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CRM for Small Businesses

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

Featured software

Most reviewed software

Explore the most reviewed products by our users on the CRM for Small Businesses

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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
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • 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
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • 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
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
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
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • 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
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • 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
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • 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
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • 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
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
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
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • 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
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • 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
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • 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
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • 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
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • 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
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • 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
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • 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
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Insightly offers a rich feature set at an affordable price and is available for free for up to two users.
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with small businesses as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Insightly offers a rich feature set at an affordable price and is available for free for up to two users to help get your business going. Learn more about Insightly

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Everything you need in a small business CRM: contacts, proposals, contracts, payments, & more. Start your 7 day free trial today,
The go-to small business CRM for independent professionals—that's HoneyBook. HoneyBook makes it easy to book more clients, manage projects, and get paid all in one place. With proposals, invoices, contracts, payments, and scheduling at your fingertips, you have everything you need to give clients a great experience. Get started with a 7 day free trial today. Learn more about HoneyBook

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. Learn more about Freshsales

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • 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.
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
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Agile CRM is a complete sales, marketing and service suite designed to let SMBs to sell and market like the Fortune 500.
Agile CRM is a All-in-One CRM with Sales, Marketing and Service automation in single platform. It has sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony, and helpdesk with a simple, clean and modern interface. Learn more about Agile CRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Thryv is an all-in-one small business management software that helps you stay organised and get more out of your business.
Thryv is an all-in-one small business management software that helps you streamline your business so you can get back to the things you love. Small business owners communicate better, solve more business challenges and get more organised with Thryv. Learn more about Thryv

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
The easy-to-use small business CRM that helps you work smarter by managing and tracking your sales leads and customers.
Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for small businesses B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and app integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth. Learn more about Spotler CRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Sales Hub provides email tracking, prospect database searching, presentation sharing, auto dialer with call recording and logging.
Supercharge your sales process with Sales Hub, a powerful and easy to use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Sales Hub is built on the leading HubSpot CRM platform, where you can bring your customer data, tools, and teams together in one central system of record. Whether its strategies, services, or software, HubSpot has everything you need to grow better. Learn more about HubSpot Sales Hub

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Kylas CRM is easy to use and comes with numerous features that small businesses need to track their sales and customer relationships.
"Kylas Sales CRM: An enterprise-grade product designed for growing businesses just like yours. Kylas Small Business CRM is cost-effective and offers UNLIMITED User Licenses at a flat cost." It offers: * Lead Management System * Deals, Contacts & Companies Management * Reports and real-time Data Analytics * Sales Pipeline Management * Collaborative Tools * Customer Reports and Insights * Data Management & Security * Cross-platform & Device Usability Learn more about Kylas Sales CRM

Features

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

CRM for Small Businesses 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.