Top 5 Best CRM for small business: help your small business thrive

Finding the best customer relationship management (CRM) software for your company can feel like an overwhelming task, especially if your company is just starting out or is relatively small.

Understanding the reasons why you need a CRM in the first place is the first step for any small business owner who is interested in taking their company to the next level. Then, once you have determined that a CRM would be beneficial to your business model, your next step should be to concentrate on finding a solution that is the best in terms of how easy it is to use, how affordable it is, and key features, i.e. functionality that will benefit your particular kind of business, your business goals, and the industry that you work in.

CRM software, which stands for “customer relationship management,” typically includes a wide variety of features and tools, but its primary objective is to improve the quality of service that your company provides customers.

Although different businesses have different needs, the most effective customer relationship management systems for small businesses should help you manage both your existing and potential customers and enable real growth.

In this guide, we will go over the five customer relationship management (CRM) solutions that we believe are the best suited for small businesses.

Why customer relationship management is essential for small businesses

Although the choice of the best CRM for a small business will ultimately depend on the individual priorities of that business, the options for CRM software that are presented in this buyer’s guide are all strong contenders for small businesses. However, the size of your small business will likely play a significant role in determining which option is the best.

For example, Streak CRM and HubSpot both provide free plans that would be appropriate for individual professionals or businesses that are just getting started, whereas Freshworks takes pride in being a good all-rounder for businesses of all sizes, from small to medium-sized businesses. Zoho would provide an ideal CRM for existing users of the Zoho Suite; however, Salesforce is the CRM industry giant and leads the way overall.

The best CRM for small businesses available today

1. Salesforce

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Despite the fact that it is perhaps best known as the industry-leading CRM giant that is skilled at managing the operations of enterprise-level businesses, Salesforce also provides solutions for smaller businesses.

With its Small Business Pricing Solutions, Salesforce offers competitive plan options for companies of a smaller scale, satisfying all of your requirements for sales, customer service, and marketing in one convenient package. For just $25 per user per month, the Essentials package integrates your sales and customer service functions into a single, straightforward app. This means that smaller businesses are able to take advantage of the power of market-leading CRM at a price that is more affordable.

The user interface of Salesforce is, on the whole, straightforward and geared toward making sales. However, you can personalize your user experience by tailoring features such as dashboards and reports to the specific requirements of your company. The customer relationship management system (CRM) includes a number of additional features that can help streamline your sales and business processes. These features include internal communication tools such as on-screen calls, the ability to easily create a client knowledge base, data export, email templates, and integration with third-party tools such as Slack.

2. Freshsales

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Freshsales offers a variety of tools that make it easy for small and medium-sized businesses to provide support for their customers, comprehend the intent of their customers, and effectively convert leads into sales.

The Freshsales suite is an all-in-one CRM software that unifies sales and marketing. It is a combination of the Freshworks automation software and the Freshsales suite.

Freshsales is able to provide transparent insights into customer engagement by utilizing the intelligent AI assistant known as Freddy. These insights can assist businesses in discovering leads, closing deals, and cultivating relationships with their customers. In addition, the software has an intuitive and user-friendly interface, which is available on desktops as well as mobile devices. This allows for quick access to client records and communications.

You can also easily integrate third-party tools such as Gmail and Outlook, which enables you to create bulk email templates while monitoring both sent and received communications with prospective customers. A second option for businesses is to make use of the integrated call feature in order to instantly update client records.

The CRM does not include lead generation tools such as business card scanners; however, it does provide web forms that can be customized to capture lead data from your company’s website. This feature is ideal for smaller businesses that are looking to expand their customer base.

3. Zoho CRM

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Zoho CRM is a powerful cloud-based customer relationship management (CRM) software that boasts excellent customer management and lead generation tools. It is well-equipped to assist in the operation of a small business.

The software can search social media and LinkedIn to capture new customer contacts, scan business cards, and provide automated workflows to assist sales teams. While the platform is very simple to use, it does not compromise on capability in any way. In addition to this, you will have access to useful features such as reporting, records of client contact and communication, website visitor segmentation, and pipeline management.

The seamless integration with other Zoho tools, such as the Zoho sales, marketing, and project management suite, Zoho Invoice, and Zoho Campaigns, is the primary advantage of the CRM; however, this is not the only advantage. Overall, Zoho CRM can be expensive, but the company does offer a good free plan as well as a plan that costs $14 per month, so even the smallest of businesses should be able to find a package that meets their requirements.

4. HubSpot

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HubSpot is an excellent customer relationship management solution for companies that are just getting started. You can start out completely free of charge with a version of the CRM software that is both simple and powerful, despite the fact that there are several paid plans available.

Users of the free version of HubSpot CRM have access to highly capable client database software, which can assist in the management and maintenance of new leads. This software also includes dashboard reporting, company insights, deal tracking, and pipeline management, all of which are presented in a straightforward manner by means of the user-friendly interface.

You have access to a wide variety of free tools, such as email tracking and templates, on-screen calling, and contact management, which can help you organize the journey that your customers take with your company. In addition, you can take advantage of integration with over 300 third-party applications, such as Slack, in addition to software that generates leads.

If you are interested in upgrading from the free plan, the starting price for both the Sales and Marketing Hubs is $45 per month for two users. This price includes additional features such as task automation notifications and conversation routing.

5. Streak CRM for Gmail

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Streak is the simplest customer relationship management system (CRM) to implement into the day-to-day operations of your small business if you already use Gmail and Google Workspace. Because it is an integral part of Gmail, you can conduct business without ever leaving your inbox. Additionally, it is integrated with other Google Workspace applications, such as Sheets, Docs, Drive, and Chat, which makes it easier to organize and locate all of your data.

Tracking client emails, managing contacts, keeping an eye on leads, and staying on top of your sales funnel are all made possible by Streak CRM. Among other things, you can easily import or export data, create individualized pipelines, capture leads directly from your contacts, track and share interactions with clients, easily import or export data, and set tasks and reminders.

Streak CRM offers a basic CRM service to individual professionals as part of a forever-free plan, and a Solo basic plan that begins at $15 per month, making it an extremely cost-effective solution for single professionals as well as small teams and businesses. However, if you are part of a larger team, it may become prohibitively expensive, as the premium Pro plan begins at $49 per user per month. If you are not part of a larger team, the cost is significantly lower.

How to Select the Best CRM for Your Small Business

In the end, selecting the best CRM for your small business will come down to your needs. Is it more important to have software that has a more cost-effective pricing structure, or do you place a higher priority on the increased levels of personalization and efficiency that typically come with a more expensive plan?

For example, businesses that are not deterred by the higher costs associated with the higher levels of customization that are offered would be better suited to use Salesforce because it offers a wider range of options. It is also capable of expanding along with your company, unlike other CRM platforms, such as Hubspot, which may find it difficult to keep up with the demand as your company expands. Streak is a customer relationship management (CRM) solution that offers easy integration, a straightforward user experience, and competitive pricing.

In general, the ease of use is a significant aspect to take into consideration. Because customer relationship management (CRM) software will be integrated into the day-to-day operations of your company, you and your coworkers will want to find a solution that allows you to get up and running quickly with it. There is no point in making an investment in a technically advanced CRM if no one can understand it.

As the focus of each CRM software can vary, you will also want to take into consideration the features that will be most beneficial to your day-to-day operations. These will include tools for lead generation, project management, and integration with third-party applications.

Techexplains Team

Techexplains Team

We are a team of digital marketing experts with years of experience in website builders. CRM tools, project management software helping businesses of all sizes achieve their marketing goals. We are writing about benefits of using SaaS for businesses, and sharing our top picks for the best tools currently available on the market. Whether you are a small business owner looking to streamline your marketing efforts or a larger enterprise seeking to improve your marketing efficiency, we hope that you will find this useful and informative.