Even if your company is new, the CRM software should serve as a hub for all of your interactions with current and prospective customers and clients. CRMs are in charge of contact management, tracking sales, recording activities, sending emails and making phone calls, as well as a variety of other tasks. Some go above and beyond to manage projects, automate procedures, generate reports, and market your business.
Whatever your requirements are, there is a platform to meet them. We tested a number of platforms to help you with your search that are either specifically designed for small businesses or have features that are appropriate for small teams. Click on any app to find out why we chose it for more information about small business CRMs.
What makes a good customer relationship management system for a small business?
Because cost is frequently a big concern for small firms, we only looked at CRMs that provide plans that cost less than $60 per month per user on a monthly subscription basis.
The ease of use was also taken into consideration. Small business owners should not be required to hire a specialist to run their customer relationship management software. It should be approachable for everyone who will be utilising it, including salesmen, marketing professionals, office managers, and even the CEO. The setup and maintenance of the system should not necessitate the use of outside assistance.
For our evaluation, we checked each company’s website to see if they provided phone, email, and chat customer service. There is significance in the different routes because they indicate varying levels of urgency. For example, if you have a time-sensitive issue, you will receive a faster response by phone than you will by email.
We put each platform through its paces and evaluated its overall user experience. Was it difficult to figure out how to set up each CRM on your own? Were there any useful resources available to us along the journey, in case we needed them? Would we feel comfortable with utilising this on a daily basis?
We compared and contrasted several characteristics. All customer relationship management systems should have contact and deal management, task automation, and reporting, as well as unique features that distinguish them from the competition.
The most effective all-in-one CRM for small businesses
Vtiger’s all-in-one plan includes sales, marketing, and help desk features, as well as a sales-only CRM for those looking to get their feet wet. Project and inventory management, telephony, social media integration, and internal collaboration are also included. This makes it ideal for small businesses looking for a low-cost, all-in-one CRM.
The most scalable CRM system for small businesses
Zoho CRM’s feature-rich sales platform and extensive add-on library make it ideal for businesses that require scaling capabilities. The CRM provides customization options to accommodate growing teams, as well as some sophisticated artificial intelligence tools to assist high-volume teams in identifying qualified leads.
The best CRM for small businesses that is simple to use
Some software companies develop products with cutting-edge technology but then lose sight of the user experience, making them difficult to set up, navigate, and operate. Freshworks CRM is not one of those businesses. Its CRM is designed to allow anyone to jump in and use even the most advanced features right away.
Best free CRM software for small businesses
You can have an unlimited number of users and up to 1 million contacts with HubSpot’s free CRM. It’s not only simple to use, but it also includes some premium features like live chat/bots, email tracking, and meeting scheduling.