Best CRM for small businesses of 2023

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Companies that are just getting off the ground with CRM would do well to choose Freshsales. It has a low learning curve, and while it lacks bells and whistles, it’s robust enough to grow with you as you gain experience with the platform. However, it lacks the enterprise-ready upgrade path found in Salesforce and Zoho. Go for Capsule CRM if you want a system with a no-nonsense UI that’s designed around the idea that not all businesses work the same way. It integrates with many of the major business software packages, so it adapts to the way you work, rather than forcing you into new processes.

The mobile apps for iOS and Android are rated well and their macOS app was recently featured by Apple on the AppStore. Salesmate is a CRM system for salespeople who want to spend more time selling and less time learning to use new apps. It’s one of the best CRM for startups and small businesses, but it can also be used for real estate and construction industries. You’re running a small business today, but that doesn’t mean you should settle for inferior software or burn your runway by joining the big players and their expensive enterprise software club. If any of these picks speak to you, they’re all free to try, so take your time exploring the best one for you and your team.

The high-tier plans get exclusive features, such as Zoho’s artificial intelligence (AI) tools (known as Zia). With these AI tools, you’ll get better predictions on conversion rates and suggestions for better workflows and assignments based on what you’re already doing in Zoho. Apptivo CRM is an affordable and highly customizable platform that aims to be a one-stop solution for all your business software needs. In addition to essential CRM functionality, it also includes tools for such tasks as accounting, invoicing, and project management.

Best CRM for small businesses

Unlock the full potential of your business with Salesforce CRM, read our Salesforce CRM review to learn more. The platform consolidates virtually every aspect of a business’s operations and enables easy communication between different departments. Finally, we’re consistently ranked among the top 3 small business CRMs for user-friendly, intuitive implementation and user experience by Capterra, Software Advice, and GetApp. Close is also the only CRM all-in-one system on this list to fully integrate global VoIP and SMS as a standard module within its key features.

Streak CRM Features:

If you’re just starting your CRM research you might be confused why Zoho offers two CRMs. While the Zoho CRM offers a more robust suite of tools, they created Bigin to focus specifically on the features that small businesses would use most. First, all Close plans include built-in calling, email, & SMS functionality. Amazingly, these essential communication tools aren’t always included in other platforms, and that just blows our minds. We also have a robust set of additional built-in tools, and our platform integrates with Zapier if you’re already using third-party tools you love. Work with your best sales rep to follow a top client along their sales journey from lead to closed-won.

  • It’s also very customizable; you can create your unique views, fields, and layouts to simplify your business workflow.
  • Pipedrive is best for small businesses that want a simple CRM for lead management.
  • We think Zoho CRM would work well for most people who are looking for a sales management solution.
  • We have done the research and compiled a list of the 8 best CRMs for small businesses in 2023 to help make your decision-making process easier.
  • For businesses that require more personalized support and guidance, the Enterprise plan is priced at $99 per user/month when billed annually, with custom pricing available for businesses with 5 or more users.
  • That’s especially true if more than one member of your sales team filters leads without a CRM system, as they may not have the same criteria for what makes a good lead.
  • This means smaller businesses can enjoy the power of market-leading CRM at a lower price.

We’re never paid for placement in our articles from any app or for links to any site—we value the trust readers put in us to offer authentic evaluations of the categories and apps we review. For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog. Vendors will have lists of the canned integrations they can offer immediately. Capsule CRM is all about saving its users time, particularly in SMB environments.

How to Secure Your CRM Data

Your sales reps will love the lead scoring and sales prospecting features. Your marketers get email automation and real-time website activity tracking. And your service teams will flip for the help desk features, live chat, and shared universal inbox that simplifies their work lives. The CRM is just one application amongst a much more complex family of apps that allows for additional power and features. Zoho is ideal for organizations that can designate a dedicated CRM administrator with an IT background for purchasing and managing VoIP systems, workflow programming, and third-party services integration. While not every CRM on this list includes each of these features, many do, or have enough value-added benefits to make up for the feature that’s missing.

Best CRM for small businesses

Before joining the team, she was a Content Producer at Fit Small Business where she served as an editor and strategist covering small business marketing content. She is a former Google Tech Entrepreneur and she holds an MSc in International Marketing from Edinburgh Napier University. Until recently, the majority of industries employing CRMs have been large corporations working in consulting, insurance, real estate and distribution.

Industry-Specific CRMs and CRMs for Small Business

You also get a nice set of sales engagement tools to really make sure your leads move down the sales funnel and become loyal customers. You can construct multiple sales pipelines with customizable, unique stages appropriate to a specific product or service’s context. Reminders, notifications, and follow-up alerts automatically keep your head at where it needs to be.

Best CRM for small businesses

Those were scary times, wondering if you’d bring in enough revenue to stay afloat. Since then, months have passed, and your business is beginning to get its first real taste of success and growth. Start creating a simple CRM for your small business faster with our free trial, no credit card required, or check out our CRM pricing page. Workflow automation is at the heart of an effective CRM for small businesses. With such varied goals, it’s important not to slow down your employees with unnecessary and disjointed tools.

What is the best free CRM?

In this roundup, we’ve included leading vendors with products or plans aimed explicitly at SMBs. We’ve also covered the cream of new entrants that were designed from the ground up to be used by entrepreneurs and small shops. As a result, the solutions we tested run the gamut from reliable standalone systems focused purely on contact management and sales to apps that add basic CRM functionality to general business management tools. Using this approach, enterprise CRM players set themselves up for two benefits.

Best CRM for small businesses

Additionally, they offer a referral program, where users can earn a $100 credit towards their account by referring a new customer who signs up for the software. Freshsales CRM offers four pricing plans to cater to the needs of different businesses and sales team structures. Agile CRM also offers a 14-day free trial for all of their paid plans, giving customers the opportunity to try out the software before committing to a subscription. Accelo’s CRM features tools for lead scoring, drafting quotes and proposals, segmentation, and task management. It also has an impressive range of integrations with other leading platforms, including Salesforce, Jira, Quickbooks, and HubSpot.

When to Use Pipedrive

Compared to other CRMs in this list however, it lacks in user friendliness and is not really customized for sales teams. You can boost sales, keep your team productive, ensure that customer data is secure, get all the history of your customers and much more using it. You gain API access, marketplace apps, integrations, SMS, and lead scoring. You can also use Freshsale’s two-way email syncing, visual sale pipeline, and deal management. Speaking of saving time, with monday sales CRM, small businesses can create their own custom automation to cut down on time and put manual tasks on auto pilot.