Our Top Picks

Agile CRM
Agile CRM
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: 24/7 (live rep), online, phone, email
  • Unlimited deals, tasks, and documents
Agile markets its platform as an “all-in-one CRM,” offering sales, marketing, integration, and help desk tools in most of its packages. Whether you need to find leads, manage contacts or projects, automate marketing, or implement a support ticketing system, Agile has a built-in tool that can meet your needs.

The platform can also integrate with various third-party tools, including communication, social media, e-commerce, and application software. There are several other features included in Agile CRM:

  • Lead scoring
  • Calendar and reminders
  • Interaction tracking
  • Pipeline management
  • Project management
  • Reporting and analytics
  • Automated marketing
  • Social media tracking
  • Third-party integration
As a sales tool, Agile CRM has a few unique capabilities. For example, you can begin by adding leads directly into the system with the prospecting tool. You can also score leads, get a chronological view of all customer interactions, and track different steps and deal milestones by setting up automated rules.

Pros & Cons

If you’re looking for a great way to prospect for, score, and manage leads and deals, Agile is one of the best small business CRM software options available. Teams can use the Chrome prospector add-on to quickly add possible clients to the system, while automated rules can score these leads. It also offers custom deal milestones to help track the progress of a sale. While it’s a relatively affordable platform, you’ll need to purchase and prepay a bi-annual subscription to benefit from the 40% discount.

Pros

  • Lead scoring
  • Custom deal milestones
  • Lead prospector

Cons

  • Monthly subscriptions are significantly more expensive than annual and bi-annual plans

What Customers Are Saying

For small business customers, Agile CRM is an excellent solution. One customer “strongly [recommends] it to organizations that are looking for an all-in-one solution, especially if you are 10 or less strong.” Another calls it a “great first step into the CRM world” and goes on to compliment the robust capabilities of the free plan. One reviewer adds that it “offers the perfect balance of flexibility and structure.”

Summary

Agile CRM
Agile CRM
  • Starting Price
    • $8.99/user/month for Starter
    • $29.99/user/month for Regular
    • $47.99/user/month for Enterprise
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • interaction_tracking
    Yes
  • Integrations
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: 24/7 (live rep), online, phone, email
  • Unlimited deals, tasks, and documents
Bitrix24
Bitrix24
  • Deployment: Web-based, cloud, SaaS, Windows, Mac, Android, iOS
  • Customer service: 24/7 (live rep), online, email, phone
  • Sales reports and team analytics
Bitrix24 subscriptions come with several features, ranging from lead management to communication tracking and marketing automation. It’s a comprehensive all-in-one sales and marketing solution that can automate tasks, manage projects, track communications, and simplify administrative duties.

Some of its other notable features include:

  • Task and project management
  • Lead management
  • Third-party integration
  • Communication tracking
  • Video call monitoring
  • Online store
  • Administrative capabilities
  • Automated marketing
  • Sales intelligence reports
Bitrix24 is one of the best small business CRM software options if you need a full-featured solution to manage and automate most tasks in your business. With an overwhelming number of capabilities and options, it’s also scalable as your company grows.

Pros & Cons

Bitrix24 offers a comprehensive selection of features above and beyond those of a standard CRM. You can manage leads, deals, and sales teams; create multiple pipelines, create quotes and invoices, and even run marketing campaigns through the platform. Additionally, the sales center is an e-commerce tool that lets you sell goods or services through chat. Most of the automation and more robust analytics and insights tools are limited to high-end business plans.

Pros

  • Comprehensive solutions
  • Multiple pipelines
  • E-commerce sales center

Cons

  • Sales intelligence and automation features are limited to the business packages

What Customers Are Saying

To users, Bitrix24 is an “all in one CRM and collaboration platform.” One user states that they “recommend [it] to anyone in business, especially if [you’re] just starting out.” The system’s collaboration features seem to be especially popular, with many clients saying that “[the] “CRM [is] meant for social collaboration” and that it’s “a comprehensive CRM for managing interactions.”

Summary

Bitrix24
Bitrix24
  • Starting Price
    • $12.48/month for Start+
    • $35.88/month for CRM+
    • $35.88/month for Project+
    • $51.48/month for Standard
    • $103.48/month for Professional
    • On-premise
    • $1490 for Bitrix24.CRM
    • $2990 for Business
    • $24990 for Enterprise
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • interaction_tracking
    Yes
  • Integrations
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS, Windows, Mac, Android, iOS
  • Customer service: 24/7 (live rep), online, email, phone
  • Sales reports and team analytics
Copper
Copper
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: 24/7 (live rep), online, email, phone
  • Sales process and pipeline management
Copper is a web-based CRM that’s optimized to work with G Suite but can integrate with other third-party platforms as well. Formerly known as ProsperWorks, the system can generate and track leads and opportunities, manage the sales process and pipelines, and create analyses and accurate forecasts.

These are just some of the features that make Copper one of the best small business CRM software options. Other notable features include:

  • Lead management
  • Sales automation
  • Revenue forecasts
  • Pipeline management
  • Task management
Although Copper is a Google-oriented system, it does integrate with various other third-party platforms. These include QuickBooks, HubSpot, DocuSign, Mailchimp, Zendesk, and a few others. However, it can also integrate with Zapier and offers an open API.

Pros & Cons

Copper can help generate, qualify, track, and manage leads through the various stages of your sales process. The platform can provide valuable insights based on defined metrics and forecast future revenue. It offers gamification features like goals and leaderboards, sparking a bit of friendly competition between sales representatives. The basic plan provides several qualities but is limited to three users.

Pros

  • Lead management
  • Sales insights
  • Goals and leaderboards

Cons

  • Basic plan is limited to three users

What Customers Are Saying

According to users, Copper is “the CRM for [a] sales team on [G Suite].” They claim that the “Gmail integration is amazing,” “syncs to [their] Gmail and automatically … [adds] all those emails to [their contacts].” Others call it a “solid CRM with lots of features” that “help handle your sales funnel from start to finish.” One user sums it up by calling Copper “intuitive, inclusive, and scalable.”

Summary

  • Starting Price
    • $19/user/month for Basic
    • $49/user/month for Professional
    • $119/user/month for Business
  • Lead Scoring
    No
  • Lead Segmentation
    No
  • interaction_tracking
    Yes
  • Integrations
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: 24/7 (live rep), online, email, phone
  • Sales process and pipeline management
Freshworks-formerly-Freshsales
Freshworks CRM
  • Deployment: Web-based, cloud, SaaS
  • Customer service: 24/7 live rep, online
  • Automated lead generation
Freshworks provides intelligent customer engagement software for businesses of all sizes, making it easy for teams to win customers for life. Freshworks SaaS products are ready to go, easy to use and offer quick return on investment. Headquartered in San Mateo, California, Freshworks has a dedicated team operating from 13 global locations to serve customers throughout the world.

Freshworks CRM is a cloud-based solution with various plans and subscriptions, ranging from essential client relationship management to comprehensive sales and marketing solutions. You can generate and manage leads, create workflows, initiate and evaluate marketing and sales activities, and automate tasks.

Some of its tools and capabilities include:

  • Third-party integration
  • Predictive contact scoring
  • Automated lead generation
  • Visual pipelines
  • Custom reporting
  • Deal insights
  • Interaction tracking
  • Reminders and notifications
Freddy AI is the platform’s artificial intelligence, and it’s one of the features that make Freshworks one of the best small business CRM software options. The system will use your data to learn about your processes and deals, make predictions, give deal recommendations, and provide valuable insights. You can also set up a chatbot that automatically communicates with potential clients and creates new leads.

Pros & Cons

Freshworks CRM lets you create custom sales metrics such as offline meetings and events, allowing you to identify converting activities easily. The system can record various interactions, including those on social media. It can also provide AI-based insights, enabling you to close deals and manage your sales more effectively.

The platform does offer a free version, but it’s not part of the Sales Cloud or Customer-for-Life CRM Cloud. Instead, it’s a reworked version of Freshsales, which used to be the brand’s customer relationship management software. It doesn’t offer the same features or experience.

Pros

  • Custom sales activities
  • Record interactions
  • AI-based insights

Cons

  • The free CRM isn’t part of Sales or Customer-for-Life Cloud but a reworked version of Freshsales

What Customers Are Saying

For smaller businesses, a CRM must offer value for price without becoming too complex. One user remarks that Freshworks is a “great CRM for consultants.” They go on to note that “it’s easily accessible and quick to use … [and] helps [them] be more productive.” Another calls it a “simple, powerful CRM, for a fraction of the price [of others].” As one user summarizes, it’s an “excellent CRM for beginners.”

Summary

Freshworks-formerly-Freshsales
Freshworks CRM
  • Starting Price
    • $12/user/month for Blossom
    • $25/user/month for Garden
    • $49/user/month for Estate
    • $79/user/month for Forest
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • interaction_tracking
    Yes
  • Integrations
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS
  • Customer service: 24/7 live rep, online
  • Automated lead generation
HubSpot Logo
HubSpot Sales Hub
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: 24/7 (live rep), online, email, phone
  • Deal and lead rotation automation
HubSpot Sales Hub CRM is one of the most robust solutions available online. You can automate processes, manage leads and pipelines, and get actionable insights and reports. The high-end plans are well-suited to large enterprises, while the free and lower-tier subscriptions are a good fit for SMBs.

The available tools offered by Sales Hub include:

  • Customizable reports
  • Lead scoring and management
  • Reminders
  • Calendar scheduling
  • Interaction tracking
  • Pipeline management
  • Workflow automation
HubSpot is one of the most adaptable platforms, integrating with 590+ third-party applications. It can work seamlessly with other emails, marketing, social media monitoring, e-commerce, and design software systems. Keep in mind that some integrations might be limited, depending on the subscription you have.

Pros & Cons

Manage your deal pipeline with customized stages and monitor your teams and agents. The system lets you create rules to automate deal progression, tasks, and lead rotation, cutting down on manual activities. It also allows for goal tracking, keeping your teams focused. Sales Hub CRM is the most expensive solution, and integrating it with the Marketing or Service Hub will cost additional fees.

Pros

  • Pipeline management
  • Lead automation
  • Goal tracking

Cons

  • Hubspot Sales Hub CRM is the most expensive solution

What Customers Are Saying

According to customers, HubSpot is one of the best Small Business CRM software platforms out there. They mention that it’s “easy to use [and] constantly evolving,” “customizable,” and “intuitive to use and set up.” However, with its price tag, you might not feel confident that it’s useful to SMBs. As one reviewer summarizes, it’s “a great CRM for a small business.”

Summary

HubSpot Logo
HubSpot Sales Hub
  • Starting Price
    • $40/month for Starter
    • $400/month for Professioinal
    • $1200/month for Enterprise
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • interaction_tracking
    Yes
  • Integrations
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: 24/7 (live rep), online, email, phone
  • Deal and lead rotation automation
Insightly
Insightly
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: Online, phone during business hours, email
  • Calendar and reminder system
Insightly is often regarded as one of the best small business CRM software cloud solutions. Available on both iOS and Android mobile devices, it allows your sales teams to manage leads, communication, interactions, and opportunities on the go.

There are several functions included in the software, such as:

  • Third-party integration
  • Reports and analytics
  • Lead scoring
  • Calendars and reminders
  • Communication tracking
  • Pipeline and project management
  • BI dashboards
Insightly uses Kanban boards to visualize and manage leads and can be used to optimize project delivery and sales. The system can synchronize with various calendars and email providers, manage projects, and track milestones.

Pros & Cons

Insightly offers several subscription plans; although there are some limitations to the low-tier packages, even the lowest one includes almost all available features. You can create task activity sets, do batch updates, and manage opportunities to increase your team’s productivity. The platform also offers native apps for Android and iOS devices.

The free plan is limited to two users and 2,500 records, which may sound high. However, all forms of data, including contacts, leads, opportunities, projects, tasks, emails, notes, reports, and comments, count towards this number.

Pros

  • Full-featured plans
  • Task activity sets
  • Native apps

Cons

  • The free plan is limited to two users and 2,500 records

What Customers Are Saying

Customers consider Insightly “effective and affordable” and call it the “perfect platform for earning a great business reputation.” Another says that it’s “a complete CRM for [medium businesses]” and mentions that it’s “easy to configure.” As one reviewer sums it up, “Insightly offers great features, ease of use, and low cost.”

Summary

Insightly
Insightly
  • Starting Price
    • $29/user/month for Plus
    • $49/user/month for Professional
    • $99/user/month for Enterprise
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • interaction_tracking
    Yes
  • Integrations
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: Online, phone during business hours, email
  • Calendar and reminder system
Keap
Keap
  • Deployment: Web-based, cloud, SaaS
  • Customer service: Online, phone during business hours, email
  • Sales and Marketing Automation
Keap, including Infusionsoft by Keap, was explicitly designed with small businesses in mind. It allows companies to organize client information, save time, grow sales and manage leads and pipelines. It also includes some e-commerce, accounting, and marketing features, making it a full-featured and well-rounded platform.

Some of its features include:

  • Lead management
  • Reports and analytics
  • Web forms
  • Segmentation
  • Task management
  • Lead scoring
  • Appointments
  • Pipeline management
  • Quotes and invoicing
Keap helps you manage the entire sales process. You can use web forms and marketing campaigns to generate leads, manage, score, and assign them, track communication, and even create invoices and accept payments, all through one platform.

Pros & Cons

Keap offers several features that work with its CRM capabilities. You can integrate the system with various web forms and landing pages, generating leads, and pulling them directly into the system. It also supports quotes and invoices, cutting out the need for an additional platform to handle these functions.

Unfortunately, there’s no free plan available. Some of the more appealing features, such as lead scoring, landing pages, customizable dashboards, and analytics, are only available on the Infusionsoft plan.

Pros

  • Landing pages
  • Web forms
  • Quotes and invoices

Cons

  • No free plan offered by the platform
  • Lead scoring and other features are only available on the Infusionsoft plan

What Customers Are Saying

If you’re looking for the best small business CRM software, Keap might be the solution you need. According to customers, it’s the “perfect CRM for small businesses” that “improves organization [and] increases productivity.” One reviewer calls it an “all in one CRM” and claims it’s “solid for small businesses.” However, there does seem to be a bit of a learning curve, with several clients commenting that it’s “complicated” or “not for beginners.”

Summary

  • Starting Price
    • $40/month for Keap Grow
    • $75/month for Keap Pro
    • $100/month for Infusionsoft
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • interaction_tracking
    Yes
  • Integrations
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS
  • Customer service: Online, phone during business hours, email
  • Sales and Marketing Automation
Nimble
Nimble
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: Online, phone during business hours, email
  • Real-time dashboards and tracking
Nimble is a simplified but effective web-based CRM platform for small to medium businesses. The platform allows you to monitor, engage, and nurture your leads while recording and logging interactions. The platform encourages interaction and collaboration, both between internal teams and between sales representatives and clients.

Some of its features include:

  • Contact management
  • Calendar sync
  • Social media integration
  • Email capture
  • Reporting and insights
  • Task reminders
  • Call logging
  • Pipeline management
An exciting feature is the ability to prospect for clients using enrichment credits. Users receive 25 credits per month but can purchase more if they run out. These can unlock verified information, such as email addresses, phone numbers, and contact information for possible leads.

Pros & Cons

Nimble offers one all-inclusive subscription, which removes the need to choose between various tiered pricing packages. The system fosters and tracks both internal and external communication. It can integrate with email and social media platforms to log interactions and update contact information automatically. There’s also an internal messaging system to record conversations between teams and foster collaboration.

There’s no free plan available. Contact records, such as activity logs, contact information, views, scans, trackable emails, and tags, are limited to 25,000. To raise the limit costs an additional fee.

Pros

  • Single subscription
  • Communication integration
  • Internal collaboration

Cons

  • No free plan available on the platform
  • Upgrade limited contact records for a fee

What Customers Are Saying

According to users, Nimble is “simple [and] efficient,” “easy to navigate,” and “has a fair and reasonable price [for a small business owner].” One claims that it can “streamline your productivity.” Another says it’s “the only CRM that [they’ve] found which actually saves you time and increases productivity.” One user summarizes by saying, “[Nimble makes] customer relationship management a breeze and exciting experience.”

Summary

  • Starting Price
    • $19/user/month
  • Lead Scoring
    No
  • Lead Segmentation
    No
  • interaction_tracking
    Yes
  • Integrations
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: Online, phone during business hours, email
  • Real-time dashboards and tracking
Pipedrive
Pipedrive
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: 24/7 (live rep), online, email, phone
  • Track calls, emails, and contacts
For smaller vendors and businesses, Pipedrive might be one of the best small business CRM software solutions. Although not as robust as other larger platforms, the system offers several excellent features, including communications tracking and contact and lead management. It’s also scalable and can grow with your business.

Its features include tools such as:

  • Lead management
  • Communication tracking
  • Administrative automation
  • Reporting
  • Third-party integration
  • Deal evaluation
  • Reminders and notifications
If your teams are in the habit of letting deals go cold, you’ll benefit significantly from Pipedrive’s lead management capabilities. The system will notify you if a deal is going cold and determine how likely it is to close. However, you need to provide the criteria the system uses to make these predictions.

Pros & Cons

Pipedrive lets you create visual deal and pipeline dashboards with customized stages and fields. The leads inbox can collect or import your leads automatically. It also integrates with web forms to pull information directly into the database. The system will evaluate deals against a set of criteria to determine if they’re worth pursuing. However, lead generation capabilities need to be purchased as an add-on. There’s no free plan available, either.

Pros

  • Visual pipelines
  • Lead inbox
  • Deal evaluation

Cons

  • Lead generation must be purchased as an add-on
  • No forever free plan available

What Customers Are Saying

Customers think very highly of Pipedrive, with a client calling it “the best CRM in the game.” Another says it’s the “best ‘beginner’ CRM platform out there!” Reviews mention that Pipedrive makes it “easy to manage different pipelines” and describe it as “easy to use,” “affordable,” and a “great product.” One comments that it’s an “affordable CRM that is both [feature-rich] and easy to use,” while another claims that Pipedrive is “great for a small business with a small team.”

Summary

Pipedrive
Pipedrive
  • Starting Price
    • $12.50/user/month for Essential
    • $24.90/user/month for Advanced
    • $49.90/user/month for Professional
    • $99/user/month for Enterprise
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • interaction_tracking
    Yes
  • Integrations
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: 24/7 (live rep), online, email, phone
  • Track calls, emails, and contacts
Really Simple Systems
Really Simple Systems
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: Online, phone during business hours, email
  • Sales management and reporting
Really Simple Systems (RSS) is a web-based CRM and sales platform. The system allows you to manage customer information, track leads and deals, and monitor teams and pipelines. You can also integrate it with your email provider to track communications and interactions more effectively.

The platform’s features include:

  • Pipeline management
  • Sales analytics
  • Task scheduling
  • Reporting
  • Interaction tracking
  • Third-party integration
  • Lead management add-on
At its core, RSS is a sales and client relationship management platform. Although you can purchase additional add-on features, the system is optimized to help you manage, track, and close deals quickly and effectively.

Pros & Cons

Every RSS subscription includes unlimited contacts, although there are limitations on company records. You can create custom sales stages and metrics and the system will weigh deals automatically, making more accurate forecasts. The downside is the exclusion of lead management in any of the plans as this is included with the marketing tool which is available for an additional monthly fee.

Pros

  • Deal weighting
  • Unlimited contacts
  • Custom sales stages

Cons

  • Lead management is included in the marketing tool, which requires an add-on for a monthly fee

What Customers Are Saying

If you’re looking for the best small business CRM software option, Really Simple Systems might be a good fit. According to users, it’s a “cost-effective CRM solution for small businesses.” One reviewer calls it a “simple, effective CRM system,” while another applauds it for “[living] up to [its] label!” Overall, users consider it “easy to set up and use” and “excellent for small business.”

Summary

Really Simple Systems
Really Simple Systems
  • Starting Price
    • $14/user/month for Starter
    • $30/user/month for Professional
    • $46/user/month for Enterprise
  • Lead Scoring
    No
  • Lead Segmentation
    Yes
  • interaction_tracking
    Yes
  • Integrations
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: Online, phone during business hours, email
  • Sales management and reporting
Salesforce
Salesforce Sales Cloud
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: Online, phone during business hours, email
  • Collaborative pipeline forecasting
Salesforce is well-known for providing various types of solutions, and Sales Cloud is the CRM platform aimed at enhancing and boosting your sales processes. SMB teams can manage opportunities and leads, create tasks, and manage marketing activities.

Sales Cloud offers several excellent features, including:

  • Custom reports
  • Lead management
  • Third-party integration
  • Quotes and orders
  • Collaborative pipeline forecasting
  • Rule-based lead scoring
  • Communication tracking and routing
Although the higher-tier packages offer several additional features, smaller businesses will benefit from both Sales Cloud Essentials and Professional. Although there are some limitations, these plans include most essential elements, including lead capture, contact and task management, and customizable sales processes.

Pros & Cons

Salesforce Sales Cloud lets you create custom rules to evaluate and score leads. Activity feeds give you a clear view of what your agents and sales teams are doing, while the routing feature automatically sends any communication to the correct person. The system supports quotes, orders, and contracts, further simplifying the sales process. Except for Essentials, all paid plans require an annual subscription prepaid in full.

Pros

  • Lead scoring
  • Activity feeds and routing
  • Quotes and orders

Cons

  • Paid plans, excluding Essentials, require annual contracts

What Customers Are Saying

According to customers, Salesforce Sales Cloud is a “cost-effective and very efficient CRM.” One user claims it offers “excellent features” and calls it a “wide-ranging, enterprise-level CRM.” Another calls it the “most flexible software I’ve ever used.” As one user summarizes, the platform one of the best small business CRM software systems because it “offers everything needed to close sales for business.”

Summary

Salesforce
Salesforce Sales Cloud
  • Starting Price
    • $25/user/month for Essentials
    • $75/user/month for Professional
    • $150/user/month for Enterprise
    • $300/user/month for Unlimited
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • interaction_tracking
    Yes
  • Integrations
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: Online, phone during business hours, email
  • Collaborative pipeline forecasting
SugarCRM
SugarCRM
  • Deployment: Web-based, cloud, SaaS, Android, iOS, Windows, Mac
  • Customer service: 24/7 (live rep), online, email, phone
  • Sales automation and forecasting
SugarCRM, also known as Sugar Pro, is a web-based CRM specifically built and optimized for small businesses. The system can help you build customer relationships, automate sales activities, generate reports, and foster team collaboration.

That said, SugarCRM is less focused on boosting sales and more on client and contact management. Other features include:

  • Reporting
  • Calendar management
  • Reminders and notifications
  • Interaction tracking
  • Contact management
Sugar Sell is the upgraded, more robust SugarCRM version that encourages collaborative selling while improving sales automation. Features include lead, account and contact management, product catalogs, sales forecasting, and Sugar BPM. The system is designed to help close deals and increase revenue while saving you time.

Pros & Cons

SugarCRM lets you create customized dashboards to give you a quick overview of the metrics and data you consider essential. The system can generate sales forecasts and manage pipelines and leads. However, many of these sales-related features are restricted to the advanced CRM, Sugar Sell. While there is a free trial available, it’s also restricted to the Sell service. The website does list prices per user, but these are estimates. Accurate prices need to be requested from the sales team.

Pros

  • Customizable dashboards
  • Sales forecasting
  • Lead management

Cons

  • All listed prices are only estimates, and quotes must be requested
  • Free trial is limited to the Sugar Sell service
  • Most sales-related features require an upgrade to Sugar Sell

What Customers Are Saying

Why is SugarCRM one of the best small business CRM software platforms? According to users, it’s “simple to use,” “helpful in generating more leads,” and is “great for small enterprises” or “small [businesses] or non-profits.” One user praises the “ease of customization.” Another claims that it’s “useful for business development and growth.” The overall opinion is that “reliable CRM is here.”

Summary

SugarCRM
SugarCRM
  • Starting Price
    • $52/user/month
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • interaction_tracking
    Yes
  • Integrations
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS, Android, iOS, Windows, Mac
  • Customer service: 24/7 (live rep), online, email, phone
  • Sales automation and forecasting
Vtiger CRM
Vtiger CRM
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: 24/7 (live rep), online, email, phone
  • Calendar and reminder system
Vtiger is a web-based comprehensive CRM designed and optimized for small businesses. The platform includes lead, sales, and marketing capabilities, fostering internal collaboration, and client interaction.

Aside from standard client management tools, the platform also has a few unique features that make it one of the best small business CRM software platforms. These include:

  • Third-party integrations
  • Lead and profile scoring
  • Engagement scoring
  • Calendars and reminders
  • Interaction tracking
  • Marketing automation
  • Social integration
The system can assign profile and engagement scores, tag users, and even recommend times to contact clients. The action center also keeps teams and sales representatives engaged and encourages internal communication. That in turn promotes productivity and teamwork, making for a better employee and client experience.

Pros & Cons

Vtiger encourages customer interaction by making it easy to manage contacts, score profiles, and calculate engagement scores. It also includes a touchpoints view that shows client communications and recommendations. The action center features live cycle and configurable smart alerts, email and document tracking, and shared team inboxes.

Compared to the Sales Professional and Enterprise packages, Starter lacks some notable features. For example, the plan does not include insights, forecasting, pipeline management, quotas, or profile scoring.

Pros

  • Contact management
  • Touchpoints view
  • Action center

Cons

  • Sales Starter package has very limited features compared to Professional and Enterprise

What Customers Are Saying

According to users, Vtiger CRM is “easy to use and customizable” with “lots of features.” One client claims that it “[makes] lead monitoring and conversions [easy].” Another says that it’s “incredibly comprehensive [and] adaptable,” but “it comes with a small learning curve.” Overall, reviewers consider it “easy to [customize], powerful to use.”

Summary

Vtiger CRM
Vtiger CRM
  • Starting Price
    • $30/month for One Professional
    • $42/month for One Enterprise
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • interaction_tracking
    Yes
  • Integrations
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: 24/7 (live rep), online, email, phone
  • Calendar and reminder system
Zendesk
Zendesk Sell
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: 24/7 (live rep), online, email, phone
  • Lead nurturing and scoring
Zendesk Sell, formerly Base CRM, is a web-based sales-focused client relationship management platform. It’s well-suited to small and medium businesses and works for both B2B and B2C sales. Using the system, you can assign, nurture, and track leads, monitor your pipeline, and streamline workflows.

Aside from the features above, you’ll also get access to tools and capabilities such as:

  • Third-party integrations
  • Sales pipelines
  • Deal scoring
  • Task and appointment management
  • Task automation
  • Notifications
  • Collaboration tools
  • Bulk emails
  • Team management
  • Reporting
Aside from Zendesk Support, Sell can integrate with various third-party applications. These include Mailchimp, PandaDoc, HubSpot, Google Drive, and Freshbooks. It also has several APIs and pre-built code libraries, making it possible to integrate it with other platforms.

Pros & Cons

Zendesk Sell can automate several tasks, including lead distribution, which it assigns in a round-robin fashion. You can customize the sales pipeline to reflect your business sales cycle and includes custom data fields, filters, and tags.

While the system can score deals and leads, these features are limited to the Enterprise and Elite tier packages. Other similarly restricted features include price books, task automation, customized notifications, and activity and sales insights reports.

Pros

  • Automated lead distribution
  • Customizable sales pipeline
  • Lead and deal scoring

Cons

  • No free plan available on the platform
  • Several sales features and reports limited to Enterprise and Elite tier plans

What Customers Are Saying

Customers describe Zendesk Sell as a “powerful and simple sales management tool” with a “super easy-to-use interface that makes keeping track of and interacting with clients both simple and easy.” One user calls it a “simple [sales] automation software [platform].” Another simply states that it’s a “great sales tool.”

Summary

Zendesk
Zendesk Sell
  • Starting Price
    • $19/seat/month for Team
    • $49/seat/month for Professional $99/seat/month for Enterprise $199/seat/month for Elite
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • interaction_tracking
    Yes
  • Integrations
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: 24/7 (live rep), online, email, phone
  • Lead nurturing and scoring
Zoho CRM
Zoho CRM
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: 24/7 (live rep), online, email, phone
  • Task management and reminders
Zoho CRM is a robust sales and contact management cloud-based platform. You can manage deals, create tasks and forecasts, score leads, and set reminders, optimizing your processes and empowering your sales teams. The platform has a wide array of features:

  • Lead management
  • Sales automation
  • Deal management
  • Communication tracking
  • Analytics
  • Third-party integration
  • Calendar
  • Partner portals
  • Forecasting
Zoho also offers Bigin, a pipeline-centric CRM geared explicitly towards smaller businesses. Although not as robust as Zoho CRM, Bigin allows you to track communication, manage pipelines, automate workflows, and track activities. For individuals and new SMBs, Zoho Bigin CRM is one of the best small business CRM software options.

Pros & Cons

Zoho CRM and Bigin both include pipeline management tools and activity tracking. Additionally, both support workflow automation, allowing you to automate repetitive administrative tasks. The free plans are limited to basic sales management capabilities. Additionally, lead scoring is only available if you purchase a Zoho CRM paid subscription.

Pros

  • Pipeline management
  • Activity tracking
  • Workflow automation

Cons

  • Free and standard plan offers minimal feature access
  • Lead scoring is restricted to the Zoho CRM paid plans

What Customers Are Saying

According to users, Zoho CRM is a “CRM for the masses.” One calls it “a functional CRM that does the basics, and more, well.” They also mention that it “fits a business of any size,” calling it “easy to use.” Zoho’s Bigin is just as popular, with users calling it a “basic, entry-level CRM” that provides a “great experience” and “offers great value for the money [they] pay for it.”

Summary

Zoho CRM
Zoho CRM
  • Starting Price
    • $12/user/month for Standard
    • $20/user/month for Professional
    • $35/user/month for Enterprise
    • $45/user/month for Ultimate
    • $7/user/month for Pipeline-centric CRM for small businesses
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • interaction_tracking
    Yes
  • Integrations
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS, Android, iOS
  • Customer service: 24/7 (live rep), online, email, phone
  • Task management and reminders

How We Chose the Best Small Business CRM Software

In large enterprises, customer relationship management (CRM) software is an excellent way to organize large amounts of client information, accounting data, and communication tracking. For smaller businesses, these platforms can provide invaluable automation, sales, and marketing assistance. CRMs have evolved significantly over the years. Instead of simple databases, these platforms have become comprehensive sales and marketing management solutions. For SMBs, these tools can optimize and accelerate sales processes. However, there are various systems available online, and you need one suited to your individual needs. We’ve tested several of the best small business CRM software providers to find the top platforms of 2021.

CRM Features

Small businesses don’t always need the same features as those required by larger enterprises. However, several capabilities are essential for SMBs to benefit from a software platform. Aside from managing client information, CRMs can help small businesses manage their leads and pipelines and optimize internal processes. In turn, this can help them shorten the sales cycle and increase revenue. The best small business CRM software platforms should include:
  • Lead management
  • Reporting and analytics
  • Reminders
  • Lead segmentation
  • Calendar system
  • Pipeline management
  • Lead scoring
  • Interaction tracking
  • Third-party integration

Integrations

Companies will often have several existing tools, such as accounting and storage systems. The best small business CRM software should integrate with these and various other third-party tools and applications to cut costs. A CRM should integrate with platforms and systems such as:
  • Marketing applications
  • Service and help desks
  • Cloud storage
  • Document management
  • Collaborative software
  • Call management

Reports

Reporting and analytics aren’t essential, but they can provide valuable insights into your sales pipeline and leads. They can also help improve internal processes and customer relationships. Many of the best small business CRM software solutions include customizable dashboards that generate reports and display essential data summaries. Some reporting features include:
  • Lead insights
  • Sales reports
  • Team productivity review
  • Pipeline forecasting

What Is Small Business CRM Software?

Customer relationship management (CRM) software can include any number of systems. If you’re using a tool or service that helps you organize your client data and leads, you likely already have a type of CRM.

Decades ago, CRMs could be as simple as a table-top Rolodex or as complex as a server-stored database. Over time, these systems evolved into the robust cloud and SaaS platforms we use today. Whether you need to store contact information, track communication, or forecast sales, modern solutions can often do it all and more.

Essentially, the best small business CRM software platforms provide a central client information storage system. However, they may also allow you to manage leads, track communication and team tasks, speed up sales cycles, and organize internal processes. Even a simplistic CRM can significantly impact the way you work and administrate your business.

Small business CRMs are built to offer tools that are best suited to newer companies or SMBs rather than large enterprises. Most of these platforms provide extensive capabilities in their expensive high-tier plans. However, they’ll all have lower-tier packages that cost less and still provide all the essential features an SMB might need.

Benefits of Small Business CRM Software

CRM platforms offer several advantages to SMBs; from improving client relationships to organizing data and providing insights. Here are a few ways the best small business CRM software can benefit your business:

  • Better conversion rates: A CRM can score leads and make recommendations based on key criteria that you set up. You and your sales team will have a much better view of which deals are likely to close and spend more time pursuing the ones that offer the best value.
  • Interaction tracking and client relationship improvement: You can track and note every client interaction, whether it’s a call, email, or meeting. With CRM software, every team member will always have access to your business and the client’s latest communication. They can provide the customer with a better, seamless experience, boosting the client-company relationship.
  • Remember opportunities and tasks: Did a client request to be contacted in two days? Set a reminder. Should the team send an updated proposal? Add the task to the calendar and set a notification. With a CRM, you can optimize several internal processes, shortening the sales cycle and increasing revenue.
  • Actionable insights: Data is invaluable, and the correct information can significantly increase your bottom line. A CRM can offer you detailed insights into new, existing, lost, and closed deals. You can identify problem areas, bottlenecks, and effective strategies and processes and improve your sales by addressing these points.

Must-Have Features for Small Business CRM Software

CRM platforms offer several services and tools, and not all of them are truly essential. However, there are some features that these systems should always include to provide the best possible solution:

  • Third-party integration: Most businesses already have a software environment. Whether it’s a preexisting accounting, marketing, or document storage platform, you don’t want to pay to replace any of these tools. A CRM should integrate with your existing system without issue.
  • Reports and analytics: Detailed reports and analytics can give you an insight into what works and what doesn’t. Identify bottlenecks, monitor productivity, and optimize your teams and sales initiatives to get the best returns by basing decisions on actionable data.
  • Lead management, segmentation, and scoring: Newer and smaller businesses can be prone to poor lead management. Some may let a possible deal be forgotten due to poor organization, while others will relentlessly pursue a bad one. A CRM can manage your leads but also provide scoring. This feature helps you pursue those deals that are both likely to close and financially worthwhile.
  • Reminders and calendars: A CRM should allow you to set up reminders and manage a lead calendar. Some might even automate this process, giving you advice on when you should follow up with a potential client.
  • Pipeline management: Managing a pipeline and creating realistic forecasts can be tricky. Sales teams are prone to underestimating or overestimating their numbers. A CRM can help representatives manage their sales funnels, giving accurate predictions and performance data.
  • Communication and interaction tracking: By tracking client interaction, a CRM makes it harder for miscommunication to occur. It keeps all departments updated with the latest emails, calls, and notes.
  • 24/7 live customer support: If something goes wrong with your system, it’s good to know there’s a 24/7 support team ready to help. Several of the best platforms have round-the-clock customer service availability.

The Cost of Small Business CRM Software

Depending on the provider, capabilities, and type of solution, the cost of small business CRMs can vary widely. These platforms commonly charge a monthly, quarterly, or annual fee per user, with prices depending on the package’s included features. Some have a minimum or maximum limit on the number of accounts, while others may offer additional add-ons.

Most platforms offer a free plan that includes a limited number of the provider’s features and capabilities. These may be a good fit for individuals and freelancers or one-person companies. For a more robust solution, costs range between $14 and $1,200. However, some customized enterprise solutions need to be quoted, and prices can go higher. It’s crucial to weigh the costs against capabilities and find the one that offers you the best value.

Almost all of our recommended platforms have a free plan available, while the rest offer a free demo. The trial period can range between seven and 30 days, giving you a fair amount of time to test the different features and capabilities. It’s an excellent way to see if a specific system is a good fit for your company before purchasing.

A CRM is a significant financial investment that requires regular maintenance and keen oversight. The quality of the data provided by these systems depends on the information added to the database. If you use the software correctly, you’ll eventually see an ROI. Choose your platform carefully to ensure it’s compatible with your needs, business, and employees.