A CRM solution or Customer Relationship Management is mainly used to enhance your customer relations, help grow your sales and business, and most importantly, create customer-centric storage for your business.
It is used to keep track of customer’s contact info, and accounts, sales notes, updates, or anything related to the customer is stored here. After your sales rep takes a sales call or goes out to a pitch meeting, they write down what they’ve learned in a notebook or word doc., in some cases, they’ll keep it to themselves. CRM software guarantees that all customer info and interactions are kept in a secure database that everyone can view and share.
Creating a united front where everyone is up-to-date with every customer will only make your business stronger and more significant. But as a small business, you don’t have the luxury to spend money on big-shot, optimized software just yet. So what is the best CRM software for small businesses? That’s what we’re about to find out.
Benefits of a CRM Solution for your business:
Manage all “people” interactions, not just customers. Even though CRM software is mostly focused on enhancing your customer relations, it can also be utilized to improve all your business interactions. Whether it’s with other businesses, investors, or suppliers, you can store all handy info and updates on it.
Complete tracking of all customer interactions. Every meeting held, phone call, email sent, or presentation done is being tracked.
Increases sales, provide sales forecasting. CRM systems target increasing your sales because they quickly point out the strong customers for more interaction and better relations. And at the same time nail the weak customers that can use work and improve. It also gives you sales forecasting, better-predicting openings for sales.
It is also integrated into Customer Service, Marketing, and Accounting. CRM Software gives overall productivity a boost in your business. Having quick access to valuable customer info means issues can be handled faster and avoid repeating tasks, improving your customer service. It can also help in marketing because you’d have insight into customer preferences and can integrate that into your marketing strategy. As for Accounting, keeping track of all legal documents and contracts improves the dept. Workflow and will keep them up-to-date when following up with customers.
Strengthens Data Security. By centralizing all critical data into one CRM system, you’ll no longer have essential contracts on separate computers or sales notes in messy notebooks. You can control access to data by securing it to only specific employees on CRM software.
Before getting into our favorite CRM solutions for 2018, there are two fundamental questions you need to answer yourself to start your search. Firstly, what do you need it to do? You need to understand what problem this software is going to fix. Whether it’s contact management, too little sales, or better sales forecasting. Once you pinpoint your business problem, you can know what to focus on when looking.
Secondly, does size matter? A CRM Solution can be free or cost up to thousands, depending on its features. Some CRM systems have features you might not necessarily need which would be wasted money while others will be just right. However, getting a smaller CRM version can contain your growth and have restrictions. You need to find a scalable solution that will grow with your business.
After an effective amount of research, reading reviews, and testing, we’ve gathered a list of the top 10 CRM software for small businesses in 2018, and they are the following:
It’s no surprise for HubSpot to snag the first place on our list! It has a rich history of innovative solutions in the business world, catering mainly to small businesses.
HubSpot offers a friendly and easy interface, without complicating things which is great for small businesses and its free version is more than enough! Of course, it has a set of features that can increase with the payment that you can look into like Marketing Hub and Sales Hub. But the main features that make it stand out are the unlimited data storage and the ability to add up to 1 million contacts. That makes HubSpot the best CRM for contact management, with the highest number of contacts allowed. It also features all the other essential CRM features like document tracking, sale leads filter, and a customer filter. It’s also famous for having excellent pipeline management, keeping track of all sales deals.
HubSpot was recently named the most trusted brand in the Marketing Automation & CRM category by small-to-medium sized businesses (SMBs) in Alignable’s 2018 survey.
Zoho CRM is popular for its wide range of features in its free edition and was PCMag’s Editors’ Choice and Business News Daily’s number one for top CRM Software in 2018. Zoho offers an intuitive interface that is easy-to-use and a lot of functionality. It covers all the basic CRM needs like leads management, sales forecasting, and contact management in addition to other features like project management and collaboration tools. Zoho targets SMB’s fulfilling all their CRM needs and allows scalability. It is an open-source option allowing you to somewhat customize the CRM to your own.
You can add up to 50,000 contacts with unlimited data storage, but unfortunately, it is limited to only 10 users, you can upgrade to add another user for $15 per month.
Even though Salesforce is mostly associated with enterprises and big corporations, they think of the little man too! It is without a doubt a top choice for all CRM review websites for its super customization ability, advanced features, and flexibility.
Salesforce created a smaller edition targeting small businesses, there is a free trial for you to try it out but it’s not for free. You pay $25 per user/ per month for up to 5 users, and their more popular package is $75 per user/ month with no limit on the users. Their basic package alone offers more advanced options than other CRM’s. They have tracking of sales, deals, and all customer interaction with a dashboard display for real-time updates. It also has customer info database, advanced marketing tools, and integration with customized systems if needed.
The benefit of this software is that it is scalable and will grow with your business, it isn’t just limited to small businesses.
Pipedrive is definitely a company to keep an eye out for! With a Best CRM Software Award in 2016, it was recently stated by Inc. magazine that it is the fastest growing CRM provider with 50,000 businesses worldwide.
It is designed to boost sales for small businesses and focuses mostly on that. This software provides you with great tools to control your sales, track deals, and filters sales lead, highlighting prospects. It also has a set of real-time reports and analytics options for easy tracking. Now even though it offers a free trial it doesn’t have a free package, it is $10 per user/ per month with a total of 2GB per user for storage.
Insightly not only offers contact management and sales tracking, but it also gives you detailed project management allowing you to track your projects, tasks, and milestones. It also gives you a simple and clear display of everything you need for a customer in one compacted profile, from interactions to sales.
The software can easily be integrated with third-party apps like Google, MailChimp, and Microsoft. Insightly is a smart tool that gives you little details and connections to your business. They offer a free plan, but it’s limited to 2 users per month with space up to 200 MB and up to 2,500 contacts. However, their paid plan starts at $29 per user/ per month which is a bit pricey compared to the other CRM systems.
This cloud-based solution is well known for its affordability, with a great plan at only $8 per user/ month and its seamless integration with over 40 apps! Almost everything in Apptivo can be customized to your business, satisfying all user needs. It upgraded its features to involve workflow management, multiple sales tools, and even email marketing.
Apptivo set a goal to centralize all business around their app, and it’s working! They’re enhancing their customized options, allowing you to exchange info between different apps. This software is also scalable, and it starts with a free plan for 3 users and 500MB storage and reaches an enterprise package option.
Less Annoying CRM:
Another affordable option titled the best low-cost CRM Software of 2018 by Business News Daily. And it sure lives up to its name; Less Annoying CRM is just that! It offers a simple, easy-to-use interface for users with only one plan, $10 per user/ month. It also targets small businesses, providing them basic contact management and customer relationship ease as its main focus. It doesn’t come with the extra, in some cases, unnecessary features like other CRM systems but stays true to its purpose.
Less Annoying CRM is made mainly for small businesses and was not built on a scalable level. That's great if you’re looking for a traditional CRM software without the excess features or expenses.
Agile combines it both, a great set of features at an affordable price. It also has a free plan with up to 10 users which are more than many CRM systems, with 1 GB per user, and up to 25,000 contacts. So the free package is definitely a great option to start with. It includes contact management, marketing automation tools, tracking of sales and deals, project management, and much more.
There are also a lot of advanced features in this system like mobile marketing, third-party integration, and more. With all these capabilities, it’s no wonder Agile is in our top picks!
According to finances online, Freshsales has become one of the most widely-used CRM systems. It is mainly focused on boosting sales and enhancing the sales dept., using AI-based technology they have built-in phone and email tracker for customers. Other features include a leads filter, sales management, workflow management, and third-party integration.
Freshsales offers easy navigation, a lot of advanced features, specifically for tracking leads through communication channels, and the best part, it’s free! Their free plan is suitable for small businesses, offering unlimited users and allows unlimited contacts to be added. Enjoy their free trial now and get all the advantages of a CRM solution.
This is a web-based & mobile-based, all-in-one, CRM solution that offers sales pipelines visibility, tracks leads, and enhances your sales dept. It is an excellent solution for B2C’s or B2B’s, used for small-medium sized businesses.
They offer a free plan that has essential sales communication tools and other advanced features like call logging, email integration, and customized merge tabs. Base is an excellent solution if you’re looking for good sales management.
A CRM solution is great for small businesses, in all industries. If you’re having a problem with sales, this is great for sales forecasting. And if you’re having contact management problems, a CRM will organize and store all business contacts! Run your business the right way with a CRM-centralized solution. There are a lot of free options out there and paid plans for more advanced options. Most CRM systems offer a free trial anyway so you can try it out first.
Not that you’ve gotten a clear idea of the top CRM’s out there and what they can do for your business, it’s time to take your pick! You can pull out any software’s profile to view ratings, reviews, pricing, and anything else you need to know.