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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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High-end solution designed for sales, collaboration, communication, social networking, and workflow management. Learn more about Bitrix24
Bitrix24 is an online workspace for small, medium, and large businesses. It features 35+ cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and more. Additionally, Bitrix24 includes an AI assistant located throughout the product to further enhance your productivity and streamline your workflow. Switching to Bitrix24 eliminates the need to be subscribed to a bunch of different SaaS solutions. You get all you need in a single package — all at a flat rate. With over 15 million users, Bitrix24 is one of the most popular business software solutions in the world. Learn more about Bitrix24

Features

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

  • Calendar/Reminder System
  • Territory Management
  • Marketing Automation Software
  • Segmentation
  • Lead Qualification
  • Live Chat Software
  • Task Management Software
It's an easy to use Omni-channel marketing & sales platform helping brand connect, engage & interact with customers, driving more ROI Learn more about Qnvert
Qnvert is your ultimate partner in effectively conveying your brand story to both customers and prospects, providing them with an immersive omni-channel brand experience. We help Marketers & Sales Heads create brand awareness, engage customers, fosters loyalty and repeat purchases. Qnvert offers a very customised Cloud-based / On-Premise SaaS solution plus our On-Demand managed services (Creative & Media) to strategies, create, execute and optimise campaigns ensuring efficiency in your marketing & sales processes so that you can acquire faster, retain more & increase their customer lifetime value Learn more about Qnvert

Features

  • Calendar/Reminder System
  • Territory Management
  • Marketing Automation Software
  • Segmentation
  • Lead Qualification
  • Live Chat Software
  • Task Management Software
Bigin is a small businesses CRM that helps unify customer operations and nurture customer relationships effectively. ​ Learn more about Bigin by Zoho CRM
Bigin is a custom-built CRM designed specifically for small businesses, perfectly meeting their unique needs effectively. It offers a super user-friendly interface with simple yet powerful features, all at a pocket-friendly price. *Access all the data you need to run and grow your business—all from a single place with a 360-degree view. *Use dedicated and interconnected pipelines to manage all of your customer-facing operations. *Stay connected with contacts via multi-channel communication—phone, email, social media, WhatsApp, and online meetings *Measure and track important metrics like lead conversion rates, team productivity, sales targets and more with comprehensive dashboards. *Automate mundane yet integral tasks such as follow-up emails, task assignments, updating deal stages, and real-time notifications through intuitive workflows. *Integrate Bigin with other Zoho and non-Zoho apps to manage every aspect of your business. Learn more about Bigin by Zoho CRM

Features

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

  • Calendar/Reminder System
  • Territory Management
  • Marketing Automation Software
  • Segmentation
  • Lead Qualification
  • Live Chat Software
  • Task Management Software
Mailchimp: the #1 email marketing platform with 11M+ users worldwide, offering AI-powered insights & content creation tools.
Mailchimp is a leading email marketing platform used by over 11 million users worldwide. With a delivery rate of 99% and integration with over 300 tools, Mailchimp provides businesses with easy ways to connect with customers, foster repeat business, and build a lasting brand loyalty. The platform's AI-powered insights and content creation tools can personalize every email and SMS. The user-friendly interface accommodates tech-savvy and non-tech individuals. Clients such as TEDTalks, Shutterstock, Boston Market, and Nikon India have used Mailchimp to drive revenue through email marketing. The company was acquired by Intuit Inc. in 2021, and since then, the platform has introduced more than 100 new features to improve user experience. The company ensures its product descriptions match the Mailchimp site, don't include overly-comparative language, calls-to-action, personally identifiable information, suffices, or HTML tags. Learn more about Mailchimp

Features

  • Calendar/Reminder System
  • Territory Management
  • Marketing Automation Software
  • Segmentation
  • Lead Qualification
  • Live Chat Software
  • Task Management Software
Customer relationship management solution that helps businesses organize, track, and build relationships with leads and customers.
HubSpot customer relationship management (CRM) tool is built for companies that want to spend less time logging data. It keeps all contacts in one centralized, customizable database. And teams can see everything about a lead in one place; no more digging through inboxes to find information. Learn more about HubSpot CRM

Features

  • Calendar/Reminder System
  • Territory Management
  • Marketing Automation Software
  • Segmentation
  • Lead Qualification
  • Live Chat Software
  • Task Management Software
Pipedrive is the easy and effective CRM for small businesses. Track your sales pipeline, manage leads and automate your sales process.
Pipedrive is a leading sales CRM designed to optimize sales processes and help small businesses grow. It lets you easily track the sales pipeline, manage leads effectively and promote a proactive sales approach through activity-based selling. Automated reminders and workflows enhance organization and productivity, while real-time analytics offer valuable insights for data-driven decision-making. Pipedrive’s user-friendly design, flexible pricing plans and powerful integrations ensure seamless adoption and improved sales performance, making it the top choice for over 100,000 companies in 179 countries. Try Pipedrive free for 14 days, with no credit card required. Learn more about Pipedrive

Features

  • Calendar/Reminder System
  • Territory Management
  • Marketing Automation Software
  • Segmentation
  • Lead Qualification
  • Live Chat Software
  • Task Management Software
Customer relationship management solution that helps businesses with prospect marketing, outreach, pipelines, workflows, and web forms.
Nimble is the CRM solution for Microsoft Office 365 & G-Suite that works for businesses by automatically combining contacts, communication histories, email inboxes, and calendar appointments with various SaaS business app contacts and social media connections, including Linkedin, Twitter, and Facebook into one unified team relationship manager. Learn more about Nimble

Features

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

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

  • Calendar/Reminder System
  • Territory Management
  • Marketing Automation Software
  • Segmentation
  • Lead Qualification
  • Live Chat Software
  • Task Management Software
An open-source suite of integrated apps to manage CRM, POS, website, eCommerce, sales, accounting, warehouse, HR, marketing, and more.
Odoo is an 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, among others. Odoo is an all-in-one software solution designed to meet the needs of businesses of all sizes. Learn more about Odoo

Features

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

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

Features

  • Calendar/Reminder System
  • Territory Management
  • Marketing Automation Software
  • Segmentation
  • Lead Qualification
  • Live Chat Software
  • Task Management Software
Online CRM system that enables businesses to manage sales, marketing activities, contacts, leads, quotes, invoices, and more.
Apptivo is a CRM tool that enables businesses to manage 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-degree view of the customer. The CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from an Android or iOS device and integrated with Office365 & G Suite. Learn more about Apptivo

Features

  • Calendar/Reminder System
  • Territory Management
  • Marketing Automation Software
  • Segmentation
  • Lead Qualification
  • Live Chat Software
  • Task Management Software
CRM that sits right inside your Outlook. Helps manage Contacts, Sales, Projects, and Marketing. Also available on the web and mobile.
If you use Outlook and are looking for CRM, you have to try eWay-CRM. eWay-CRM is the best CRM that sits right inside your Outlook / Microsoft 365. 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

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

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

  • Calendar/Reminder System
  • Territory Management
  • Marketing Automation Software
  • Segmentation
  • Lead Qualification
  • Live Chat Software
  • Task Management Software
CRM solution that helps businesses manage contacts, calendars, tasks, leads, collaboration, email logging, agendas, and more.
Less Annoying CRM is a contact management solution designed for small businesses. It helps users manage contacts, track leads, and stay on top of follow-ups. The CRM features an intuitive interface, built-in calendar and task management, and integrations with popular tools, such as Zapier, MailChimp, and Google Calendar, making it easy to streamline business operations. Learn more about Less Annoying CRM

Features

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

  • Calendar/Reminder System
  • Territory Management
  • Marketing Automation Software
  • Segmentation
  • Lead Qualification
  • Live Chat Software
  • Task Management Software
CRM solution that helps businesses manage contacts, deals, leads, pipelines, communications, and more in a unified interface.
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 emails and other interactions to the right contact. Teams can also see sales and relationship essentials, including email threads, past interactions, tasks and more in one place. Learn more about Copper

Features

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

  • Calendar/Reminder System
  • Territory Management
  • Marketing Automation Software
  • Segmentation
  • Lead Qualification
  • Live Chat Software
  • Task Management Software
An all-in-one small business management solution that helps comapnies stay organized and get more out of the business.
Thryv is an all-in-one small business management solution that helps companies streamline the business, allowing teams to get back to the important things. Small business owners communicate better, solve more business challenges and get more organised with Thryv. Learn more about Thryv

Features

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

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

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

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.