10 Best CRM for Startups and Small Businesses in 2022
Do you struggle to keep track of customer information and build relationships? Then customer management (CRM) software may be helpful. You can easily handle clients, leads, and clients when you have CRM on your side. However, choosing the right CRM can be difficult, especially if your company is new.
In this article, we will demonstrate the best CRM software for startups and small businesses, so you can choose a tool with all the features you need while not breaking the bank.
Quick Overview of the Best CRM Software
Here are our picks for the best CRM software for smaller companies. You can jump ahead to a CRM you want to learn about by clicking the links below:
- Constant Contact
- Streak CRM for Gmail
- Agile CRM
- Sage CRM
What exactly is CRM for Small businesses?
CRM software is an all-in-one tool that allows you to manage customer information, send emails, make phone calls, create reports, add notes, and more. The elegance of CRM seems to be that you’re doing all of this without ever leaving the application.
CRM software is an excellent place to start for small businesses and startups. Customer information is typically handled manually on excel spreadsheets and documents in the early stages of a business.
However, as the company grows, the manual method becomes inefficient and difficult to manage. That is why CRMs are so beneficial. It enables your advertising, sales, and customer service teams to use data to uncover unique customer insights.
How Do You Choose the Best CRM Software?
Regarding CRM software, the market provides a plethora of options. However, here are a few features to look for it in the best CRM software:
Reporting: A good CRM will assist you in tracking your activities and generating reports to display your data so you can make critical choices.
Ease of Use: Because CRM software has so many options, it’s easy to get lost. As a result, it’s critical to choose a simple tool for you and your team.
Assimilation: The best CRM software integrates easily with other tools and services, enabling you to optimize multiple processes.
Customization: Because every business is different, make sure the CRM allows you to customize workflows and processes. Customization allows you to tailor the tool to your specific requirements.
HubSpot is our top recommendation and the best CRM for startups available. It’s free and packed with features you’d expect from a high-quality CRM, making it ideal for small businesses.
With HubSpot, users can manage and organize your connections, see which deals they choose and which ones they reject, and get a complete picture of your sales to funnel. You can also track & capture emails by connecting your Gmail and Outlook accounts.
It’s straightforward to use, with an, i.e., positive dashboard for reporting. Other characteristics that make HubSpot appealing include:
Constant Contact is well in its email promotional tool but can also be used as the best CRM software. It’s ideal for small businesses because it can be used for email campaigns & contact management.
Constant Contact’s dashboard is simple, clean, & straightforward to use. Customers’ activities can be tracked from your dashboard, reports can be displayed, emails can be sent using the drag and drop tool, & contact information can be easily stored.
Freshsales is also one of the finest CRM software with many features. It’s intended for small businesses, as the dashboard allows you to capture leads, manage connections, create a sales pipeline, make calls, and send an email without leaving the CRM.
Freshsales’ reporting capabilities are one of its most notable features. You can create simple to advanced reports, display sales, and revenue data with graphs and charts, and display up to six accounts on your dashboard.
Another feature that distinguishes Freshsales is its 360-degree customer view. You can recognize customer interactions from a single screen, access their Facebook networks, and view their activities.
GreenRope is a one-stop CRM that can help you generate leads, raise awareness, and increase conversions. It’s straightforward to use and is one of the best CRMs for companies of all sizes.
GreenRope allows you to track emails, webpages, and other items in real-time. It provides a clean dashboard where you can find the most needed to convert pages, moment on-page, & total page views.
GreenRope is intended for anyone having to look for a CRM that combines sales, marketing, & operations into a single platform.
PipeDrive is among the most user-friendly CRM applications available. It’s intended to be simple and quick to manage & access contacts.
Its pipeline managerial feature lets you see your sales business process in real-time. You can use it to take action, stay organized, and keep the power of your sales pipeline. You must log in, enter your contact information into the channel, and start selling to customers.
Drip is the market’s leading eCommerce CRM. It’s intended to boost your online store’s sales and assist you in managing contacts, generating leads, and converting them into paying customers.
Drip is a potent CRM with an appealing interface that is simple to use. It aids in closing the gap between what your clients want and what your store provides.
Streak is also a good CRM for small businesses because it is built for Gmail. It is an excellent choice for newcomers and startups. It is straightforward because it is built into Gmail and G Suit.
Streak automatically collects information from your email messages and contacts. It assists you in setting up and customizing a procedure for your team, filtering, sorting, group data, and viewing upcoming tasks.
Agile CRM is yet another popular and effective CRM software for small businesses. It is user-friendly, and you can optimize your selling, marketing, & customer service with a simple dashboard.
You can use Agile CRM to manage contacts, track deals, automate phone calls and voice mails, and much more. The CRM has features and reasonable pricing, making it ideal for smaller companies.
Zoho is a great CRM for small businesses. It is a cloud data software suite that provides a variety of SaaS applications for companies of all sizes.
Over 150,000 businesses use Zoho CRM in 180 countries. It can convert leads, connect with consumers, and increase revenue. You can easily manage and automate tasks such as email, social media, live chat, and more from a single platform.
A fantastic customer experience does not end when you make a transaction. You must maintain your customer connections and respond fast when problems emerge. The customer care features in Sage CRM can assist your workers in providing assistance and monitoring resolutions with leaving the CRM platform.
Increase your income and profitability.
CRM systems enhance income by simplifying corporate procedures and automating enhanced quality, allowing you to focus on relationship building. Better connections may help you raise your sales exchange rate, making your company more lucrative. Meanwhile, analytical tools will enable you to fine-tune each stage of the sales process and rewrite your plan based on visible trends.
Dependence Is reduced
Team members can function more autonomously with an all-in-one platform that provides simple access to information and complete visibility of projects and activities. Less app switching and waiting for other team members to react to messages. The red tape is reduced, and everyone is given the ability to perform a better job.
Critical features of startup CRM
Make realistic sales projections
Platforms with CRM capabilities will provide automated sales predictive modeling, including deal value and closing likelihood analytics. This enables you to acquire realistic sales projections, focus your operational efforts on specific client groups, and achieve remarkable outcomes.
Track and automate your sales
CRM enables you to design KPIs, create sales funnel stages, identify lead qualification criteria, and determine the activities sales agents should perform at each transaction stage. This will help you make a repeatable selling process, automate sales procedures, and graphically track deals from beginning to end.
Sales automation automatically prioritizes activities for agents, delivers follow-up reminders, and automates transaction emails, keeping agents on track and prospective sales from falling through the cracks.
Sales reports reveal your most excellent customers, where your leads come from, sales funnel trouble spots, customer reasons for purchasing from you, and more. You may also measure data like quota achievement, emails sent, meetings held, and the number and kind of sales concluded.
Alignment across teams
An all-in-one CRM software unifies your company’s information, significantly enhancing transparency for your whole workforce. Team members may use in-app chat tools to connect in real-time, write comments for one another, and access particular case files without reaching out. The assigning of tasks eliminates any ambiguity about who will be doing what.
Maintain contact information
CRM gathers contact information from many sources, such as social media, live chat, phone, corporate websites, web forms, purchase records, and notes from face-to-face conversations. Contact management software combines all of this information, like contact details, into a single contact record, giving you a complete view of prospects, clients, and everyone else in the startup’s orbit.
Why does your small business require CRM?
Customer relationship management solutions come in a variety of shapes and sizes. CRM software was traditionally aimed at large corporations. That is no longer true.
Small businesses may now install CRM software without breaking their heads or finances. This is fantastic news since deploying a CRM solution may boost sales by double-digit percentage points.
The ability to optimize processes inside a single software lightens daily work, freeing up funds for expansion. CRM provides well-defined strategies for closing more business, completing duties on time, and reducing miscommunications.
Lead management and sales funnel features to aid in the development of a more effective sales process. You may optimize your productivity by creating a sales funnel. Opportunity management tools detect potential future sales, whereas customer support tools improve the customer experience, allowing you to understand your audience better and decrease attrition so your firm can expand.
The Advantages of CRM Software
Sort through your contacts
Contact management allows you to concentrate information about clients, suppliers, and others. CRMs allow you to collect contact information from several sources, such as social media, emails, LinkedIn, business cards, and more.
Discover who your customers are.
Utilize customer data to perform customer segmentation, discover consumer profiles, determine where they live, and which demography offers the most prospects. Personalize your consumer experience as well.
You can monitor information, discover problems, reveal behavioral patterns, and determine how your total return on investment is doing using marketing, campaign, sales, & customer monitoring. A sales CRM may provide reports on sales and trends, allowing you to monitor all incoming data, detect problems, and optimize your sales operations.
Time is money.
CRM reduces the number of hours spent each week on time-consuming administrative duties like manual data entry, allowing you to focus on relationship-building & fine-tuning your operations.
Features to look for in small company CRM software
Taking time away from your small business or lean startup to master a new, complex platform is not an appealing notion. Ease of use and clarity should be determining factors; platforms that require minimum training, seem simple, and provide quick access & interpretation of information are ideal.
As a small business owner, you’re probably doing things your way rather than following a manual. Keeping this in mind, we recommend looking for customization capabilities that allow you to customize CRM software to your company’s requirements. Changing connection and opportunity fields, among many other things, is beneficial while operating in unfamiliar areas.
Automating tedious duties frees up a lot of time for you to focus on more meaningful, brain-engaging activities. Look for tools that automate data input, client emails and follow-ups, and information field updates.
Customer service from the vendor
You most likely do not get your own IT department. That means you’ll want to make sure the CRM you pick has an excellent customer support team on hand to help you navigate the product’s training time, answer any lingering concerns, and promptly handle technical difficulties.
For SMBs & startups looking for CRM products, price is an obvious make-or-break factor. We want to make every dollar count when you don’t have many hands on deck. If you’re on a tight budget or are unsure about the use of this type of software, you might choose to start with a free CRM.
Everyone wishes to expand their little business. However, gaining new clients, growing operations, and increasing your bottom line all need investment in the proper areas. There are dozens of CRM products on the market. The remaining question is, how do users know which would be best for you?
Of course, we’re here to assist. We selected the ten best CRM software for smaller companies from our database based on one‘s user-friendly characteristics, functionalities, capabilities, benefits, accessibility, and unique attributes. You can then zero in on the best platform for one’s small business.