CRM is an acronym for Customer Relationship Management. It refers to the management of customer relationships by a company, generally through some form of software. CRMs generally allow you to manage your prospects and customers. Their interactions with your business in one place, making it easier for salespeople to keep track of what's going on with each account. So, we'll discuss how CRMs work, their benefits, and some good CRM tools for small businesses.
With the rapid growth of small businesses, CRM software has emerged as the most popular business management software. With the best CRM, you can keep track of your customer relationships and get to know their needs better than ever before. Read on for a comprehensive guide to find the best CRM for small businesses.
Set of Features for a Best CRM Software
A good CRM Software must possess the following set of features :
- The software must have a mobile app that is compatible with the major smartphones in order to make it easier for salespeople on the go.
- CRM should come with an Inbox tool, where all communications from prospects can be kept, so they are not lost or forgotten about.
- The software should be able to handle unlimited tasks, projects, and leads.
- CRM should come with a Campaign Builder to create email campaigns or similar marketing tools. These tools are necessary for salespeople today.
- There must be an automated lead scoring system in order to prioritize prospects according to their level of interest in the company. This will allow for better management of time spent on prospects and help set clear expectations from the get-go.
- CRM should have a feature that can convert your leads into active customers. It is done through email campaigns or social media ads to create buzz around sales events or new product launches.
- CRM should come with some kind of integration tools. Therefore, it is possible to use the software in conjunction with other business platforms such as Salesforce or Mailchimp.
- The system needs to have a strong customer support network and active community where you can ask questions about how best to use the product on your own and get answers from people who might have had the same problem before.
- CRM should come with features for email templates to provide a consistent tone of voice across all communications, making it easier for employees.
- There must be reporting features available such as Excel exports or Google Analytics integration. It is important to get a better sense of the ROI for your company.
Benefits of Using a best CRM for small business
CRM systems come with a couple of benefits for small businesses to big enterprises. If executed correctly, it can offer the following advantages:
- Different CRM comes with features that allow you to run Facebook Ads, Google AdWords, and LinkedIn ads in order to bring traffic from social media platforms into your site.
- Better customer service.
- Faster communication with your customers (with the help of automation).
- More organized data to make wiser decisions about what course to take next for each account you work on.
- Alerts about new leads.
- Easier to keep track of prospects and customers' interactions with the company in one place, which makes it much easier for salespeople to stay on top of what's going on at all times.
- Increases your productivity by automating certain tasks so you can focus more time on higher priority prospects.
- Increases sales by helping you spend more time on the most important leads and customers, which will lead to a higher conversion rate.
- Increased ROI with accurate reporting features can show how effective your campaigns are and whether or not they cost too much money.
- Most easy and affordable option to use.
I hope you must be clear about what to look for while selecting the best CRM software and how it benefits a venture. In addition, we're going to detail the 12 best CRM software today. This list will be ranked by industry analysts & consultants and should help you find a fit that suits your build and marketing needs.
Top 12 best CRM for small business in 2021
In this blog post, we will discuss the different CRM software that is available to small business owners now in 2021. There have been many technology changes in the past decade, and entrepreneurs are adapting to new marketing methods. One type of technology that has evolved is Customer Relationship Management or CRM software. This technology allows companies to manage their customer interactions better and improve relations with customers. Therefore, they can generate more sales revenue through repeat purchases and referrals!
This CRM is an amazing comprehensive software that ensures the high performance of businesses. In general, this software is considered an all-rounder CRM due to having a prime position of earning in the market. Moreover, its CRM tools and parameters like customization, customer support, integration, and quality have caused optimum results. There is no hazard of giving a shot in the free HubSpot software even with no previous investment.
Reasons to select Hubspot Software and Benefits
- It's free to use, offers many features and is available for all your communication needs.
- It compatible with devices
- Easy to learn and use with elegant user interface
- Attractive brand profiles with customizable features
- Organization capabilities are exceptional
- Monitors the deals and agent performances
- Comprehensive dashboard facilities
- Enhancing inbound marketing strategies and practices.
Due to its free service, you can use this software on a low budget without any convenience. It’s not difficult to access all the advanced management tools of the market via Hubspot. Furthermore, this software is highly compatible with many business marketplaces, including Microsoft Dynamics, Salesforce, Shopify, Zapier, etc.
This CRM is another powerful and best CRM for small business solutions for creating retailing, manufacturing, and wholesale distribution at various industrial levels using effective CRM facility tools. In other words, Netsuite CRM is a comprehensive tool having more customer interaction reviews that make this software operable for major industries to control relationship management.
Reasons to select NetSuite CRM and Benefits
- 360 degree as in comprehensive customer interaction monitoring
- Compatible with all sizes of business
- Both Enhanced customer interactions and service portals
- Automated marketing and SFA
- Partnership relation maintenance
- Optimization of sales performances and automation of sales force
- Stimulent compensation management
- Both quote and order management
- Lead management
- Both Fulfillment benefits and support
- Mobile app support both Android and IOS
- subsequently, Managing quotes, commissions, payment statuses, order processing, etc
With the aforementioned features and benefits, NetSuite CRM functions as a CRM management hub for most companies. Moreover, brands are considering this tool because of its easy-to-use and compatibility features. It also provides additional benefits of customization and personalizing experiences following individual needs. Sign up for more and visit the website to get your free trial today!
This CRM is best for small businesses as it is built on a cloud basis. This software is helpful for both big and small businesses in the world regarding their industrial resources. Its major role in such businesses is equipping the management services to maintain communication. Moreover, it helps in interaction with potential users and audiences.
Reasons to select Freshworks and Benefits
- Effective reach and lead management
- Immediate attendance to customers and their priorities
- Both lead scoring and ranking based prioritization
- Event tracking
- Email marketing
- Automated assigning of lead
- Notification based software
- Subsequently, scheduling features for emails, tasks, appointments
- Customer support via chat 24/7
- Sale management analytics
Freshworks is the fourth software to cater to all users' needs to effectively handle and manage sales producers. You can also use this software free of cost on a trial basis for a month. It is a beneficial addition to the lineup products of Freshdesk. Freshworks built this CRM solution to support and handle many sales processes simultaneously with greater effectiveness.
So, Try out Freshworks with their free trial for 30 days constant. For more information, visit the website. Moreover, Freshsales comes as the fourth addition to the product lineup of Freshdesk. However, this solution was developed to effectively respond to the vendor’s need to handle and support its multiple sales processes.
The Salesforce Customer Relationship Management is a popular cloud-based American software manufacturing software. Customer relationship management lies in the spotlight of this software for boosting the credibility and impression of a brand. In other words, this software has a major specialty in tools complimenting analytics and application production, automated marketing facility, customer services, and development.
Reasons to select Salesforce and Benefits
- Community cloud management
- Marketing and analytics
- Lead management
- Both Customer interactions and information tracking
- Automated marketing
- Partner management
- Sales data management
- Mobile compatibility both Android and IOS
- Real time data
- Critical data viewing through Feed first option
- Customizable features
Moreover, this software has created ease for companies in the management of their sales and customer relationships. To get a better understanding of this software, you can use its free version.
This CRM is another potential website-based software developed to facilitate businesses and brands in impressing their customers with unique CRM facilities. This multipurpose software can easily entangle different forums like Facebook and Twitter pages. Furthermore, through the various built-in categories of Zoho, you can enhance your customer interaction and communication services.
Reasons to select Zoho CRM and Benefits
- Sales force automation to reduce the manual work
- Lead management services
- Either Tracking deals or deal management
- Real time insights on customers with multi channel linking and relationship building
- Workflow automation
- Sales process builder
- Both Managing sales processes and assigning leads
- Reviewing of incoming information
- Email communication management
- Customer portal management
- Telephonic, social media, text based interaction management
- Both analyze trends and key performance indicators
- Data backed decision making
- subsequently, Inventory management with quotes, orders, shipping, subscriptions, etc.
- Partner portals
- Both Forecasting and territory management
Though there is a need to buy its subscription, you can get its basic understanding through its free trial version. If you feel this software is perfect for fulfilling your business needs, you can buy its monthly, quarterly, or annual plan. You can buy a monthly subscription to Zoho for an individual for only $12.
The Pipedrive CRM Management is the best CRM for small businesses to improve their extraordinary leads and sales with its management facilities. This software is designed by professional developers to cater to sales increments and for making better customer relationships.
Reasons to select Pipedrive and Benefits
- Lead Management
- Both clear cut overview of sales and important deals
- Compatible with devices
- Both Android and iOS apps avaible.
- Subsequently Easy linking with Google Apps, Google Contacts, Google Calender .
- Sales pipeline management
- Prioritizing deals
- Brand promotion
- Customizable features
- Both service quality and Customer service with 24/7 support
Small businesses usually feel reluctant to use complex interfaces. That’s why this software comes with a simple interface to solve the problems of every business person. You can enhance your user experience on many devices with which this software is compatible. So, Grab the opportunity today to utilize the free trial version of the app. Moreover, to get more information, visit the website.
This CRM is designed to drive sales between potential customers and companies at a better level of interaction and communication. This software is limited to those highlighted tools useful in building relationships between software and user. Due to its magnificent visible user interface, you can easily drag and drop all the data analysis and customizations available.
Reasons to select Pipeliner and Benefits
- Drag-and-drop administration enhancing user interface
- Multiple accounts to support productivity
- Account hierarchies availability
- Subsequently, multiple pipelines and views to avoid confusion
- Product Catalogue as organising feature
- Dynamic organization chart
- Buying Center
- Both contact management and social media feed monitoring
- Custom profiles and views ensuring security
- User access permissions
- Template designer for forms
- Both Auto-calculated and lead management
- Subsequent document management and notes management
- Notification based software
- Suggestions in terms of history log
- Both Business Overview and Archive tool
- Opportunity Tracking
- Both sales Task Management and mapping
- Offline CRM
- Both target Overview and activity stream
- Embedded help and support
- Both Insights and views
- Sales Velocity tracking With amazing
These beneficial features and its cost-friendly interface make this software perfect for improving business performance in the market. You can also use the free version of this software to check your business performance with Pipeliner.
This vCita CRM is a business management tool that facilitates businesses in generating server message blocks and sharing interface accessibility to enable venture management via the comprehensive customer-based interactive forum. Furthermore, this software ensures powerful sub tools to build and maintain trustworthy and reliable customer relationships.
Reasons to select vCita and Benefits
- Both phone and calendar syncing available
- In built scheduling services
- Client interactions management and enhancement
- Facebook contact sheet plugin availability
- Subsequently, customizable forms, character styles and fields
- Form templates for external web forums
- HTML contact form developer
- Calendar managing in respect to in device
- Subsequently, Compatible with Facebook, Constant contact, PayPal, mobile, and external websites
- Invoicing services
- Predefined services and meeting options
- Proactive contact form choices for your website
- subsequently reminders, email confirmation, and autoresponder management
- Access to multiple users
- Online payment security
- Self-service appointment scheduling feature for clients and customers
- CRM based software
- Both Email and text messages marketing
- Client portal availability
Moreover, you can also use this software in a free version to check its performance. Upgrade all the business management features and customer relationships with vCita.
The Scoro CRM software is specifically designed to provide solutions to business management problems. Scoro is also such a form that it is well-known due to its amazing project management, relationship monitoring, and customer relations management. Many popular businesses and brands prefer to use this software due to its easy use and 24/7 service availability. Go ahead in business competition by staying focused on CRM tools.
Reasons to select Scoro and Benefits
- Comprehensive Business dashboard
- subsequently calendar management and linking
- Tasks and project management without any hassle
- Quote allocations
- Both Customer management and relationship services
- Invoice generation and complete expense lookover
- Financial relationships and management
- Both Work and time billing services
- Scheduled invoicing and emailing features
- Comparative reports for analysis and data
- Availability of commission calculator
- Both Budget management and Forecasting
- Both resource planning and execution services
- File management and multiple user access facilitating sharing
- Company news feed
- Custom fields and tags
- Multi-currency feature available
- Multi-language to break communication barrier
- Both automated alerts and email services
- Configurable updates and management
- Lead management and execution
Scoro can also be used on a trial basis in the free version. This software is compatible with different platforms like Dropbox, Google, Mailchimp, and Outlook. Connecting your business with various forums through this software takes you to the highest level of competition. Make your venture management appropriate by using both iOS and Android.
10. Zengine by WizeHive
Another suite for managing the business of non-profit organizations like NGOs and University management is Zengine by WizeHive. This software boosts fast and potential experiences delivery to businesses by providing donations, operations, reviews, and speed management applications. You can get this software customized with unique features to fulfill the requirements needed for different organizational missions.
Reasons to select Zengine by WizeHive and Benefits
- Strong Management facilities
- Scholarship processing for mission focused organizations
- Awards distribution management and services
- Both internship opportunities and Management
- Fellowship facilitation
- Accreditation management availability
- Customer Relationship Management
- Branded Online Application Forms templates and services
- Unlimited File Uploads facilitation
- Both Integrated CRM and Database for tracking and management
- Emails marketing and management
- Both dashboard facility and comprehensive reports
- Online Review Forum
- Both reviewer Assignments and Bulk Email availability
- Securing Hosting via AWS
- Online Submission Portal availability
- Letters of Recommendation formation
- Automated emails and assignments
- subsequently 1000 and more integrations available
- Both Audit trail reporting and workflow facility.
- Single sign up access
- Online and on-demand help center and support
- Email, Phone, Website Support
- Workplace set up services
- subsequently implementing lead and managing
- Project Plan execution facilities and management
- Project Management
- Both Data Migration services and operations
Feel free to try its trial version free of cost. By using this software, you can step ahead toward the bright future of your organization with its strong, purposeful tool suite. This software has got a new badge in the marketplace because it provides additional support to universities and educational institutes.
Method:CRM is one of the best solutions for small businesses looking to improve their customer experience and increase sales. It has been around since the late 1990s when Darryl Zanuck first created it for a point of sale company called MicroStrategy that specialized in providing information about how well retail stores were doing based on data they collected from them directly. Method:CRM works well for both sales and finance branches of the brands and has comprehensive reports based on that.
Reasons to select Method:CRM and Benefits
- Keep real-time activity log with additional history browsing records
- Unlimited contacts per record information and management
- Both customer service tickets availability and management
- Automated lead management
- Opportunity availability
- Both Share calendars and linking with devices
- Allocation of roles with documents
- Method Integration Engine
- Real-time syncing of invoices, time track entries, and customer data
- Access CRM via web browser anywhere as per requirements
- QuickBooks lists syncing and transaction management
- Both Invoice customization services and management
- Better user interface facilitating drag and drop options
- Custom field availability, table templates, and screens
- Both Custom graphs and reports based on real-time data
- Customer payment portal to view and pay invoices and manage them
- Payment gateways include Intuit Merchant Services; PSi Gate; Authorize.Net
- Accepts PayPal which is a globally acclaimed transaction facility
To use the trial version of the software and gain complete knowledge about this tool, visit the Method:CRM. Its different approach for sales as well as finance makes it the best CRM for most businesses.
The Salesflare is the best CRM-based tool for B2B ventures. Its advanced tool suite provides strong customer relationship management services with both user interface and contact management. Moreover, with its various collaboration, sharing, and other documentation tools.
Reasons to select Salesflare and Benefits
- Automated data input options
- Both lead scoring and management
- Email monitoring and tracking facilities
- Website monitoring facilities
- Both contact organization and management
- Sales pipeline monitoring
- Custom field options
- Sales intelligence and properties
- Both Prioritizing opportunities and assignment management
- Communication management services
- Automated to-do lists and reminder facilities
- Both Interaction tracking and monitoring
- Mission and Quota management
- Revenue reports
- Funnel analysis and management
- Team insights and leaderboard facilities
You can try out this software to take your business to the whole next level. Moreover, learn more by visiting the website with Salesflare.
Yet to decide on a Best CRM for small business?
Now you have studied a comprehensive preview of the 12 software providing CRM solutions in the business marketplace. You can easily select the one by comparing features with your business standards and requirements. I hope this blog will help you manage customer relations by finding the best CRM for small businesses.
Experts and consultants make this software lineup, and the topmost software has enormous benefits for several businesses. Hubspot is the best suite for all businesses due to its aforementioned features and easy to use, enabling all professional brands to excel.
Besides this, all other best CRM software is well ranked and useful for different purposes. But it’s your decision whether you want to choose software for your business according to ranking or your business standards. We will suggest you not allow market value to influence your business. It would be best if you held to your business requirements and goals for scaling up yourself in the marketplace in the future while choosing the software.