A CRM tool is crucial for small businesses to spark growth in their community of customers and supporters. One of the perks of owning a business is building your business and growing that community, which becomes a pillar for greater business growth. You cannot build that pillar overnight.
That community needs nurturing while expanding to accommodate more. You will have to track each customer in their unique buying journeys, keep them close, and continuously provide support and touch base. Caring for that one customer at a time helps you hit your multitude.
It is where CRM or Customer Relationship Management becomes crucial. CRM tools have become popular lately. But the fuel for its popularity is not just because it is one of the latest digital marketing trends.
Small businesses and big industries need CRM tools to help them manage their client lists well, especially in this new normal economy. Challenging tasks in client management should be a thing of the past.
CRM Tools Small Businesses Can Use
Microsoft Dynamics 365
Despite the introduction of productivity tools such as GSuite, for example, Office 365 still dominates the market today.
Legitimate Windows Operating Systems (OS) is the most trusted OS system in the business world because it runs a business, which carries out business automation through software successfully.
That is why Microsoft Dynamics 365 is a great CRM platform. This platform is compatible with all other Microsoft products and is the leading CRM tool by trusted analyst brands. Businesses get to make smarter decisions and apply strategies that drive companies to become more efficient and profitable.
Businesses get to build stronger relationships and close more deals with their client base. Microsoft Dynamics 365 also helps companies find new leads and nurture healthy relationships. Relationship building improves productivity and performance.
Businesses can better communicate with experts and peers, locate local events, and read blog posts. Users will find not only 24/7 support and constant updates from Microsoft but also access industry-leading self-help and support options.
Hubspot CRM Tool
HubSpot CRM provides a free version of its CRM app, popular with small businesses. The app has all the standard functionality of a CRM tool, allowing you to keep track of your company’s operations and more.
You can manage contacts and business accounts, assign and monitor transactions, and handle all data in a comprehensive overview accessible to the entire team.
HubSpot customers can use the CRM app to improve inbound income. HubSpot provides integration solutions for various applications, like Salesforce, Shopify, and Microsoft Dynamics.
Zoho CRM always makes it onto small businesses’ best tech lists, and their CRM product isn’t any different. This is a cloud-based CRM tool that supports lead migration, sales creation, and user retention.
It also has Salesforce integration, sales support, systems integration, and omnichannel service functions.
It comes with high-rated iOS and Android applications, making it a great option for quick smartphone access features. Zoho CRM also secures your data and usage via encryption, dual-factor authentication, IP constraints, and audit logs.
A free product version is available for those on a startup budget, good for three users. This free version provides restricted flexibility, including leadership and document processing functions. The free edition also comes with smartphone applications.
Drip CRM Tool
With Drip, you can now automate your eCommerce marketing at scale. It is a CRM specially designed for eCommerce, but it also functions well beyond that purpose.
It has a beautiful GUI (Graphical User Interface) and is straightforward and easy to use.
This CRM platform makes building automation business processes and email campaigns simple. You can also create your email with a graphic builder or text builder.
Drip also provides quick list segmentation, transaction analysis, content customization, buy-intention targeting, and more. With tags, activities, and custom areas, you can learn and follow your consumers’ stories.
It’s built to improve the bottom line and help you create leads, handle interactions, and turn them into lifetime clients.
Drip provides content automation, advanced contact processing, actionable reports, email promotions, one-on-one interactions, eCommerce user monitoring, and more.
With SendInBlue, you get more out of your marketing campaigns because it is a powerful email marketing service with all features you need in a CRM tool.
SendInBlue is an excellent option for any size business because you can get started for free and then upgrade as your business grows. They offer reliable email delivery, email marketing, automation, transactional emails for eCommerce, smart segmentation, and more.
They have SMS marketing and chat, unlike many other CRMs. SMS marketing is a good strategy that can boost revenue and engagement instantly. Their live chat solution helps you to communicate in real-time with clients and leads.
You will speed up the sales processes with Salesmate CRM and give clients a customized experience. Manage your contacts efficiently and keep track of all sales activities connected to them.
This platform is excellent for sending out email campaigns because if you press send, you will know what happens to your emails. As a small business, versatility and scalability are valued, and Salesmate is an excellent tool.
Freshsales is Freshworks’ cloud-based CRM tool, which provides a suite of products aimed at small businesses. It makes it a good choice if you want tools outside of CRM, like project management and accounting, all seamlessly integrated into one set of applications.
It delivers comprehensive lead and deals management, email tracking, push notifications, multi-language support, customer journey timelines, and one-click phone calling. Mobile apps allow users to work from anywhere on Apple and Android devices. A Zapier integration facilitates connecting with third-party apps like Google Sheets and MailChimp.
Freshsales’ free Sprout version is a particular perk for small businesses and includes access to deals, contacts, leads, accounts, mobile apps, and more. There’s no limit on users. You can also expect robust technical support 24/5 via phone, email, and chat.
Constant Contact is a wildly popular email marketing service, but you can also use it as a CRM. It’s great for small businesses, with a simple and easy-to-use dashboard, marketing automation, reporting, sales funnels, and a good drag and drop tool for creating emails.
You can also store contacts, manage customer information, and add 3rd-party integrations (including eCommerce integrations) from Constant Contact’s massive marketplace. The number of integrations makes it easy to build just the right platform for your business.
Salesforce is perhaps one of the most prominent and most widely used CRM tools on the market. Luckily for smaller businesses, Salesforce offers a basic edition called Lightning Essentials.
This package provides the user with an advanced contact manager that includes email integration and follow-up reminders. It also has a lot of options for integration and customization.
Pipedrive’s cloud-based CRM for small businesses provides critical functionality such as sales automation, lead management, reporting, revenue projections, and tools to aid collaboration.
You can automate workflows, build a product catalog, and use Gmail from within the platform by adding a Chrome extension.
If you need extra capabilities, Pipedrive’s app marketplace has more than 150 third-party tools. Developers can use the system’s open API to build custom features and integrate with other software.
With Pipedrive, you also get peace of mind thanks to strong security measures. A dashboard lets you control user access, view suggestions for protecting data, and monitor account activity.
Daily backups, encryption, and GDPR compliance are part of the package, and the system boasts several security certifications. You even have access to a data protection officer.
Streak CRM for Gmail
Streak CRM works with G Suite and free Gmail accounts and lets you track customer emails and leads, manage contacts, and stay on top of your sales funnels. If you already use Gmail or GSuite, this may be the best CRM software for you.
You can automatically capture leads right from your contacts, add tasks and reminders, schedule emails, create custom pipelines/funnels, add tags and notes, and a lot more.
Streak CRM comes with workflow management features like hiring, project management, sales, support, and more, but you can also customize it to your exact needs. Since it’s built straight into Gmail, it’s super easy to use, even for complete beginners.
If you hate filling out a CRM and want one that actively helps you sell, Salesflare is a perfect CRM tool for you. It gathers up all the details you need automatically and regularly updates itself.
Salesflare is built specifically for small and medium-sized businesses that sell B2B. And it still packs a lot of power, although it can look basic. It can also be used to send personal email sequences at scale.
Nimble CRM Tool
Nimble is exclusive for small businesses and guarantees data-rich customer profiles. It extracts social media and external databases from online information and suggests contacts based on company or job title factors.
You can find templates and an extensive app marketplace to search for over 100 product add-ons. An API also allows custom software for even greater flexibility.
Nimble gives its users flexibility, working anywhere through a native smartphone app on Android or iOS devices. Users also have access to business card scanning, reminders, calendar, and voice-based notes. You can also track and update tasks and transactions, visit contact profiles, and distribute assignments.
Agile CRM Tool
Agile CRM is one of the world’s best all-in-one CRM applications. In one dashboard, you get contact management, advertising, promotions, and customer service support. Moreover, it’s easy to use!
Users have a 360-degree contact view, calendar and scheduling, meetings, project management, and gamification features to inspire friendly team rivalry, among many other tools.
In addition to the comprehensive reports online, you can view short reports, which can then be accessed to better look at what’s going on. Agile CRM has features like ticket support, helpdesk, and more.
Agile CRM conveniently offers contact management on one page, with marketing tools such as 1-click calling, appointment planning, and many more. You can also quickly send email direct marketing campaigns and create landing pages to boost conversions.
Capsule CRM Tool
Capsule CRM is a very user-friendly platform and allows you to monitor users, connections, and sales pipelines.
Businesses may use it on multiple devices, even on mobile phones.t The user interface is divided into the dashboard, people, organizations, sales pipeline, schedules or tasks, and cases.
Although one of its limitations is less functionality in reporting and campaigns.
BaseCRM now Zendesk Sell
The BaseCRM, now called Zendesk Sell, the software is ideal for companies looking to customize their sales pipelines. This sales monitoring tool enables businesses to customize sales phases and connect leads, partners and records to all sales transactions in the Sales Pipeline area.
It also has real-time visual reporting through templates, social network integrations, and other third-party applications like MailChimp, Zapier, and more.
Its sales tools are also specially-made for salespeople, difficulty using the software. Zendesk Sell is a straightforward CRM tool that enables sales teams to focus on what they do best: selling.
It also eliminates friction from deal updates, so the sales team has constant access to it, analyzing user data.
ConvergeHub is a cloud-based CRM tool that is great for SMBs – especially because these businesses don’t have to deal with multiple repositories but rather one central platform.
The ConvergeHub CRM tool provides integrated Salesforce automation and marketing automation modules. Users can save contact lists and design campaigns, and also manage all sales tasks.
Bitrix24 upgrades connectivity with clients or teammates and includes all features that small businesses need like chat, video, email, SMS, social, telephony, and intranet.
Its functions integrate with the CRM, help desk, project management tools, marketing automation, and website builder. It makes connecting communication channels easy just by clicking the Contact Center.
Users easily see choices, so set up is a breeze. A third-party integration allows the rental of a number for telephony. Other features are also very accessible through a click of a button, like its Mail icon that attaches emails.
Users can also use the self-hosted version of Bitrix24 and get complete control over data, access to source code, and additional resources like helpdesk, e-learning, integration, and customization.
Insightly CRM Tool
Insightly combines an easy-to-use CRM with project management functions that should appeal to any business team of any size. The automation and customization ensure that the management is made more streamlined by special setup needs, repetitive tasks, and business processes.
Insightly issues licenses at the administrative level, but employees are only permitted to see and alter documents that apply to their job function. It keeps errors down while not burdening staff with irrelevant data.
For instance, you would probably want to grant Projects read-only permissions to your sales reps so that they can monitor the progress of a client but not alter the ongoing project record.
It’s easier to manage projects efficiently and consistently, and teams can devise a suitable workflow to help automate specific tasks.
You could continue adding time triggers and actions until the handoff from sales to the delivery team was complete. This functionality is also useful for businesses outside a traditional sales funnel.
The Sugar CRM has an excellent solution for small businesses, called Sugar Professional. The platform offers customer experience solutions, creating a consistent and straightforward experience.
Sugar Shell helps you automate workflows, and its actionable intelligence provides accurate data right for customer interactions.
When looking at the best CRM tool for small businesses, it’s clear you don’t need to sacrifice high-quality features even if you don’t have deep pockets. If you’ve never used a CRM tool before, it can take your business to new heights. But only if you know what features you need and why you need them.
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