Top 10 CRM Software for SMBs

July 28, 2019 | by: Nica San Juan | CRM Trends

Investing in the right CRM software should be a top priority for your small business. Here’s a post analyzing the top 10 CRMs to help you determine which one would best suit your needs.

CRM software used to be a tool of only the high and mighty in business circles. But stiff competition and advancements in cloud technology have made the tools accessible to all. More small businesses are turning to CRM software to streamline activities and foster growth.

However, achieving the desired results revolves closely around the choice a business makes of a CRM tool. With this in mind, let us consider the top 10 CRM software specifically designed for the small business.

1. PipelineDeals

PipelineDeals offers one of the easiest to use and most highly customizable user interfaces of all CRM software. It is specifically geared towards SMBs but it is popular with enterprise companies, as well. Its intuitive design makes it easy for sales teams to transition from the spreadsheets and it’s easy to use interface makes it easy for them to adopt it.

PipelineDeals organizes data in much the same way as a spreadsheet but offers better management options. It connects data to tracking and communication tools thus eliminating the manual aspects of data management.

To assist with the on-boarding process, your account will come pre-filled with sample data. You can sync the tool with Microsoft Outlook or Google calendar to help with scheduling events and tasks. Plenty of integration options and great reporting features as well as reliable support caps it up. Pricing begins at $25 monthly.

2. Insightly

Insightly ticks a majority of the boxes when it comes to the needs of small businesses. Right from the clean and beautiful interface to its deep functionality, it presents an appealing and feature-filled package. 

One of the first things that capture attention is the easy to navigate design and intuitive interface. For business operators, this means less time learning the system. In addition to its CRM capabilities, it also offers lead management and project management features.

Insightly is a highly versatile tool that works with a variety of platforms. These include Windows operating system, web platforms and mobile platforms Android and iOS. It also offers plenty of integration and customization options that make it easy to tailor to your precise business needs. Starting at $29 per month, it is an affordable choice for most SMEs.

3. Zoho CRM

Though Zoho also qualifies as an enterprise-grade CRM, it has a vast number of editions, including some for small businesses. It offers one of the most extensive business solution ecosystems with quality software for almost everything.

In addition to being full-featured, it also has plenty of useful integrations and an intuitive interface. Besides its handy features for lead management and reporting, it also has advanced features like gamification and social media as well as live chat support.

In spite of all that, its price tag is friendly to small and medium-sized businesses, starting from $12 per month. Note, however, that for the low priced packages, you will have to give up some functionality.

4. Salesforce

Among the most outstanding features of Salesforce CRM is its wide range of features. Consisting of several modules, it covers marketing automation, lead management, partner management and sales among others. At the same time, it integrates with a good number of third-party systems, further adding to its functionality.

Its lead to conversion pipeline is particularly noteworthy and has gained the respect of sales teams. Another great aspect of the tool is its high scalability which comes in handy as a business grows from small scale to enterprise size.

On-boarding may take a bit of effort and time though, particularly for in-house admins. Pricing starts at $25 per month for a limited account.

5. Hubspot

Compared to most other SMB CRM software, Hubspot is relatively new. It, however, offers a reliable platform which is well-maintained and features a decent design. The tool integrates well with other Hubspot products and includes most basic features provided by most CRMs.

Sporting a concise sales dashboard, the software shows basic functions but allows for customization. It is a great tool for contact management and offers a reasonable array of reports, particularly in relation to activity.

Though it offers a free package for beginners, getting access to useful functions comes at a premium.

6. Nutshell

Nutshell is yet another CRM software designed with small businesses and sole proprietorships in mind. It is a straightforward tool offering intuitive contact management, integration with the Google suite of apps and great reporting features.

Though its customization options are limited, the interface is ideal for a small team. In fact, during signup, users specify the size of the team so as to access optimal features. Unlike many other CRMs, Nutshell does not place a limit on the number of users, storage capacity or number of records.

Another differentiating aspect is that it offers a single plan, at $20, with access to all features and functions.

7. Less Annoying CRM

In terms of simplicity, the Less Annoying CRM is one of the friendliest as it features a clean, straightforward user interface. As its name implies, the CRM software seeks to offer users the functionality they want without unnecessary superfluities.

It has all of the expected basics as well as lead tracking functionality and contact management built-in. Furthermore, it is mobile friendly and does not require the use of an app. For newbies, a Beginners’ Guide helps with familiarization using videos.

Like Nutshell, Less Annoying CRM has a single plan priced at $10.

8. Bpm’Online

SMBs find this CRM software convenient thanks to its full-feature design as well as an ability to hide the features you do not need. The design makes it suitable for all business sizes, making it a great choice for long-term use as a business expands.

Consisting of three parts, it features a sales module, marketing automation and helpdesk services. Having all these under one package makes it a great one-stop-shop. But the features are not as extensive as they usually are on exclusive packages. Pricing starts at $25 per month for this software.

9. Freshsales

With a clear focus on the small business, the Freshsales CRM is easy to learn and has a great set of integrations. To cater to the different needs and budgetary requirements of its wide range of users, it has five tiers, all of which include email and phone support.

When you sign up for a trial, you will first get a tour of the app, offering a summary of the main features for familiarization purposes. Sample details under most tabs give a glimpse into how it works and further helps with onboarding.

When you add a company name as a contact, it automatically pulls details from the web about the company and populates the relevant fields. Similarly, for individual contacts, it pulls their social media profiles. It starts with a free package which offers very basic features and four priced features.

10. Pipedrive

Pipedrive is popular for it’s sales pipeline management. It places ease of use at the fore, with an intuitive interface that has a limited amount of functionality. Not only is it easy to set up and use, but it also offers a variety of solid mobile apps and custom web forms for lead collection.

You can use it on all mobile platforms and browsers and the tool also integrates seamlessly with most existing databases. Though it does not have lots of customization options, it still allows you to tailor a standard sales pipeline to your needs with light tweaks in settings.

A major highlight of the software is the fact that you can get a great deal of information at a glance with easy to understand colors and symbols. It is also one of the lowest priced CRMs, starting at $12.50 monthly.

Choosing the Right CRM Software for Your Business

These are some of the best CRM software out there for SMBs with the right combination of features and pricing for different users’ needs. With this brief overview of their features, you can now select the one that suits your specific needs. Most of them offer a trial version or free plan allowing you to get a feel of the features before you commit. If you cannot seem to settle on one, you can give them a try and get a chance to experience their performance firsthand.