CRM Software for Small Business

ClickUp pricing: Starts at $7.00. Offers Free-forever and Custom plan.

What is ClickUp and how does it work?

ClickUp is a simple, cloud-based collaboration and project management tool created for all user types.

monday sales CRM by monday.com pricing: Starts at $10.00. Offers Free-forever and Custom plan.

What is monday sales CRM by monday.com and how does it work?

monday sales CRM allows business owners, sales teams, and RevOps to automate and manage the entire sales cycle from pre- to post-sales - streamlining all customer data in one centralized place. With the intuitive, powerful, and easy-to-use platform, one can capture leads from any source, easily manage contact information and communication, automate manual processes with no code automations, and track every deal's status so that no opportunities or deals slip through the cracks. You can view your deals with one simple click, and analyze your sales processes using real-time data and updates with customizable dashboards. Once a deal is won, all post-sales activities can be managed directly from monday sales CRM, making it truly unique and unlike other CRMs. Connecting all company stakeholders, such as finance, legal, and account managers to all necessary information in one place, ensures smooth billing, contracting, and onboarding. show more

Zoho CRM pricing: Starts at $14.0.

What is Zoho CRM and how does it work?

Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. show more

Salesforce pricing: Starts at $25.0.

What is Salesforce and how does it work?

Salesforce is a futuristic Customer Relationship Management Software bringing companies and their customers together. The integrated software helps departments like commerce, marketing, sales and service to get a unified view of each client. Moreover, companies can also leverage on the particular to deliver amazing shopping experiences to individual buyers, automate time-consuming jobs, assure quick resolution to queries raised from the customers front and strategise personalised marketing schemes. The solution serves organisations scattered across industries like retail, automotive, higher education, public sector, media, communication, hospitality and transportation, nonprofit and more. With Salesforce, organisations get the advantage of joining the 150,000+ like-minded companies where they can find a massive community of experts ready to help in their company’s growth, besides offering an estimate of their Return on Investment (ROI). Lastly, AI technology equipped chatbot (Einstein) within the software helps companies reassess past interactions with individual clients and better understand raised queries. show more

Pipedrive CRM pricing: Starts at $14.90.

What is Pipedrive CRM and how does it work?

Pipedrive is a sales-focused CRM tool that teams of all sizes love using. With 100,000+ paying customers spanning 179 countries, sales teams are drawn in by our CRM's simple yet powerful design that prioritizes usability. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling, with a CRM software that's both agile and powerful. show more

Keap pricing: Starts at $159.0.

What is Keap and how does it work?

Keap is an intuitive Sales, CRM and Marketing Automation software that can be utilised by businesses to enhance their sales and save time as well. Companies get to generate more leads, sort them out and forward the right kind of messages to the right people. They can also trust on the particular to generate a robust customer experience and gather loyal patrons. Its inbuilt features and functionality include email marketing, reporting and analytics, sales pipeline, CRM, sales and marketing automation, appointments, payments and more. Users can leverage Keap to generate custom forms and embed them within their landing pages and websites. This also helps them trigger automated actions in real-time. Inbuild SMS and Email marketing feature help users forward broadcast messages to individual target groups, driving in greater sales. They can also automate the entire sales follow-up and enhance lead conversion rates through the sales pipeline. show more

Nutshell pricing: Starts at $16.0.

What is Nutshell and how does it work?

Nutshell is a sales automation CRM and email marketing tool for B2B teams to help them optimise their efforts and focus more on building good relationships. Its marketing solution seamlessly connects with users CRM data, enabling them to get their sellers and marketers to a point where both get benefited. The tool also automates the process of personal email sequences and provides funnel and activity reports to users in real-time. Nutshell can be used to design and send marketing emails to thousands of contacts in one go. It helps users to create highly targeted audiences based on their customer data. The impact of email marketing campaigns can also be tracked in real-time. Nutshell makes the work a lot easier by bringing multiple tools for sales and marketing in one place. It is the most flexible CRM solution for sales reps, offering four different views, list, chart, board and map, to manage the work pipeline. show more

Copper (ProsperWorks CRM) pricing: Starts at $23.0.

What is Copper (ProsperWorks CRM) and how does it work?

A productivity tool that comes equipped with several sales features like online CRM, real estate CRM, healthcare CRM, sales forecasting, sales enablement etc. The software is integrated with calendar, docs, google sheets, Gmail, slides, and inbox. It is easy to use and receive a notification every time someone goes through your email. The software offers enterprise-level security and automates the data entry process. Actionable insight is provided with pipeline reports for driving sales. show more

Thryv pricing: Starts at $20.0. Offers Free-forever plan.

What is Thryv and how does it work?

Thryv is a platform that enables businesses to meet modern customer’s expectations simply and efficiently in today’s era. It is a highly secured and easy-to-use Business Management Platform that automates tasks while also putting the customers at the center of the business. The platform enables users to reach more customers by letting them find their customers at the right time, the right way. They can plan their daily activities through calendar sync, automated reminders, and conversations in one inbox. Thryv enables businesses to accept secure payments at low, competitive rates from anywhere and securely. Users can request reviews quickly and get notified instantly, thus allowing them to respond simultaneously. Other value-added features that users can utilize include Marketing Automation, Document Storage and Sharing, Social Media Management, Reputation Management, and online presence enhancement. It allows businesses to offer their customers an interactive login area and also sync their business info across 60+ listings websites like Google, Yelp, Facebook, and more, thus giving them a modern and mobile-ready website. show more

Vtiger pricing: Starts at $12.0. Offers Free-forever plan.

What is Vtiger and how does it work?

Vtiger all-in-one CRM enables businesses to streamline their marketing, sales, and support teams by centralizing customer data. One View enables marketing and sales teams to create a shared view of the customer. This allows teams to maximize the ROI of lead generation campaigns and deliver better sales experiences. Playbooks and automation provide advanced insights and tracking. Customer engagement across multiple channels ensures exceptional support. The complete view of the customer enables support teams to drive customer delight and close tickets quickly. show more

Insightly pricing: Starts at $29.0. Offers Free-forever plan.

What is Insightly and how does it work?

Insightly is a powerful CRM tool for capturing and managing leads in every aspect of a sales process. Insightly gives you the power of complete contact management and can track the relevant lead information from emails. One can upload files straight from Dropbox, Box, Google Drive, Microsoft OneDrive and Insightly online without any upsets and conveniently. The inbuilt project management system helps you continuously monitor the workflow and publish at the right time. Unquestionably, this tool fits in different sectors like accounting, construction, education, health, real estate and many more. show more

Nimble pricing: Starts at $24.9.

What is Nimble and how does it work?

Nimble is a comprehensive Customer Relationship Management (CRM) solution for G Suite and Office 365 teams. It helps users connect with their customers wherever they are in the world and is the only CRM that works across every social network. It generates auto-enriched contact profiles by sourcing information from the internet. Users just need to search any name and the Nimble browser extension will present enough business insights, contact information and interaction history to get them started. The software helps its user gain a 360-degree view of their leads and customers by enabling them to allocate teams interaction history and contact information. Users can also update deal status in real-time, add notes to a record and access social handles. Nimble can also be utilised by personnel to forward personalised, template group emails from their own email account. Other important functionalities include email tracking, pipeline management, today page, to-dos management, calendars etc. show more

Freshsales pricing: Freshsales Offers Free-forever plan.

What is Freshsales and how does it work?

Freshsales, also known as Freshworks CRM, is a cloud-based customer relationship management (CRM) tool that can help businesses grow their revenue through context-driven sales. This highly-rated CRM can help businesses close deals faster, improve seller effectiveness, reduce IT complexity, streamline the sales process, generate new opportunities, and much more. Some of the top features of Freshsales include sales lead tracking, sales management, event tracking, one-click phone, personalized bulk emails, email prioritization, AI-powered chatbots, customizable web forms, page visit tracking, visitor intent tracking, activity timeline, predictive contact scoring, deal insights, third-party integrations, dynamic forecasting, 360° customer view, automated sales campaigns, etc. show more

Bigin by Zoho CRM pricing: Starts at $7.0. Offers Free-forever plan.

What is Bigin by Zoho CRM and how does it work?

Bigin is a pipeline-focused CRM software designed particularly for small businesses. The software’s design is minimal and comes with a clean dashboard that shows all the relevant information to the user. It gives an all-round view of all the contacts along with every bit of relevant information organized in one place. This 360-degree overview helps the users to connect with the prospects easily through email, phone, Twitter, and other web forums as well. Users can have better pipeline visibility with the application’s user-friendly pipeline management tools. Being customizable, it enables the addition of relevant fields to get specific results easily. Besides, there is also a smart filter tool that can quickly sort data so that one does not have to go through the entire record every time. Easy to create workflows can automate many routine tasks, help inefficient tracking of deals, etc. Bigin by Zoho CRM allows the creation of product lists and gives the option to associate new deals with them and all these without leaving the platform. The feature set, along with data management and security systems like import/export, role management, audit logs, and GDPR compliance, make Bigin one of the best CRM solutions for small firms. show more

Zendesk Sell pricing: Starts at $19.0.

What is Zendesk Sell and how does it work?

Zendesk Sell is a salesforce automation software to make better decisions in Sales. It is simple, user-friendly, and designed to help sales reps to keep selling. Focused on increasing productivity, the software gives quick access to relevant deal data to facilitate ease of analysis and collaboration. Data capture is automatic, and therefore, agents and sales reps can always stay on the same page when handling customer accounts. It streamlines the building and management of sales pipelines so that reps can prioritize prospects and customers. The greatest USP of the software is enabling users to send emails, make calls, view deal history, and schedule meetings in a few clicks. SmartList is another fantastic feature that allows for the segmentation and filtering of deals and leads in real-time. Businesses can integrate their everyday tools with the platform or create their own Zendesk apps to be used exclusively. Zendesk Sell’s SDKs and APIs provide the foundation for the successful project integrations. show more

HubSpot CRM pricing: Starts at $45.0. Offers Free-forever plan.

What is HubSpot CRM and how does it work?

A forever-free customer relationship management software that provides solution to all your CRM needs. HubSpot CRM automates the tasks for your sales people which allows more work with less data entry. The interactions are tracked down automatically and a separate visual dashboard displays deals for total visibility. Now handle upto 1,000,000 contacts, users and storage without any expiration date all of it without paying a penny. With Hubspot CRM, you can also send emails in a personalized sequence which is delivered as per the schedule you set. Get notified whenever any lead opens your email so that you know how to follow-up with that particular lead. show more

Method CRM pricing: Starts at $25.00.

What is Method CRM and how does it work?

Method CRM is a customisable QuickBooks Customer Relationship Management software. It assists admins in saving time by simplified contact management, activity tracking, and accurate estimating. The software ensures that all management systems are properly synchronised, while its two-way integration with QuickBooks offers businesses the edge they need. Method CRM offers customisable built-in solutions to manage leads and invoicing as well. Additionally, its direct connection to apps like Gmail, Mailchimp and other integrations via Zapier enables users to focus more on the growth of business and less on mechanical data entry. The software’s simplified lead tracking feature can be used to record interactions, schedule follow-ups and assign tasks to teammates at the same time. Moreover, real-time status view functionality offered by Method, helps businesses look into ongoing deals while managing the entire sales process by organising sales data in a centralised system. The software also provides personalised service with the customer's history of interactions, purchases etc., keeping customers engaged with timely follow-ups. show more

Act! pricing: Starts at $30.0.

What is Act! and how does it work?

Act! CRM is designed keeping in mind the needs of small size and mid size businesses to build lasting relationships with their customers. The software lets you personalize your platform and work-station the way you want so that your employees can adapt to it easily. Make informed decisions with Act! by using its interactive visual dashboard which displays snapshots of real-time metrics. You can also customize these reports in your unique way to get a better understanding of it. With Act! CRM, you get a number of powerful marketing and sales features that help you fuel your business growth. You can also send mobile-friendly campaigns that can drive sales to your contacts and groups. show more

OnePageCRM pricing: Starts at $9.95.

What is OnePageCRM and how does it work?

One PageCRM is an advanced sales CRM that assists all business sizes and maintains all sales controls. It keenly focuses on what needs to be done next, pursue with every lead, close more deals, and maintain all teams harmoniously on the same page with one sales action at a time. OnePage CRM is significantly useful as it helps teams manage the lead pipeline and stay concentrated on following up with every prospect each day. The tool helps to maintain all contacts in one place and manage the audience as well. OnePage CRM primarily focuses on sales activity, the software guides users to configure the next actions for each customer; it helps conclude the next step that will keep them closer to a sale. The actions are organized by their requirement into a color-coded action stream list, offering the users a precise action plan for the day.OnePage CRM is an effective tool that every business must look after to opt for. It is time-efficient and automates work proficiently. The software significantly generates leads from anywhere on the web and the pricing plans start from $9.95 per month. show more

Streak pricing: Starts at $49.0. Offers Free-forever plan.

What is Streak and how does it work?

Streak is a CRM software that’s entirely integrated within your gmail inbox. It relieves you of a number of stress as it brings everything related to your CRM function at one place, i.e. in your inbox. With Streak’s support pipeline, you can get access to the entire support history of the customer you’re talking with, which will allow you to help that customer better or even pitch in a new deal. Streak’s email tracking notifies you when your proposal is read, thus, giving you an idea of when to follow up and close the deal. It also lets you know if your support message has resolved an issue or if the contact hasn’t yet read your helpful message. show more

Salesflare pricing: Starts at $29.0. Offers Free-forever plan.

What is Salesflare and how does it work?

Salesflare is a niche tool for small and medium-sized business owners operating with a B2B model and works as a complete CRM tool for them. It provides the data inputs that reps need for their selling so that they can focus more on their core capabilities. It boosts their productivity by automatically assisting them with every follow-up opportunity. Users can collaborate quickly with prospects since the tool shows what was discussed with every prospect in past meetings or calls. Salesflare can also plugin other tools into the existing technological ecosystem. Leading apps and platforms that the tool can integrate with include Gmail, Office 365, Exchange, iCloud, PieSync, and Zapier. Users can use fully automated contact and company information since the tool can seamlessly gather such information from emails, email signatures, social profiles, and more. And when tasks are complete, Salesflare automatically reports them by connecting to calendars and mobile phones to log meetings. show more

Daylite pricing: Starts at $35.00.

What is Daylite and how does it work?

Daylite is a customer relationship management (CRM) software that helps you manage your business by providing tools for managing leads, lists, files, and documents. It interacts with MailChimp, Zoom, Slack, QuickBooks, Zapier, and other services to help you collaborate with your team to streamline procedures via pipelines and checklists. You can establish more relationships with Daylite by keeping a record of communication and next steps, ensuring that you're always on top of things, no matter how large your client list becomes. It puts your team in sync by centralising and sharing information. It collects data of emails, notes, calls, and the next steps in one spot, making it simple to remember everything. The platform shows you where each deal is in the process and also what needs to happen next. It assists you in prioritising your deals. It gives you insight into your closure rates, reasons for wins and losses, and top lead sources so you can make better decisions and expand your business. It also allows you to control who may see, edit, and contribute content, ensuring that confidential information remains private. show more