For small businesses, choosing a CRM can sometimes be a difficult task. Many will want one that can effectively manage their pipeline and keep records of leads, opportunities, and closed won deals, but without requiring all of the complex functionality that comes with a larger CRM. Most small businesses considering a CRM will also say it needs to be easy to implement and without the hefty price tag that generally comes along with a more comprehensive CRM application.
Here’s a list of the top 5 CRMs we recommend considering if you are a small business, and some suggestions for narrowing down which one is the best fit for you:
Most people are familiar with Salesforce CRM, but what many don’t know is that Salesforce also offers a light-weight CRM solution called Salesforce Essentials, which is geared towards smaller businesses looking to get started with a simple and easy-to-use CRM application.
With Salesforce Essentials you can get started with using Salesforce for sales and customer support for up to 10 users for $25 USD/month.
With Salesforce Essentials you can automatically pull data from your email, calendar, spreadsheets, multiple support channels, and more to get a single, 360-degree view of every customer and your whole business. It also offers a simple setup assistant and in-app tutorials to help you get up and running and become a Salesforce Essentials pro.
Another benefit of Salesforce Essentials? When your business grows, it’s an easy transition into the complete Salesforce CRM application where you can take advantage of the full functionality the Salesforce platform has to offer.
When people think HubSpot, they often think of a powerful Marketing Automation tool. But, HubSpot also offers a CRM that makes a great option for small businesses. And, it’s 100% free!
HubSpot CRM is everything you need to organize, track, and nurture your leads and customers. It allows you to automate the tasks salespeople typically hate doing, and takes minutes to learn, rather than months like other CRMs can. That means doing more deals and less data entry.
With HubSpot CRM you can enjoy up to 1,000,000 contacts, users, and storage for free, without any expiration date – whether you're a team of 1 or 1,000.
One of the benefits of HubSpot CRM is that you can sync it with HubSpot’s marketing automation software so you’ll always know which content your lead has consumed and can take a more personalized approach with your sales strategy.
Zendesk products let customers connect with businesses on the channels they prefer. And it’s all managed in one place—so teams can track conversations and never lose the thread. The result is a better customer experience, right from the start. Zendesk also offers seamless integration with CRM software.
The Zendesk Suite offers everything you need to let customer conversations flow seamlessly across channels, creating a better experience for both your business and your customers. It provides simplified workflows through an easy to navigate, contextual interface, regardless of the channel.
A great thing about Zendesk is that it easily integrates and connects with other applications your business is using: https://www.zendesk.com/apps/
Pipedrive is a sales CRM built around the concept of simplicity. For small businesses, it’s a win because of its simple design and refined elements that make it easy to double down and zero-in on actions that improve sales.
Rated the easiest CRM tool to implement on technology review site G2Crowd, Pipedrive offers a simple solution without all of the complicated functions of other CRMs which tend to require a lot of training and education in order to use.
The main benefit of Pipedrive comes down to how simple and fast it is to set up and get running. And, for a small monthly fee, small businesses can use Pipedrive to manage their sales without spending big bucks on a CRM with functionality they do not need in order to be successful.
Zoho is a multichannel sales CRM with functionality ranging from email, live chat, telephony, social media, and more.
Similar to Pipedrive, Zoho CRM is a lighter weight CRM for a small monthly fee. Small businesses love Zoho because of its breadth of features at an affordable price. With Zoho you can connect in real time with customers and prospects, across all channels. SalesSignals notifies you when a hot prospect is browsing your site, reading your email campaign, or engaging with your brand on social media, allowing you to close sales using helpful insights and data.
Pipeline management with Zoho allows your team to identify quality leads, decide who to assign them to, discover the right deals to follow up on, and exceed revenue targets. Plus, you will get much better visibility into your sales pipeline.
Did you know?
Krow Software can integrate with these CRMs that small businesses are choosing, as well as a wide range of other applications including accounting systems.
For small businesses that sell professional services, Krow PSA can be the perfect addition to your team. You can use your ideal small business CRM for marketing and sales, and seamlessly integrate with Krow PSA which will manage your projects from sales right through delivery.
Learn more about Krow Software’s integrations here: https://krowsoftware.com/integrations/