You’re not an enterprise. And an enterprise CRM isn’t the very best CRM for a small enterprise. You don’t have to waste cash on enterprise add-ons you’ll by no means contact, or waste time studying enterprise options you’ll by no means use.
But when a 29% enhance in gross sales sounds good to you, you then do want a CRM. So we’ve assembled a comparability of the 15 greatest CRMs which can be made for SMBs. We’ve additionally plugged them right into a useful desk, so you possibly can take into account the options which can be essential to your enterprise.
Afterward, we’ll reply widespread questions, like ‘Why does a small enterprise want a CRM?’ or ‘How do I select a CRM for small companies?’ Let’s leap in…
Greatest CRM for Small Enterprise
- HubSpot CRM
- Monday Gross sales CRM
- Pipedrive
- Bigin by Zoho CRM
- Capsule CRM
- BenchmarkONE (HatchBuck)
- EngageBay
- Agile CRM
- Accelo
- GreenRope
- WORK[etc]
- VTiger
- Keap
- Glue Up
- Nextiva
1. HubSpot CRM
HubSpot’s CRM is light-weight and simple to make use of however has instruments for all of your groups. Your gross sales reps will love the lead scoring and gross sales prospecting options. Your entrepreneurs get e-mail automation and real-time web site exercise monitoring. And your service groups will flip for the assistance desk options, dwell chat, and shared common inbox that simplifies their work lives. And that’s only a small pattern of the options.
However better of all, the HubSpot CRM is 100% free. Ceaselessly. No cut-off dates, limitless customers, and as much as 1 Million contacts. And if you develop, HubSpot can develop with you, by selecting from 3 tiers of premium plans beginning at solely $45 monthly.
- G2 Ranking: 4.4 out of 5
- Value: Free (Premium plans begin at $45/mo for two customers)
- Free Plan: Sure
- Free Trial: 14 days
- Plan Limits: Free plan begins at 1,000,000 contacts and limitless customers
2. Monday gross sales CRM
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Monday.com is greatest identified for its challenge administration software program, so it’s possible you’ll not have heard about this gross sales CRM. However in case you’re a fan of Monday’s kanban-style PM instruments, you’ll additionally like its editable pipeline monitoring.
From contact administration to gross sales forecasting to customized dashboards, Monday is aware of about organizing knowledge and actions. This makes it a stable alternative for small companies that will even be out there for job administration instruments.
- G2 Ranking: 4.6 out of 5
- Value: Free (Premium plans begin at $10 per consumer monthly)
- Free Plan: Sure
- Free Trial: 14 days
- Plan Limits: Free plan begins at 1,000 contacts and a couple of customers.
3. Pipedrive
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Pipedrive is an easy and easy CRM with a clear consumer interface. Clients be aware that it’s simple to arrange and simple to make use of.
Pipedrive advertises itself as being a CRM “designed by salespeople, for salespeople.” This implies the instruments focus totally on managing your leads via the gross sales pipeline, although it does provide e-mail advertising and marketing instruments, as effectively. Pipedrive additionally boasts over 300 integrations, together with HubSpot.
- G2 Ranking: 4.2 out of 5
- Value: Plans begin at $14.90 per consumer monthly
- Free Plan: No
- Free Trial: 14 days
- Plan Limits: Starter plan begins at 3,000 energetic contacts
4. Bigin by Zoho CRM
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For those who’re simply beginning your CRM analysis you may be confused why Zoho affords two CRMs. Whereas the Zoho CRM affords a extra strong suite of instruments, they created Bigin to focus particularly on the options that small companies would use most.
For those who’re searching for a streamlined technique to begin monitoring contacts and managing your offers, Bigin is a stable first alternative. However in case you’re prepared for superior options– like gross sales forecasting, lead scoring, and workflow administration– you then may take into account Zoho as an alternative.
- G2 Ranking: 4.6 out of 5
- Value: Free (Premium plans begin at $7 per consumer monthly)
- Free Plan: Sure
- Free Trial: 15 days
- Plan Limits: Free plan begins at 500 contacts and 1 consumer
5. Capsule CRM
Capsule comes with a wide range of customization choices to assist go well with particular person corporations’ particular wants and challenges. These options embrace customized fields, tags, and branding choices.
Certainly one of Capsule’s largest perks is its accessibility. It has a easy, simple interface and simply integrates with third-party purposes, together with G Suite and MailChimp.
- G2 Ranking: 4.3 out of 5
- Value: Free (Premium plans begin at $18 per consumer monthly)
- Free Plan: Sure
- Free Trial: 30 days
- Plan Limits: Free plan begins at 250 contacts and a couple of customers.
6. BenchmarkONE (HatchBuck)
BenchmarkONE (previously generally known as HatchBuck) is an easy, pipeline CRM that mixes e-mail advertising and marketing, and gross sales and advertising and marketing automation instruments.
Firms in nearly any vertical can profit from BenchmarkONE, however they promote as specializing in businesses and small enterprise homeowners.
- G2 Ranking: 4.5 out of 5
- Value: Free (Premium plans begin at $29 monthly)
- Free Plan: Sure
- Free Trial: 14 days
- Plan Limits: Free plan begins at 250 contacts and 500 emails however limitless customers.
7. EngageBay
EngageBay is an inexpensive, all-in-one CRM for small companies and startups. The multi-step automation workflow characteristic helps you to construct each easy and complicated workflows with ease. It’s also possible to launch multichannel advertising and marketing campaigns throughout e-mail, social media, SMS, internet, and cellular push notifications.
EngageBay’s largest perk lies in its affordability. The platform affords a group of superior options for underneath $100 monthly.
- G2 Ranking: 4.6 out of 5
- Value: Free (Premium plans begin at $11.99 per consumer monthly)
- Free Plan: Sure
- Free Trial: None
- Plan Limits: Free plan begins at 500 contacts and 15 customers.
8. Agile CRM
Agile CRM incorporates a easy, streamlined drag-and-drop challenge administration device. Its interface makes managing duties and passing info between your help, gross sales, and advertising and marketing departments simple and seamless. It additionally has options like lead scoring and segmentation instruments.
Agile usually fits SMBs higher than enterprises, and its pricing construction displays that. Its free plan is a superb alternative for smaller companies and startups that will lack the assets to pay for premium plans elsewhere.
- G2 Ranking: 4.0 out of 5
- Value: Free (Premium plans begin at $8.99 per consumer monthly)
- Free Plan: Sure
- Free Trial: None
- Plan Limits: Free plan begins at 50,000 contacts and 10 customers.
9. Accelo
Accelo’s CRM options instruments for lead scoring, drafting quotes and proposals, segmentation, and job administration. It additionally has a formidable vary of integrations with different main platforms, together with Salesforce, Jira, Quickbooks, and HubSpot.
Accelo focuses on the skilled service sector. The platform is tailor-made for smaller companies that make use of professionals like architects, accountants, engineers, and designers.
- G2 Ranking: 4.4 out of 5
- Value: Plans begin at $24 per product per consumer monthly
- Free Plan: No
- Free Trial: 14 days
- Plan Limits: Minimal of 5 customers
10. GreenRope
GreenRope is a CRM that strives for simplicity. The platform contains options like territory administration, segmentation, and lead scoring. It additionally has an easy interface that doesn’t require a lot setup or coaching.
GreenRope has all kinds of pricing plans to go well with an equally extensive number of enterprise sizes. The platform is barely pricier than most, so it is probably not greatest for very small companies or startups.
- G2 Ranking: 4.4 out of 5
- Value: Plans begin at $99 monthly for 500 contacts
- Free Plan: No
- Free Trial: 14 days
- Plan Limits: Starter plan begins at 500 contacts monthly and limitless customers
11. WORK[etc]
![Best CRM for small business - WORK[etc] CRM](https://blog.hubspot.com/hs-fs/hubfs/Screen%20Shot%202020-10-16%20at%2011-16-45%20PM-jpg.jpeg?width=600&name=Screen%20Shot%202020-10-16%20at%2011-16-45%20PM-jpg.jpeg)
WORK[etc] is a cloud-computing CRM that emphasizes collaboration. The platform consolidates nearly each side of a enterprise’s operations and permits simple communication between totally different departments.
The CRM works for smaller companies throughout nearly each business — from digital promoting corporations to actual property businesses. The pricing is a little more costly than related CRMs, nevertheless it’s price exploring for small corporations trying to streamline all elements of their companies.
- G2 Ranking: 4.6 out of 5
- Value: Plans begin at $78 monthly for two customers
- Free Plan: No
- Free Trial: 14 days
- Plan Limits: Starter plan begins at 2,000 contacts monthly and a couple of customers
12. VTiger
VTiger is an inexpensive CRM with significantly robust gross sales and advertising and marketing automation instruments for its comparatively low value. The platform additionally affords stable challenge and stock administration infrastructure and boasts a complete of over 300,000 prospects worldwide. The platform has a strong suite of options throughout advertising and marketing, gross sales, and repair. VTiger is a superb possibility for small companies operating on a decent price range.
- G2 Ranking: 4.3 out of 5
- Value: Free (Premium plans begin at $30 per consumer monthly)
- Free Plan: Sure
- Free Trial: 15 days
- Plan Limits: Free plan begins at 3,000 contacts and 10 customers.
13. Keap
Keap supplies the assets that can assist you manage details about leads, shoppers, and enterprise communication. Its e-mail and gross sales automation options velocity up day-to-day processes.
Keap has bill and fee integrations that let you settle for bank cards, ship invoices, and monitor excellent funds. That’s the place the platform actually stands out. It’s a perfect CRM for small companies that conduct on-line transactions on a constant foundation.
- G2 Ranking: 4.2 out of 5
- Value: Plans begin at $129 monthly for two customers
- Free Plan: No
- Free Trial: 14 days
- Plan Limits: Starter plan begins at 1,500 contacts and a couple of customers
14. Glue Up
Glue Up is a cloud-based, all-in-one occasion administration software program and CRM. You’ll be able to select from occasion, membership, neighborhood, webinar, or training-focused software program.
With Glue Up’s CRM, you possibly can preserve your contacts organized, automate gross sales workflows on your occasions, handle your entire audiences and enterprise alternatives, preserve knowledge and data safe, and achieve perception into engagement throughout actions.
- G2 Ranking: 4.5 out of 5
- Value: Plans begin at $125 monthly for two customers
- Free Plan: No
- Free Trial: No
- Plan Limits: Unadvertised
15. Nextiva CRM
Nextiva is a cloud-based VoIP service that features a CRM. It consolidates firm communications right into a single platform — this permits gross sales, advertising and marketing, and help groups to remain on the identical web page.
Nextiva’s largest draw could also be how effectively it handles multi-channel buyer communication. If your enterprise is searching for each VoIP and a CRM that may provide a stable communication infrastructure for gross sales and buyer help reps, you must discover Nextiva as a possible possibility.
- G2 Ranking: 4.4 out of 5
- Value: Plans begin at $23.95 per consumer monthly for 1-4 customers (Per consumer price decreases with extra customers)
- Free Plan: No
- Free Trial: 7 days
- Plan Limits: Starter plan contains as much as 4 customers
Evaluate CRM Options
| CRM | G2 Ranking | Free Plan? | Starter Plan Month-to-month Value | Plan Limits | Free Trial? |
| HubSpot CRM | 4.4 | Sure | $45 for two customers | Free plan:
|
14 days |
| Monday Gross sales CRM | 4.6 | Sure | $10 per consumer |
Free plan: |
14 days |
| Pipedrive | 4.2 | No | $14.90 per consumer |
Starter plan: |
14 days |
| Bigin by Zoho CRM | 4.6 | Sure | $7 per consumer |
Free plan: |
15 days |
| Capsule CRM | 4.3 | Sure | $18 per consumer |
Free plan: |
30 days |
| BenchmarkONE (HatchBuck) | 4.5 | Sure | $29 monthly |
Free plan:
|
14 days |
| EngageBay | 4.6 | Sure | $11.99 per consumer |
Free plan: |
None |
| Agile CRM | 4.0 | Sure | $8.99 per consumer |
Free plan: |
None |
| Accelo | 4.4 | No | $24 per consumer |
|
14 days |
| GreenRope | 4.4 | No | $99 monthly |
Starter plan:
|
14 days |
| WORK[etc] | 4.6 | No | $78 for two customers |
Starter plan: |
14 days |
| VTiger | 4.3 | Sure | $30 per consumer |
Free plan: |
15 days |
| Keap | 4.2 | No | $129 for two customers |
Starter plan: |
14 days |
| Glue Up | 4.5 | No | $125 for two customers | None | |
| Nextiva | 4.4 | No | $23.95 per consumer (for 1-4 customers) |
Starter plan:
|
7 days |
Why does a small enterprise want a CRM?
A small enterprise wants a CRM for a similar causes a large corp does: to prepare your knowledge, enhance your gross sales effectivity, and align your gross sales, advertising and marketing, and repair groups. Your SMB might not have the identical gross sales quantity as an enterprise firm, however a CRM will make it easier to scale up regardless of your dimension.
A few of the advantages {that a} CRM brings embrace:
- Eliminating busywork by automating knowledge assortment and storage.
- Aligning gross sales and advertising and marketing groups by making buyer knowledge simply accessible.
- Enabling data-driven gross sales and advertising and marketing choices via reporting and analytics.
- Organizing contact historical past, so your reps don’t need to dig, and your prospects don’t need to repeat themselves.
Possibly you’re discovering that you just’ve outgrown monitoring prospects in a spreadsheet. Possibly your gross sales staff is drowning in handbook knowledge entry. Possibly good leads aren’t getting contacted. If these challenges sound acquainted, then it’s time to contemplate a CRM.
How to decide on a CRM for a small enterprise
Earlier than you evaluate your choices for a CRM, you’ll wish to take a while to contemplate these questions:
- Who will probably be utilizing your CRM?
In case your govt staff by no means touches your CRM, then don’t fear about options for executives. Select a CRM that focuses on the wants of those that truly use it.
- How many individuals will probably be utilizing your CRM?
Free CRMs might solely permit a restricted variety of customers, and paid instruments usually cost by the “seat.”
- What instruments are you already utilizing?
CRM ought to combine with widespread workplace software program, so that you don’t have to surrender what’s already working.
- How simple is the CRM to make use of?
In terms of being user-friendly, not all CRMs are the identical. Is your workplace tech-savvy sufficient to sort out superior software program, or do you want one thing extra light-weight?
- How a lot automation do you want?
Many fashionable CRMs embrace AI instruments that permit your smaller staff to perform greater than they’ll on their very own. Examples of AI in a CRM embrace gross sales forecasting, customer support chatbots, or search engine marketing strategies for advertising and marketing.
- What’s your price range for a CRM?
There are various inexpensive and even free CRM choices, however it’s possible you’ll at some point outgrow them. When that occurs you’ll need to resolve if the paid model suits your price range. Altering CRMs is usually a little bit of a ache, so it’s a good suggestion to search out one which fits you now and sooner or later.
CRM of the Crop
Take a while to contemplate which options are must-haves and that are nice-to-haves. Then use a comparability chart to slender down your CRM choices in response to what issues to you.
When you’ve chosen your high few, make use of the free trials or free plans to check drive a CRM in actual life.
Editor’s be aware: This put up was initially printed in December 2020 and has been up to date for comprehensiveness.
