Small Business CRM Software

Small Business CRM software is a tool for small businesses who need to manage interactions with both current and prospective customers. CRM systems offer tools for sales, marketing and customer support.

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Learn more in our Buyers Guide

Competitive advantages of Small Business CRM Software

Improves client communication and aids in business growth.

Consolidates customer records in one place and saves time.

Automates routine tasks to make teams more productive.

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Showing 1 - 20 of 111 products
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Showing 1 - 20 of 111 products

Pipedrive

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action invol...Read more

Freshsales

Freshsales is a salesforce automation solution that enables businesses of all sizes to streamline lead management, client interaction, marketing insights, customer relationship management and other operations. The platform enables...Read more

4.60 (484 reviews)

4 recommendations

TOCA CRM

TOCA CRM is an intuitive mobile CRM application designed to maximize the effectiveness of updating client information. As an all-in-one CRM, users have access to all the necessary customer management tools that are needed for day-...Read more

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Bigin by Zoho CRM

Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focused on greater ease-of-use, Bigin brings spreadsheets-like simplicity to CRM and allows anyone to get started in ...Read more

4.47 (43 reviews)

Zoho CRM

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respo...Read more

EngageBay

EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use marketin...Read more

Salesflare

Salesflare is an intelligent CRM and email outreach platform used by thousands of small and medium-sized B2B businesses, who want to sell more with less work. It automates the data entry user would normally have in a CRM by g...Read more

monday.com

monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. monday.com team management and task management tool allows ...Read more

4.60 (2639 reviews)

8 recommendations

Keap

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across v...Read more

4.08 (1111 reviews)

82 recommendations

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Capsule

Capsule from Zestia is a cloud-based CRM application that enables small and midsize organizations to keep track of the people and organizations they do business with, along with their interactions and opportunities in the sales pi...Read more

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Software pricing tips

Read our Small Business CRM Software Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

Batchbook

Batchbook is a cloud-based social customer relationship management (CRM) system that enables small and midsize businesses (SMBs) to create and manage customer records. It provides customizable fields that can be used to fill custo...Read more

4.36 (7 reviews)

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Less Annoying CRM

Less Annoying CRM is a customer relationship management solution that caters to the needs of small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact in...Read more

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Really Simple Systems CRM

Really Simple Systems is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and integra...Read more

4.43 (315 reviews)

2 recommendations

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Agile CRM

Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses. It offers contact management, telephony tools, appointment scheduling, marketing automation, project management,...Read more

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Method CRM

Method:CRM is a web-based customer relationship management software designed to help businesses handle sales data, view customer history, build email campaigns and follow up with customers. Key features include contact management,...Read more

4.20 (91 reviews)

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Pipeliner CRM

Pipeliner CRM is a web-based customer relationship management solution that is compatible on Mac and Windows. It is also available offline. The system offers standalone sales automation capabilities....Read more

4.70 (175 reviews)

1 recommendations

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Claritysoft CRM

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM withi...Read more

4.49 (106 reviews)

8 recommendations

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Legrand CRM

Legrand CRM is a customer relationship management (CRM) solution available in two versions: Corporate CRM and Cloud CRM. Corporate CRM is server-based, while Cloud CRM can be accessed through any mobile device using an internet co...Read more

4.67 (3 reviews)

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Gold-Vision CRM

Gold-Vision is a customer relationship management (CRM) solution that includes modules for sales, marketing, support, projects and events. Suitable for organizations of all sizes, it can be installed both on-premise and in the clo...Read more

4.66 (91 reviews)

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FLG

FLG is a cloud-based customer relationship management (CRM) solution that helps small to large enterprises manage leads and streamline communication with customers. The centralized platform enables administrators to configure syst...Read more

4.92 (39 reviews)

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Popular Small Business CRM Software Comparisons

Buyers Guide

Last Updated: March 11, 2022

What is Small Business CRM Software?

 

Small Business CRM software is a tool for small businesses who need to manage interactions with both current and prospective customers. CRM systems offer tools for sales, marketing and customer support.

With the growing number of affordable, Web-based products on the market, more and more small businesses are looking for customer relationship management (CRM) software to manage interactions with both current and prospective customers.

Many are seeking to upgrade from basic email marketing or contact management systems. However, the capabilities of CRM systems can range widely, with varying levels of functionality for sales, marketing and customer support. We developed this guide to help buyers understand exactly what these products can offer, so they can select the solution that best meets their needs.

Here's what we'll cover:

What is Small Business CRM Software?
A Comparison of Top Small Business CRM Solutions
Common Reasons Small Businesses Shop for a CRM Solution
Common Features of Small Business CRM Software
Pricing: Web-Based vs. On-Premise
Key Considerations for Small Businesses

A Comparison of Top Small Business CRM Solutions

There are many popular small business CRM solutions on the market, and it can be hard to know what distinguishes one product from another and which is right for you. To help you better understand how the top small business CRM systems stack up against one another, we created a series of side-by-side product comparison pages that break down the details of what each solution offers in terms of pricing, applications, ease of use, support and more:

Top Insightly Comparisons Top Zoho CRM Comparisons Top Zendesk Comparisons
Insightly vs. Base
Insightly vs. Nimble
Insightly vs. Zoho CRM
Insightly vs. Zoho CRM
SugarCRM vs. Zoho CRM
UserVoice vs. Zendesk

Common Reasons Small Businesses Shop for a CRM Solution

Thousands of small businesses contact us every year, looking for advice to help them select the CRM solution best suited to their company. Some are just getting started, while others are looking to replace an outdated or problematic system.

Startups may have their own needs, in some cases related to but unique from the needs of small businesses in general. If you're a startup, check out our guide to CRM for startups here.

Small businesses most commonly look to purchase a CRM system because they are:

  • Hoping to consolidate customer records and reduce double-entry.
  • Seeking to automate functions (alerts, follow-up emails etc.).
  • Looking to generate, track and manage leads more efficiently.
  • Needing specific features (e.g., trouble ticket management).
  • Frustrated with current CRM software (too complicated or not enough features).
  • Experiencing transition or company growth.

Screenshot of Pipedrive

Live dashboard in Pipedrive

Core CRM Applications for Small Businesses

Application Function Best for...
Contact management The core component of any CRM solution, contact management systems consolidate critical customer data (e.g., names, addresses and company info) into a single database, as opposed to scattering it across many individual inboxes or address books. Most small businesses; any business that needs to organize contact information or associate notifications, tasks, notes, files etc. with specific customers.
Sales management Basic sales management applications allow businesses to track deals at different stages of the sales pipeline, integrating sales activities and appointments with the general contact database. Some may also include limited automation (e.g., automatically sending follow-up emails or setting up reminders) and reporting. Any small business with a dedicated sales team, or that needs to organize a high volume of leads and automate follow-up (e.g., real estate agencies).
Marketing automation Entry-level marketing automation applications allow small businesses to quickly set up landing pages, Web forms and email templates that inspire potential customers to take action. They may also offer some degree of automation to send targeted, personalized messages based on prospects’ behavior. Small businesses with a dedicated marketing team, and/or looking to attract potential customers through email marketing or Web traffic.
Customer service management Simpler customer service applications typically focus on basic trouble ticket management, which allows small businesses to document, track and resolve customer issues. Small businesses with a dedicated customer service team, or any business that needs to resolve a high volume of customer inquiries and/or complaints (e.g., software companies).

Pricing: Web-Based vs. On-Premise CRM

Most small businesses should consider hosted, cloud-based CRM solutions. Because these systems are hosted by the vendor, they eliminate the need for you to have a dedicated IT team for managing and maintaining your own server. They also drastically reduce upfront investment and installation costs.

In addition, they typically offer monthly subscription pricing, which makes them scale well for fast-growing companies that need to add additional user licenses or features down the road.

However, small businesses with sufficient IT resources and capital may still benefit from on-premise CRM systems. These solutions usually require purchasing an expensive perpetual license up front, but they may become the cheaper option if you use the same system over an extended period of time.

You can see how pricing for these two models compares to figure out what works best for you using this tool. However, keep in mind that with on-premise solutions, you might also pay additionally for upgrades, customizations or maintenance.

Key Considerations for Small Businesses

With so many options and feature sets to choose from, selecting the right CRM for your small business can quickly become an overwhelming task. To narrow things down, here are four key factors for small businesses in particular to keep in mind as they evaluate different products:

Which Applications to Prioritize?
Because CRM encompasses so many functions (e.g., sales, marketing and customer service), many entry-level products are actually “best-of-breed” solutions. This means they focus on only one of the core applications listed above (although all CRM systems will provide some level of contact management functionality). “Integrated suites,” meaning solutions combining multiple applications in one software package (often billed as “professional” or “enterprise” editions) are much more expensive.

So before you begin shopping, start with a clear assessment of exactly which functions you need. The “Best for...” column in the chart above provides recommendations as to which types of companies may need which applications.

System Complexity and Ease-of-Use
Many small businesses we speak with say they’re replacing their CRM system because it’s too complicated or difficult to use. And if your employees find it too burdensome to input data into your program, you’ll wind up with a spotty, incomplete customer database, which defeats the entire purpose of having a system in place.

As a result, small businesses should pay particular attention to ease-of-use as they evaluate CRM software options. Consider solutions with smart, intuitive interfaces. Also, take advantage of the demos and trials offered by many companies to get a real sense of how user-friendly a system is.

Integration Considerations
While small businesses may not have as many integration requirements as larger companies, you should still consider CRM solutions that integrate with programs that you and your employees already use, such as email clients, calendars and accounting software.

For instance, integration with email clients such as Outlook and Gmail will make it much easier to import contacts and conversations into your new system. It also allows your employees to continue using the programs they’re comfortable with, while ensuring your contact database remains comprehensive and up-to-date.