5 Best CRM Software
Check out some of the best CRM software that’ll help you stay on top of your client list. Don’t rely on handwritten client notes that you can’t even read.
A CRM (customer relationship management) software will help you manage customers and potential customers, freeing up your time and energy to focus on growing your business.
Table of Contents
What Is CRM Software?
Best CRM Software for Small Business
HubSpot is hands down the best CRM software for small businesses looking for a cost-effective CRM solution when they’re getting started.
HubSpot is easy to use and offers a wide range of CRM tools to manage the customer journey. It even offers forever free plans with limited features for their CRM, Marketing, Sales, and Service Hubs.
The CRM has a nice interface, letting you see your entire sales pipeline right on your dashboard. If you want more data (and who doesn’t?), you can view all contact and sales activity, detailed reports, and performance on a user or team basis.
HubSpot has a mobile app for both iPhone and Android, email templates, real-time notifications, email tracking, scheduling, phone calls, and more.
It also integrates with more than 300 apps and services like WordPress, email marketing companies, lead generation software. You can also connect HubSpot to Gmail or Outlook to log activity automatically, capturing every single email.
- Personalize email sequences for leads and existing customers
- Place phone calls right from the CRM
- Get real-time notifications about lead behavior
- Integrate with popular tools like Salesforce, Shopify, and Microsoft Dynamics
- Store unlimited users, customer data, and up to a million contacts
- Integrate 300+ apps
- Create custom filters to sort contacts
- Schedule emails, tasks, and create tickets
The core CRM software is free, but for more powerful features you can upgrade to a paid plan for Marketing, Sales, or Service hubs (starting at $50/month).
Pipedrive is a ridiculously user-friendly CRM software that’s designed to be simple and fast. Using their pipeline management feature you get an overview of your entire sales process and can stay in control of it the whole way.
In addition to pipeline management with a clear, visual interface, you’ll also get email integration, sales reporting and forecasting, and mobile apps so you can access your CRM from anywhere.
Pipedrive doesn’t offer any segmentation, but it’s simple enough to make identifying leads and maintaining relationships really easy.
- Mobile alerts and email reminders
- Easy integration with Google Apps, Trello, Zapier, and more
- API for easy integration with any software
- Email integrations to keep your sales communication is one place
- Email templates
- iOS and Android mobile apps
- Sales forecasting and trend analysis
- Backups and encryption to keep your data secure
- Drag and drop tasks as customers follow the sales funnel
Plans start at $12.50/month per user (billed annually).
Freshsales is a popular CRM software that’s great for all business sizes. It’s easy to use and offers a sales-oriented approach with all the features you need to maximize conversions.
It has an excellent dashboard that gives you immediate access to contact management, reports, emails, phone calls, and more. And, if the intuitive, web-based interface wasn’t enough, there are also mobile apps so you can make sales wherever you go.
Freshsales use AI-powered lead scoring to help you easily prioritize the leads that are more likely to convert. You can also set up custom workflow automation, get actionable insights into conversations, track events, and use the 360-degree customer view to see all the most important info from a single screen.
It does have native integrations for some popular 3rd-party services and apps, but the number of integrations is a bit limited.
- 360-degree access to customer profiles, complete with customer touchpoints
- AI-powered lead scoring for prioritizing leads and boosting sales
- Sales team grouping and automatic lead assignments
- Visual sales pipeline with a drag and drop navigation
- Mobile app integration for managing your business on the go
- Automatic contact profile updates
- Appointment booking and phone calls right from the platform
Pricing starts at $12/month per user (billed annually).
Salesforce is a giant in the CRM field and one of the very best CRM software for small businesses. You can use Salesforce to take leads through a personalized customer journey and use the intelligent marketing platform to drive more sales through emails, SMS messaging, social media, and digital advertising.
Since Salesforce has been around forever, it includes tons of advanced features and solutions for everything you could possibly need: sales, marketing, commerce, customer service and engagement, team productivity, and even more.
- Guided onboarding
- Custom dashboards and reports
- Automatically track emails and meetings
- Social media and email support
- Enterprise-level security and ongoing support
Plans for small businesses start at $25/month per user (billed annually).
Zoho is a cloud-based software suite built to give you all you need to easily run your small business. You’ll get a powerful set of marketing and sales features with SaaS apps and online productivity tools.
This CRM software helps small businesses organize contacts, market their brand, manage sales, provide customers support and a lot more.
You can use Zoho CRM to integrate with the other marketing tools you already use, capture leads through social media, segment visitors, and offer support using built-in live chat.
- Multichannel contact management (email, phone, live chat, and social media)
- AI voice assistant for creating intelligent dashboards and forecasting business trends
- Sales lead management (with lead scoring) so you can prioritize leads and convert them faster
- Detailed analytics reports so you can make data-driven decisions
- Mobile apps to keep everyone on the same page, even on the go
- Team collaboration tools and team roles
- IT management for monitoring websites and handling support tickets
- Built-in security measures to keep your data safe
Zoho has a free plan for up to 3 users, but the really good features are in the paid plans. Those start at $12/month per user (billed annually).