Best CRM for Small Business

[Best Crm for Small Business] (

Best CRM For Small Business

What is CRM?

Customer relationship management (CRM) is an approach to manage a company’s interaction with current and potential customers. It uses data analysis about customers’ history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth. That is, the goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability. Likewise, A CRM solution helps you focus on your organization’s relationships with individual people — including customers, service users, colleagues, or suppliers — throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.

Who is CRM For?

A CRM system gives everyone — from sales, customer service, business development, recruiting, marketing, or any other line of business — a better way to manage the external interactions and relationships that drive success.

A CRM tool lets you store customer and prospect contact information, identify sales opportunities, record service issues, and manage marketing campaigns, all in one central location — and make information about every customer interaction available to anyone at your company who might need it.

With visibility and easy access to data, it’s easier to collaborate and increase productivity. Everyone in your company can see how customers have been communicated with, what they’ve bought, when they last purchased, what they paid, and so much more. CRM can help companies of all sizes drive business growth, and it can be especially beneficial to a small business, where teams often need to find ways to do more with less.

Customer relationship management systems can be easily customized to meet the specific needs of any business type and size. Start-ups, large enterprises, and verticals like real estate, healthcare, insurance, legal, media, restaurants, travel, banking, tax, freelancers, and non-profits all use a customer relationship management software for increasing their sales, marketing, and customer support efforts.

For B2B

From managing an account’s contact information to staying up to date with business deals, payments, and reports, B2B companies do best with a sales CRM in place. It helps them create a common platform to keep their partners, vendors, and other stakeholders of their business in sync with each other.

For B2C

B2C companies have shorter customer life cycles, and they typically require a solution that is more direct and less time-consuming. A multi-channel CRM tool with features like lead management, sending out instant surveys, marketing automation, etc. helps B2Cs reach out to their customers more easily.


With advanced CRM features like workflow management, advanced analytics, territory management, sales and marketing automation, enterprise CRM software can help reduce the time salespeople spend on mundane tasks, have more time to concentrate on their customers and unify their operations across multiple geographic locations.

Small business aren’t small and medium businesses but smart and modern businesses. There’s no truth to the common misconception that cloud CRM is too expensive and complicated for SMBs. They can always start their CRM journey with a free CRM software. By being a great technological leveller, small business CRM systems provide SMBs with a level playing field and the ability to compete against the bigger players in their industry. The biggest challenge for small businesses (or SMBs) is growth. And by growth, I mean more exposure, more customers and employees and definitely more revenue. And while being in the process of this growth the workflows and organizational processes need to be streamlined within your business. That’s when CRM software becomes of great value.

A CRM system should provide you these benefits:

Low budget:

Small businesses and startups are always looking for the most cost-efficient option. That is why we’ve selected all budget-friendly tools (some of which are even free!).

Easy to learn:

The learning curve is also an important factor for SMBs. Most smaller businesses don’t have the time to master a complex, enterprise-grade software. There is no IT or CRM expert needed to use the tools listed below.


Some tools dissect every minor interaction which can not only produce an overwhelming amount of data, but also keep you from your goal. Try a tool that has a wide range of applications but doesn’t overdo it.

Integrates well with other tools:

It’s always good to have a software that can take on all your other tools and mix data for the ultimate results.

Customer Support:

This is another big one. Because most SMBs have pretty small teams, it’s helpful to have a tool that offers sufficient support to get you up and running.

Contact data organization:crm

CRM helps you organize information about all your contacts. This allows your team to keep track of who a customer has spoken to and what they discussed. In sales, this information aligns your team so that your sales process runs smoothly.

Sales reporting:

Track quota attainment and metrics such as emails sent, calls made, meetings booked, and deals closed to understand what your team is doing well and what you can do to improve.

Accurate sales forecasting:

Don’t rely on complicated Excel formulas or back-of-the-napkin math. A good CRM system generates a sales forecast for you, making it easier to predict revenue and manage your team’s pipeline.

Customer segmentation:

Segment your contacts by properties such as location, deal size, close date, and more, to find the warmest leads to focus on.

Scaling a sales process:

A repeatable sales process is key to testing new sales motions and strategies. The data you keep in a CRM system will help you spot effective and ineffective patterns in sales behaviors. This knowledge will help you grow your business effectively over time.

Greater employee satisfaction:

With so much going on, your sales reps can get lost in the sauce. A CRM will streamline a lot of your sales reps day by logging notes, playbooks, tasks, and reminders so that your sales reps are organized. This means that your sales reps will spend more time on generating revenue than having to perform manual organizational tasks.

Cross-team alignment:

Imagine reaching out to a lead that your coworker has already reached out to. Talk about an awkward moment and also a waste of time. With a CRM, you can see your contact’s profiles which shows if they’ve been communicated with recently. This can be extremely useful if your CRM works with Marketing and Customer Service teams as well.

Increased revenue and profitability:

This is the one we all dream of. The benefits listed above all contribute to your company being more effective at closing deals. In turn, you’ll get ROI on your CRM and scale your revenues more than you had been doing before.

Why Do Small Businesses Use CRM Software?

When it comes to running a small business effectively, the most important goal should be boosting sales and strengthening relationships with your customers.

To do this, you’ll need a CRM, or customer relationship management tool. A CRM is a management software that allows you to store, organize, and manage your lead and customer information in one place. A good CRM solution also gives you insight into your business’ history with each customer.

The best CRM software products will store contact information such as names, email addresses, phone numbers, and any correspondence you’ve had with your customer.

For example, your CRM notes may have emails, invoices, and a sales pipeline so you can continue to build relationships with leads and nurture existing customer relationships.

In addition, a CRM will help your sales teams by working as a task management tool to help their overall sales process.

Having a CRM helps your salespeople stay in touch with those that are most likely to buy from you. They also help your entire sales team access data in real time and stay up to date on where in the customer journey each lead is.

The best CRM software for small businesses should be relatively inexpensive and provide a simple process for managing and tracking customers and prospects. Upgrade plans should allow companies to expand efficiently and include features such as process automation, system integrations, email marketing, customization, and advanced reporting.

Here are the criteria we used to evaluate the best CRM for small business:


Monthly user costs should offer multiple price points to meet a range of budgets, and we considered the overall features for the price to determine the best value. We also looked at providers that offer free plans and trials to get started.

Ease of use:

Everyday use should not require advanced technical skills. Therefore, we compared how easy it is to set up and to use each featured CRM.

Contact management:

Creating, editing, and searching for contacts should be simple and integrated with functions such as email, phone calls, and other tasks.

Deal and opportunity management:

Deal and pipeline creation should be customizable, visualize, and easy to manage.

Workflow automation:

These features automate functions such as the sales process, follow-up tasks, and other reminders.

Reporting tools:

Reporting tools track data such as sales, rep activities, and forecasting.

System integrations:

A good CRM will integrate with other software such as accounting, ecommerce, and marketing.


Customization of items such as contact fields, opportunity fields, pipelines, and sales processes are typically standard with high-tiered plans.

Customer satisfaction:

Positive user reviews of CRM providers and multichannel customer support options are indicators of a satisfying customer experience.

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