26, September, 2024
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Best CRM Software for Professionals
Biography
David Lee brings over 3 years of CRM experience to the table, with a proven track record of success in helping businesses leverage technology to achieve their customer relationship goals. He is a data-driven CRM strategist with a keen understanding of how to utilize CRM systems to gain actionable customer insights and personalize customer interactions. David is a regular contributor to industry publications and frequently speaks at CRM conferences, sharing his knowledge and best practices with the CRM community. He holds a Master's degree in Business Administration (MBA) with a specialization in Marketing.
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Latest Update:
Aug 8, 2024, 8:45 am
In a Nutshell
If you’re looking for the best CRM platform for small business, you’re in the right place. Customer relationship management is a crucial part of owning a business, and it’s up to you as a business owner to organize this process and offer your employees tools to facilitate it.
Fortunately, there’s an abundance of solid customer relationship management software on the market. Choosing the right one for your company might be a little challenging, so to make it easier for you, I’ve tested 20 different CRM systems and picked the most impressive candidates to include in this review.
Whether you’re just starting out or you’ve been in the game for some time now, you’ll find something on this list for you.
So without further ado, here are my top picks for the best small business CRM solutions.
The best CRM Software of 2024 Shortlist
- Salesforce (with the most comprehensive features)
- Pipedrive (easiest to implement)
- Bigin by Zoho CRM (best for pipeline-centric solutions)
- FreshSales (best for for beginners)
- HubSpot (best free plan)
- Insightly (best for project management)
My Top Picks
Free Plan: Freemium version available
From $7/user/month
Pros & Cons
Pros
- Advanced customization features
- A wide range of tools
- The cloud-based platform that is accessible from anywhere
- Offers add-ons to extend the available features further
- Fantastic mobile app
Cons
- Takes some time to set up and learn all the features
- Doesn’t offer free plans
Starts at $25 per user per month
Best CRM for Small Business – Comparison
| At a Glance | |||||
|---|---|---|---|---|---|
| Overall rating | 4 | 4.1 | 4.3 | 3.6 | 4.1 |
| Ease of Use | 2 | ||||
| User Adoption | 3 | ||||
| Robust Reporting | 4 | ||||
| User Deep Customizations | 5 | ||||
| Top 5 Features | |||||
| A/B Testing | Yes | Yes | Yes | Yes | Yes |
| Account Management | Yes | Yes | Yes | Yes | Yes |
| Activity Management | Yes | Yes | Yes | Yes | No |
| API Access | No | Yes | Yes | Yes | No |
| Appointment Scheduling | Yes | Yes | Yes | No | No |
| Entry Level Pricing | |||||
| Pricing Packages | $60 | Not publicly available | $23 | $8.99 | $8 |
How I Tested and Reviewed CRM Platforms
For this review, I wanted to check which CRM platforms are the most user-friendly, comprehensive, and easy to integrate with existing tools many companies use.
As I mentioned at the beginning, I tested 20 different CRM software, looking at marketing automation tools, sales teams management, pipeline management, analytics tools, email marketing automation, mobile app performance, project management, and pricing options.
Companies I decided to include in this article offer the highest quality of services compared to the price and overall made the best impression on me (as you’ve maybe noticed, I didn’t have many negative things to say about each platform).
All small business owners can find a great CRM system on this list, depending on what their priorities are.
Benefits of Using A CRM Platform for Small Businesses
What are some of the most important benefits of CRM software for small businesses?
Automation of Customer Relationship Management Processes
Make your job easier by automating various business operations, especially repetitive and time-consuming tasks. Follow-up emails, organizing clients’ data, and lead management can be taken care of for you. This way, you gain valuable time.
Customization
Customize your campaigns to reach new people with your message. Benefit from a CRM system that works in your favor, not against you. Create the most optimal space for your team with a CRM designed specifically to accomplish your goals.
Sales Forecasting
Work with data and make informed decisions about your company’s future. Access various reports and observe sales trends to increase your customer base with data-based strategies.
Growth
Gain new leads and increase your sales with marketing software that allows you to optimize your campaigns, reach new people and manage customer relationships you already have.
Team Management
Give your sales reps and customer support teams all the essential tools to cater to your clients and collaborate. Manage all your projects on one platform with access to communication tools and improve the workflow in your company.
My Top Choice – Salesforce
Having great CRM software at your disposal will significantly improve vital business processes in your small business. Every CRM system featured in this article is worth your attention and money, although the final choice will come down to what are your biggest priorities.
My top choice is Salesforce which offers impressive, advanced features, a top-notch mobile app, and offers easily integrable add-ons. Their interface is very user-friendly, so it shouldn’t take long before you can use the platform to its fullest potential. Although it’s not the cheapest product, you’re paying for excellent quality, which overall puts you at an advantage.
If you want to learn more about different CRM solutions, check our blog for more resources.
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