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Small Business CRM Software

Small Business CRM software automates customer information management and customer interaction tracking for businesses with less than 50 employees.

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Explore the most reviewed products by our users on the Small Business CRM Software

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Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs. Learn more about Bigin by Zoho CRM
We built a dedicated CRM for small businesses to help bridge the gap between lost leads and messy spreadsheets. With the sheer motive to be simple, Bigin is packed with just the right features, with a user-friendly interface, at a pocket friendly price to fit your small business like a glove! Bigin brings you everything you need—multiple pipelines, built-in telephony, workflow, a bunch of seamless integrations and a lot more, just to ensure you manage your customer relationships with ease. Learn more about Bigin by Zoho CRM

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Scale your business with Pipedrive's smart CRM: the software that helps you grow your revenue your way. Learn more about Pipedrive
Designed by salespeople for salespeople, Pipedrive's smart CRM software helps small businesses worldwide grow their revenue and scale their business! With a variety of sales features, powerful automations, flexible pricing plans and +300 out-of-the-box integrations, Pipedrive has won the heart of over 100,000 companies and accounted for more than $85B worth of closed deals. Try Pipedrive free for 14 days. No CC required! Learn more about Pipedrive

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
SaaS software built for salespeople to stay on top of their sales pipeline and close more deals. Learn more about noCRM.io
If you're looking for a CRM for your sales team, noCRM is the right choice. Unlike a traditional CRM system, noCRM boosts productivity by allowing sales reps to create leads in seconds (email, mobile, business card, websites, spreadsheet) and manage their sales cycle from end to end. Managers and reps can monitor the health of their pipeline with our visual sales pipeline and synchronize reminders with their calendars ensuring no follow-up is missed and no important lead is dropped. Learn more about noCRM.io

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Store, manage and label your leads, contacts and clients in one centralized online hub, and have it all handy, wherever you are. Learn more about vcita
Gain and retain clients with a powerful CRM app by vcita. Store, manage and label your leads, contacts and clients in one centralized online hub, get a birds-eye view of your clients' history, appointments, payments, invoices, documents and conversations and easily collaborate with your team, assigning clients, appointments and incoming requests to staff members. Have all the information handy wherever you are and whenever you need it with a friendly mobile app. Learn more about vcita

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers. Learn more about HubSpot CRM
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today. Learn more about HubSpot CRM

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Capsule is an easy-to-use CRM that helps businesses stay organized, know more about their customers & build better relationships. Learn more about Capsule
Capsule is an easy-to-use CRM that helps businesses of all sizes stay organized, know more about their customers, build strong relationships and make the most of sales opportunities. Keep your contacts all in one place, manage sales opportunities and create sales. It integrates with popular apps such as Google G Suite, Google Data Studio, MailChimp and Zapier. Free account available for up to 2 users, or paid accounts starting at $18/month. Learn more about Capsule

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Inperium Sell | A truly integrated cloud-based CRM platform offering rich, AI-powered features to help SMBs sell better and faster. Learn more about Inperium Sell
Inperium Sell is the intelligence-driven, cloud-based CRM platform that organizations need today. It reimagines traditional CRM features with unprecedented ease of use, flexibility, and endless integration potential, and expands upon them with a wealth of powerful capabilities like advanced quoting, integrated invoicing, bi-directional email syncing, guided selling, advanced filtering, and much more. Sell more with a truly customer-centered product! Learn more about Inperium Sell

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
SalesOutlook is an Outlook based CRM plug-in which offers account management, lead tracking, mobile access and document management. Learn more about SalesOutlook CRM
SalesOutlook's Outlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database. SalesOutlook Outlook CRM's intuitive interface provides a host of CRM features. Learn more about SalesOutlook CRM

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Zoho CRM empowers small SMBs with a 360º customer relationship lifecycle management solution. Learn more about Zoho CRM
Zoho CRM empowers SMBs with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrate with 500+ popular business apps in a single business system. Learn more about Zoho CRM

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now. Learn more about Copper
Copper is the easy-to-use CRM for businesses on Google Workspace looking to manage more sales leads & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place. Learn more about Copper

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Canada Local product
Maximizer CRM is a game-changing solution designed specifically for the unique challenges that sales managers and sales teams face. Learn more about Maximizer CRM
Maximizer is a powerful solution specifically designed for sales. We understand the unique challenges faced by sales managers & sales teams. That's why we provide a game-changing alternative to complex CRM solutions for efficient sales activity management. With Maximizer's robust analytics and insights, you can effortlessly monitor & achieve your revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. Try Maximizer today! Learn more about Maximizer CRM

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
The #1 easiest-to-use CRM for small businesses — expert support, fair pricing, and all the features you need in one place. Learn more about Less Annoying CRM
Ranked as the #1 easiest-to-use CRM for small businesses for four consecutive years, Less Annoying CRM has unmatched simplicity and service. Our seasoned CRM Coaches, with an average tenure over five years, provide expert, human support — no chatbots, ever. We offer a simple pricing model at $15 per user per month for everything you need. No “gotchas” and no need to haggle with a sales rep. Built exclusively for small business needs, our CRM simplifies your daily operations without unnecessary complexity. Start your free 30-day trial today — no credit card needed — and join thousands of small businesses thriving with a genuinely less annoying CRM. Learn more about Less Annoying CRM

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
monday sales CRM is a great CRM software for small business sales teams. Capture leads, manage deals, retain customers, and more. Learn more about monday sales CRM
monday sales CRM is an incredible CRM software for small business sales teams. The visual and flexible software enables teams to capture leads, nurture their sales pipelines, and retain customers, all in one easy to use platform. You can use smart and visual boards to assign items, gain valuable insights, keep track of your KPIs, share files, and a ton more. Learn more about monday sales CRM

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Make running your small business a breeze with unlimited licenses and projects. You'll have access to all the features you need, like c Learn more about True Client Pro
All-in-One Event Management CRM Software for Florists, Wedding Planners, and Venues True Client Pro is a cloud-based management software that empowers you as a Florist, Wedding Planner, and Venue Owner to simplify your workflow, giving you more time for creativity and growth to run your business successfully so you can spend more time with your loved ones. Learn more about True Client Pro

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
CRM that sits right inside your Outlook. Helps manage Contacts, Sales, Projects, and Marketing. Also available on the web and mobile. Learn more about eWay-CRM
If you use Outlook and looking for CRM, you have to try eWay-CRM. eWay-CRM is the best CRM that sits right inside your Outlook. It helps manage Customers, Sales, Projects, and Email Campaigns. The Outlook integration allows eWay-CRM to automatically save emails, integrate with your calendar, and synchronize your contacts. You will also love our "convert-to" feature. Just right-click on an email and convert it to a deal, task, or contact. It's so cool. Learn more about eWay-CRM

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Schedule appointments, collect payments, easily manage your clients and run the end-to-end client experience for your business. Learn more about Practice
We help small businesses consolidate clunky, disjointed and annoying systems into one simple place. Easy scheduling that shows your real-time availability, simple forms to gather information, invoices and payments — all tied together with automations. Create invoices, recurring subscriptions and packages in seconds and get paid on time, every time. Our world-class tools are built for both sides of the relationship, with a client chat portal that centralizes everything for your clients. Learn more about Practice

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Bring together CRM apps for sales, service, marketing, commerce, AI, and more in one integrated solution.
Build a customer 360 with a CRM that is deeply integrated across sales, service, marketing, commerce, and more with trusted AI, data, analytics, and collaboration in one integrated solution. Discover how Einstein 1 helps you become an AI Enterprise by growing relationships, productivity, and your bottom line – all at the same time. Learn more about Salesforce Sales Cloud

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Mailchimp is the #1 email marketing and automations brand that recommends ways to get more opens, clicks, and sales.
Mailchimp is the #1 Email Marketing and Automations brand for growing businesses. We empower businesses around the world to launch, build, and grow their businesses with world-class marketing technology, award-winning customer support, inspiring content & our data-driven recommendations Over 12 Million businesses including TEDTalks, Shutterstock, Boston Market, Nikon India trust Mailchimp to turn their emails into revenue, grow their audience, & create effective multichannel marketing campaigns Learn more about Mailchimp

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you and your team -- everywhere you work.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+ SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager. Learn more about Nimble

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
NetSuite CRM maintains end-to-end management of marketing, sales, ordering fulfilment, and support for a seamless customer experience.
NetSuite helps businesses maintain their vital, dynamic relationship with customers. With real-time visibility across the entire customer relationship—from preferences to transaction history, and a 360 view of the customer lifecycle from lead all the way through opportunity, sale, fulfillment, and support. NetSuite users have everything they need to maintain customers’ relationship at every touchpoint. Learn more about NetSuite

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
More Growth, Less Busy Work Our marketing automation removes the headaches and busy work while accelerating growth.
The smarter way for small businesses to do great work Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. Learn more about Keap

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
An open-source suite of integrated apps to manage CRM, PoS, Website, eCommerce, Sales, Accounting, Warehouse, HR, Marketing, and more.
Odoo is a fully integrated, customizable, open-source software packed with expertly designed, user-friendly business applications. Odoo's intuitive database is able to meet a majority of business needs, such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of any company, regardless of size (or budget). Learn more about Odoo

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Act! Premium empowers you to market better, sell more, and create customers for life.
Act! Premium, a powerful CRM and Marketing Automation tool in one platform, is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Learn more about Act!

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
EngageBay CRM helps growing companies organize all their customer information in one place to run targeted and personalized campaigns.
All your emails, calls, notes and lead progress are tracked automatically. Never spend another moment of your time on the mundane admin tasks. Let EngageBay handle these activities while you focus on selling.Use goal-setting, self-reflection and feedback to drive the sales behavior you need and enhance the overall sales performance. Learn more about EngageBay CRM

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite. Learn more about Apptivo

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management

Small Business CRM Software Buyers Guide

What is small business CRM software?

Small business CRM software allows small and midsize businesses to manage relationships with customers and prospects. This software helps manage client information, track customer interactions, and automate marketing and sales processes. By facilitating better management of customer business data, small business CRM software helps businesses make decisions about which products and services they should offer to each customer.

The benefits of small business CRM software

  • More leads and enhanced sales performance: Automated CRM software helps small businesses showcase their products/services on multiple channels and capture more leads. It also helps track leads through their lifecycle, and convert quality leads into customers.
  • Data-driven decision-making: Small business CRM software provides insights into customers and their buying behavior by gathering data from multiple sources. It deciphers trends and patterns in customer behavior, which helps businesses build strategies, improve brand loyalty, and launch customer-focused products/services.
  • Improved customer management: Small business CRM software provides insight into the status of every customer/lead, meaning businesses can better manage their customers by tracking their interactions and activities at each stage of the sales cycle.

Typical features of small business CRM software

  • Contact management: Store and find contact information such as names, addresses, and social media accounts in a searchable database.
  • Interaction tracking: Add notes and document conversations with customers across multiple channels, including email, phone, live chat, and social media.
  • Lead management: Track and manage leads throughout the sales process, from capture to conversion. 
  • Task management: Create tasks, add descriptions, set start and due dates, estimate required effort, and assign users. 
  • Reporting/analytics: View and track pertinent metrics related to customers and prospects. Generate custom reports on leads, sales figures, and sales reps in various formats.  
  • Sales pipeline management: View and track lead status in each stage of the sales funnel. 

Considerations when purchasing small business CRM software

  • Carefully evaluate your feature requirements: The features offered by different software products can vary widely depending on the vendor. While the ones listed above are some of the basic features a small business will need to support its CRM function, your organization may have unique requirements. Before investing in any tool, study your needs carefully to determine what features are essential to your business.  
  • Integration with other applications: Most businesses seeking a CRM tool already utilize standard systems such as accounting , project management , and email marketing software. If your business uses these or other systems, be sure the CRM software you choose integrates with your existing tools to streamline data flow between tools and eradicate redundant data entry in multiple systems. 
  • Total cost of ownership: With the variety of CRM software available in the market, choosing one that meets your budget and business requirements is crucial. Unlike enterprises, small businesses can’t shell out a huge amount of money for software tools. It’s important that such buyers determine the total cost of ownership for any tool they’re considering purchasing, which goes beyond one-time licensing fees or monthly/annual subscriptions to include the cost of support services, data migration, implementation, etc.
  • Artificial intelligence (AI) is accelerating automation: AI-driven software and AI chatbots are increasing in popularity, and can help small businesses through automation of tasks such as email personalization, lead management, customer service, and sales forecasting. For example, AI can help personalize emails for specific customers based on previous interactions. Statista predicts that this sector in the U.S could gain an additional $396 billion by 2021 by adopting AI.
  • Social CRM will boost customer relationships: Small businesses are connecting with customers via social media and other virtual communities in a more personalized manner. This not only helps businesses gain insights into customer buying behavior and nurture quality leads, but also lets them engineer customer experiences to offer greater value and increase ROI.