High-class customer service is crucial for any brand and you need the best CRM software for small businesses to offer top-notch support. But, there are multiple choices in the market. So, which is the best CRM application? Read on to know the top ten options available to try.
What is CRM software and why use it?
Customer relationship management software comprises all the details about your clients so that any of your team members can access it. Moreover, using such an application is helpful in lead management and report generation.
The motive to use CRM software is straightforward – to maintain good relations with your clients. Even after they enjoy your services or purchase your product. If you provide high-quality after-sales services, your customers will be satisfied. A happy client will come back to you. In other words, you are getting a lead without much hard work. Other benefits are as follows:
- Keep your clients happy: Good customer support results in a huge database of loyal clients. They will not only buy your services but also promote your brand.
- Stores the case notes: A CRM keeps the record of all the interactions between your team and the clients. So, solving a dispute becomes easy. Plus, you can quickly cross-check the case notes in terms of any complaint.
- Boost customer support team: You might not have a significant customer support team as a small business. They might feel overwhelmed sometimes, especially if you are growing. CRM software solves such problems by managing the customers.
- Inventory management: A lot of free open-source CRM software for small businesses comes with inventory management. So, tracking a product becomes easy for you. Moreover, this feature saves you from losses due to stock out-of-stock items.
Best CRM Software for small business in 2024
Odoo CRM
- Price: One app free for unlimited users. Pay only if you install more applications.
- Free trial: Yes
- Trial period: Forever
With more than seven million registered users, Odoo has the best CRM software for startups and small businesses. Odoo CRM is perfect if you have a dedicated sales team. It helps you track your top leads. Furthermore, you can customize your sales cycle and run digital marketing campaigns to gain more revenue.
The Odoo CRM helps you follow up by scheduling calls and meetings. Hence, you can easily understand the quality of the lead and act accordingly. The software also allows you to control the renewal intervals and recurring revenues. Above all, it’s free. So, you can try Odoo CRM without any risk.
HubSpot CRM
- Price: Free
- Free Trial: Yes
- Trial Period: Forever
HubSpot has one of the best CRM software for small businesses. It is free, which is useful for startups. Here comes the best part, HubSpot CRM never forces you to purchase anything. So, you can enjoy seamless customer service management without any pop-ups or ads.
The free version of HubSpot CRM has everything that you need for a small to medium-sized business. It comprises service ticket management, appointment scheduling, a feature to communicate with the leads, and contact organization. This CRM also comes with a free tool for email marketing and lead generation. So, not only can you maintain your existing clients, but also gain new ones.
Zoho CRM
- Price: Four versions. Starts from 800 INR per user/month
- Free Trial: Yes
- Trial Period: 15 days
If you want your business to run smoothly, try Zoho CRM. It efficiently utilizes AI (artificial intelligence) and business smartness, helpful for the effective collaboration of distant staff. What’s more? This CRM software for small businesses comes with sales force automation, automated workflow, and marketing campaigns to boost your productivity.
Zoho CRM is user-friendly. So, you can configure it even if you are new to the world of computer-based applications. In addition, this CRM comes with premium support to avoid downtimes.
Zendesk
- Free Trial: Four plans. Starts from $19
- Free Trial: Yes
- Trial Period: One month. Six months for startups
Zendesk is a popular CRM software for small businesses. It has a unique feature to link all the chat and messaging services in one window irrelevant of the applications the clients use. In addition, there is a help center page builder that is helpful for your customers and employees.
Zendesk comes with a chatbot, which automatically replies to answer simple questions. Hence, it saves the time of your chat support agents. Therefore, they can serve multiple clients at once. Furthermore, you can download multiple plugins via the Zendesk marketplace to add more functions to the CRM.
Salesforce Sales Cloud
- Price: Four plans available. Starts from $25
- Free Trial: Yes
- Trial Period: 14 days
Salesforce Sales Cloud CRM has an incredible dashboard that lets you provide personalized support to your clients. Moreover, it comes with a smartphone application. So, you can access your client’s data anytime and anywhere.
Salesforce Sales Cloud CRM has an excellent feature of sales forecasting. It predicts the future sales estimated profits according to the current data of current clients. Moreover, this software has a lead management dashboard that improves sales closing rates by assigning leads to the right individual.
Monday Sales CRM
- Price: Individual CRM is free. Other versions start from $1startseat/per month
- Free Tripper al: Yes
- Trial Period: 14 days
You might have heard about Monday Sales because their project management software is a huge hit. If you are a fan of kanban-style, you will love the CRM by Monday Sales. It knows how to organize your business in the best possible style. Whether you talk about sales forecasting, future sales prediction, or contact management, Monday CRM has everything. Hence, it could be a solid selection for small and medium-sized businesses.
Monday Sales CRM is free to try and it’s completely free for individual CRM up to 2 seats. Other versions are also available for trial. So, you can try this software without any risks.
Method CRM
- Price: Starts from $25 per month
- Free Trial: Yes
- Trial Period: 14 days
Method CRM combines with Quickbooks to facilitate easy and efficient customer management, accounting, bookkeeping, and sales. It also comes with integrations for almost all business tools, including Google Calendar, Outlook, Gmail, Zapier, and a lot more.
Method CRM is the right choice for your business because it has an online consumer portal, which lets your clients purchase your products, and update contact information and payment details. This software also has a 36-degree customer database to store all the details about your clients and partners.
Pipedrive
- Price: Four plans. Starts from $9.90 per user/month
- Free Trial: Yes
- Trial Period: 14 days
Pipedrive is an easy-to-understand CRM software for small businesses. It has a straightforward configuration and a fast setup. So, you can use it without any challenges.
Pipedrive is specially designed for salespeople. Their job is to generate leads and revenue. This CRM also has email marketing campaign tools. In addition, it has more than 300 integrations for ease of use and efficiency
Insightly
- Price: Three plans available. Starts from $29 per user/month
- Free Trial: Yes
- Trial Period: 14 days
Are you looking for an all-in-one free CRM for small businesses? Try Insightly because it’s the best CRM for startups and small businesses. This application is an intelligent combination of customer service, project management, marketing, and sales. Hence, it is suitable for small and medium establishments that need multiple solutions without paying a hefty price.
Insightly helps you to control the sales pipeline and foresee future sales. It also lets you manage your marketing campaigns, review their performance and create customized reports. Furthermore, this CRM is highly efficient when we talk about analysis and reports. However, you might not like its customer support features.
Capsule CRM
- Price: Four plans available. Starts from $19/user per month
- Free Trial: Yes
- Trial Period: 30 days
A lot of customization options make Capsule perfect for all small and medium-sized businesses. You can personalize the branding, tags, and fields. Apart from that, it’s highly accessible. This CRM has a straightforward interface, which quickly integrates with a variety of third-party applications including MailChimp and G Suite.
Capsule CRM is free to use for 2 users and up to 250 contacts So, you can try CRM and understand whether it’s worth your business or you will go for any other software. Three more versions are available and you can try all of them for 30 days without using a credit card.
Crucial features of CRM software for small business
Each business is different and hence the requirements are also divergent. However, CRM software for small businesses must assist you in the management of existing and potential clients. Other functions that CRM software must perform are as follows:
- Client management: What is the responsibility of CRM software? To maintain reputable relations between you and your clients. Hence, it should offer information about your customers, including contact details, purchase history, chat archives, and all other notes you have added according to previous conversations. In addition, the CRM must remind you about follow-ups.
- Follow-up scheduling: A high-grade CRM helps you to generate, track, and manage leads. In addition, It efficiently capture leads from all the feasible resources, including your site and social media platforms. The application should also remind you about the follow-ups.
- Pipeline tracking: Closing multiple deals could be challenging if you do not use high-grade CRM software. So, a CRM application for small businesses tracks all the stages of your sales. Hence, you can easily check the recent status and act accordingly.
- Custom reports and analysis: Analytics and reporting are the two resources to know about your business. You can use the data to find out the areas of improvement. Development means growth.
Conclusion
If you want the best CRM software for small businesses, make a list of your requirements and find something that can check all the boxes. Try a handful of options before you make the decision. Pick an application that helps you grow your business.
