Easy CRM Tools: 10 Best Easy-to-Use CRM Software

When businesses look for a Customer Relationship Management (CRM) system, ease of use is often a top priority.

An easy-to-use CRM should allow team members to effortlessly manage customer interactions, track leads, and organize data without extensive training or steep learning curves.

In this article, we’ll explore the best easy CRM tools that cater to small businesses, entrepreneurs, and growing companies that need simplicity without sacrificing essential features.

10 Easiest CRM Software Tools to Use In 2024

1. GoHighLevel CRM: Best Easy-to-Use CRM With All-in-One Functionality

GoHighLevel CRM is an all-in-one sales and marketing platform with easy CRM tools. Although the HighLevel platform has many marketing and sales tools that can overwhelm beginners, its CRM software is easy to learn.

GoHighLevel offers a 30-day free trial and a live boot camp to help you set up your business with the platform in less than an hour.

It's designed for marketing agencies, small business owners, practitioners, and entrepreneurs who want to combine lead generation, sales automation, and customer relationship management into one tool.

Its intuitive interface and seamless integration make it ideal for users who need a unified platform that handles marketing, sales, and service processes.

Learn More About Go High Level CRM

Core Features:

• Funnel Builder: Create complete sales funnels with drag-and-drop ease.
• CRM with Automations: Automate your follow-ups, lead management, and client nurturing.
• Appointment Scheduling: Integrate booking systems to automate client scheduling.
• SMS & Email Marketing: Manage SMS campaigns and email outreach from one dashboard.
• Landing Pages: Build customizable landing pages optimized for conversions.
• Reporting & Analytics: Get insights into sales pipelines and marketing efforts.

Unique Benefits:

• Tailored for marketing agencies, making it an excellent fit for service-based businesses.
• Combines multiple functions (email marketing, funnels, CRM) into one affordable tool.
• Great for users who want to automate lead nurturing and sales processes.

Pros:

• All-in-one platform for sales, marketing, and lead generation.
• Customizable workflows and pipelines.
• Automated messaging via email and SMS.
• Built-in appointment booking features.
• Flexible pricing for agencies and freelancers.

Cons:

• May be overwhelming for users with simple needs.
• Lacks deep customization options for complex processes.

Pricing:

Starts at $97/month for the basic plan, with advanced features available in higher tiers.

Get Started With GoHighLevel CRM For Free

2. HubSpot CRM – Best Free, Easy CRM Software

HubSpot CRM is widely regarded as one of the most user-friendly and versatile free CRM tools on the market.

Its clean interface and seamless integrations make it an excellent option for small to medium-sized businesses looking for simple CRM software that’s easy to implement and scale.

The free plan includes many features that are usually paid for in other CRMs, including contact management, sales tracking, and reporting.

HubSpot is highly scalable, allowing businesses to upgrade to more advanced features as they grow.

Core Features:

• Contact Management: Track and manage customer interactions with ease.
• Sales Pipeline Management: Visualize and manage deals from start to close.
• Email Tracking & Templates: Automate email follow-ups and track open rates.
• Live Chat & Chatbots: Engage customers in real-time on your website.
• Task Automation: Streamline tasks like deal tracking and follow-ups.
• Marketing Hub Integration: Access marketing automation tools in the free version.

Pros:

• Forever free plan with comprehensive features.
• Extremely easy to use and set up.
• Seamless integration with HubSpot’s marketing and service hubs.
• Scalable as your business grows.
• Extensive free tutorials and knowledge base.

Cons:

• Advanced features are locked behind expensive paid plans.
• Limited customization on the free tier.

Pricing:

Free for basic features; paid plans start at $50/month.

Get Started With HubSpot CRM For Free

3. Monday CRM – Best for Simple Workflow Management

Monday CRM focuses on providing a platform that simplifies project and task management while integrating CRM functionalities.

Known for its colorful, highly visual dashboards, Monday CRM helps teams track deals, manage leads, and monitor customer interactions while offering robust task management features.

The drag-and-drop interface is easy to use, making it a great fit for teams that value simplicity and collaboration.

Core Features:

• Customizable Dashboards: Visualize sales pipelines and track progress easily.
• Project & Task Management: Manage tasks, deadlines, and projects within the CRM.
• Contact Management: Store and track customer details, interactions, and notes.
• Automations: Set up rules to automate follow-ups, lead assignments, and other repetitive tasks.
• Integration with Other Tools: Sync with apps like Slack, Google Workspace, and more.
• Mobile CRM App: Access the platform and manage workflows on the go.

Pros:

• Highly customizable to suit any workflow.
• Intuitive and visually appealing interface.
• Comprehensive task and project management capabilities.
• Extensive third-party integrations.
• Mobile-friendly, ensuring CRM access anywhere.

Cons:

• Lacks some advanced CRM-specific features.
• Can become expensive as you add more users and features.

Pricing:

Starts at $8/seat per month, with more advanced features in higher tiers.

Get Started With Monday CRM For Free

4. Freshworks CRM: Best for Fast-Growing Businesses

Freshworks CRM offers a blend of simplicity and powerful features, focusing on ease of use while providing all the essential CRM functionalities. It’s designed for fast-growing businesses that need scalability and advanced automation features without sacrificing user-friendliness.

Its AI-powered assistant, Freddy, helps teams automate tasks, making it ideal for small businesses and fast-growing startups.

Freshworks CRM is also known for its excellent customer support and onboarding processes.

Core Features:

• AI-powered assistant: Freddy AI helps with deal insights, task automation, and lead scoring.
• Lead management: Capture and nurture leads with automated workflows.
• Email tracking: See when emails are opened or clicked.
• Reports and analytics: Track performance with in-depth reporting tools.
• Mobile CRM: Manage your CRM on the go with the mobile app.

Unique Benefits:

• AI-powered tools make it easier to focus on leads and opportunities.
• User-friendly dashboard with straightforward onboarding.
• Excellent customer support with multiple communication channels.

Pros:

• Intuitive interface with a short learning curve.
• AI tools for smarter sales and marketing.
• Advanced lead and deal tracking features.
• Robust mobile app.
• Strong integration capabilities.

Cons:

• Some advanced features are only available in higher-tier plans.
• Limited customization options for complex workflows.

Pricing:

Plans start at $29 per user/month for the Growth plan.

5. Pipedrive – Best for Visual Pipeline Management

Pipedrive is known for its simplicity and visual sales pipeline, making it perfect for businesses that want an easy-to-use CRM to track deals and sales activities.

It helps sales teams focus on the right deals by providing a clear and straightforward interface.

Core Features:

• Visual Sales Pipeline: Easy drag-and-drop interface to manage deals in the pipeline.
• Activity Reminders: Set reminders for follow-ups and tasks related to specific deals.
• Email Integration: Sync your email accounts to track interactions with prospects.
• Sales Reporting: Generate reports on sales performance and deal progression.
• Mobile App: Access deals, contacts, and tasks from anywhere via the mobile app.
• Customizable Fields & Pipelines: Tailor your CRM to fit your business processes.

Pros:

• Extremely user-friendly and simple to navigate.
• Visual pipeline makes it easy to track deals and sales stages.
• Customizable fields and pipelines to match your sales process.
• Built-in email tracking and reminders.
• Great mobile app for on-the-go CRM use.

Cons:

• Limited marketing features.
• Basic functionality may not be enough for larger teams.

Pricing:

Starts at $12.50/user per month.

6. Insightly – Best for Project Management

Insightly is a versatile CRM platform known for combining project management features with standard CRM tools, making it ideal for businesses that need both sales tracking and post-sales project handling in one system.

Its user-friendly interface and customizable dashboards allow for easy navigation, and it's particularly useful for small to medium-sized businesses.

Insightly is cloud-based and integrates well with tools such as G Suite, Office 365, and MailChimp, enabling teams to streamline their workflows.

Core Features:

• Project Management: Insightly uniquely includes project management features, enabling users to manage tasks, track milestones, and oversee post-sales projects, making it stand out from other CRMs.
• Lead and Contact Management: You can track customer interactions, manage contacts, and handle lead distribution across sales teams.
• Workflow Automation: Automate repetitive tasks and follow-up actions to improve productivity.
• Email Tracking: Insightly tracks email opens and link clicks, giving you insights into engagement levels.
• Reporting and Analytics: Customizable dashboards and in-depth reports provide performance data for both sales and project workflows.
• Third-party Integrations: Integrates with over 200 apps, including Google apps, Office 365, and QuickBooks, allowing businesses to use their existing tools within Insightly.

Unique Benefits:

• Built-in project management: Insightly's project management tools give it an edge over CRMs that focus purely on sales, offering post-sales support for handling client work.
• Seamless integration with G Suite: For businesses using Google Workspace, Insightly offers a smooth experience with advanced integration capabilities.
• Customizable workflows and dashboards: Adaptable to the specific needs of different businesses, giving users the ability to configure workflows and reports.

Pros:

• Excellent for businesses that need project management alongside CRM tools.
• Easy-to-use interface with minimal learning curve.
• Advanced third-party integrations.
• Workflow automation for task management.
• Flexible and scalable for small to medium-sized businesses.

Cons:

• Limited scalability for larger enterprises.
• Pricing can be expensive as more advanced features are required.

Pricing:

Starts at $29 per user/month for the Plus plan.

7. OnePageCRM – Best for Simple Sales Teams

OnePageCRM is a lightweight, action-focused CRM designed for small businesses that want to streamline their sales processes without the complexity of larger CRM platforms.

Its unique selling proposition is its simplicity, with an emphasis on taking immediate actions to move deals forward.

The system is designed to help users stay on top of tasks and manage contacts effectively.

Core Features:

• Action Stream: A central dashboard that prioritizes tasks and sales actions, ensuring nothing falls through the cracks.
• Contact Management: Easily store and manage contacts, adding notes and tasks directly related to them.
• Lead Management: Track leads and opportunities through a straightforward, visual pipeline.
• Email Integration: Syncs with Gmail, Outlook, and other major email providers to streamline communication.
• Mobile CRM: Access all key CRM functionalities on the go through the mobile app.
• Reporting and Insights: Track sales performance with simple, insightful reporting tools.

Unique Benefits:

• Action-oriented design: OnePageCRM focuses on driving sales teams to take immediate action on tasks, rather than getting bogged down in data entry.
• Simplified UI: The platform is designed to be intuitive, requiring minimal setup and training, making it great for small businesses and sales teams.
• Affordability: One of the most affordable CRMs on the market, especially for small teams.

Pros:

• Extremely easy to use with little to no learning curve.
• Prioritizes actions, which helps sales teams stay organized and focused.
• Affordable for small businesses and startups.
• Integrates with popular email providers.
• Fast and responsive mobile app.

Cons:

• Limited in features compared to more comprehensive CRMs.
• Lacks advanced automation or marketing tools.

Pricing:

Plans start at $9.95 per user/month.

8. Zoho CRM – Best for Comprehensive Customization

Zoho CRM is a popular choice for businesses of all sizes, offering a balance of affordability, functionality, and customization. It provides a wide range of features, from lead and deal tracking to analytics and marketing automation.

Zoho CRM’s interface is user-friendly, and its AI-powered assistant, Zia, helps automate routine tasks and offers data-driven insights.

With its highly flexible platform, Zoho CRM is suitable for businesses across industries.

Core Features:

• Lead and Contact Management: Manage and track interactions with leads and customers across multiple channels.
• Sales Force Automation: Automates workflows like lead scoring, follow-up reminders, and task assignments.
• AI-Powered Assistant (Zia): Helps automate repetitive tasks, provide data insights, and offer predictions based on past data.
• Multichannel Communication: Engage with customers via email, social media, live chat, or phone calls within the CRM.
• Advanced Analytics: Offers extensive reporting and forecasting tools to help teams make data-driven decisions.
• Customizable Dashboards: Create personalized views of your sales pipeline, performance metrics, and tasks.

Unique Benefits:

• Highly customizable: Adapt Zoho CRM to suit specific business needs by customizing workflows, fields, and reports.
• AI-driven automation: Zia, the AI assistant, provides predictive insights and automates routine tasks.
• Multichannel communication: Engage with customers through multiple platforms like social media, email, and phone calls.

Pros:

• Comprehensive features for both small and large businesses.
• Extensive third-party integrations and customizability.
• Multichannel customer engagement tools.
• AI-driven insights and automation.
• Scalable for growing businesses.

Cons:

• Setup and customization may be complex for new users.
• Pricing can escalate with advanced features.

Pricing:

Free plan available; paid plans start at $14 per user/month.

9. Less Annoying CRM – Best for Simplicity and Ease of Use

As the name suggests, Less Annoying CRM aims to minimize the frustration that comes with overly complex CRM systems.

It is designed to provide an incredibly simple and easy-to-use CRM software experience, making it perfect for small businesses or solopreneurs.

It focuses on core CRM functions like lead management and task tracking without the complexity that comes with many other CRM platforms.

Core Features:

• Contact Management: Store and track all customer interactions in one place.
• Task Management: Set reminders and track to-dos to stay on top of your sales process.
• Pipeline Management: Easily track leads and deals through your pipeline.
• Simple Reporting: Generate straightforward reports on sales activities and deal progression.
• Mobile Access: Manage your CRM and track leads on the go with mobile access.

Pros:

• Extremely simple and easy to use, with no unnecessary features.
• Affordable flat-rate pricing makes it ideal for small businesses.
• Quick to set up with minimal learning curve.
• Great customer support with personalized service.
• No long-term contracts or hidden fees.

Cons:

• Lacks advanced features for larger teams or more complex needs.
• Limited third-party integrations.

Pricing: Flat rate of $15/user per month.

10. Agile CRM – Best for Small Businesses Looking for All-in-One CRM

Agile CRM offers a powerful blend of sales, marketing, and customer service tools, all in one platform.

Its ease of use, combined with extensive automation features, makes it a strong choice for businesses looking for an all-in-one CRM solution.

Agile CRM is highly flexible, allowing for deep customization and offering features like contact management, email marketing, helpdesk solutions, and social media integration.

Core Features:

• Sales Automation: Includes tools for deal tracking, lead scoring, and task automation.
• Marketing Automation: Build and execute automated email campaigns, drip marketing, and more.
• Customer Service Tools: Offers helpdesk features such as ticketing and real-time support chat.
• Web Engagement: Built-in landing page builder, popups, and web forms for lead generation.
• Social CRM: Integrates with social media platforms for more comprehensive customer profiles.

Unique Benefits:

• All-in-one solution: Combines sales, marketing, and customer service tools in one platform.
• Affordable pricing: Offers a feature-rich free plan, making it accessible to small businesses.
• Deep automation features: Enables businesses to fully automate sales and marketing workflows.

Pros:

• Strong integration of sales, marketing, and service tools.
• Comprehensive automation options for workflows.
• Customizable dashboards and features.
• Excellent value for small and medium-sized businesses.
• Social CRM tools for managing social media interactions.

Cons:

• Some features require a learning curve to master.
• Limited support options in lower-tier plans.

Pricing:

Free plan available; paid plans start at $8.99 per user/month.

Easiest CRM Tools: Final Words

To wrap up, selecting the right easy-to-use CRM software is a pivotal decision that can impact how smoothly your business manages relationships, automates tasks, and ultimately scales.

The easiest CRM tools discussed in this article reduce complexity and help you focus on what truly matters: growing and nurturing your business. By choosing the right tool that fits your specific workflow, you empower your team with the capabilities needed to drive results efficiently.

Frequently Asked Questions

What is the easiest CRM software to use?

The easiest CRM software to use is often HubSpot due to its straightforward interface and minimal learning curve. Other user-friendly options include Monday CRM, GoHighLevel CRM, Less Annoying CRM, Zoho CRM, and Pipedrive. They offer simplicity without sacrificing essential features like contact management, task tracking, and pipeline management.

What CRM is best for small businesses?

Zoho CRM and Agile CRM are highly recommended for small businesses. Zoho offers extensive customization and scalability, while Agile CRM combines sales, marketing, and customer service automation, making it an all-in-one solution with a free plan for up to 10 users.

What makes a CRM easy to use?

An easy-to-use CRM typically has a simple interface, drag-and-drop functionalities, and intuitive navigation. It also minimizes complex features that may overwhelm users, focusing instead on core tasks like contact management, task tracking, and automated reminders. HubSpot and Less Annoying CRM exemplify such ease of use.

Which CRM is the most affordable?

Less Annoying CRM offers one of the most affordable pricing plans, with a flat rate of $15 per user per month. Agile CRM also provides a free plan for small teams of up to 10 users, making it an economical option for businesses on a budget.

What is the best CRM for startups?

HubSpot CRM is an excellent choice for startups, offering a feature-rich free plan that includes marketing automation, pipeline management, and reporting.

How do I choose a CRM for my business?

To choose a CRM, consider factors such as ease of use, scalability, integration capabilities, and pricing. If you prioritize simplicity, go for options like Less Annoying CRM or Zoho CRM. For more comprehensive solutions with automation, HubSpot and Agile CRM are excellent choices.

Can I get a free CRM software?

Yes, several CRM platforms offer free versions with limited features. HubSpot CRM, Zoho CRM, and Agile CRM all provide free plans that are suitable for small teams or startups. These free versions often include contact management, task tracking, and some automation capabilities.