Best CRM for Small Business: Top 18 Platforms 2024

A List of the Top CRM Software For Small Business

1. Venturz
2. Teamgate CRM
3. HubSpot CRM
4. Zoho CRM
5. Salesforce Essentials
6. Freshsales
7. Insightly
8. Pipedrive
9. Nimble
10. Copper
11. Agile CRM
12. Apptivo
13. Capsule CRM
14. Salesflare
15. amoCRM
16. Keap
17. Streak
18. Bitrix24

Comparing the Best CRM Tools For Small Business

1. Venturz CRM

1. Contact Management: Venturz CRM allows businesses to manage their contacts efficiently by storing all the contact information in one place. This includes the contact's name, email, phone number, company, job title, and any other relevant information. With this feature, businesses can keep track of their interactions with each contact and maintain a comprehensive database of their customers and leads.
   
   
2. Sales Automation: Venturz CRM offers sales automation features that help businesses automate repetitive tasks and streamline their sales processes. This includes lead capture, lead nurturing, deal tracking, and email marketing automation. With sales automation, businesses can save time, improve their productivity, and increase their chances of closing more deals.
   
   
3. Pipeline Management: Venturz CRM allows businesses to manage their sales pipelines effectively by visualizing their sales processes from lead to closure. This includes tracking leads, opportunities, deals, and sales stages. With pipeline management, businesses can identify potential bottlenecks in their sales processes, forecast sales, and prioritize their sales activities.
   
   
4. Task Management: Venturz CRM offers task management features that help businesses stay on top of their tasks and deadlines. This includes creating tasks, assigning tasks to team members, setting due dates, and tracking progress. With task management, businesses can improve their collaboration and ensure that everyone is working towards the same goals.
   
   
5. Reporting and Analytics: Venturz CRM provides robust reporting and analytics features that help businesses track their performance and identify areas for improvement. This includes generating reports on sales activities, revenue, customer engagement, and team performance. With reporting and analytics, businesses can gain valuable insights into their sales processes, customer behavior, and overall business performance.

2. Teamgate CRM

Best CRM Solutions for Small Businesses - Teamgate

1. Lead Management and Scoring: Teamgate CRM provides robust lead management tools, allowing users to capture, qualify, and nurture leads. Its lead scoring feature helps prioritize high-potential leads, enabling sales reps to focus their efforts on prospects more likely to convert, thus improving sales efficiency and boosting conversion rates.
   
   
2. Sales Pipeline Management: Teamgate's drag and drop sales pipeline allow businesses to visualize and manage their entire sales process, from lead qualification to deal closure. Users can create multiple pipelines, assign stages and tasks, forecast and monitor progress in real-time, helping sales teams identify bottlenecks, prioritize deals, and ensure consistent progress toward revenue goals.
   
   
3. Sales Automation and Task Management: To streamline day-to-day operations, Teamgate CRM offers workflow automation features, such as task scheduling, automated follow-ups, and reminders. Users can assign tasks, set deadlines, and track progress across teams, ensuring that all sales activities remain aligned with strategic objectives and are completed on time.
   
   
4. Reporting and Analytics: With Teamgate CRM’s in-depth reporting and analytics tools, businesses can gain valuable insights into their sales activities and overall performance. The system provides customizable reports on metrics like deal progress, win rates, and team performance, enabling data-driven decision-making and continuous improvement in sales strategies. And the best part - no setup required!

Benefits:

1. Enhanced Sales Processes: Teamgate CRM helps businesses streamline and optimize their sales workflows, from lead management to deal closure. By centralizing data and automating repetitive tasks, Teamgate ensures that sales reps can focus on meaningful customer interactions and close more deals.
   
   
2. Improved Customer Engagement: Teamgate CRM provides tools for effective contact management and lead nurturing, enabling businesses to build stronger relationships with prospects and customers. Its customizable pipeline and lead scoring capabilities allow sales teams to engage the right prospects at the right time with the right message.
   
   
3. Actionable Insights: With detailed reporting and analytics, Teamgate CRM empowers businesses to make data-driven decisions, identify areas for improvement, and measure the effectiveness of their sales efforts. This insight is crucial for adjusting strategies and fostering continuous growth.

3. HubSpot CRM

Key Features:

1. Contact Management: HubSpot CRM enables businesses to easily manage their contacts and keep track of customer interactions in a central database. Users can create detailed contact profiles that include information such as job titles, email addresses, phone numbers, and social media profiles.
   
   
2. Sales Pipeline Management: The software allows users to manage their sales pipeline and track deals at every stage of the sales process. This feature enables sales reps to prioritize deals based on their stage in the pipeline and identify potential roadblocks in the sales process.
   
   
3. Marketing Automation: HubSpot CRM offers powerful marketing automation tools that enable businesses to create and execute marketing campaigns, track website visitors, and generate leads. The software also integrates with a wide range of marketing platforms, including email marketing tools, social media platforms, and content management systems.
   
   
4. Reporting and Analytics: The software provides detailed reports and analytics that enable businesses to measure the effectiveness of their sales and marketing efforts. Users can track key performance indicators (KPIs), such as conversion rates, lead generation, and revenue growth.

Benefits:

1. Streamlined Sales Process: HubSpot CRM helps businesses streamline their sales process by providing a centralized database of customer information and enabling sales reps to track deals at every stage of the sales pipeline. This feature helps sales reps prioritize deals, identify potential roadblocks, and close more deals.
   
   
2. Improved Customer Engagement: The software helps businesses improve customer engagement by providing powerful marketing automation tools that enable businesses to create and execute targeted marketing campaigns, track website visitors, and generate leads.
   
   
3. Increased Revenue Growth: HubSpot CRM provides detailed reports and analytics that enable businesses to measure the effectiveness of their sales and marketing efforts. This feature enables businesses to identify areas for improvement and make data-driven decisions that can drive revenue growth.

4. Zoho CRM

Features:

• Contact Management: Zoho CRM allows businesses to organize their contacts and view all customer interactions in one place. This feature helps businesses to stay on top of their customer's needs, preferences, and history, which ultimately leads to better customer service.
  
  
• Sales Forecasting: Zoho CRM provides sales forecasting tools that allow businesses to make more informed decisions about their sales processes. This feature helps businesses to analyze past sales data and predict future sales trends, which is beneficial for creating sales strategies and setting goals.
  
  
• Lead Management: With Zoho CRM, businesses can manage their leads more efficiently. They can track the source of leads, assign them to sales reps, and nurture them until they are ready to make a purchase.
  
  
• Marketing Automation: Zoho CRM also provides marketing automation tools that help businesses to create and execute effective marketing campaigns. It allows businesses to send targeted emails, track website visitor behavior, and integrate with social media platforms.

Benefits:

• User-Friendly: Zoho CRM has a user-friendly interface that makes it easy for businesses to navigate the system and quickly find the information they need.
  
  
• Customizable: Zoho CRM is highly customizable, allowing businesses to tailor the software to their specific needs. They can customize fields, layouts, and workflows to match their unique business processes.
  
  
• Affordable: Zoho CRM is an affordable option for businesses of all sizes. It offers flexible pricing plans, with a free version for small businesses and paid plans for larger organizations.
  
  
• Integration: Zoho CRM integrates with a range of third-party applications, including email marketing platforms, social media platforms, and accounting software. This allows businesses to streamline their processes and improve their overall efficiency.

5. Salesforce

• Contact and Account Management: Salesforce Essentials allows businesses to easily manage their contacts and accounts. Users can store all relevant customer information, including contact details, communication history, and purchase history, in one central location. This enables businesses to provide personalized service to customers and build stronger relationships.
  
  
• Sales Management: With Salesforce Essentials, businesses can manage their sales process from lead generation to close. Users can track leads, create and manage sales opportunities, and use the sales funnel to forecast revenue. The tool also provides analytics and reporting features that help businesses understand their sales performance and identify areas for improvement.
  
  
• Customer Service: Salesforce Essentials offers a range of customer service features, including case management, knowledge management, and social customer service. These features enable businesses to provide fast and effective support to customers across multiple channels, including email, phone calls, and social media.
  
  
• Marketing Automation: The tool also offers marketing automation capabilities, allowing businesses to create targeted email campaigns, track customer engagement, and analyze campaign performance. This helps businesses to increase their marketing ROI and improve customer engagement.
  
  
• Mobile App: Salesforce Essentials comes with a mobile app that allows users to access CRM features from anywhere. The app offers all the features of the desktop version, including contact and account management, sales management, customer service, and marketing automation.
  
  
• Integrations: Salesforce Essentials integrates with a wide range of third-party tools, including Gmail, Outlook, and Mailchimp. This makes it easy for businesses to connect their CRM with their existing tools and streamline their workflow.

6. Freshsales

Features:

• Contact Management: Freshsales allows businesses to store all their customer data in one place, including contact information, social media profiles, and communication history.
  
  
• Sales Management: With Freshsales, businesses can track their sales pipelines and deals, set up sales goals and forecasts, and generate reports on their sales performance.
  
  
• Email Tracking: Freshsales provides email tracking features that allow businesses to see when their emails are opened and read and track click-through rates on links within the emails.
  
  
• Lead Management: Freshsales helps businesses manage their leads with features such as lead scoring, lead assignment, and lead capture forms.
  
  
• Integration: Freshsales integrates with a range of other business applications, including email clients, marketing automation tools, and customer support software.

Benefits:

• Improved Sales Performance: Freshsales provides businesses with the tools and insights they need to improve their sales performance, from tracking their sales pipelines to generating reports on their sales performance.
  
  
• Enhanced Customer Relationships: By providing a 360-degree view of their customers, Freshsales helps businesses build and maintain stronger customer relationships.
  
  
• Improved Productivity: With its range of automation features, Freshsales helps businesses streamline their sales processes and improve productivity.

7. Insightly

Features:

1. Lead Management: Insightly offers a lead management module that helps businesses track, prioritize, and nurture their leads. With Insightly, businesses can capture leads from various sources, such as web forms, email, and social media. The solution also provides lead scoring and routing functionality, allowing businesses to assign leads to the right sales rep based on their qualifications.
   
   
2. Contact Management: Insightly's contact management module enables businesses to store and manage their customer data in one place. Businesses can view all customer interactions, such as emails, calls, and meetings, in one place. The solution also offers a segmentation feature that helps businesses group their contacts based on various criteria, such as industry, location, or job title.
   
   
3. Sales Pipeline Management: Insightly's sales pipeline management feature helps businesses track their sales activities, such as deals, opportunities, and sales forecasts. The solution provides a visual representation of the sales pipeline, allowing businesses to track the progress of their deals and identify bottlenecks. Insightly also offers a reporting and analytics module that provides insights into sales performance, customer behavior, and lead sources.
   
   
4. Project Management: Insightly's project management feature enables businesses to manage their projects, tasks, and milestones in one place. Businesses can create project templates, assign tasks to team members, and track project progress. The solution also offers a collaboration feature that allows team members to share files, communicate, and work together on projects.
   
   
5. Marketing Automation: Insightly offers a range of marketing automation features, such as email campaigns, lead nurturing, and web analytics. With Insightly, businesses can create targeted email campaigns, automate follow-up emails, and track email open and click-through rates. The solution also provides web analytics, allowing businesses to track website visitor behavior, such as page views, clicks, and form submissions.

Benefits:

1. All-in-One Solution: Insightly is an all-in-one CRM solution that offers a range of features, such as contact management, lead management, project management, and marketing automation. This means businesses can manage all their customer interactions, sales activities, and projects in one place, eliminating the need for multiple tools.
   
   
2. Affordable Pricing: Insightly offers affordable pricing plans, making it an ideal choice for small businesses. The solution also offers a free plan that provides basic features, such as contact and lead management.
   
   
3. Easy to Use: Insightly is designed to be user-friendly, with an intuitive interface and simple navigation. The solution offers a range of customization options, such as custom fields, tags, and workflows, allowing businesses to tailor the solution to their specific needs.
   
   
4. Integrations: Insightly integrates with a range of third-party tools, such as G Suite, Microsoft Office, and Mailchimp. This means businesses can easily integrate Insightly with their existing tools and workflows.

8. Pipedrive

Key Features:

1. Sales Pipeline Management: Pipedrive's key feature is its visual sales pipeline, which allows businesses to easily track their deals and identify bottlenecks in the sales process. Sales teams can move deals through different stages of the pipeline with a simple drag-and-drop interface.
   
   
2. Deal and Contact Management: Pipedrive allows businesses to manage their deals and contacts in one place, providing a complete view of all interactions with a customer. Users can easily add new deals, contacts, and activities and track them throughout the sales process.
   
   
3. Customizable Dashboards and Reports: Pipedrive offers customizable dashboards and reports that provide real-time insights into the sales process. Users can create custom reports to track metrics such as sales activity, revenue, and deal flow.
   
   
4. Integrations: Pipedrive integrates with a wide range of popular tools, including Google Apps, MailChimp, and Zapier. This allows businesses to streamline their workflow and improve productivity by automating repetitive tasks.
   
   
5. Mobile App: Pipedrive's mobile app allows users to access their sales pipeline, deals, and contacts on the go. This makes it easy for sales teams to stay connected and work from anywhere.

Benefits of Pipedrive:

1. User-friendly Interface: Pipedrive is known for its user-friendly interface, making it easy for sales teams to get up and running quickly.
   
   
2. Customizable: Pipedrive can be easily customized to meet the needs of individual businesses, with the ability to add custom fields and tags.
   
   
3. Cost-effective: Pipedrive offers a range of affordable pricing plans, making it an ideal choice for small to medium-sized businesses.
   
   
4. Great for Sales Teams: Pipedrive is specifically designed for sales teams, with features such as sales pipeline management, contact and deal management, and customizable dashboards.
   
   
5. Scalable: Pipedrive can be easily scaled up or down depending on the size and needs of the business.

Drawbacks of Pipedrive:

1. Limited Reporting Capabilities: While Pipedrive offers customizable dashboards and reports, its reporting capabilities are somewhat limited compared to some of its competitors.
   
   
2. Limited Marketing Automation: Pipedrive's marketing automation features are somewhat limited, making it less suitable for businesses that rely heavily on marketing.
   
   
3. Limited Integrations: While Pipedrive does offer integrations with a range of popular tools, some businesses may find that it lacks integration options compared to some of its competitors.

9. Nimble

Features:

• Contact Management: Nimble enables you to manage all your contacts in one place, including their social media profiles, email addresses, and phone numbers. You can easily import and export contacts from various sources such as Gmail, LinkedIn, and Outlook.
  
  
• Sales and Marketing Automation: Nimble helps you streamline your sales and marketing processes by automating tasks such as lead scoring, email campaigns, and follow-up reminders.
  
  
• Social Media Integration: Nimble enables you to engage with your customers and prospects on various social media platforms such as Facebook, Twitter, and LinkedIn. You can also monitor social media conversations and respond to them directly from the Nimble dashboard.
  
  
• Mobile App: Nimble has a mobile app that is available for iOS and Android devices. This app enables you to manage your contacts, tasks, and deals while on the go.
  
  
• Reporting and Analytics: Nimble provides you with detailed reports and analytics on various aspects of your sales and marketing activities, such as lead sources, campaign effectiveness, and sales pipeline.

Benefits:

• Improved Productivity: Nimble’s automation features enable you to save time on repetitive tasks and focus on more important tasks such as closing deals and engaging with customers.
  
  
• Enhanced Customer Engagement: Nimble’s social media integration enables you to engage with your customers and prospects on various social media platforms and respond to their queries and comments in a timely manner.
  
  
• Better Sales and Marketing Alignment: Nimble enables you to align your sales and marketing efforts by providing you with insights into the effectiveness of your marketing campaigns and the quality of your leads.
  
  
• Cost-Effective: Nimble is a cost-effective CRM solution that is affordable for small businesses. Its pricing plans start at $9 per user per month.

10. Copper

Key Features:

• Contact Management: Copper offers an easy way to manage all of your customer contacts, including email addresses, phone numbers, social media profiles, and more.
  
  
• Pipeline Management: With Copper, you can easily track the progress of your sales pipeline and move deals forward with intuitive drag-and-drop tools.
  
  
• Task Management: You can assign tasks to team members and set reminders for follow-up actions to ensure that no leads fall through the cracks.
  
  
• Reporting and Analytics: Copper provides real-time reporting and analytics to help you track your sales performance and identify areas for improvement.
  
  
• Integrations: Copper seamlessly integrates with other popular business tools such as G Suite, Mailchimp, and Slack, among others.

Benefits:

• User-Friendly Interface: Copper's intuitive and user-friendly interface makes it easy to navigate and use for individuals with varying levels of technical expertise.
  
  
• Easy to Set Up and Use: With minimal setup requirements, users can quickly get started with Copper and begin managing their sales processes right away.
  
  
• Strong Integration Capabilities: Copper's strong integration capabilities allow users to connect with other popular business tools and streamline their workflows.
  
  
• Affordable Pricing: Copper offers competitive pricing plans that are suitable for small to medium-sized businesses, making it an accessible option for companies with limited budgets.

11. Agile CRM

Features:

1. Contact Management: Agile CRM provides a centralized database for managing all customer data, including contact information, social media profiles, and communication history.
   
   
2. Sales Automation: With Agile CRM, businesses can automate their sales processes, including lead scoring, email campaigns, and sales pipeline management.
   
   
3. Marketing Automation: The platform allows businesses to create and manage email marketing campaigns, social media campaigns, and landing pages.
   
   
4. Customer Service: Agile CRM offers a helpdesk ticketing system that allows businesses to track and resolve customer issues efficiently.
   
   
5. Analytics and Reporting: The platform provides businesses with real-time analytics and reporting on various metrics, including lead sources, sales performance, and customer behavior.

Benefits:

1. Easy to use: Agile CRM offers a user-friendly interface that makes it easy for businesses to navigate and use the software.
   
   
2. Affordable: Agile CRM is one of the most affordable CRM solutions on the market, making it accessible to small and mid-sized businesses.
   
   
3. Customizable: The platform allows businesses to customize their workflows, fields, and data to suit their specific needs.
   
   
4. Integration: Agile CRM integrates with a variety of third-party applications, including Zapier, Google Drive, and MailChimp, making it easy for businesses to connect and automate their workflows.
   
   
5. Customer Support: Agile CRM offers comprehensive customer support, including live chat, phone, and email support.

12. Apptivo

Here are some of the features of Apptivo:

1. CRM: The CRM module of Apptivo offers features like lead management, contact management, opportunity tracking, and more. It helps businesses streamline their sales processes and improve customer engagement.
   
   
2. Project Management: Apptivo's project management module offers features like task management, time tracking, project budgeting, and more. It helps businesses stay on top of their project timelines and budgets.
   
   
3. Invoicing: Apptivo's invoicing module offers features like invoice customization, recurring invoicing, payment tracking, and more. It helps businesses streamline their invoicing processes and get paid faster.
   
   
4. Purchasing: Apptivo's purchasing module offers features like purchase order creation, supplier management, purchase tracking, and more. It helps businesses manage their procurement processes and improve supplier relationships.
   
   
5. Collaboration: Apptivo's collaboration features include document sharing, team chat, calendar sharing, and more. It helps businesses improve communication and collaboration between team members.

13. Capsule CRM

Contact Management

Sales Pipeline Management

Task Management

Email Marketing

Integrations

14. Salesflare

Features:

• Contact management: Salesflare allows users to manage their contacts in one place, providing a 360-degree view of their interactions with customers.
  
  
• Sales automation: The platform automates repetitive tasks such as data entry, lead generation, and email outreach, saving users time and effort.
  
  
• Pipeline management: Salesflare allows users to track their sales pipeline and manage deals from start to finish, helping them prioritize leads and close deals faster.
  
  
• Collaboration: The platform enables team members to collaborate on deals, share notes and files, and assign tasks to each other, facilitating teamwork and communication.
  
  
• Analytics: Salesflare provides users with data-driven insights into their sales performance, allowing them to make informed decisions and improve their sales strategies.

Benefits:

• Time-saving: Salesflare automates time-consuming tasks, allowing users to focus on more important activities, such as building relationships with customers.
  
  
• Easy to use: The platform has a user-friendly interface and requires minimal training, making it easy for users to adopt and use.
  
  
• Affordable: Salesflare offers flexible pricing plans that cater to the needs and budgets of small businesses.
  
  
• Scalable: The platform is scalable and can grow with the business, providing users with the necessary features and capabilities as they expand their operations.

15. amoCRM

Features:

1. Sales pipeline management: amoCRM provides a visual sales pipeline that allows users to track their deals from initial lead to close. The pipeline provides a clear overview of all deals and allows users to move deals from one stage to another with a simple drag-and-drop interface.
   
   
2. Lead scoring: The platform allows businesses to assign scores to their leads based on their behavior and interactions with the business. This helps businesses to prioritize leads and focus their efforts on the most promising opportunities.
   
   
3. Contact management: amoCRM provides a centralized database of all contacts, allowing users to manage all their customer interactions in one place. Users can view the complete history of interactions with each contact, including emails, calls, and meetings.
   
   
4. Email marketing: The platform includes a built-in email marketing tool that allows businesses to create and send targeted email campaigns to their contacts.
   
   
5. Task management: The platform provides a task management system that allows users to create tasks, set deadlines, and assign them to team members. This helps to ensure that tasks are completed on time and nothing falls through the cracks.

Benefits:

1. Improved sales efficiency: The platform's visual sales pipeline and lead-scoring features help businesses to prioritize their sales efforts and focus on the most promising opportunities. This can lead to improved sales efficiency and higher conversion rates.
   
   
2. Better customer relationships: amoCRM's contact management features provide a complete view of all interactions with each customer, allowing businesses to provide more personalized and targeted customer service.
   
   
3. Increased revenue: By streamlining sales processes and improving customer relationships, businesses can increase revenue and achieve higher levels of success.

Pricing:

1. Base: $15 per user per month.
   
   
2. Advanced: $25 per user per month.
   
   
3. Enterprise: $45 per user per month.

16. Keap

Marketing Automation:

Sales Pipeline Management:

Appointment Scheduling:

Payment Processing:

Mobile App:

Lead Capture Forms:

Automated Follow-Up:

Personalized Messaging:

17. Streak

1. Sales Pipeline Management: Streak provides users with a simple and intuitive sales pipeline management system that allows them to track their leads and deals from initial contact to closing the sale. This feature helps users stay organized and ensures that they don't miss any important follow-ups or tasks.
   
   
2. Email Tracking: The platform includes email tracking capabilities, enabling users to see when their emails have been opened and clicked. This feature helps users better understand how their customers are engaging with their emails and can help them tailor their communication strategy accordingly.
   
   
3. Collaboration: Streak allows users to collaborate with their team members directly from their inbox. This feature enables teams to share customer information, track progress, and coordinate their efforts more efficiently.
   
   
4. Integration with Google Apps: Streak integrates seamlessly with Google Apps, including Gmail, Google Calendar, and Google Drive. This makes it easy for users to manage their customer interactions and sales processes without having to switch between multiple applications.
   
   
5. Customization: Streak allows users to customize their pipelines, fields, and views to fit their specific business needs. This feature provides users with the flexibility to adapt the platform to their unique workflows and processes.

18. Bitrix24

1. Sales Pipeline Management: Bitrix24 provides users with a simple and intuitive sales pipeline management system that allows them to track their leads and deals from initial contact to closing the sale. This feature helps users stay organized and ensures that they don't miss any important follow-ups or tasks.
   
   
2. Marketing Automation: The platform includes marketing automation capabilities, enabling businesses to create and automate their marketing campaigns, including email campaigns, landing pages, and lead capture forms. This can help businesses save time and effort by automating their marketing processes and improving their lead generation and conversion rates.
   
   
3. Project Management: Bitrix24 offers a comprehensive project management tool that enables teams to manage their tasks, deadlines, and team collaborations more efficiently. This feature provides businesses with a centralized platform to manage their projects and teams, improving productivity and accountability.
   
   
4. Communication: The platform provides users with a range of communication tools, including instant messaging, video conferencing, and voice calls. This feature helps teams stay connected and improves their overall collaboration and productivity.
   
   
5. Customization: Bitrix24 allows users to customize their pipelines, fields, and views to fit their specific business needs. This feature provides users with the flexibility to adapt the platform to their unique workflows and processes.

Conclusion

FAQs: Best CRM for Small Business

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