If you are running a small business then you are definitely in need of a CRM for taking care of all your business requirements.
There is a common misconception that CRM is only for big enterprises but it is so untrue. Small businesses can benefit more from using CRM.
In this article, we have listed down the best CRM options for you to choose and make your business more profitable.
What is CRM?
CRM stands for Customer Relationship management. It is an all-in-one software tool for satisfying all your customers’ expectations.
It is a central place where you can store your data, nurture your leads, track customer interaction and build business relationships.
It is essential for every business owner to work on the most important matters without any external pressure.
Why Small Business is in dire need of a CRM?
The reality is running a Small business has a lot of hectic works to do on your own. It is never easy to handle everything and manage the clients too.
With a CRM at your service, your work is evidently reduced and you will have a drastic amount of productivity.
By automating repetitive tasks, keeping track of important details, and streamlining different customer-facing activities like communication, invoice generation, and billing, you can concentrate on the most concerning things.
Best 5 CRM for Small business
A CRM is largely used by many business owners so they have a high demand and a variety of features.
It is a baffling situation for you to choose the correct CRM for your small business with plenty of options out there.
This article has shortlisted the best five CRM for small businesses by analyzing their working mechanisms to make your selection process easier.
1. Zoho CRM
Zoho CRM is one of the most popular types of CRM among small business owners. It is uniquely designed with the customization options to adequate growing platforms and to generate highly qualified leads.
Zoho CRM acts as your personal sales tool and always keeps you in the loop. You shall streamline your workday by adopting the Zoho CRM system.
It takes care of your customer requirements on the go, and helps boost sales productivity with features like search, call, email, check-in, locate leads nearby, and notifications.
You can start your day with an overview of your scheduled activities, and plan your workday accordingly. And you can also view all your upcoming calls and meetings and tackle unread emails and overdue activities.
It is helpful to review notes and attachments before heading out for meetings, make the perfect sales pitch, and close more deals with ease.
- Highly intuitive and user-friendly interface
- Offline access to your documents
- Ability to sync data across all your devices automatically
- Powerful global search tools
- Team Collaboration space with real-time access
Hubspot is named as the “best CRM for small business” in a long list. Being the top marketing-based CRM on the market, it’s a great option for a lot of small businesses who are ready to flourish.
HubSpot CRM not only offers marketing tools but also covers sales and customer support in a really progressive way.
It also manages all the customer contacts and related information for future reference. HubSpot also generates leads based on your own criteria and helps you to prioritize the most important clients in your pipeline.
When you connect HubSpot with your Gmail or Outlook accounts, you'll be able to track email opens and sync your calendars to schedule meetings with one click.
It also enables calendar synchronization with an automatic meeting scheduler used in chat and allows you to send contacts a link they can use to schedule a meeting.
- Customization of the Outlook
- Set Availability Options
- Create Multiple Versions
- Automated Chat flow
- Effective Task Management
3. Insightly CRM
Insightly CRM is a cloud-based software with a plethora of features for small businesses. It combines sales and project management capabilities with an easy-to-use interface and provides a powerful platform.
This makes it perfect for small businesses who want collaboration of their sales and tasks to make it work efficiently.
Insightly offers a customer-friendly interface with clean and purposeful functions called Objects which is aligned in a left-side column.
It also has the quick-add button for tasks, contacts, projects, and more. The Home page of Insightly displays visual dashboards for sales and projects that can be customized in Dashboards.
With Insightly, you can create an infinite number of individual tasks and constantly generate great leads. It assists you to track the sales and projects which helps you to manage the time.
- Funnel stage analysis
- Automated Reports and Insights
- Sales and Task Management
- Project Custom fields
- Powerful Integrations
HoneyBook is uniquely designed for small businesses. It’s built to be an integral part of every business activity, particularly for solopreneurs and freelancers who offer services.
By using HoneyBook, you can capture leads from various sources like web forms, inbox, and social media accounts, and have their information automatically saved to your HoneyBook account.
These contact profiles can also include everything related to the project, from proposals, contracts, dates, locations, and private notes you leave for yourself.
And once your account is set up, you can tap into automation features to keep leads from falling through the cracks over time. And you can respond to inquiries automatically.
It also lets you deliver post-purchase “thank you” emails and send follow-up messages when leads get quiet.
It offers the options such as templates to create and send custom contracts and invoices at designated times. In the end, it is a savior for small businesses as it can automate or streamline virtually everything in your workflow.
- Invoice Management
- Real-time updates
- Contact Management tools
- Capture great leads
5. Agile CRM
Agile CRM is one of the most used software platforms which performs sales and marketing duties with equal proficiency.
For small teams that work closely together in business, these CRM offer features that keep sales and marketing on the same page.
It offers to fine-tune access to each member of your team for better collaboration. For example, you can provide sales reps access to email templates in the marketing app, but restrict the access to campaigns.
Agile CRM provides contact creation space which is the easiest to use without any hassle. It only requires a first name to start a record. This could also be a boon for sales managers who want to complete their data quickly and on the whole level, it's a nice feature.
You can access it manually whenever you need it as it has the ability to manage customer contacts. If you're a business person and just spoke with someone who you feel is a good future prospect, you can assign a certain score based on this.
Then you also add this contact to an email campaign which you can do in their record they can be scored automatically based on their future actions.
- Drag-and-drop editor
- Sales booster
- Gmail Integrations
- Visualization tools
Finally, CRMs should integrate with other business software such as eCommerce, telephony, email, or marketing platforms to be more productive.
All of our best-picked CRM provide integrations to help you expand your capabilities. Learn how to get started with CRM to add automation to help your team to work even more efficiently and uplift your small business to the next level.
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