9 CRMs for Small Business in 2024
Small businesses can’t survive if they don’t nurture their customer relationships. But as your small business continues to grow, it may become difficult to maintain high standards while managing contacts and providing a tailored experience to each customer.
If this is a struggle you’re currently going through, it may be time to invest in customer relationship management (CRM) software. In this guide, we dive into our top CRM software picks for small businesses, including their key features, so you can make the best choice.
Key Takeaways:
What Is a CRM for Small Business?
Customer relationship management (CRM) for small businesses are generally a dedicated software solution that addresses the pain points of managing customer relationships, nurturing leads and sales pipelines, and communicating with customers and prospects across different mediums.
The best small business CRM solutions also include built-in reporting and analytics features, making it possible for users to assess how their marketing and sales teams are performing against customer acquisition and retention goals.
How to Evaluate CRM for Small Businesses
When selecting the right CRM solution for your small business, here are a few key factors to consider in your evaluation.
Affordability
Small businesses need effective tools that don’t break the bank. CRM platforms can quickly get expensive, especially if you select an enterprise-level tool. However, many CRM solutions offer packages that cost less than $10 per user/month, and some even offer free versions of their products.
Consider your budget before you start your search. Be sure to also consider which features you need and what you can do without. Streamlining features may lower the cost of your CRM.
Ease of Use
Your team will only use a CRM to its fullest potential if it’s easy to learn and use. To get the most out of your CRM, look for tools with straightforward user interfaces and low-code/no-code customization opportunities.
You’ll also want to seek out vendors that provide highly-rated customer support resources, like dedicated client success managers, training videos and documentation, and guided installation.
Scalability
For most small businesses, the goal is that your business and client database won’t stay small forever. That’s why it’s crucial to invest in CRM technology that will grow with your business.
Pay special attention to CRM solutions with tiered packages of features as well as those that offer valuable third-party integrations and add-ons.
9 Best CRMs for Small Businesses
1. Teamgate CRM
Rating: 4.4/5 (G2)
Key Features:
Teamgate is a leading small business sales CRM that offers extensive smart features without compromising on ease of use, customer support or reasonable pricing. The platform differentiates itself with a user-friendly interface, automates sales insights and reports, natively integrated contact management tools, advanced filters, and relevant third-party integrations.
The standout feature of Teamgate’s small business offering is their dedicated customer support. Small businesses no longer need to consider additional consulting costs, technical implementation or hidden fees with Teamgate's all-in-one tool. Whether you’re an experienced CRM user looking to make a switch or new to the sales world, Teamgate was built for you.
2. Freshsales
Rating: 4.5/5 (G2)
Key Features:
Freshsales is a top small business CRM solution from Freshworks. The product includes several sales-specific CRM features, but it stands out most in the areas of sales intelligence, administrative governance capabilities, and multiple communication channels.
Freshsales offers intelligent workflow capabilities that enable you to assign leads, update fields, create reminders, and other tasks automatically. This means you can spend less time doing manual tasks and more time growing your business.
3. Pipedrive
Rating: 4.2/5 (G2)
Key Features:
Pipedrive is often considered one of the best sales pipeline software solutions, offering transparent pipeline activity views and filters, customizable pipeline stages, and an easy-to-use drag-and-drop interface.
It’s important to note that while many Pipedrive plans will be too expensive for small business budgets, the Essential plan is only $14.90 per user/month. Plus, it offers several key lead, deal, and pipeline management features.
Rating: 4.5/5 (G2)
Key Features:
Bigin by Zoho CRM is Zoho’s SMB-specific CRM solution that prioritizes affordability and easy setup. All Bigin plans are relatively affordable compared to the rest of the CRM market, but Bigin sets itself apart by offering a Free plan.
Bigin isn’t short on features. For example, the Free plan includes a single pipeline, up to 500 records, up to three instant workflows, several Zoho integrations, telephony, standard dashboard access, and developer APIs for additional customization opportunities.
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5. HubSpot CRM
Rating: 4.4/5 (G2)
Key Features:
HubSpot CRM is a modular CRM solution that can easily be right-sized to fit the needs of your small business. You can choose between various hubs, depending on your requirements, from Sales to Marketing.
One standpoint feature offered by HubSpot is the free CRM option. The free option includes a wide range of features, including simple sales dashboards, deal pipelines, pipeline management tools, and more. This option is most likely to fit the budgets of SMBs, while enterprise options are available as they scale.
6. Salesmate
Rating: 4.6/5 (G2)
Key Features:
Salesmate.io is a CRM and automation software solution with a handful of affordable and helpful features in its Starter pack. Relevant features for small business users include access to multiple sales pipelines, email marketing and management tools, and basic automation workflows.
A key feature offered by Salesmate.io is its personalized outreach options. You can easily develop personalized and automated bulk emails and texts, email campaigns, and voicemail drops. This enables you to stay in touch with your customers without lifting a finger.
Rating: 4.9/5 (G2)
Key Features:
Less Annoying CRM has won over a dedicated customer base with its simple approach to CRM software. Its solution is available in only one package option, extending all of its features and capabilities to unlimited users for a fee of $15 per user/month.
Unlimited user access—alongside unlimited pipelines and significant file storage space—makes this a particularly robust option for SMBs.
8. Keap
Rating: 4.2/5 (G2)
Key Features:
Keap is a solid CRM option for businesses that want small-business-friendly automation, communication, and contact management features all in one place.
It’s known for having a user-friendly interface as well as advanced marketing capabilities and tools. However, despite Keap being advertised as an SMB CRM solution, it’s important to note that it’s one of the most expensive options for this market. The most basic package starts at $159 per month and goes up in price if you need more than two users or 1,500 contacts.
9. Copper
Rating: 4.5/5 (G2)
Key Features:
Copper is a unique CRM solution that’s specifically designed to integrate with Google Workspace tools and applications, including Google Calendar, Gmail, Google Drive, Google Sheets, and Data Studio.
Its Basic plan is the best fit for small business users and includes features for pipeline and contact management, team collaboration, and Google integrations. Keep in mind that many of Copper’s more advanced features—like lead scoring, reporting, and workflow automation—are only available in more expensive plans.
Choose Teamgate as Your Small Business CRM
Teamgate is the best small business CRM solution on the market, balancing ease of use with extensive sales management features. It includes everything your small business needs to track leads, manage contacts, and improve customer relationships, all in an easy-to-use platform.
Want to see Teamgate in action within your small business? Get started by scheduling a free demo today!
FAQs: CRM for Small Businesses
Q: What is a CRM for small businesses?
A: A Customer Relationship Management (CRM) for small businesses is a software solution designed to manage customer relationships, nurture leads, handle sales pipelines, and facilitate communication with customers and prospects across various channels. It also includes built-in reporting and analytics to measure marketing and sales performance against customer acquisition and retention goals.
Q: Why should a small business consider investing in a CRM?
A: As small businesses grow, managing contacts and providing a personalized experience to each customer becomes challenging. A CRM helps to maintain consistent and tailored communication with both prospective and current customers. It also assists in contact and data management, general ease of use, and basic reporting, which are vital for maintaining high standards in customer relationships.
Q: What factors should small businesses consider when evaluating CRM options?
A: Small businesses should consider affordability, ease of use, and scalability when evaluating CRM options. They need effective tools that don’t break the bank, are easy to learn and use, and can grow with the business. Paying attention to CRM solutions with tiered packages of features and valuable third-party integrations and add-ons is also important.
Q: What are some top-rated CRM systems for small businesses in 2024?
A: The top-rated CRM systems for small businesses in 2024 include Teamgate, Freshsales, Pipedrive, Bigin by Zoho CRM, HubSpot CRM, Salesmate.io, Less Annoying CRM, Keap, Copper, and Daylite. These CRM systems offer a wide range of features to suit the needs of small businesses.
Q: How does Teamgate benefit small businesses?
A: Teamgate is a leading small business sales CRM that offers extensive smart features without compromising ease of use or reasonable pricing. Its user-friendly interface, intelligent lead scoring, advanced filters, and relevant third-party integrations differentiate it from other CRMs. Plus, it allows small businesses to configure workflows to fit their needs without costly and cumbersome customization.
Chairman at Australian Bibliotherapy Foundation | Ex Australian Army Officer | Multiple award winning philanthropist
1 年Iain Morrison