Welp MagazineMaintaining customer relationships is essential to doing good business but can be difficult if you are a small business on a budget. Utilizing excellent features, these systems ensure that the connection between you and your customers is never lost. CRM consulting companies also use many of these tools.
#1 LionO360
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LionO360 is the first and only cloud and mobile-based CRM solution on the market designed for SMBs that includes sales automation, warehouse management, customer service management, field representative management, and route management all in one platform.
LionO360 helps SMBs grow their business by converting more sales leads, providing better support for their inside and outside sales teams, and enabling comprehensive inventory management. Through LionO360, companies can automate these critical business processes, boosting team productivity, saving resources, and increasing profits.
It also allows organizations to track the complete sales life-cycle, from onboarding and client visits, to product orders and invoicing. With LionO360 software, all customer contact information and a recording of sales-customer communications are stored in a single place for easy referencing. Sales reps and other users need only to enter a lead’s email address and the system completes the remaining information, such as company name, designation, address, business type, and more.
#2 Zoho CRM
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Zoho provides all the CRM features a small business could want, at multiple pricing tiers (including free). Zoho provides sales and marketing automation, pipeline management, and an analytics suite to draw deeper insights. For small business CRMs, look no further than Zoho.
#3 MailChimp
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One of the main goals of small businesses is to increase their community. MailChimp simple yet highly effective tool which allows you to send out hundreds of emails at once in just a few steps.
The software comes with pre-made templates that you can choose from to create personalized and professional messages. Plus, it is great for beginners as you can easily navigate the dashboard and start a campaign.
#4 Hubspot CRM
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Who suggested this product? The Hubspot CRM was recommended by Ata Khan from Xoobo. You can find out more about Ata Khan here or read their product recommendation below. |
The best CRM out there for small businesses right now, is hands down, Hubspot CRM. For starters, it’s free, yet comes with all the robustness you would find in a standard CRM like Netsuite or Salesforce.
The system comes with 3 standard objects out of the box (contacts, accounts, and opportunities). Each object contains records and a multitude of associated fields that the admin can customize.
Hubspot can create types of users, teams, and workflows for lead routing. Sales folks can track deals and qualify leads, marketing folks can apply attribution, and analytics folks can build reports.
Users can sync their emails and phones with the system (and take calls straight through their computers – completely hands free!). All touches are hard coded to the contact record, and workflows/lists can be generated via any value on any field.
Hubspot syncs with your website, and any other system (think marketing automation, email marketing, etc). It can generate form handlers to collect lead data on your website. And most importantly, the system has access to Hubspot’s main account database which has info on just about every organization out there, so when you input a new company in the system it uses the domain name to auto-populate all kinds of profiling data (such as number of employees, revenue, social properties, logos, etc).
#5 Pipedrive
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Who suggested this product? The Pipedrive was recommended by Nick Bennett from Growmeo Marketing. You can find out more about Nick Bennett here or read their product recommendation below. |
Pipedrive should definitely be a consideration when looking for CRM software. It is quite versatile, helps to automate many processes and works great for a single person or a complete sales team. Having tried several CRM options, I found it relatively easy to setup and the dashboard is very user-friendly. It integrates with many popular softwares and services like Google Calendar, Slack & Mailchimp.
Compared to services like Salesforce, the value is much better in my opinion. You can get started with Pipedrive for less than $20 a month. Pipedrive also has a mobile app, which comes in quite handy.
#6 GreenRope
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Who suggested this product? The GreenRope was recommended by Samya A. France from Ignite Visibility. You can find out more about Samya A. France here or read their product recommendation below. |
GreenRope helps you transform your business into greater profitability, efficiency, and growth. On average, GreenRope users save 80% total cost of ownership compared to other CRM and marketing software solutions, while increasing revenue by 75% in 12 months.
With plans ranging from $149 to $699 a month, It gives you full access to all sales, marketing, and operations features, at any subscription level. The all-in-one software allows sales teams to close more deals – faster and easier. Marketing teams have access to omnichannel automation and reporting to supercharge communication, while operations teams have the ability to get all teams on the same page, all the time.
#7 Nutshell
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Who suggested this product? The Nutshell was recommended by Jesse Harrison from HopeTree Legal Funding. You can find out more about Jesse Harrison here or read their product recommendation below. |
I have tried many crm systems and the best one has been Nutshell. This crm is geared towards small businesses without sacrificing functionality. In other words, it has all the features that you would expect in an expensive crm that’s geared towards multi-million dollar corporations, while staying affordable at the same time.
The interface is very user-friendly and I needed zero training to figure out how to use it. In addition, there is a free 14-day trial for anyone who wants to try it with no strings attached. It works on all platforms, like desktop, mobile, android, iOS. And the customer service is amazing, available by email, phone, and their online ticketing system.
#8 SharpSpring
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Who suggested this product? The SharpSpring was recommended by Nicholas Farmen from Spire Digital. You can find out more about Nicholas Farmen here or read their product recommendation below. |
The best CRM for small business is SharpSpring. I have used SalesForce, HubSpot, and more, and for a business of less than 100 people, it meets all of our needs.
It features marketing automation, great support experts, and easy integration API capacities. In all, I have been very delighted with my experiences with SharpSpring and I recommend them to many clients.
#9 Ontraport
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Ontraport – Ontraport is an ideal CRM for any small business that is looking for not only an affordable place to organize their relationships, but also an email automation functionality to nurture those contacts. Instead of having to integrate in a handful of systems, Ontraport keeps it basic and streamlined with CRM, lead capture and email automation all under one roof.
#10 Nimble CRM
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Who suggested this product? The Nimble CRM was recommended by Eamon Moore from Hikari. You can find out more about Eamon Moore here or read their product recommendation below. |
Nimble is an easy-to-use CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments and social media connections (including LinkedIn, Twitter, Facebook) into one unified team relationship manager. It also plugs directly into Outlook and Gmail and has browser extensions to allow you to create new and access existing contacts from anywhere on the web.
#11 Spiro
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Spiro is natively built on artificial intelligence and consolidates CRM, sales enablement and telephony into a single solution. Spiro’s proactive relationship management platform leverages AI and machine learning to work in the background, collecting information from calls, texts, emails and more, and dynamically creating contacts, activity lists, and much more.
#12 Regpack
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Regpack is an affordable lead and client management system for small and medium sized businesses. Pricing includes month to month and annual, for flexibility depending on your budget and business model. Key features include statuses, admin comments, triggered emails, and powerful filtering to target the right people in your sales and outreach.
#13 ActiveCampaign
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Who suggested this product? The ActiveCampaign was recommended by Angel Centeno from Situation. You can find out more about Angel Centeno here or read their product recommendation below. |
Small businesses, as well as large ones, benefit from a cost-effective CRM solution that they can easily integrate into their marketing, is scalable, and can seamlessly connect to their websites and digital assets. ActiveCampaign is a CRM solution that fills that slot by providing all three needs and still comes with a very reasonable cost. It’s a great software for a company that’s growing its marketing lists and growing their brand.
#14 Freshsales
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Who suggested this product? The Freshsales was recommended by Sanjay Patoliya from Teclogiq. You can find out more about Sanjay Patoliya here or read their product recommendation below. |
Freshsales is the fourth addition in the Freshdesk product lineup and a quality CRM designed for high-velocity teams to keep track of contacts while solving their inquiries. It won our 2017 Great User Experience Award. Satisfied sales teams describe it as the single contact management hub that helps them stay in control of thousands of leads, but provides at the same time a simple and easy-to-navigate interface.
Freshsales was a response to the company’s own necessity to handle multiple aspects of the sales process, and eliminate the need for users to wander around programs to get the job done. At its core, Freshsales has collated all functions of legacy CRM systems but found its own way to optimize sales and prioritize pipeline opportunities. Freshsales was even intended to be a dynamic analytic contributor, which doesn’t only reveal magnificent sales insights but gives companies hints on how to use those to their advantage. That’s how Freshsales came to have all important sales performance capabilities and is used worldwide, in particular by active Freshdesk users.
#15 Agile CRM
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Agile CRM is an All-in-One CRM with Sales, Marketing and Service automation in a single platform. It has sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony, and helpdesk with a simple, clean and modern interface.
Agile CRM is a robust cloud-based customer relationship management software that integrates core functionalities of sales, marketing, service, and web engagement platforms into a single unified solution.
Trusted by thousands of small to medium businesses across multiple industries, Agile CRM offers a massive set of features including project management, contact management, scheduling, sales and marketing automation, customer service, email tracking, landing pages, and social media marketing to name a few.
With Agile CRM, users have a unified platform that puts all the information as well as people on a single page, streamlining their tasks, enhances communication and collaboration, and greatly improves productivity and output both at individual and collective levels.
#16 Insightly
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Insightly is touted as one of the best online small business CRMs with over 500,000 users worldwide. In general, Insghtly is t’s a cloud-based CRM solution for small business that offers specific, enterprise-level modules for large companies and multi-level organizations.
Among its main features are contact management, pipeline management and task management to help you get clear sales visibility, an overview of your business, track your deliverables to customers, improve customer communication, collaboration within the organization and increase productivity and efficiency. The CRM has an iOS, Kindle, and Android mobile platform for on-location flexibility, and it integrates well with popular applications, such as Google Apps & Gmail, Evernotes, MailChimp, Office, and Outlook.
In terms of pricing, Insightly offers a notably flexible scheme with 5 plans developed to meet the needs of all companies. A free plan for startups and small companies are also included.
#17 Keap
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Who suggested this product? The Keap was recommended by Ronald D’souza from Angel Jackets. You can find out more about Ronald D’souza here or read their product recommendation below. |
Keap allows you to organize all your leads, business communication and client information in one place. Moreover it also has templates and automated emails to quickly follow up with leads.
#18 Streak
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Who suggested this product? The Streak was recommended by John Linden from MirrorCoop. You can find out more about John Linden here or read their product recommendation below. |
We use Streak CRM. Streak is good for small businesses because it is relatively inexpensive and very user friendly. It allows you to keep track of multiple aspects of your business such as sales, project management, business development, fundraising, hiring and more, all of which are able to be shared easily between business owners and associates. Streak CRM is built into your Gmail account, so users of Google products will have no problem using this program.
Arun Upadhyay from LionO360
Ricardo Velez from Fundera
Igor Mitic from Fortunly
Ata Khan from Xoobo
Nick Bennett from Growmeo Marketing
Samya A. France from Ignite Visibility
Jesse Harrison from HopeTree Legal Funding
Nicholas Farmen from Spire Digital
Casey Hill from Bonjoro
Eamon Moore from Hikari
Adam Honig from Spiro
Samantha Avneri from Regpack
Angel Centeno from Situation
Sanjay Patoliya from Teclogiq
Ronald D’souza from Angel Jackets
John Linden from MirrorCoop
