Customer Relationship Management (CRM) software is essential for small businesses looking to manage their customer interactions, sales, and marketing efforts efficiently. The best CRM for small businesses must improve productivity, customer retention, and overall profitability.
Additionally, businesses should look for innovative features like AI-powered tools that can automate tasks and enhance the customer journey.
1. HubSpot
HubSpot CRM offers a free plan that many businesses can use for years without upgrading. It helps you build your business website and manage content marketing workflows through its CMS Hub. In addition, it supports customer service, sales, and marketing with features like live chat, meeting scheduling, and email tracking, ensuring a seamless experience across all departments.
2. Pipedrive
Pipedrive is a cloud-based CRM used to improve the sales process for businesses of all sizes. Founded in 2010, it’s popular for its user-friendly interface and focuses on sales pipeline management. Pipedrive helps sales teams track leads, manage customer data, automate tasks like follow-ups, and generate reports to forecast sales performance. It offers over 400 app integrations, including tools for lead generation, email marketing, and communication.
3. Monday.com
Monday.com CRM is a highly customizable, no-code sales platform that enables you to centralize your entire sales cycle Furthermore, it allows you to manage and organize your pipeline, automate sales processes, improve communication, and gain detailed insights into your sales cycle and forecasting.
4. Freshsales
Freshsales identifies priority contacts fit for your business and suggests optimal follow-up times to maintain engagement. It can also be integrated as a chatbot for customer support. Additionally, Freshsales enables you to manage documents, track products, and connect telephone and chat features, offering comprehensive CRM functionalities.
5. Zoho CRM
Zoho CRM is regarded as one of the top CRMs for small businesses due to its simplicity and ease of use. It has a user-friendly interface that makes onboarding new employees quick and seamless. With its no-code customization options, businesses can fit Zoho CRM according to their needs, whether for sales, marketing, or customer service.
6. Salesforce
Salesforce is a comprehensive CRM solution that offers a full suite of integrated software components. It has an entire tech platform, including provisions for sales, service, marketing, commerce, and communication. Its user-friendly features and fast automation make Salesforce a top choice in the SaaS industry.
7. ClickUp
ClickUp is a task management CRM designed for small businesses. It is perfect for small businesses because it provides a free version, which includes 100 MB of storage and up to 100 automation per month. It integrates with popular apps and has features like whiteboards, spreadsheets, and document collaboration on a unified platform.
8. Brevo
Brevo is a cloud-based email marketing and automation tool featuring pre-designed templates and an intuitive drag-and-drop editor. It uses AI for email sending and allows users to manage contacts through various lists, create tasks, and assign them to team members. The platform is a straightforward, limited-free CRM that requires no installation
9. Keap
Keap is a CRM platform for sales and marketing that integrates with over 2,500 popular business apps. It is designed for users who value a simple interface and easy customization. The platform has pre-written email templates and automation tools. Additionally, Keap includes payment processors, allowing you to send and receive payments directly within the CRM.
10. Agile CRM
Agile CRM centralizes sales, marketing, and service automation in a single platform, ensuring consistent communication among team members and protecting against data breaches. With Agile, you can automate personalized SMS messages and custom follow-up emails. It also tracks email performance, delivering real-time metrics and insights.
11. Less Annoying CRM
Less Annoying CRM focuses on simplicity and ease of use. With a strong emphasis on customer support, it aims to make CRM management as easy as possible. The platform provides all the core features needed, including contact management, calendar integration, and team collaboration tools.
12. Zendesk
Zendesk is a modern sales CRM designed to enhance productivity improve processes, and pipeline visibility for small businesses. It places a strong emphasis on usability, ensuring an intuitive user experience while providing powerful features.
13. SugarCRM
Sugar CRM is available as both on-premises and cloud-based web applications. SugarCRM offers features such as sales force automation, marketing campaign management, customer support, collaboration tools, mobile CRM, social CRM, and comprehensive reporting capabilities.
14. Insightly
Insightly’s free plan offers basic CRM functionalities but is more limited compared to some competitors, making it suitable for small teams or businesses with minimal CRM needs. It supports up to two users and provides essential features such as contact management, task tracking, and project management.
15. Vtiger
For small businesses seeking flexibility, Vtiger is an excellent option. This open-source CRM integrates contact management, email marketing, calendaring, chat, and marketing automation into a single platform.
16. Capsule CRM
Capsule CRM is a customer relationship management tool designed to help businesses save time and reduce costs. Its clean and intuitive interface makes it ideal for beginners. The platform integrates seamlessly with popular software like QuickBooks, Xero, and Mailchimp.
17. Drip
Drip specializes in lead management for e-commerce, offering cloud-based features and a tagging system that allows users to organize contacts by any custom field. The software’s dashboards and analytics provide actionable insights into segments, generate personalized benchmarks, and recommend business actions based on past performance data.
18. Creatio
Creatio is a low-code customer relationship management (CRM) platform that helps businesses automate workflows and manage customer-facing processes. It offers a unified CRM suite that includes tools for sales, marketing, and customer service
19. Engagebay.com
EngageBay is an all-in-one marketing, sales, and service automation platform for small and medium businesses. It offers cloud-based solutions to help businesses attract, engage, and convert customers. Engage provides tools for email marketing, landing pages, lead generation, social media management, and automation workflows to streamline marketing efforts.
20. NetHunt
NetHunt is a customer relationship management (CRM) system designed specifically for Gmail and Google Workspace users. It integrates directly into Gmail, making it a fully functional CRM platform. It integrates with Gmail, allowing users to manage customer relationships, track conversations, and create records directly from their inbox.
21. NetSuite
NetSuite is a cloud-based enterprise resource planning (ERP) and customer relationship management (CRM) platform designed to help businesses manage core operations in a unified system. It caters to businesses of all sizes, offering a comprehensive suite of tools.
22. ACT CRM
ACT CRM is designed to help businesses manage and improve their interactions with customers. It consolidates contact information, including details, communication history, and notes, making it easy to manage customer relationships.
23. Streak
Streak enables you to track client emails, manage contacts, oversee leads, and stay on top of your sales funnel. It integrates seamlessly with Gmail, allowing you to capture leads directly from your inbox and manage them through pipelines. With Streak, you can organize and prioritize tasks, automate follow-ups, and gain insights into your sales performance with real-time analytics and reporting.
24. Apptivo
Apptivo provides exceptional flexibility and customization that small businesses find invaluable. It allows users the ability to tweak the software to fit their unique workflows and business needs. With Apptivo, businesses can customize dashboards, fields, and modules to align with their operational processes.
25. Salesmate
Salesmate simplifies various aspects of business management. It features a dedicated interface for setting up marketing automation, handling customer support chats, and generating detailed reports.
26. Bitrix24
Bitrix24 has a list of unlimited tools that help small businesses manage sales and clients effortlessly, including sales management, managing leads, deals, contacts, pipelines, access permissions, and roles. Its free version provides ample features for small businesses to get started easily.
27. SuiteCRM
Suite is an open-source CRM platform that gives you ultimate control over your data and customer relationships. It features include lead management, workflow automation, and in-depth reporting.
28. ActiveCampaign
ActiveCampaign focuses on customer experience by combining email marketing, automation, and CRM tools. It allows you to track and respond to as many processes as your business requires to help every lead and customer thrive with your products and services.
29. Zapier
With Zapier, you can customize it to fit your sales processes precisely. You can set up screens to view data, add forms to track deal updates and create pages to edit contact information as required.
30. Flowlu
Flowlu is an all-in-one CRM that emphasizes project management and business operations. It has a sleek user interface and a comprehensive onboarding task list, enabling you to integrate sales with project management, financial tools, collaboration, client portals, and knowledge bases.