Top 5 Best CRM Software for Small Business [Review]



CRM (Customer Relationship Management) software helps a business maintain a good relationship with its customers by managing all the information and data related to its existing customers and prospects. CRM Software collects, processes and analyses the data from different channels of customer interactions such as social media, website, phone calls and emails. CRM enables the business to derive meaning from this data and to identify the opportunities and utilize the data to develop appropriate marketing plans.

Top 5 Best CRM Software for Small Business

CRM Software provides a lot of information to a business about its existing and prospective customers. A business can learn about customers’ purchasing behavior and preferences. By studying this data businesses can build products and services that meet the customer expectations and build customer loyalty.

Small businesses need CRM Software to manage their increasing number of customers and build on new leads. But small businesses might find it expensive and time-consuming to purchase and implement CRM Software. However, there are many CRM platforms for small businesses available in the market. Many companies offer free trial software and some even offer totally free CRM Software. Moreover, cloud technology made small business CRM affordable, lighter and mobile compatible. The right CRM Software enables a business to increase sales, boost efficiency and productivity, make intelligent decisions, improve data security and run mobile operations.

Top 5 Best CRM Software for Small Business [Review]
  1. Hubspot
  2. Fresh sales
  3. Pipedrive
  4. Insightly
  5. ConvergeHub
1. Hubspot

Hubspot is the most popular CRM Software. It is available exclusively and also along with other Hubspot products. It helps a business to organize, track and follow-up on its leads and customers. It has tools to run email marketing campaigns and can also be integrated with other marketing automation software. A business can create its own customized sales pipeline and can have an unlimited number of contacts and users. It’s available free of charge. Hubspot meets the requirements of businesses that have small as well as large sales teams.

Hubspot enables a business to create detailed customer profiles, assign deals, monitor the performance of employees against each task assigned to them and have a dashboard that displays all corporate activity. The data from Hubspot can be accessed from different devices and browsers.

2. Freshsales

Freshsales are one of the popular CRM Software available currently. It helps a business to capture and qualify leads and track events. It works as a single contact management hub for sales teams and helps them manage thousands of leads. Fresh sales have a user-friendly interface and have many features, which help restructure the entire sales process.

Fresh sales’ most important feature is identifying where the leads are coming from and capturing leads. It verifies and nurtures leads using different channels of communication. It comes loaded with features such as auto-dialing, call recording, and call routing. It gathers different metrics and provides accurate revenue analytics. Sales teams can use many filters to the group and customize reports.

Fresh sales are free for small businesses, whereas medium to large corporations can go for paid software and it's affordable.

3. Pipedrive

Pipedrive is most suitable for businesses with small teams. It is the fastest-growing CRM Software provider. It provides a complete overview of the sales pipeline. It helps businesses to organize their sales and control all sales-related activities. Sales teams can track and manage all information related to deals. Pipedrive can also be customized to meet the requirements of each business.
Pipedrive is most suitable for businesses that are focused on sales. It can be integrated with accounting, marketing, and other customer service software. It comes with highly-capable reporting tools, which help the sales teams to generate consolidated as well as individual reports. Pipedrive can be incorporated into other software architectures and can be accessed from different types of devices.

4. Insightly

Insightly allows the sales team to generate reports with a macro view and at the same time offers to view the detailed reports. It assists businesses to build relationships with their customers, drive sales and deliver projects on time. It improves the functioning of the sales teams by helping them manage contacts, opportunities, events, and tasks.

Sales teams can view a lot of information related to a customer or a lead on a single page. Insightly comes with a mobile CRM app which helps teams to get complete details about the contacts on the go. It can be synched with external ERP systems such as SAP, Oracle and so on. Insightly also allows modeling complex business processes with automated workflows. It can be integrated with apps from Google and Microsoft and other apps like MailChimp, Quickbooks, and Xero.

5. ConvergeHub

ConvergeHub offers customer relationship management and marketing and sales automation for small and medium businesses. It centralizes sales, marketing, billing, and service processes. It eliminates the chance for duplicate entries as all the data is stored in a single platform. It helps automate the entire sales process using workflow automation.

Its dashboard has four panels displaying lead acquisition, deal acquisition, leads by source and deals by expected close date, which helps the sales teams to view all important metrics quickly. The panels can be customized to display preferred data. ConvergeHub also offers multi-channel marketing to target customers through different mediums. Sales teams can also perform other functions such as deals management, project management, marketing campaigns and so on. As it’s cloud-based software, it’s easy to implement, flexible and can be scaled up to meet the requirements of a growing business.


Top 5 Best CRM Software for Small Business [Review] Top 5 Best CRM Software for Small Business [Review] Reviewed by Brian Williams on 11/16/2018 Rating: 5

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