Introduction
In today’s fast-paced business world, managing relationships with customers is crucial for the success of any small business. As the demand for efficient customer relations management continues to grow, so does the need for top-performing CRM software. Whether you’re looking for a simple customer relations management system or a more advanced CRM for business development and B2B relationship management software, there are plenty of options to choose from. From well-known brands to custom CRM software development companies, the market is full of choices that can help you streamline your sales and marketing efforts. From customer relations management software to custom CRM software development services, we’ve got you covered.
In this blog, we’ll be discussing the top 15 Customer Relations Management (CRM) System options for small businesses.
What is CRM Software?
CRM (Customer Relationship Management) software is a tool that helps businesses manage and analyze their interactions and relationships with customers. It enables organizations to track customer data, automate sales processes, manage customer support, and improve overall customer experience. CRM software centralizes customer information, including contact details, purchase history, and communication records, and allows businesses to streamline their operations and enhance customer relationship management.
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Top 15 Best Customer Relations Management (CRM) Software
As businesses grow and expand, it becomes increasingly important to effectively manage customer relationships. This is where Customer Relations Management (CRM) software comes in. A good CRM tool streamlines customer interactions, provides valuable insights, and ultimately helps businesses improve customer satisfaction and retention. With so many different CRM software options available today, it can be difficult to determine which one is right for your business.
To make things easier for you, we’ve compiled a list of the top 10 best CRM software options available:
#Tool 1. Zoho CRM:
Zoho CRM is a comprehensive tool that helps businesses automate various tasks, including lead management, sales forecasting, and analytics. With over 40 integrated applications, Zoho CRM offers a range of features to help businesses manage customer relations effectively.
- Type: Commercial/Private
- Head Quarters: Austin
- Initial Release: 1996.
- Based on Language: Java
- Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
- Deployment Type: Cloud-Based, SaaS.
- Language Support: A total of 28 languages.
English (US), English (UK), Hebrew, French, German, Spanish, Italian, Japanese, Korean, Portuguese (Portugal), Portuguese (Brazil), Russian, Arabic, Swedish, Bulgarian, Chinese (China), Chinese (Taiwan), Danish, Dutch, Polish, Hungarian, Turkish, Bahasa Indonesian, Vietnamese, Thai, Hindi, Croatian and Czech.
Zoho CRM Features:
- Lead and deal management
- Sales forecasting
- Email marketing
- Social media integration
- Open API deployment
- Analytics and Reporting
- Mobile app
- Workflow automation
- Customization options
Zoho CRM Benefits:
- Automates sales and marketing processes
- Improves customer engagement
- Affordable pricing
Zoho CRM Pricing:
Zoho CRM offers a free plan for up to 3 users. Their paid plans start at $12/user/month.
#Tool 2. Monday.com CRM:
Monday.com is a powerful CRM software that is designed to help businesses manage their sales, projects, and customer relationships all in one place. It is user-friendly, and customizable, and offers integrations with various applications to make your work easier.
- Type: Private
- Headquarters: Tel Aviv-Yafo, Israel
- Initial Release: 2010
- Operating Systems: Windows, Android, Mac, iPhone/iPad.
- Deployment Type: Cloud-based and Open API.
- Language Support: English
- Annual Revenue: $120M-$150M
Monday.com CRM Features:
- Customizable boards to keep track of sales, projects, and customer relationships
- Shared inbox to manage emails and communication with customers
- Automated workflow to streamline processes and reduce manual labor
- Reporting and analytics feature to track sales performance and customer behavior
- Integrations with various applications like Zapier, Slack, and Google Drive
Monday.com CRM Benefits:
- Improved communication and collaboration among team members
- Enhanced productivity and efficiency through automation
Better customer relationship management and increased customer satisfaction - Increased sales performance through real-time reporting and analytics
- Customizable boards that suit your business needs and workflow.
Monday.com CRM Pricing:
monday.com offers four pricing plans: Basic, Standard, Pro, and Enterprise. The Basic plan is priced at $17 per month, the Standard plan at $26 per month, and the Pro plan at $39 per month. The Enterprise plan offers custom pricing based on your specific requirements. These prices are based on billing annually and include two users.
#Tool 3. Zendesk Sell:
Zendesk Sell is a cloud-based CRM software that is designed to help businesses manage their sales pipeline, customer relationships, and communication with customers. It is user-friendly, and customizable, and offers integrations with various applications to make your work easier.
- Type: Public
- Headquarters: San Francisco, USA
- Initial Release: 2018
- Operating Systems: iOS, Android, Mac, Windows
- Deployment Type: SaaS
- Language Support: 30 languages including English supported
- Annual Revenue: $169.65 million
Zendesk CRM Features:
- Contact management to keep track of customer information
- Sales pipeline management to track sales progress and forecast revenue
- Communication tracking to manage customer interactions and follow-ups
- Reporting and analytics feature to track sales performance and customer behavior
- Integrations with various applications like G Suite and Mailchimp
Zendesk CRM Benefits:
- Improved communication and collaboration among team members
- Enhanced productivity and efficiency through automation
- Better customer relationship management and increased customer satisfaction
- Increased sales performance through real-time reporting and analytics
- Customizable features that suit your business needs and workflow.
Zendesk CRM Pricing:
Zendesk offers three pricing plans: Sell Team ($19/user/month), Sell Professional ($49/user/month), and Sell Enterprise ($99/user/month), with a 14-day free trial.
#Tool 4. Microsoft Dynamics 365 CRM:
Microsoft Dynamics CRM is a powerful CRM software that is designed to help businesses of all sizes streamline their customer relations processes. It is a cloud-based solution that seamlessly integrates with other Microsoft products such as Outlook, Excel, and SharePoint. It offers a wide range of features that are specifically designed to meet the needs of sales, marketing, and customer service teams.
- Type: Commercial
- Head Quarters: Redmond Washington, USA.
- Initial Release: 2003 Microsoft CRM 1.0
- Based on Language: Net framework
- Operating Systems: Linux, Windows, Android, Web-Based, etc.
- Deployment Type: Cloud and On-Premise
- Language Support: English
- Annual Revenue: Approx. $23.3 Million annually till 2018.
Microsoft Dynamics Features:
- Customizable dashboards and reports
- Sales automation and forecasting
- Social media integration
- Mobile app
- Email marketing and campaign management
Microsoft Dynamics Benefits:
- Improved customer engagement
- Increased sales efficiency
- Better team collaboration
- Enhanced marketing campaigns
- Streamlined customer service processes
Microsoft Dynamics CRM Pricing:
The pricing for Microsoft Dynamics CRM varies based on the plan chosen: Customer Engagement Plan ($115), Unified Operations Plan ($190), Dynamics 365 plan ($210), and Applications and Offers ($40 to $170).
#Tool 5. HubSpot CRM:
HubSpot Sales Hub is a cloud-based CRM software that is designed to help businesses manage their sales pipeline, customer relationships, and communication with customers. It is user-friendly, and customizable, and offers integrations with various applications to make your work easier.
- Type: Free/Commercial
- Head Quarters: Cambridge, Massachusetts.
- Initial Release: June 2006.
- Based on Language: Java, MySQL, JavaScript, HBase etc.
- Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
- Deployment Type: Cloud-Based
- Language Support: English
- Annual Revenue: Approx. $375.6 Million annually till 2017.
HubSpot CRM Features:
- Sales automation and lead nurturing
- Customizable sales pipelines and deal stages
- Contact and company insights
- Meeting scheduling and tracking
- Email tracking and templates
HubSpot CRM Benefits:
- Improved sales performance and productivity
- Increased deal velocity and closed-won rates
- Enhanced customer experience through personalized interactions
- Streamlined sales processes and improved sales forecasting
- Greater visibility into sales data and insights
HubSpot CRM Pricing:
HubSpot offers a range of pricing options: Free, Starter ($50), Basic ($200), Professional ($800), and Enterprise ($2400).
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#Tool 6. ClickUp CRM:
ClickUp is a powerful project management software that offers a wide range of features that are specifically designed to meet the needs of businesses of all sizes. It is a cloud-based solution that offers seamless integration with other tools such as Google Drive, Slack, and Trello. It is an ideal choice for businesses that want to manage their customer relations processes along with their project management needs.
- Type: Privately Held
- Headquarters: San Diego, California.
- Initial Release: 2017
- Operating System: Windows, Mac, Linux, Android, iOS, and Web-based.
- Deployment Type: Cloud-based
- Language Support: English
- Annual Revenue: $73 Million
ClickUp CRM Features:
- Task management and time tracking
- Project tracking and reporting
- Customizable dashboards and workflows
- CRM tools and customer interaction tracking
- Collaboration and communication tools
ClickUp CRM Benefits:
- Improved team collaboration and productivity
- Increased project visibility and transparency
- Enhanced customer experience through personalized interactions
- Streamlined project management and improved task completion rates
- Greater visibility into customer data and insights
ClickUp CRM Pricing:
ClickUp provides a forever-free plan along with four additional pricing plans: Unlimited ($5 per member per month), Business ($9 per member per month), Business Plus ($19 per member per month), and Enterprise (custom pricing available upon request).
#Tool 7. Insightly CRM:
ClickUp is a powerful project management software that offers a wide range of features that are specifically designed to meet the needs of businesses of all sizes. It is a cloud-based solution that offers seamless integration with other tools such as Google Drive, Slack, and Trello. It is an ideal choice for businesses that want to manage their customer relations processes along with their project management needs.
- Type: Private
- Headquarters: San Francisco, California, USA
- Initial Release: 2011
- Operating Systems: Web-Based, iOS, Android
- Deployment Type: Cloud-Based
- Language Support: English
- Annual Revenue: Not publicly disclosed
Insightly CRM Features:
- Insightly allows you to manage all your contacts and leads in one place.
- With Insightly, you can manage all your projects from start to finish.
- Insightly lets you track your sales pipeline and manage your sales process effectively.
- Insightly has a mobile app that allows you to manage your business on the go.
- Insightly integrates with other tools like Gmail, Mailchimp, and Quickbooks.
Insightly CRM Benefits:
- Insightly helps you manage your business more efficiently, saving you time and money.
- With Insightly, you can collaborate more effectively with your team, allowing for better communication and coordination.
- Insightly helps you provide better customer service by keeping all your customer interactions in one place.
- Insightly helps you manage your sales pipeline more effectively, resulting in increased sales.
- Insightly provides you with real-time data and analytics, allowing you to make better business decisions.
Insightly CRM Pricing:
Insightly offers a free plan with limited features. Paid plans start at $29 per user per month.
#Tool 8. Freshsales CRM:
Freshsales is another popular CRM software that’s perfect for small to mid-sized businesses. Freshsales is an all-in-one CRM software tool that can help businesses of all sizes manage their customer relationships.
- Type: Private
- Headquarters: San Mateo, California, USA
- Initial Release: 2010
- Operating System: iOS, Android, Windows, Mac, Web-Based
- Deployment Type: Cloud-Based
- Language Support: English
- Annual Revenue: $364 million to $366.5 million
Freshsales CRM Features:
- It allows you to manage all your contacts and leads in one place.
- It lets you track your sales pipeline and manage your sales process effectively.
- It uses AI to score your leads, allowing you to prioritize your sales efforts.
- It lets you track your emails, allowing you to see who’s opening your emails and when.
- It has a mobile app that allows you to manage your business on the go.
Freshsales CRM Benefits:
- It helps you manage your business more efficiently, saving you time and money.
- With Freshsales, you can collaborate more effectively with your team, allowing for better communication and coordination.
- It helps you provide better customer service by keeping all your customer interactions in one place.
- It helps you manage your sales pipeline more effectively, resulting in increased sales.
- It provides you with real-time data and analytics, allowing you to make better business decisions.
Freshsales CRM Pricing:
Insight offers a free plan for users to get started with their CRM software. Additionally, they provide a 21-day free trial for their premium plans. The pricing for premium plans is as follows: Growth Plan is priced at $15 per user per month, Pro Plan at $39 per user per month, and Enterprise Plan at $69 per user per month.
#Tool 9. Salesforce CRM:
Salesforce is one of the most popular CRM software tools available on the market today. It offers features such as contact management, lead management, marketing automation, and more.
- Type: Open Source/Public.
- Head Quarters: The Landmark, San Francisco, California, US.
- Initial Release: 1999.
- Based on Language: APEX and Visual Force.
- Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
- Deployment Type: Cloud-Based
- Annual Revenue: Approx. US $8.39 Billion
Salesforce CRM Features:
- It allows you to manage all your contacts and leads in one place.
- It lets you track your sales pipeline and manage your sales process effectively.
- It allows you to create custom dashboards, giving you real-time insights into your business.
- It has a mobile app that allows you to manage your business on the go.
- It integrates with other tools like Gmail, Mailchimp, and Quickbooks.
Salesforce CRM Benefits:
- It helps you manage your business more efficiently, saving you time and money.
- With Salesforce, you can collaborate more effectively with your team, allowing for better communication and coordination.
- It helps you provide better customer service by keeping all your customer interactions in one place.
- It helps you manage your sales pipeline more effectively, resulting in increased sales.
- It provides you with real-time data and analytics, allowing you to make better business decisions.
Salesforce CRM Pricing:
The Open Source version of the tool is completely free, providing users with access to its features without any cost. On the other hand, the pricing for Lightning Essentials starts at US $25 and can increase based on specific requirements.
#Tool 10. Pipedrive CRM:
Pipedrive is a CRM software that’s designed to help businesses manage their sales processes. It’s a user-friendly tool that allows businesses to track deals and manage their sales pipeline. Pipedrive also offers a range of features to help businesses automate their sales process.
- Type: Commercial
- Head Quarters: Tallinn, Estonia, New York, USA.
- Initial Release: 21st June 2010
- Based on Language: JavaScript, HTML, UTF-5, CSS, Google Analytics, Microdata, etc.
- Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
- Deployment Type: Cloud-based
- Language Support: English
- Annual Revenue: Approx. $12 Million annually till 2018.
Pipedrive CRM Features:
- It allows businesses to manage their sales pipeline and track their deals.
- It allows businesses to manage their customer contacts, including their contact information and communication history.
- It offers sales analytics to help businesses analyze their sales performance.
- It allows businesses to forecast their sales and track their progress toward meeting their sales goals.
- It offers a range of automation features to help businesses automate their sales process.
Pipedrive CRM Benefits:
- It helps businesses improve their sales performance by providing insights into their sales pipeline and sales analytics.
- It allows businesses to manage their customer relationships more effectively by providing tools to manage customer contacts and communication history.
- It helps businesses automate their sales process, which can help them save time and increase their efficiency.
- It allows teams to collaborate more effectively, which can help improve their overall sales performance.
- It is a user-friendly tool that’s easy to use and navigate, making it ideal for businesses of all sizes.
Pipedrive CRM Pricing:
The Essential plan is priced at $11.90 per user per month, billed monthly. The Advanced plan is available for $24.90 per user per month, billed monthly. The Professional plan costs $49.90 per user per month, billed monthly. For more advanced needs, the Enterprise plan is available at $74.90 per user per month, billed monthly.
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#Tool 11. Striven CRM:
Striven is a CRM software that’s designed to help businesses manage their sales, marketing, and customer service processes. It’s a tool that offers a range of features to help businesses streamline their processes and improve their customer experience.
- Type: Private
- Headquarters: New Jersey, USA
- Initial Release: 2008
- Operating Systems: Web, Android, iOS
- Deployment Type: Cloud-based and Mobile
- Language Support: English
- Annual Revenue: Less than $5 Million (Approx)
Striven CRM Features:
- It allows businesses to manage their sales process and track their deals.
- It offers marketing automation features to help businesses automate their marketing campaigns.
- It allows businesses to manage their customer service processes and track their customer interactions.
- It offers reporting and analytics features to help businesses analyze their performance and make data-driven decisions.
- It allows teams to collaborate more effectively on sales, marketing, and customer service processes.
Striven CRM Benefits:
- It helps businesses improve their sales performance by providing tools to manage their sales process and track their deals.
- It allows businesses to manage their customer relationships more effectively by providing tools to manage customer interactions and communication history.
- It helps businesses automate their marketing and customer service processes, which can help them save time and increase their efficiency.
- It allows teams to collaborate more effectively, which can help improve their overall performance.
- It is a comprehensive tool that offers features for sales, marketing, and customer service management, making it ideal for businesses looking for an all-in-one solution.
Striven CRM Pricing:
The Standard plan starts at $20 per user per month, while the Enterprise plan starts at $40 per user per month. The pricing for both plans may vary depending on the number of users included. Additionally, Striven offers a 7-day free trial for users to try out their software before committing to a subscription.
#Tool 12. Oracle NetSuite CRM:
Oracle NetSuite is a cloud-based CRM software that provides businesses with a comprehensive suite of tools to manage their customer relationships. It offers a wide range of features, including sales automation, marketing automation, customer service management, and analytics.
- Type: Private
- Headquarters: California, US
- Operating Systems: Android, iOS, and Web-based.
- Deployment Type: Cloud-based
- Language Support: English
Oracle NetSuite CRM Features:
- Sales automation tools to manage leads, opportunities, and quotes.
- Marketing automation tools to automate campaigns and track leads.
- Customer service management tools to manage tickets and cases.
- Analytics tools to track performance and make data-driven decisions.
- Integration with other business tools like ERP and e-commerce platforms.
Oracle NetSuite CRM Benefits:
- Improved sales productivity and efficiency.
- Enhanced customer engagement and satisfaction.
- Streamlined marketing campaigns and lead management.
- Better customer service and support.
- Increased revenue and profitability.
Oracle NetSuite CRM Pricing:
Oracle NetSuite offers a range of pricing plans starting at $999 per month.
#Tool 13. Bonsai CRM:
Bonsai is a CRM software designed specifically for freelancers and small businesses. It offers features like client management, project management, time tracking, and invoicing.
- Type: Private
- Headquarters: San Francisco, California, USA
- Initial Release: 2016
- Operating Systems: iOS, Android, Mac, Windows
- Deployment: SaaS, Web-Based
- Language Support: Only English
- Revenue: $6.6 Million
Bonsai CRM Features:
- Client management tools to manage contacts and projects.
- Project management tools to track tasks and deadlines.
- Time tracking tools to track billable hours.
- Invoicing tools to create and send professional invoices.
- Analytics tools to track performance and revenue.
Bonsai CRM Benefits:
- Improved client management and communication.
- Streamlined project management and workflow.
- Accurate time tracking and billing.
- Automated invoicing and payment processing.
- Better financial management and reporting.
Bonsai CRM Pricing:
Pipedrive offers three pricing plans: Starter Plan ($24/month), Professional Plan ($39/month), and Business Plan ($79/month), with a free trial available. Additionally, you can enjoy two years free if you switch to the annual pricing model.
#Tool 14. Sugar CRM:
Sugar CRM is a cloud-based CRM software designed for businesses of all sizes. It offers a wide range of features, including sales automation, marketing automation, and customer service management. Sugar CRM is highly customizable and can be tailored to meet the specific needs of your business.
- Type: Open Source/Public.
- Head Quarters: The Landmark, San Francisco, California, US.
- Initial Release: 1999.
- Based on Language: APEX and Visual Force.
- Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
- Deployment Type: Cloud-Based
- Annual Revenue: Approx. US $8.39 Billion
Sugar CRM Features:
- It allows users to create customized dashboards that display the data and metrics that are most important to their business.
- Its sales automation features include lead management, opportunity tracking, and pipeline management.
- Its marketing automation features include email marketing, campaign management, and lead nurturing.
- Its customer support features include case management, knowledge management, and customer self-service.
- Its mobile app allows users to access their CRM data on the go and make updates in real time.
Sugar CRM Benefits:
- Its customer support features help businesses provide better support and service to their customers, leading to improved customer satisfaction.
- Its sales automation features help businesses manage their sales processes more effectively, leading to increased revenue.
- Its marketing automation features help businesses target their marketing efforts more effectively, leading to a better return on investment.
- It is highly customizable, allowing businesses to tailor the software to their specific needs and requirements.
- Its pricing is very competitive, making it a great option for small and mid-sized businesses.
Sugar CRM Pricing:
Sugar CRM’s pricing starts at $40 per user per month for the Professional plan, and goes up to $150 per user per month for the Enterprise plan.
#Tool 15. Oracle CRM:
Oracle CRM is a cloud-based CRM software designed for businesses of all sizes. It offers a wide range of features, including sales automation, marketing automation, and customer service management. Oracle CRM is highly customizable and can be tailored to meet the specific needs of your business.
- Type: Open Source/Public.
- Head Quarters: The Landmark, San Francisco, California, US.
- Initial Release: 1999.
- Based on Language: APEX and Visual Force.
- Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
- Deployment Type: Cloud-Based
- Annual Revenue: Approx. US $8.39 Billion
Oracle CRM Features:
- Its sales automation features include lead management, opportunity tracking, and pipeline management.
- Its marketing automation features include email marketing, campaign management, and lead nurturing.
- Its customer support features include case management, knowledge management, and customer self-service.
- It allows businesses to monitor and manage their social media accounts from within the software.
- Its analytics features allow businesses to track their performance and make data-driven decisions.
Oracle CRM Benefits:
- This is highly scalable, making it a great option for businesses of all sizes.
- Its intuitive interface makes it easy for users to get up and running quickly.
- It offers a comprehensive set of features that cover all aspects of customer relationship management.
- It integrates with a wide range of other business software, making it easy to incorporate into existing workflows.
- It is highly customizable, allowing businesses to tailor the software to their specific needs and requirements.
Oracle CRM Pricing:
Oracle CRM’s pricing starts at $75 per user per month for the Standard plan, and goes up to $300 per user per month for the Enterprise plan.
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Conclusion
In conclusion, selecting the appropriate CRM software for your business holds considerable sway over your customer relationships and, ultimately, your financial outcomes. Whether you operate a fledgling startup or a sprawling enterprise, there exists a CRM tool tailored to streamline your customer interactions, furnish invaluable insights, and enhance customer satisfaction and retention.
We trust that our compilation of the top 10 CRM software options for small businesses has empowered you to make a well-funded decision. Remember to carefully assess your business requirements and financial constraints before settling with CRM software. With the aid of custom business software development services, you can tailor the software to align with your specific needs.
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FAQs
CRM provides numerous benefits that enable companies to enhance their lead and customer experiences. These CRM advantages include
- Customer segmentation,
- Personalized outreach,
- Centralized data management,
- Sales trend forecasting,
- Streamlined communication,
- Task automation, and
- Actionable insights from customer data.
By leveraging these benefits, businesses can improve lead conversion rates, increase customer lifetime values, and deliver exceptional experiences to their leads and customers.
To create a CRM for your small business, follow these steps:
- Preoperational Stage
- Choose a Development Partner
- Get in Touch with your development partner
- Explore Options
- Design Approval
- Software Rollout.
The easiest CRM would depend on the specific needs of the business. However, some of the popular CRM platforms that are known for their user-friendliness include HubSpot, Zoho, and Salesforce Essentials.
Yes, small businesses can definitely use CRM. In fact, CRM can prove to be quite useful for small businesses as it can help them manage their customer data, track sales, and improve customer relations.
The number 1 CRM platform would depend on various factors like the size of the business, its specific needs, and the budget. However, some of the most popular CRM platforms include Salesforce, HubSpot, Zoho, Microsoft Dynamics 365, and SugarCRM.
The cost of developing a CRM system for small businesses can vary depending on the complexity of the system, the features required, and the development team’s hourly rate. However, some of the cost factors involved in developing a CRM system include software licenses, hardware costs, development costs, and ongoing maintenance costs.
Yes, a small business can benefit greatly from having a CRM system. A CRM system can help small businesses manage their customer data more efficiently, automate sales processes, and improve customer relations. It can also help small businesses make data-driven decisions, which can help them grow and expand.