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Top 15 CRM software for SMEs
More awareness, more sales, a larger customer base and more employees. I think we all agree that growth is the one thing that all small and medium-sized businesses (also called SMEs) strive for. However, this growth also requires better organizational skills and streamlined processes in your company. This is where CRM software becomes your best friend.
This article was updated in April 2021.
Earlier this month we published an overview of the best CRM software for business. Now we want to concentrate on the smaller players. This article is going to dive into the top 15 (and top-rated) CRM programs for small business.
Three main advantages of using CRM software
Still not convinced that your company needs CRM software? First, let's take a look at the benefits ...
1. Contact organization
Your contacts come first - hence the name CRM (or customer relationship management). As your customer base grows, you will almost certainly want a system that allows you to organize this data to suit your interests. This clear overview of your contacts also helps you to make the sales processes smoother.
2. Sales reporting
Helps you keep track of sales performance based on various key figures such as calls made and orders booked. This is ideal for managing your system.
Small business CRM software enables you to track and visualize sales performance metrics through customer relationship profiles. These profiles help you differentiate prospects at every stage of the funnel as you build a pipeline and grow your customer base with your business. Monitoring reach and booking progress will also help your company better manage their earnings.
3. Customer segmentation
Customer segmentation is the thing these days, according to marketers and sales teams. This is useful not only for personalization, but also for dividing potential customers into different groups, such as how big the request is, where they are, and much more. This gives your sales team a little more focus.
What should your SME look for in CRM software?
There are a few things that you - as a small business - should look out for when choosing your first CRM software:
- Low budget: Small businesses and startups are always looking for the cheapest option. That's why we only selected budget-friendly tools (some of them are even free!).
- Easy to understand:The learning curve is also an important factor for SMEs. Most smaller companies do not have the time to master complex software suitable for large corporations. No IT or CRM professional is required to use the tools listed below.
- Customizable: Some tools analyze every little interaction, not only does it generate an overwhelming amount of data, but it can also get you away from your goal. Try a tool that has a wide range of uses but doesn't overdo it.
- Integrates well with other tools: It's always good to have software that can work hand in hand with all of your other tools and combine data for best results.
- Customer support: This is another very important matter. Since most SMBs have rather small teams, it is helpful to have a tool that offers good support so that you can get started quickly.
Typically, small businesses are laggards when it comes to CRM, so they have the benefit of avoiding the mistakes of early adopters ...
Best CRM software for small businesses
Okay, let's get down to business. Here are the Top 15 Small Business CRM Software ...
Insightly is CRM and lead management software that is among the top rated solutions for smaller businesses. That's probably because the user interface is very easy to use and there are lots of customization and integration options. Insightly also includes various project management functions such as task management and tracking. Disadvantage: It doesn't offer any custom reports or dashboards and is really only suitable for SMBs.
Price: Starts at $ 29 / month.
2. Capsule CRM
Capsule CRM is software that has been around for quite some time. In use since 2008, it has grown in popularity in recent years. It is a very easy to use software that allows its users to keep track of both relationships and sales channels. Without further ado. It can also be used on desktops and mobile devices. The user interface is divided into five areas: Dashboard, People and Organizations, Sales Channel, Calendar and Tasks, and finally, Cases. However, one disadvantage of the software is that it offers less functionality in terms of campaigns and reporting.
Price: There is both a free plan (up to 2 users) and a professional plan (£ 12 / user / month).
We already have Zoho in our list for large companies, but this software can also be used by small businesses thanks to the variety of versions offered. Compared to Insightly, Zoho offers a little more in terms of sales / marketing functions. It offers website visitor tracking, lead scoring, sales signals (with pop-up notifications for hints) and more to its users. Note: Most of the advanced features are only available in the Professional and Enterprise versions.
Price: Free, Standard ($ 12 / month), Professional ($ 20 / month), Enterprise ($ 35 / month), and more.
HubSpot offers a completely free version of its CRM software, which is especially popular with small businesses. The software includes all the basic functions of a CRM software, so that you can monitor the activities of your company at any time, including, for example, contacts and company profiles, assignment and tracking of orders and management of all this data in a detailed dashboard (visible to all team members). Are you already a HubSpot Sales user? Then you can use this CRM software to increase your inbound sales. HubSpot also offers several integration options with popular applications such as SalesForce, Shopify and Microsoft Dynamics.
SalesForce is arguably the largest and most widely used CRM software on the market. Fortunately, SalesForce offers a basic version called Lightning Essentials for smaller businesses. This package provides the user with an advanced contact manager that includes e-mail integration and reminder functions. In addition, many options for integration and customization are offered
Price: Lightning Essentials Bundle ($ 25 / month / user), Lightning Professional ($ 75 / month / user), and more.
6. Agile CRM
Agile CRM is particularly interesting CRM software because it includes many of the features that are important to large businesses, such as custom appointments, drag-and-drop marketing automation, and reporting via email. This software also supports widgets, a large selection of plugins, API-based integrations and much more. However, the free version is very limited in terms of the features it offers.
Price: Free for up to 10 users, or choose the Starter Package ($ 14.99 / user / month).
Streak is great CRM software for the Gmail enthusiast. Tech-wise, Streak is a browser plugin that is great for smaller teams as you can work right from your Gmail inbox. With this tool, it is very easy to record calls, schedule e-mails and send bulk e-mails as well as create separate e-mail threads that refer to different teams (e.g. sales, human resources, support, etc.) are tailored.
Price: From $ 49 / user / month
Teamgate is a full process sales CRM that meets the requirements of small and medium-sized companies with a focus on B2B and provides all functions and tools for lead and sales management. Another extremely useful feature allows users to capture their performance and use intuitive analytics to create calculated and easy-to-understand forecasts. Working with the industry's leading integration solutions - Zendesk, MailChimp, Xero, Zapier and many others - Teamgate acts as a full-stack sales solution that handles factors such as customer support, email marketing campaigns, accounts and finances, and highly mobile in-app communication covers. Teamgate offers ongoing customer support in English and online training that includes live sessions, tutorial videos and FAQs.
Price: There are three plans: Starter ($ 9 / user / month), Professional ($ 22 / user / month), and Enterprise ($ 65 / user / month)
This CRM software is aimed more at users who are looking for a task-related CRM solution. The users can use their own personalized ‘Actions history’, which shows the status of all transactions and shows which contacts are in the task list. You can manage all of these tasks through your inbox or by clicking on the task yourself. This tool can also be integrated with a wide variety of third-party applications for Lead Gen, email marketing, accounting, mentoring, and more.
Price: £ 9.75 / user / month
10. Base CRM
Base is CRM software that is ideal for companies that want to personalize their sales channels. Users can use a sales tracking solution that allows them to customize sales levels. The Sales Channels section is where you can add things like executives, employees, and records to all of your sales. Base also offers visual reporting in real time via templates as well as integration with social networks and other third-party applications such as Zapier, MailChimp, Yesware and more.
Price: From $ 45 / user / month
11. vTiger CRM
vTiger is another all-in-one CRM software for small businesses. This tool offers a good deal on sales automation, email marketing, and project / inventory management. They also offer web-to-CRM forms to help users capture and prioritize relevant contact information. In addition, all functions have been improved based on feedback from customers.
Price: Depends on the package you choose (Sales CRM, Help Desk or All-In-One), but prices can range from free to $ 30 / user / month.
ConvergeHub is a cloud-based CRM software that is ideal for SMEs - especially because these companies cannot work with multiple repositories but with a central platform. In addition, users can save contact lists and design campaigns as well as manage all sales activities. ConvergeHub contains an integrated module for SalesForce automation and marketing automation.
Price: From $ 9 / user / month (starter package) to $ 59 / user / month (premium package).
Apptivo is arguably one of the best options if you are looking for CRM software that offers you customizable solutions. This web-based CRM app offers users functions such as project tracking, financial management and customer care. Apptivo is also compatible with Google applications. It allows you to choose the features your business really needs. Also, customer service is highly rated should you ever run into problems.
Price: Ranges from free to $ 20 / user / month. An enterprise package is also available (contact us for pricing).
Nimble CRM is great CRM software for those of you who want to combine contacts, email, and social media interactions (works great with Twitter) in one place. The user interface is also very easy to use as it provides you with a to-do list, shows you top / key offers and much more. There is also the ‘Rules Engine’, which helps Nimble to predict relevant contacts and activities based on your user behavior. Users can set up Keep in touch ’reminders for certain users and mark certain messages as important so that they are always up to date.
Price: Ranges from $ 9 / user / month to $ 19 / user / month.
SuiteCRM is an open source CRM software that is surprisingly well equipped with its tools and functionalities, and is theoretically also suitable for companies at the enterprise level. This tool is fully customizable as users can create their own business process models, create pre-defined customer offers, model sales channels and set up automated actions. Note: some customization options are offered at an additional cost.
Price: Not available
Think about it…
Now that you know more about the options you have when it comes to small business CRM software, it is time to begin your evaluation.
Some of the things that you might want to reconsider before making your decision are the implementation and technical support needed, the minimum number of users, the ease of use, the cost and of course, with the new GDPR, the security features.
Source: Work Wise
As mentioned in this article, integration options are a particularly important factor as you can combine your CRM software with all of the tools in your current toolkit instead of having to manually import data - which can cost you a lot of time and energy.
The Mopinion Feedback Analytics software supports various CRM software providers such as SalesForce, HubSpot and Marketo.
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