Looking to optimise your businesses sales leads, build a database of clients and contacts, or automate your marketing? If so, you’ll want to find the best CRM for small business.
What Is CRM?
CRM stands for Customer Relationship Management.
It is the philosophy of managing customer relationships, building rapport, and providing customers with engaging content which will ultimately improve their customer journey leading them to purchase a service you offer.
CRM systems and tools collect all of your customer’s data and insights and present them as analytics.
This enables you to can see the statistics on how and where your business may need improvement but also, more importantly, retain your customer’s information.
These tools will store this information, which could be anything from, contacts, profiles, or their previous sales history, and will store it all in one hub, which you can then use to spot trends, insights, and marketing opportunities, enabling you to deliver the right and most compelling information to them at the perfect moment.
You can use your CRM system to channel your marketing efforts through that platform to target that person, improve communication and marketing and in some case, manage your sales team.
Why Is CRM Important For Your Business?
CRM has a whole host of benefits for your business, starting with improved customer service.
Seeing what your customers like and don’t like is a big bonus to helping you adapt your business to gain more sales.
Building a relationship with your clients by delivering personalised content, tailored to their preferences will also help you boost your customer relationships.
This continued relationship-building will make it easier to retain customers and increase your sales.
The 10 Best CRM For Small Business
Visit HubSpot to get started free.
HubSpot is probably the most renowned CRM tool, and that’s because it’s one of the best.
Its CRM platform is free to use and integrates well if you already use HubSpot’s sales and marketing tools, helping you chase up better leads and interact with your clients better.
Plus it also integrates well with your other apps like Outlook and Gmail enabling you to stay on top of all your email marketing insights.
It’s also great for those who aren’t particularly tech-savvy, as its user interface is easy to navigate letting you see everything from your team activity, to your most recent sales insights, and marketing results.
Check out HubSpot review in full.
Its free version is great for small and medium-sized businesses, but if you’re growing into something big you may want to check out one of its paid plans below:
HubSpot CRM Prices
|Price per month||Price per year and saving||Features|
|Freemium||£0||£0||Real-time view of sales funnels, track performance of sales, log customer interactions automatically across all platforms, see all your leads in one place.|
|Starter||£42 per month||£403.20 per year, 20% saving||Freemium features, plus, automation features, quotes, revenue pipeline scheduling, enhanced customer connectivity features, track your team’s sales progress.|
|Professional||£328 per month||£3,936 per year, 20% saving||Starter features, plus, organise your teams better and workflows, gain more data on your team’s sales activities, schedule follow-up marketing emails, build product libraries that can report on the sale of each product.|
|Enterprise||£990 per month||£11,880 per year.||Professional features, plus, additional business scalability features, build|
Click here to compare all CRM.
As a market leader, Salesforce can link up with a variety of apps, including its own features you can add and remove, to give you the best overview of your customer and businesses’ data.
You’ll find pretty much every feature you could ever want from your CRM tool on salesforce, which can track and manage all sales opportunities, manage and assign tasks to your team, send and manage your email marketing campaigns, and add customer support call features.
Plus you’ll be able to see all your insights in real-time through its slick reporting and forecasting metrics which will sit in your dashboard as you log into Salesforce.
But there are a couple of downsides as Salesforce is, although a very comprehensive and well-performing platform, very expensive, and is very complicated to operate.
For that reason, Salesforce is more suited to larger businesses performing large scale marketing operations, who also will have more cash to spend to enhance their customer relationship features.
Salesforce CRM Prices
|Price per month/billed annually per user||Features|
|Essentials||£20||Account, contact, lead and opportunity management, email integration, access to salesforce mobile app.|
|Professional||£60||Essentials plan, plus, Lead registration, and rules-based lead scoring to capture and follow up on the right leads at the right time, forecasting features to help you manage sales expectations.|
|Enterprise||£120||Professional plan, plus, workflow, and internal business automation procedures.|
|Unlimited||£240||Enterprise plan, plus, 24/7 customer support.|
Click here to visit Freshsales and start free.
Freshsales targets itself towards small businesses with its simple yet functional CRM software that is trusted by over 40,000 customers worldwide.
It provides you with an easy to use dashboard which will show all your sales leads, ranking them from best to worst from customers who exhibit sales-ready buying behaviors, meaning you can easily know when and who to target with your marketing campaigns.
Similarly, it also has great email tracking software, tracking each email click and detailing which customers are the most interested in the different emails you’re sending out.
Ultimately Freshsales is all about simplicity.
It doesn’t throw intense analytics and complicated data at you, it’s smart and knows what you want and when you want it, without all the fancy tables and charts found on other CRM platforms.
However, it does allow you to create customized reports for each contact or opportunity you’re making and your reports can put together a trendline showing the progress of each of your sales strategies.
Although it doesn’t gel well with third-party applications, Freshsales can instead integrate with Freshdesk’s helpdesk and marketing applications meaning you can use the CRM, marketing, and helpdesk features in tandem to build a more comprehensive marketing strategy.
Freshsales CRM Prices
|Price per month per user||Price per month/billed annually per user||Features|
|Sprout||£0||£0||Lets you track leads, contacts, accounts, email, mobile, information but does not let you build data reports.|
|Blossom||£30||£12||Sprout features, plus, visual sales pipeline, 2-way integration email sync, lead scoring, and marketplace apps.|
|Garden||£30||£20||Blossom features, plus, 250 bulk emails sending and email metrics, 10 workflow automation, 5 sales sequences, 10 teams, smart matches to prevent lead duplication, and advanced reporting.|
|Estate||£55||£40||Garden features, plus, 1000 bulk emails per day, 25 workflows and team automation, reports dashboard, smart forms and event tracking, multiple currencies compatible, and sales goals.|
|Forest||£65||£65||Estate features, plus, 5000 bulk emails per day, 1000 workflow automations and 50 teams, EEA data centre access, IP whitelisting, and audit logs.|
Click here to visit Zoho.
Operating across 150,000 businesses worldwide, Zoho helps transform small businesses allowing them to easily interact with customers across all channels and provides notifications of when your customers engage with your business.
The platform’s comprehensive automation features are what sets it aside from other CRM’s on this list.
Zoho lets you automate every aspect of your lead nurturing process, to prevent you from duplicating leads, allowing you to take advantage of priority leads, and schedule marketing emails to your contacts.
Plus it also has great social media functionality enabling you to find new leads based on mentions, likes, interests, and engagements on social media.
Although its main plans are more attributable to medium-sized businesses, it does offer a plan specifically for small businesses, called Bigin.
This is a more streamlined version of its main plans and removes the complexity of CRM, empowering you to view all your customer engagements and information in a simple yet engaging format.
Plus for only £5 per month, it is a great option for small businesses and sole traders to make their business more marketable.
Zoho CRM Prices
|Price per month/billed annually per user||Features|
|Bigin||£5||Simple UI lets you track and pipeline your leads, customer information, and interactions, built-in telephone features, automated workflows, task management, and send and receive automated emails.|
|Standard||£10||Scoring rules, automated workflows, build custom pipelines to show customer data and sales processes, mass email execution, and custom dashboards.|
|Professional||£16||Standard features, plus, real-time customer notifications, case file support ticketing to ensure you follow up leads, and inventory management.|
|Enterprise||£30||Professional features, plus, AI platform, full customisation, multiple user portals for customer and vendor and build and distribute mobile applications.|
|Ultimate||£36||Enterprise features, plus, advanced analytics software, highest possible feature limits, and 30-day free trial.|
Click here to compare all CRMs.
Pipeliner is probably one of the best sales CRMs on the market and takes a more visual approach compared to other CRMs on this list.
Pipeliner presents itself with excellent graphics and visuals showing you all your leads in a neat easy to read format that tailored for the salesperson looking to capitalise on their sales leads.
Plus its drag and drop features make it super easy to use!
Plus Pipliner comes with a built-in automation engine that lets you build workflows and processes that can easily automate processes, eliminating manual tasks to free up your work schedule and enable you to focus more on winning sales.
The automator works by building a flowchart that can help you, for example, send emails if a certain action happens, or create an automatic invoice if a client engages with your services.
It’s a really neat way to save time in the workplace.
Pipeliner CRM Prices
|Price per month/billed annually per user||Key features|
|Starter||£20||Comes with basic sales, accounts, leads, and contacts management tracking software, Automatizer included, task management, email automation, and mass email tracking, Microsoft and Google integrations, and data security suites.|
|Business||£50||Starter plan, plus, full CRM functionality, full metric customisation, workplace productivity features, opportunities and lead pipeline view, and onboarding consultancy and customisation features.|
|Enterprise||£65||Business plan, plus, advanced CRM reporting, advanced customisation and better professional onboarding, onsite training, prioritised technical support, forecast reports, sales insights,, and auditing.|
Click here to visit Monday and start free.
Monday.com was built as a project management platform, enabling team leaders to manage their employees better, but it has expanded its outreach to offer CRM features through what it calls a “Lead Management Board” which you can use to see all your customer information and interactions in one place.
Although, Monday.com is not the best fully functioning CRM tool and lacks a lot of the features other CRM dedicated software has.
Despite this, what’s great about Monday.com is that it integrates with its project management platforms, meaning you can automatically distribute tasks to your sales teams, as new leads or opportunities come in.
Furthermore Monday.com also enables you to directly connect to your clients through its tailored forms that will collect and turn all your customer’s information and feedback into actionable items in Monday.com’s leads dashboard.
|Price per month per user||Features|
|Basic||£7||Lets you track leads, build forms, communicate with customers and your teams, iOS and Android compatible, marketing forms and requests, and 1 dashboard.|
|Standard||£9||Basic features, plus, timeline and calendar views, share boards with your tea, advanced search facilities, 250 automations per month, 250 different app integrations per month, 3 dashboards.|
|Pro||£14||Standard features, plus, project tracking features, time tracking, formulas to automate processes and make calculations on your data, 25000 automations and integrations per month, 10 dashboards,|
|Enterprise||Quote available on request.||Pro features, plus, enterprise scale automations and integrations, security governance, advanced analytics and reporting, tailored onboarding, prioritised support and 50 dashboards.|
Click here to compare all CRMs.
Agile CRM, although not the most comprehensive service on this list, is by far the best value for money option and is ideal for sole traders and start up’s looking to save cash.
With its free version you’ll get access to a ton of features you would normally end up paying for with other CRM plans.
But there is a catch, you’ll only be able to access its cheaper prices if you pay 2 years in advance, still though its annual prices are pretty well priced!
With Agile you can build your contacts list, storing information about how your customers operate and what channels they operate through, as well as managing your sales teams to ensure they are working in sync with Agile’s project management tools.
Agile also integrates well with social media, allowing you to interact better with your customers on your social platforms, plus you can also use it to build landing pages, something that other CRM tools don’t offer!
Agile CRM Prices
|Price per month per user billed yearly||Price per month per user for 2 years||Features|
|Sales||£0||£0||Store 50,000 contacts, put together custom data fields, lead scoring, unlimited deals, tasks and documents, appointment scheduling, custom deal milestones, email tracking, 1 web app plugin, and 2-way email integration.|
|Marketing||£9.99||£8.99||Sales plan features, plus, email campaigns, web engagement, analytics on your contacts, form builder to get more contacts, email templates builder, landing page builder, send 5,000 emails, marketing automation, 3 web app plugins, and social media monitoring.|
|Service||£39.99||£29.99||Marketing plan features, plus, a customer helpdesk service, tickets, and grouping service to make customer service more streamlined, pre-formatted customer service responses to streamline and answer FAQs, 50+ third-party integration, and better reports on your customer data.|
|Extras||£64.99||£47.99||Service plan features, plus, 50+ third-party integrations, email and phone support, Shopify and Stripe integration, and email reports included.|
Click here to visit Salesmate and start free.
Salesmate is a great option for those that want to have better communications with their clients, offering a wealth of features that enable you to directly interact with your customers on their preferred platform.
You can send SMS messages, and smart automated emails, and follow up emails, that you can track and store in your leads dashboards, to see which emails are being opened and engaged with.
Plus Salesmate helps you build engaging emails and store these as templates for future use to get better engagement.
It is a great platform to conduct your email marketing out of.
As a very simple and easy to use CRM tool, it is great for those who are less experienced with technology and marketing, guiding you to the information you need through its easy to use navigation systems.
For small businesses, it’s not overbearing and doesn’t pile on heaps of unnecessary data and analytics when you’re looking through your sales reports.
Salesmate CRM Prices
|Price per month per user billed yearly||Features|
|Starter||£12||Contact and activity management, calendar sync, full customisation of your data fields, email automation features, text and voice calling features, sales automation limited to 10 workflows and 250 users, standard reporting features, and chrome and third-party app integrations.|
|Growth||£24||Starter plan features, plus, product services management, goal management, email, text, and phone call management, 3 person team inbox and unlimited email storage, 25 workflows, customisable data reports and dashboard, email marketing analytics, and email template usage analytics.|
|Boost||£40||Growth plan features, plus, additional team management systems, 5 person team inbox, smart customer support phone queuing systems, 50 workflows, full integration with third-party applications.|
Click here to compare all CRM.
Everyone loves having all their information in one place, right?
It can sometimes be annoying having to jump around to access your QuickBooks account to see an invoice and then bounce back to your MailChimp account to manage your email marketing.
Converge Hub solves this problem by ‘converging’ all your sales marketing and billing features into one platform, giving you full visibility of all your marketing and financial data.
Although it’s user interface can seem a little cumbersome on the outset, you’ll quickly get used to managing your leads and email marketing systems on the platform.
Plus it is a powerful, fully scalable, platform that will help your business to grow and grow with it.
You can build and nurture customer interactions, speed up workflows using its single platform to manage all customer-facing functions, and integrate your CRM platform with a variety of third-party apps like QuickBooks, DocuSign, and GoToMeeting.
It’s a great option for any growing business or start-up looking to improve their marketing performance.
Converge Hub CRM Prices
|Price per month per user billed yearly||Features|
|Starter||£9||Manage 500 leads, accounts, and contacts, 2 email marketing templates, manage 500 customer service cases, full third-party app integration.|
|Pro||£29||Starter plan features, plus, 500 leads, accounts, and contacts, unlimited email campaigns to 5000 targets, 10 email templates, 2500 customer service cases, unlimited knowledge base, data, and analytics reports included.|
|Boost||£59||Pro plan features, plus, unlimited leads accounts, and contacts, email templates, email targets, customer service cases, full billing services including quotes, invoices, and payments included full administration set up included.|
Microsoft Dynamics 365
Click here to compare all CRM.
Designed for larger organisations, operating on the full Microsoft 365 suite, Dynamics offers intricate automation and data reporting tools that can help you get the best insights and deliver the best sales experience to your customers.
Its pricing plans are complicated though.
You’ll want to know what sort of features you’re looking for, as Dynamics has a separate CRM sales package, marketing, and a customer service package that all offer great tools to help your business grow.
Here we’ll just focus on the CRM package.
The features included in its CRM package are extensive, for example, you’ll be able to identify the best leads, create a more personalised sales process for these customers, and boost your sales productivity, while also using the platform’s sales playbooks that provide you with repeatable sales techniques that can help you convert more sales.
One other great feature is its predictive forecasting that uses its intuitive seller-generated projections to predict how many deals and sales you’re forecasted to close.
It’s definitely a comprehensive CRM tool for businesses looking to accelerate their sales performance.
Microsoft Dynamics CRM Prices
|Price per month, per user for the user’s first Dynamics 365 app||Price per month, per user for subsequent qualifying Dynamics 365 app||Features|
|Sales Professional||£49||£15.10||Unlimited users, lead and opportunity management, marketing lists and quick campaigns, quotes orders and invoices, office 365 integration, and reporting dashboards.|
|Sales Enterprise||£71.60||£15.10||Professional plan, plus, forecasting, sales playbooks, competitors management, partner relationship management, knowledge management, full customisation, and workflow automation.|
|Sales Premium||£101.80||£101.80||Enterprise plan features, plus, contextual insights including email intelligence, pipeline intelligence, predictive forecasting, predictive scoring, relationship analytics, call transcription, keyword analysis, seller behaviour analysis, and competitive brand analysis.|
Every business whether small or big can benefit from using a CRM system that is optimised to your needs.
Depending on the size of your business and the number of customers you have you’ll want to think carefully about the type of CRM system you purchase though.
For smaller businesses, we recommend Zoho’s Bigin CRM system which is affordable and simple to use, but for medium to larger businesses, looking for something with a few more bells and whistles, take a look at Salesforce and try its 30-day free trial to see if it suits your businesses’ needs.
If you’ve had any experience using these CRM services, please leave us a review below to let us know your thoughts.