21 Best CRM Software for small Businesses

Choosing the best CRM software for a business has become an essential task to strengthen relationships with customers while supercharging sales efforts. Also, choosing the best CRM software directly influences the revenue generated through sales.

That’s why businesses use the best resources and put forth efforts to choose the perfect solution as per their needs.

Business owners understand that with the growth of a business, managing and streamlining customer relationships can become increasingly complex.

This is where CRM (customer relationship management) comes into play to streamline all processes and strengthen customer relationships. CRM solutions help growing businesses manage customer interactions, sales processes, lead counts, and overall customer satisfaction.

In the market, there are various CRM solutions available, and it can be overwhelming to choose the right one for your business.

In this blog, we will provide you with a list of the top 21 best CRM software options for growing businesses, whether small or large. If you are a business owner, decision maker, or a part of an organisation, this list is going to help you choose the best CRM software for your needs.

What is the Need of CRM Software in Growing Organisations?

In today’s changing market landscape, managing customer relationships is more important than ever. Here comes the role of CRM software, which helps businesses manage customer interactions across all touch-points.

Whether it is managing a customer from a marketing perspective or offering good support in any scenario, CRM comes into play. It centralises customer data, automates recurring processes, improves customer satisfaction, increases sales revenue, and drives more business growth.

  • Improve Customer Satisfaction: CRM solution empowers a business to offer personalised experiences to customers by evaluating their preferences, demographics, purchase history, and other data as well. This personalisation leads a business to offer higher customer satisfaction and loyalty.
  • Increase sales revenue: A perfect CRM solution lets a business track all prospects, leads, deals, and opportunities to generate more revenue while closing deals faster. Also, it builds up possible cross-sell and up-sell opportunities, leading to enhanced revenue.
  • Improve team collaboration: Most CRM solutions come with unified data servers that enable the team to work, collaborate, and share the data with ease. It lets the team members make data-driven decisions for better outcomes.
  • Drive growth: CRM solutions provide a holistic view of customer interactions to the business. Also, CRM software can help businesses identify trends, optimise processes, and make strategic decisions that drive growth. 

List of Top 21 CRM Software for Small and Medium Businesses

It’s time to check out the list of top CRM solutions you can avail to supercharge your customer relationship and experience game.

1. Microsoft Dynamics 365 CE (Customer Engagement)

User Ratings: ⭐ ⭐ ⭐ ⭐ ⭐


Microsoft Dynamics 365 CE (customer engagement) is a cloud-based CRM solution built to offer powerful tools, features, and capabilities to manage customer relationships.

Being a part of the Microsoft Dynamics 365 suite of intelligent applications, it offers various features that include automation, marketing, project management, customer service, and sales management.

Key features:

  • It easily integrates with native as well as third-party applications.
  • Allows seamless collaboration among team members.
  • Easy access to data across different platforms.
  • Comes with powerful reporting and data analytics capabilities.
  • Allows businesses to track key metrics and make data driven decisions.
  • Flexible CRM solution.
  • Can be customised based on unique business needs.

Pros:

  • Seamless integration with Microsoft Products
  • Has a high degree of flexibility and customisations
  • Powerful reporting and data analytics features
  • Highly Scalable with Changing Customer Demands
  • Ease of Use and Access

Cons:

  • Limited third-party integration
  • Best for Small Businesses
  • Microsoft Manages the Servers (updates and upgrades)
  • Light Training Requirements
  • Not for a Specific industry (Fits in all)

2. Salesforce

User Ratings: ⭐ ⭐ ⭐ ⭐

credit - salesforce.com

Salesforce is a cloud-based CRM solution that empowers businesses to manage customer relationships, sales workflow, and customer retention. It comes with various features that include opportunity tracking, lead management, reporting, and forecasting.

Salesforce, which was founded in 1999, is a well-known name in the CRM industry because it has been around for a long time. It is known for its simple and interactive user interface, along with customisable workflows that simplify the solution for all users.

Key features of Salesforce:

  • Easy to scale.
  • Can be customised to fit your business needs.
  • Good for small and large enterprises.
  • Offers a wide range of integrations.
  • It comes with different tools, like automation.
  • Robust reporting and analytics capabilities.
  • It can track metrics like sales pipeline, win rates, and customer satisfaction.
  • Empower users to optimise sales processes.

Pros:

  • Highly Scalable
  • User-friendly inteface
  • Robust reporting and analytics
  • Integration capabilities
  • Mobile accessibility

Cons:

  • Expensive for Small Business
  • Complex to set up and Customise
  • Training requirements
  • Limited customisation options
  • Reliance on internet connectivity

3. HubSpot CRM

User Ratings: ⭐ ⭐ ⭐ ⭐ ⭐

HubSpot is a popular CRM solution that offers a wide range of features to businesses, including streamlining sales workflow and enhancing customer relationships. With a user-friendly interface and ease of use, HubSpot offers marketing automation and different customer service tools to help a business build strong relationships with customers.

Key features of HubSpot:

  • Easy to use
  • Intuitive interface and workflows.
  • Easy to customise based on business requirements.
  • Offers different features that include lead management and deal management.
  • It easily integrates with native applications.
  • Allows businesses to manage their marketing funnel and sales altogether.
  • Robust and flexible functionality,
  • Dashboards can be customised.
  • Comes with built-in data analytics features.

4.Zoho CRM

User Ratings: ⭐ ⭐ ⭐

Credit - zoho.com

Zoho CRM is a cloud-based CRM solution capable of streamlining entire sales and customer engagement processes. It makes the processes of managing prospects, tracking deals, and establishing connections with other users easy and hassle-free. For companies aiming to improve client interactions and spur growth, Zoho CRM offers a complete solution, from lead creation to post-sale support.

Key features of Zoho CRM:

  • Affordable and cost-effective.
  • The best CRM for small businesses or startups with limited budgets.
  • It offers customizable dashboards and global access from any device.
  • However, it comes with limited third-party integration options.
  • Automates the complex tasks.
  • Offers real-time reports.

5. Pipedrive:

User Ratings: ⭐ ⭐ ⭐

Pipedrive is a robust and intuitive CRM tool created to assist companies of all sizes in managing their sales operations more successfully and efficiently. With Pipedrive, you can conveniently keep track of all of your leads, deals, and sales activities in one location, providing you with a complete and constant picture of your sales pipeline.

Key features of Pipedrive CRM are:

  • Comes with an intuitive and customisation interface.
  • Align with the specific business needs
  • It helps to close more deals and streamline the sales process.
  • It has an emphasis on visual pipeline management.
  • It allows users to visualise the sales pipeline.
  • Also, it finds areas in need of improvement.
  • Empower businesses to focus more on growth.

6. Freshsales:

User Ratings: ⭐ ⭐ ⭐ ⭐

It is one of the best CRM software for the healthcare industry. Like other CRM solutions, Freshsales CRM is a cloud-based solution capable of managing customer relationships while empowering users to close more deals. Freshsales makes it simple to handle your leads, track your deals, and keep on top of your sales activity with its robust feature set and user-friendly design.

Key features of Freshsales:

  • It comes with advanced lead scoring and segmentation capabilities.
  • You can easily prioritise your leads based on their level of engagement.
  • Freshsales allows you to focus on converting leads.
  • It filters the leads based on their level of engagement.
  • You can automate manual processes.

7. Agile CRM:

User Ratings: ⭐ ⭐ ⭐

Agile CRM is designed for small and medium-sized businesses. It is also a cloud-based CRM solution that comes with some exciting features that include data analytics, customer reports, customer management, and more.

You can easily create a centralised platform by integrating Agile CRM with third-party applications in sales, marketing, and service. It supports 50+ plugins and comes with different pricing options.

Key features of the Agile CRM solution:

  • Comes with helpful automation features.
  • Importing and exporting data is easy and simple, like contacts.
  • It seamlessly integrates with Skype and Facebook.
  • Agile has a telephony feature that allows you to make and receive calls.
  • Overall features enhance employee efficiency.

8. Copper

User Ratings: ⭐ ⭐ ⭐

Copper CRM (ProsperWorks) is a next-generation CRM solution designed to help businesses of all sizes grow faster. Copper CRM's robust feature set and user-friendly design make it simple to handle your prospects, track your transactions, and automate your sales cycle.

Key features of Copper CRM:

  • It comes with seamless integration with G Suite.
  • You can easily manage contacts, emails, and calendar events.
  • It empowers you to stay organised and focused on your sales activities.
  • Copper CRM has advanced reporting and analytics capabilities.
  • You can easily track your sales performance.
  • It finds the areas where you need to improve and makes data-driven decisions.

9. Keap:

User Ratings: ⭐ ⭐ ⭐

Keap CRM is best for small businesses to maintain and build sustainable customer relationships. It comes with various features that include native invoice and payment processing. Keap is considered one of the best CRM programmes for higher education. It comes with smooth automation capabilities capable of saving up to 10 hours of manual work by eliminating manual tasks from the system. If you are totally new to CRM solutions, this would be the perfect pick for you.

Key features of Keap CRM:

  • Smooth automation capabilities
  • You can easily set up email campaigns and lead nurturing workflows.
  • It empowers users to engage with prospects and customers at every stage.
  • It comes with an integrated appointment scheduling system.
  • Keap establishes direct communication with the customer, eliminating the need for back-and-forth communication.

10. Insightly:

User Ratings: ⭐ ⭐ ⭐

Insightly is a growing CRM that comes with modern capabilities to deal with customer relationships. It is easy to use, affordable, easy to customise, and easy to scale based on business requirements. It empowers the team to build strong relationships, convert prospects into customers, enhance productivity, and centralise entire data sets.

Key features of Insightly CRM:

  • It comes with advanced project management capabilities.
  • You can easily create and manage projects, assign tasks, and track progress.
  • It allows the team to stay focused and organised on all sales activities using automation.
  • Embedded with social media monitoring capabilities
  • You can track your customers activity in real-time, including social media activity.

11. Apptivo:

User Ratings: ⭐ ⭐ ⭐

Apptivo is considered the best CRM software for startups and small businesses as it comes with email marketing, project management, and other e-commerce features. It has a simple, easy-to use user interface along with powerful tools to deal with almost all CRM tasks. Also, you can customise this solution based on your business and customer requirements.

Key features of Apptivo CRM:

  • It comes integrated with a suite of business applications.
  • You can easily manage your finances, projects, HR Operations, and supply chain.
  • It eliminates the need to use multiple solutions to manage different business segments.
  • Embedded with automation capabilities, it reduces the risk of errors and miscommunications.
  • You can easily customise the reports and dashboards based on real-time insights.
  • It allows you to track sales performance, customer behaviour, and business operations.

12. Bitrix24:

User Ratings: ⭐ ⭐ ⭐ ⭐

For businesses that want to get started with their CRM journey, Bitrix24 can be the right choice. It comes with various tools to outline marketing campaigns, streamline customer support, convert more prospects into clients, and empower the HR team to manage people. To understand more about its tools and functionality, you can avail yourself of the free trial and upgrade later, whenever needed.

Key features of Bitrix24:

  • It comes with integrated team collaboration tools and functionality.
  • It lets you communicate with your team members and track the progress of each project.
  • Bitrix24 has advanced contact centre capabilities.
  • It streamlines customer interaction across different channels, including phone, email, and social media.
  • It offers a comprehensive view of your entire customer interaction and behaviour.

13. Capsule CRM:

User Ratings: ⭐ ⭐ ⭐ ⭐

Capsule is a highly customisable CRM that offers unique workflows based on unique business operations. It allows the user to track customer data on each milestone, resulting in building strong relationships with all customer activity. Capsule comes with a highly capable system that manages data and promotes a business to build deeper relationships with customers, generate more opportunities, and win more leads.

Key features of Capsule CRM:

  • Capsule CRM places emphasis on simplicity and ease of use.
  • It offers a clean and clutter-free user interface that allows you to focus on important tasks.
  • It comes with various tools that empower users to build strong relationships with customers.
  • Capsule has an intuitive design that makes it easy to navigate through your contacts and track all interactions.
  • It has seamless integration capabilities with popular business applications.
  • Capsule CRM offers unified data servers to let you easily access customer data in one location.

14. Close CRM:

User Ratings: ⭐ ⭐ ⭐

Close CRM basically focuses on enhancing sales engagement with customers to generate more revenue and offer a better customer experience. You can establish communication with your customer using email, calls, and text messages without integrating any of the add-ons. With task reminder and power dialer capabilities, it empowers the team to become more efficient and productive.

Key features of Close CRM:

  • Close CRM has advanced sales automation capabilities.
  • You can easily set up automated email campaigns and lead nurturing workflows.
  • With real-time tracking, it lets you engage with your prospects and customers at each stage of their journey.
  • It comes with built-in calling and SMS capabilities.
  • You can easily make calls and send text messages to prospects, eliminating the need for a separate phone or messaging app.

15. Creatio:

User Ratings: ⭐ ⭐ ⭐

Creatio is a bit different in that it is built on a low-code platform that allows businesses to customise their CRM experience without extensive coding knowledge. It gives businesses the ability to customise their CRM to their own needs and workflows, increasing productivity and efficiency. It can be deployed as a standalone solution to cater to complex B2B sales, customer service, relationship management, and more.

Key features of Creatio CRM:

  • Creatio CRM comes with advanced business process automation capabilities.
  • You can easily automate your sales, marketing, and customer service processes.
  • It allows you to streamline basic business operations while enhancing overall efficiency.
  • It comes with integrated marketing automation capabilities.
  • It can be deployed as a single CRM bundle to align with business requirements.
  • It has a Creatio Marketplace that lets users download and link different add-ons.

16. EngageBay:

User Ratings: ⭐ ⭐ ⭐

EngageBay is a powerful and integrated CRM solution that comes with in-built capabilities for marketing, sales, and support. It is basically designed for small and medium-sized businesses to deal with customers and their issues. It comes with various tools that include landing pages, appointment scheduling, and a live helpdesk.

Key features of EngageBay CRM:

  • It comes with integrated ticketing and a helpdesk system.
  • You can easily manage your customer inquiries and support tickets.
  • It empowers you to offer timely and effective support.
  • You can integrate the EngageBay CRM with Zapier and Business Central to get a holistic view of the entire business.
  • Also, you can integrate different third-party solutions to make the entire process of customer management smoother and more efficient.

17. NetSuite CRM+

User Ratings: ⭐ ⭐ ⭐ ⭐

Netsuite is a popular CRM that comes with a centralised database to store customer information while supporting the team for better outreach. Also, it stores the interactions with the customers for a personalised approach to delivering a lasting customer experience. It comes with numerous features, including Salesforce automation, marketing automation, and sales forecasting.

Key features of Netsuite CRM+:

  • It comes with advanced customization capabilities.
  • You can easily modify the platform to offer a personalised customer experience.
  • It provides the sales team with all the necessary tools and features to build strong customer relationships.
  • It is integrated with ERP and financial management functionality.
  • You can manage your finances, supply chain, and other core business operations.
  • It empowers the business to offer unique services to maximise customer experiences.

See Also - Dynamics 365 Business Central VS NetSuite

18. Nutshell:

User Ratings: ⭐ ⭐ ⭐

Nutshell CRM is basically built for B2B businesses to avail of email marketing and CRM functionality. It pushes a business to retain customers and build strong relationships with them using different communication channels. Nutshell is for those businesses that want to deal with sales and marketing operations using a single, unified solution.

Key features of Nutshell CRM:

  • It is affordable and comes with powerful automation features.
  • You can integrate different third-party tools to enhance its capabilities.
  • It focuses more on collaboration and lets you stay on top of the sales pipeline.
  • It offers features like shared calendars, team notifications, and task assignments.
  • You can easily integrate popular business tools like G Suite, Office 365, and Zapier.
  • These integrations allow businesses to automate routine tasks and improve overall productivity.

19. Odoo CRM:

User Ratings: ⭐ ⭐ ⭐

Credit - odoo.com

Odoo is an open-source CRM solution that offers numerous features and tools to manage customers as well as their data. It is built for all businesses, irrespective of the size and complexity of their operations. Odoo CRM offers an intuitive user interface along with mobile accessibility for ease of work. It uses automation to streamline customer interaction and maximise sales performance.

Key Features of Odoo CRM:

  • It comes with a modular design that allows businesses to choose the essential features they need.
  • You can integrate with other Odoo apps to manage accounting, inventory, and projects.
  • Odoo has powerful marketing automation tools that enable businesses to manage their marketing campaigns and track their results.
  • You can use the AI-powered chatbot to handle a wide range of customer inquiries and automate routine tasks.
  • Also, it comes with a helpdesk management module that allows businesses to provide top-notch customer service and support.

See Also - Business Central VS Odoo

20. SugarCRM:

User Ratings: ⭐ ⭐ ⭐

Sugar CRM focuses more on enhancing customer interaction and accelerating sales numbers. It is cost effective and offers various solutions to manage prospects and customers with the utmost possible service and support. In the market, it is considered as one of the best CRM software for nonprofits. It offers AI-powered insights and a mobile app to let you connect 24x7 to offer a seamless customer experience.

Key features of SugarCRM:

  • It offers AI-powered insights that provide users with real-time data and analytics to make informed decisions whenever needed.
  • It comes with advanced customization options that allow businesses to tailor their CRM experience based on specific business needs.
  • SugarCRM has a Mobile app that enables users to access their CRM data on the go.
  • You can easily integrate the solution with popular business tools like G Suite and Office 365.
  • It comes with an intelligent automation feature that streamlines routine tasks and frees up valuable time for your team to focus on more complex tasks.
  • Sugar CRM offers different collaboration tools that allow teams to work together seamlessly and stay on top of their sales pipeline.

21. vTiger CRM:

User Ratings: ⭐ ⭐ ⭐

Earlier, it was a part of SugarCRM, but now it competes in the CRM market. It is built for small and medium organisations that are looking for a centralised solution to deal with different CRM operations. It empowers the business to offer great customer experiences across the customer lifecycle.

Some of the key features of vTiger CRM are:

  • vTiger CRM comes with advanced customization options to align with specific business needs.
  • It comes with a helpdesk management module that allows businesses to provide top-notch customer service and support.
  • It has advanced forecasting tools that enable businesses to predict future sales and revenue trends.
  • vTiger has comprehensive reporting and analytics tools to access and analyse the data in real-time.
  • It has zero licencing costs, but you need to bear the support and customization expenses.

How to Choose Best CRM Software for your Business?

The selection of the best CRM solution depends on your specific business requirements. Because, requirements vary from one business to another.

If you want an all-in-one business solution, you can go with Microsoft Dynamics 365 CRM or CE. And, if you want to deal with lead management and nurturing prospects, you can go with Netsuite CRM+.

In case you are facing issues while understanding your business requirements or figuring out the perfect CRM solution for your business, Dynamics Square is available to help you out.

You can write a mail to info@dynamicssquare.co.uk or call us directly on +44-207-193-2502 to avail instant support.  

See Other Articles - 

Nitesh Sharma

Nitesh, the Sales Head at Dynamics Square UK, is instrumental in enabling businesses to scale effectively, leveraging Microsoft cloud technologies like Dynamics 365, Power Platform, Azure, Copilot, and more.

d605-leftfinance-guide-pic

Join our newsletter

Engaging stories and exclusive data, designed for our best customers. We only send one issue each month, so we try to make it useful.

Loading...

Book a Free Consultation

See How Dynamics Square Can Help Transform Your Business With Microsoft Business Applications.

contactfor-sede-img