Are you trying to manage contacts and leads and looking for the best CRM software for small businesses?
A great way to expand your business is to keep in touch with both new and returning customers as well as those who express interest in your company.
We’ll analyze the best CRM software systems in this article so you can choose one to help you boost sales and productivity for your small business.
How is CRM Software Really Useful for Small Businesses?
Even for small businesses, CRM software has many benefits. Increasing sales and shoring up relationships with customers should be your top priorities when running a small business successfully.
A CRM, or customer relationship management tool, is required for this. A CRM is a comprehensive management tool that enables you to centrally store, arrange, and manage all of your lead and customer information. You can learn more about the interactions each customer has had with your company thanks to a good CRM solution.
The best CRM software products will keep track of your customers’ names, phone numbers, email addresses, and any correspondence you may have had with them. It functions as a simple project management tool.
For example, your CRM platform records may include emails, invoices, and a sales pipeline to help you maintain relationships with current customers and create new ones.
A CRM will also benefit your sales teams by serving as a task management tool to improve their overall business and sales processes. However, it’s crucial to give your team the right training to ensure effective CRM usage.
A CRM with robust functionality enhances the customer experience by assisting your reps in staying in touch with those who are most likely to make a purchase from you.
Additionally, they enable your entire sales team to access customer data instantly and keep track of where each lead is in the customer journey.
Features of CRM Software for small businesses
Check out some important features to look for before choosing the best CRM for your small business:
Cloud-based client management: It is essential if you want your entire team to have real-time access to your CRM solution from any device they’re using. Your entire team must use the cloud for lead management.
Pipeline Management: It’s crucial to be able to limit access to and sharing of data if your company employs sales representatives. Having a process in place, such as sending out automated emails based on behaviour, making follow-up phone calls, and providing free trials, is crucial for guiding customers from lead to conversion without forgetting any steps.
Contact profiles: It should be created for each lead who expresses interest in your company. These profiles should include the lead’s name, email address, phone number, and even links to their social media accounts. This makes it simple for you to contact your contacts whenever you need to. It also allows you to determine whether or not they fit your buyer persona.
We’ll look at the best and most well-liked CRM software for your small business now that you understand why you need one and what to look for in one.
Best CRM Software for Small Business
Let’s get started with our top picks for the best Software for small businesses.
Zoho
Zoho CRM is another well-liked tool on our list of the top CRM softwares for small businesses. Zoho is a powerful cloud-based software suite with many features that will make it easy for you to manage your small business. It includes a wide range of features centred on sales and marketing, such as SaaS applications and online productivity tools.
The main objective of Zoho is to assist small businesses in managing sales, marketing their brands, compiling leads and contacts, providing customer service, and other tasks. Use the built-in live chat system, segment visitors, and collect leads through social media.
The best features of Zoho CRM are listed below:
- Multichannel management using social media, live chat, email, and the phone.
- Data entry tools for team collaboration
- AI voice assistant for generating intelligent dashboards and predicting business trends
- IT administration for keeping an eye on websites and responding to support tickets
- Because of its simplicity of use, it can act as a central help desk.
- Integrated security measures to protect data and assign team roles.
- For making data-driven decisions, detailed analytics reports and metrics are required.
- Mobile applications for on-the-go CRM access.
There is a free plan for up to three users of Zoho CRM.
You can sign up for a 15-day free trial of Zoho’s premium plans if you’re interested in them. Paid plans begin at $14 per user per month after that.
Hubspot
You can manage, follow, and nurture leads and customers with the aid of HubSpot CRM, a totally free CRM small business solution. It aims to automate tasks that your marketing team dislikes, record all customer interactions, and simplify pipeline management by accelerating your team’s sales process.
You can easily access all of your contacts’ personal information in the HubSpot CRM dashboard. And the WPForms HubSpot addon makes it simple to add contacts to your HubSpot CRM. Everyone benefits from it, from small businesses to large corporations.
The HubSpot CRM also comes with the following extra features:
- Send targeted email campaigns to prospective clients and current clients.
- An effective free version
- Making calls using the CRM
- Receive notifications in real-time about lead behaviour.
- access the dashboard for community data
- stores countless users
- To automatically log email activity and track emails, connect HubSpot to Gmail or Outlook.
- provides editable email templates
- Connect to well-known applications like Salesforce, Shopify, and Microsoft Dynamics
HubSpot is a free CRM tool for small businesses that anyone can use indefinitely. Pricing starts at $45/month if you want to upgrade for more features and bigger limits.
Salesforce
The most popular and effective CRM system for small businesses is probably Salesforce. Nevertheless, it serves all sizes of businesses, including startups that are attempting to succeed through contact management. Salesforce is a great choice if you want to close more deals, work more efficiently, and fill your pipeline with top-notch leads.
Start by using WPForms to import leads from WordPress into Salesforce. From there, use one of its unified eCommerce platforms to increase sales while guiding leads through a personalised customer journey, utilising the intelligent marketing platform for emails, mobile, social media, and digital advertising.
Check out a few more Salesforce CRM features:
- guided setup and onboarding
- customised reports and dashboards
- On all devices, social media and email are compatible with eCommerce.
- Advanced contact manager with email integrations and reminders for follow-up
- forecasting sales
- lots of integrations with third parties
Salesforce is on our list of the best CRM programmes for small businesses because of its very straightforward free plan for 1 user.
The Salesforce Essentials plan has a starting price of $25 per month per user.
Drip
Drip is much more than just a best email marketing service. It also has an incredible ECRM (eCommerce). Along with all of its incredible email marketing features, this CRM and marketing platform also helps in automating your sales process through workflows.
Consider having access to one of the top CRM tools that not only integrates with your email marketing service, but also manages email marketing on your behalf. Drip has the distinctive capability of automating customer workflows that result in particular actions. workflow automation for split testing.
Additionally, just because the tools are more potent does not imply that they are not also more user-friendly. In other words, beginners will love using this comprehensive marketing automation software.
Among Drip’s most outstanding attributes are:
- A visual workflow builder for highly customizable automation workflows
- s SMS text messages
- To determine when and how your users interact with your messages, conduct A/B testing.
- 10 built-in reports with simple export on your WordPress dashboard
- your email marketing campaigns sync
- split-testing processes
- a high level of subscriber management
- Integrations with landing pages
- connects to Custom Audiences and Lead Ads on Facebook
- Lead generation processes to help you reach the massive user bases on Facebook and Instagram
The Basic plan from Drip costs $49 per month and includes 2,500 subscribers and unlimited emails. Additionally, a 14-day trial is accessible.
Constant Contact
Constant Contact is a superb, low-cost CRM software for small businesses. It has excellent support and can be used for email marketing. Small business owners who are busy can save a tonne of time by using it because it is so simple to use. Additionally, it is renowned for having a fantastic customer support team in the CRM and email marketing industries.
From your dashboard, Constant Contact makes it simple to manage customer information, send emails, and store contacts.
Additionally, the WPForms plugin includes Constant Contact as one of the email marketing tools by default. Any WordPress form on your website can easily have a Constant Contact checkbox added to it.
The following are some of Constant Contact’s best attributes:
- Effortless sales automation with powerful eCommerce Crm software to capture, engage, and convert your leads into customers
- Organize leads and clients’ social media profiles, business data, notes, and other information to keep track of them.
- Very user-friendly for viewing straightforward reports, scheduling emails, and building sales funnels
- Send visitors’ emails that are personalised automatically based on their behaviour
- You can see exactly where your readers are clicking thanks to built-in heat mapping.
- Numerous third-party app integrations to help you with marketing automation even more
- View earlier email campaigns and mark interested users for follow-up
The starting monthly fee for Constant Contact is $9.99 and is determined by the number of contacts you have. However, you’ll need the Plus plan, which starts at $45 per month, if you want to add more than one team member. Additionally, a credit card is not needed for the 60-day free trial.
Choosing The Best CRM Software
HubSpot CRM is the best CRM for you if you have a tight budget but still need a CRM tool to help you nurture customer relationships and generate leads. Receive notifications in real time, place calls directly from the CRM, and even send customised email campaigns based on user behaviour.
There is also Zoho available for those who require a little bit more than the free HubSpot CRM solution. You can expand your business on a budget with the aid of built-in security features, IT support, and multichannel management.