8 best CRM software for small business

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8 best CRM software for small business

Do you use CRM software for small businesses? Regardless of your company’s size, one thing is for sure, customer experience must be a priority. That’s where CRM (Customer Relationship Management) comes in, helping you to centralize several aspects of your business in one system,  keeping control of several tasks.

Planning and organization are essential to keep your business running and to achieve your goals, CRM can simplify processes, for example, by automating some of them. 

To enjoy the most of its tools, analyze the available software according to your needs. Observe which are the main features, the plans offered, and start growing your business by getting up to date with the latest technologies regarding customer relationship management. 

1. Sendinblue

Sendinblue allows you to manage all your customers’ relationships in one place. It’s very simple to begin, you just need to subscribe, and upload your contacts’ information. For example, notes from previous calls and meetings and documents, which can be added to each contact’s profile. 

To develop a more effective communication system, you can use different lists to organize your contacts. For example, the stage they are in the buyer’s journey, the acquisition source, or the criteria that work best for you. 

Inside the CRM dashboard, you will find the function to assign tasks where you can organize what every member of your team has to do, insert deadlines and keep on track with each step. 

This way, you will have a broader version of the actions that are being implemented and how they are affecting your customers’ relationships. 

Highlighted features:

  • Simple to use
  • Segment your contacts
  • Assign tasks for your team members 
  • Add deadlines
  • Attach documents and notes to each contact

2. Pipedrive

The image show Pipedrive's pages, with check lists, on the top of the pages is writter "Email integration, Sales Pipeline, and Automation".

“Control the actions that drive deals towards completion”, that’s part of Pipedrive’s motto. Its CRM software enables small businesses to automate repetitive administrative tasks, allowing you to focus on what matters. 

Through Pipedrive you can track the communications history of each contact, such as emails, and calls, use artificial intelligence to learn where you can improve, and direct your leads into your sales pipelines, as well. 

Besides, the platform provides customized metrics, so you can analyze according to your company’s short and long-term goals. Also, it’s possible to integrate Pipedrive with sales apps, making it even simpler to manage everything.

To help you keep your schedule and your team’s tasks organized, you can create activity reminders, sync with Google Calendar, and customize the activities types. On the dashboard, Sales Pipeline,  you will be able to add, find and update your data, insert new contacts and deals, and organize them according to their buyer’s journey stage. 

Highlighted features:

  • Track communications
  • Automate tasks
  • Receive customize reports
  • Integrate with other apps
  • Set activities reminders
  • Centralized dashboard

3. Freshsales

Freshsales logo

Freshsales is a CRM software that enables you to have a 360º view of your customers’ steps, which will help you to deliver completely personalized experiences. On a centralized dashboard, you can manage the whole sales process, and automate time-consuming tasks.

Through the activity timeline tool, you can understand your customers’ behavior simply, identifying opportunities, and the best strategies to sell more. Freshsales AI will assist you by providing deal insights, based on data analysis. 

To make it even simpler to manage your small business sales process, Freshsales allows you to customize the sales activities and the contact lifecycle stages, in a way that fits your company’s characteristics. You can integrate CRM with other important tools, such as PayPal, DocuSign, and Gmail as well. 

Highlighted features: 

  • 360º view of your customers
  • Custom sales activities
  • Create contact lifecycle stages
  • Automate tasks
  • Integrate with several tools
  • Activity timeline
  • AI-based deal insights

4. RD Station

RD Station logo

RD Station is an all-in-one tool where you can manage your customer experience through different communication channels, control marketing campaigns, develop personalized journeys for them, automate tasks, and identify the best deals opportunities.

The platform offers specialized assistance to help you make the most advantage of its system. You will have access to educational content, and technical customer success specialists’ support. 

You will also count on marketing and sales data to help to predict results, follow each process, and analyze your strategies’ performance. The RD Station features are organized following the Sales Funnel, which is going to make it simpler to navigate through the system. 

You can include to-do lists on the platform, share them with your team, assign each member’s tasks,  and set deadlines. Besides, it’s possible to define your goals, so you can compare the results and understand what needs to be changed.  

Highlighted features: 

  • All-in-one tool
  • Create personalized journeys
  • Develop marketing campaigns 
  • Specialized assistance
  • Access to data about your customers and actions
  • Create projects and to-do lists

5. HubSpot

HubSpot logo

Do you want to have a complete vision of your sales pipeline in an easy way? HubSpot CRM software allows you to do that in a clean dashboard. You are going to have access to detailed reports on sales activity. You also can follow up on your team’s tasks, and individual performance.

When you add a new contact, it’s automatically enriched with data from over 20 million businesses. Your sales team is going to be notified every time an opportunity is identified, making it much easier for connecting with prospects. 

You will be able to integrate with more than 875 apps, manage marketing campaigns and sales in the same place, and count on 24/7 customer support as well.

Highlighted features:

  • Centralized dashboard
  • View of your entire sales pipeline
  • Unlimited users
  • Company insights
  • Deal tracking
  • Meeting scheduling

6. Zoho

Zoho logo

Zoho CRM was developed to offer solutions to companies of every size and type. As a small company, you certainly are going to find tools to make your business processes simpler, faster, and easier to escalate. 

You will be able to reach out to your customers through multiple channels, email, social media, or telephone, for example. To avoid losing opportunities the platform notifies you when there is customer interaction. You can also measure the effectiveness of each communication strategy by analyzing their data. 

Zoho has several automation tools as well, allowing you to set customers following up actions, such as sending a welcome email when they subscribe to your newsletter. Besides, you will count on real-time analytics, being able to track key performance indicators.

 Zia is another resource provided by Zoho, an AI-powered sales assistant that will help you to quickly find every information you need on your CRM system. The AI also sends task reminders and suggests the best time to contact your leads. 

Highlighted features:

  • Fast implementation
  • Reach customers across multiple communication channels
  • Real-time notifications from customers’ interactions
  • Automate tasks
  • Trigger instant actions
  • Real-time reports and insights
  • AI-powered sales assistant

7. Agile CRM

Agile CRM logo

Sales and marketing automated in one platform saves you time and enhances the chances of implementing effective actions. With Agile CRM, you are going to be able to do that, and encounter several solutions for managing your company’s tasks.

With a single page to manage contacts, you can visualize the opportunities to interact with your customers and close deals in a simpler way. To keep your sales process on track, it’s possible to follow each stage of the buyer’s journey.

Do you want to improve productivity? No problem, Agile enables you to integrate with several apps focused on that, such as  Clockfy (Time Tracking Software), and Projectsly ( Project Management Tool). You can integrate Agile CRM with marketing apps too. 

Highlighted features:

  • All-in-one CRM
  • Easy implementation
  • Contact management
  • Track your sales process
  • Integrate with several apps

8. Salesforce

Salesforce logo

Salesforce offers CRM software for small businesses with several features. The platform is going to help you integrate your sales, marketing, commerce, service, and IT teams. They will work aligned, regardless of where they are located, providing a better experience for your customers.

To implement effective marketing strategies, through Salesforce you can leverage customer data from multiple sources, trigger messages based on customer actions, and send personalized messages. 

When it comes to sales, there are features for B2C and B2B models. You can create a personalized shopping experience with the platform AI help.  Also, manage every communication channel in one dashboard, improving response time. 

To enhance each department’s performance, you can automate several tasks, and unify the management processes on Salesforce by integrating them with other apps.  

Highlighted features:

  • All-in-one platform
  • Marketing tools
  • Connect commerce to every department
  • Personalize shopping with artificial intelligence
  • Unify communication channels
  • Manage every channel from one view

What’s CRM software?

CRM three letters that stand for Customer Relationship Management, and that can make a huge difference when it comes to creating strategies to sell more and expand your business. 

In the digital world we live in, it’s possible to find many technological solutions for enterprises. CRM software for small businesses allows you to manage your customers’ actions on a single platform.

You can follow their path, identify which buyer’s stage they are, and automate interactions for every step, preventing you from missing opportunities. You are notified when your leads and customers send you messages on every channel you are on, which considerably optimizes the work. 

Also, CRM software counts with data analysis to track performance on the actions and strategies you set up. You will have a unified dashboard to follow up on the metrics, create marketing and sales plans, and manage your teams. 

CRM software usually has tools to create tasks, assign them, and set deadlines. You can share it with your employees, define short and long-term goals, without having to use multiple platforms. 

There is some CRM software with AI integrated into it, to give you suggestions about what to do next, based on data analysis.

You will have a broader vision of your whole business, save time automating administrative tasks, help your team to organize their tasks, and dedicate yourself to focusing on what needs to be improved.

The benefits of having CRM software for small business

Easy to implement

CRM software for small business can be quickly and simply implemented to yours and your team routine.  You just need to select the best platform for your company and start using its features.

You will find intuitive dashboards and technical support that will guide you through the beginning. In a few days, all of your teams are going to be connected to the same online service.

Cloud-based management system

The images show a cloud in the center, there are several balloons with computers and mobile devices icons connected to it

Through a cloud-based CRM, neither you nor your employees need to be at the company’s office to access your customer contact database, or to follow up on sales and marketing actions. It’s possible to work remotely and still keep every teams’ action aligned. 

Leads and customers’ data organization

In the CRM software, you will be able to store all the information about your customers, import, update and analyze them. It allows you to keep track of every step your contacts give on the sales funnel, and, then, develop more personalized interactions.

For example, send an email with product recommendations based on the pages the person has visited on your website. By having everything synced in one platform, it’s much easier to spot those opportunities and automate the actions. 

Customer segmentation

The image shows the conversion funnel, from the top to the bottom of an inverted pyramid, it's writter "Attention, Interest, Desire, Action".

To make it simpler to identify your customers, you can segment them according to the criteria that suit your company’s needs. For example, location, age, gender, or buyer’s journey stage.  Your marketing and sales teams can develop campaigns based on these criteria. 

Automation tools

Many small businesses owners face the challenge of managing the increase in the number of tasks as their business escalates. CRM software helps by enabling you to automate activities from different departments. So, you and your employees can focus on the strategic parts.

Cross-team alignment

Imagine, if someone sends the same message to a customer that has already been talking to another member of your sales team. It can give the impression of a disorganized company for your customer, with bad internal communication. 

CRM software for small businesses prevents this kind of thing from happening. Before doing anything, your employees can check the previous interactions with each customer. 

Features to look for in a CRM software for small business

As you could see through the best CRM software for small businesses, each one of them has its particular advantages, but some essential features must be present in all of them. 

When deciding which CRM software to use, pay attention if they allow you to:

  • Import and add contacts’ profiles
  • Track customers’ activities
  • Create and assign tasks
  • Set reminders for meetings, and other important events
  • Create a sales process, and divide it into steps
  • Automate tasks
  • Keep data up to date
  • Save sales activities automatically
  • Use analytic tools and access specific metrics

How to choose the best CRM software for small business

Besides analyzing the basic features CRM software for small businesses should have, it’s also necessary to enlist your company needs and define the budget you can spend with CRM. Some platforms offer extra services such as an AI assistant that identifies opportunities, notifies you, and suggests which are the next steps to take.

Also, pay attention to the apps that can be integrated with CRM software for small businesses. Does it include all the ones you need? After defining it, choosing the best service for you is going to be easier. Soon, you are going to see how CRM can optimize your company’s daily activities and increase revenue.

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