time and free themselves from unproductive, repetitive tasks. Insightly’s fully featured plan offers impressive automation capabilities through complete workflow automation, custom validation rules, dynamic page layouts, and configurable webhooks.

Insightly CRM provides three pricing plans. The first plan starts at $29 per month and enables users to work from any device. It also includes Slack integration with an AI bot that keeps the team updated on new leads and internal communication. The Professional plan, which is priced at $49 per month, assists businesses in identifying and managing leads with customizable real-time insight cards and additional integrations. The Enterprise plan, available for $99 per month, enhances CRM capabilities by strengthening customer relationships, providing connections to any application, and facilitating the generation of custom quotes for complex and customizable products.

CRM Costs

Most CRM software follows a pricing model based on the number of users and the duration of a month. To simplify payments and obtain cost savings, many companies choose to be billed annually, as providers often offer reduced monthly rates for clients who opt for this payment frequency.

Keeping this in consideration, here are the typical pricing tiers you should anticipate:

$0: Free CRMs are worth considering for brand-new businesses and independent contractors who are getting started with this type of platform. Most free accounts include a very limited set of CRM features and user accounts. Ultimately, they can be a good way to learn how to organize customer outreach and begin using modern sales tools, but they’re not a long-term solution for most businesses.
$10 to $15: Inexpensive CRM products are a great option for tiny businesses with modest needs, and many services charge only $10 to $15 per user, per month. Affordable systems like these don’t usually require much in-house tech support to implement. If you want a fast solution with minimal hassle, this price range is a great place to find one. Make sure the storage options meet your needs as low-cost CRM software usually caps the number of customer records you can store.
$20 to $40: For additional features and a broader range of integrations with third-party systems, a CRM in the range of $20 to $40 per user, per month, will likely meet your needs. The majority of CRM software we reviewed falls into this price range because it’s designed to meet the needs of the SMB set. As you peruse options in this price range, check for limitations on the number of supported users and storage caps that could force you to upgrade to higher-priced plans.
$50 to $75: Typically, CRM software that falls between $50 and $75 per user, per month, is intended for enterprise use. Such systems often include options to integrate with legacy systems and allow greater customization than other CRM software. As powerful as they are, systems like these are not necessary for most small businesses.
$250 or more: High-end CRM systems often provide extensive training, customization, and implementation services with the software. Another reason for the steep cost of these solutions is that they are not cloud services. Instead, they can be hosted locally, which is a boon for organizations with unique security needs.

CRM Features

When searching for a CRM program, it is crucial to have an understanding of your requirements. In order to select the most suitable features for your business, familiarize yourself with the commonly found functionalities in CRM systems.

Workflow automation is the process of automating a series of steps or activities in a specific workflow.

The movement and automation of actions within the software form the foundation of your system’s workflow. To illustrate, you have the ability to configure the software to automatically send a message to a sales representative whenever a customer completes a form on your website. This functionality facilitates the smooth progression of specific procedures and data within your program, reducing your workload and effectively managing the small details of your team’s sales and marketing responsibilities.

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CRM reports allow you to analyze and comprehend your sales and marketing data, including leads, customers’ purchasing habits, the number of outbound calls made by your team, and other crucial marketing metrics. Certain CRM software provides a greater variety of report types and additional options to customize reporting metrics, as well as different ways to visualize the data like bar graphs or pie charts.

Managing customer data.

The initial step to running a successful business is to comprehend your customers. Customer data management tools aid in effectively arranging customer data, thereby enhancing customer relationships.

The act of customizing something in a systematic manner.

To reduce the learning curve and ensure it meets your requirements, customize your CRM by selecting the desired features and modifying contact fields, dashboard, reports, extensions, and plugins according to your needs and budget.

Integrations with third parties.

By integrating third-party CRM, you gain access to a broader range of tools to enhance your system. This allows for seamless connection between your CRM and programs that offer features not available within the CRM itself, such as email marketing or accounting software. Consequently, you can avoid the tedious task of manually entering data already present in another program, constantly switching between applications, and incurring extra expenses on supplementary tools for your CRM.