Top 10 User-Friendly CRM software with examples for small business
If you’re trying to choose a top CRM software for your company, you’ve probably wondered what features you should look for. We’ve gathered some of the most popular and practical options in this article. These include SugarCRM, Zoho, Salesforce, HubSpot CRM, Nimble CRM, and Creatio CRM. Ultimately, though, your decision should depend on your unique needs. Here’s a look at the features of each of these solutions.
For small businesses, there are things to look out for in User-Friendly CRM software.
Vendor customer support
Likely, you don’t have your company’s department of IT. You’ll need to ensure that a reputable customer service team supports your selected CRM. That is on hand to ease the software’s learning curve, address any questions, and solve technical issues swiftly.
An affordable price
Cost is the most obvious factor for small and medium-sized businesses and startups looking for tools for CRM. If you’re not equipped with many hands to play with, you’re trying to ensure that every cent invested is worth it. Suppose you’re operating on a tight budget or have doubts about the benefits of such software. In that case, It’s possible to start using the cost-free CRM.
Usability
If you’re running a smaller company or a lean startup, taking the time to master a new, complex system is not an appealing idea. Simpleness and ease of use are the main factors to consider. A platform that needs minimal training is the best option, which is easy to use; and allows easy access and easy understanding of data.
Customization
For a small-scale business, it’s likely that you’re doing things your method, not following a manual. With that in mind, it is recommended to look for options that allow you to customize features to adapt the CRM software you use to your particular needs for your company. Changing the contact and opportunity fields and other aspects are particularly beneficial if you’re in a new area.
Automation
Automating repetitive tasks can save you time to do more meaningful, engaging work. It is recommended to look for automated features for data entry, emails to customers, follow-ups, and updated fields with information.
Bonus Tools for social media
Looking through multiple social media platforms gives you a complete picture of what users say about your business or your competitors and the general trends in the industry. Connect with people one-on-one on platforms where they spend the bulk of their time. And be transparent by resolving issues publicly, increasing brand recognition, and gaining more customers.
Top 10 User-Friendly CRM software with examples for small business
1. Salesforce CRM
Salesforce is the most effective CRM for startups. Salesforce is the market leader in CRM software, and with good reason. Salesforce’s comprehensive collection of tools for customer relations and its excellent integration capabilities and unbeatable customization means it’s the ideal choice for ambitious startups seeking to proliferate.
2. Keap
Keap is an online contact management and sales pipeline platform specifically designed to aid small, self-employed, home-based businesses and online commerce operations.
The first step is to populate the database with leads and organize it. Contact information can be collected by importing contact lists from other CRMs. It helps make business card scans, turn messy spreadsheets, implement simple hand-written entries, or establish the form you want to use on your site. It is also possible to add your field to your contact information.
For Keap, after they have completed the job and received payment, then it stops and resumes “staying connected.” That is their pledge to convert leads into happy customers who return and send their love via referrals.
Various options could make Keap seem daunting initially (and it’s possible that you won’t get to use all or all). Integrations aren’t that extensive, and the price point can be a significant obstacle for people with a modest budget.
3. HubSpot CRM
If you’re looking for a CRM tool that’s free and easy to use, look no further than HubSpot CRM. This powerful tool integrates all of the marketing tools with your CRM system. Its feature set includes advanced lead tracking and segmenting, automated email marketing, built-in analytics reports, and automatic syncing of contacts. It also provides a central place to store all of your company’s customer information, making it easy to organize your business and contacts.
HubSpot CRM is free, but it does have some premium features for paid users. It allows you to define each contact’s buyer’s journey stage and report how many contacts are in each stage. It also allows you to create a custom email campaign tailored to each contact. Whether you choose a paid or free CRM, you can be up and running with it in days, not months.
4. Freshsales
Exclusive reader discount of $15 per user/month: Freshsales offers a range of CRM tools for small and large businesses, but specifically for small-sized companies. They include marketing, sales, and a helpdesk for customers, which uses AI to assist with the organization of leads and lead scoring. It’s intuitive and user-friendly and has robust selling features.
5. Zoho CRM
This is my personal favorite. Zoho CRM offers powerful cloud-based software that provides excellent lead generation and customer management tools without compromising capabilities. Social media search and automated workflows, reporting tools. That makes it easy to integrate Zoho’s other tools with a robust free plan with an excellent value.
6. Copper
Copper is compatible with G Suite, which is ideal if you use Gmail throughout the day. Copper is installed in less than five minutes. Once installed and operational, you’ll have access to automatic data entry, intelligent identification, lead and customer tracking, and optimizing sales opportunities and contacts.
The CRM provides a promising sales pipeline to manage leads throughout an assessment process. Communications are enhanced with simple access to contacts through text, email, or text. Additionally, it allows users to record voices to accurately record notes on the app.
You can enhance your management of teams and workflows using weekly pipeline progress reports. That use drag-and-drop and custom filters and notifications when deals could become stale.
Copper is advertised to be a very user-friendly product, which it is, but there’s a learning curve. You’ll need to allocate some time to entirely incorporate it into your business.
7. Salesmate.io
The Salesmate CRM application allows salespeople to spend more time working and less learning how to use new software. It’s ideal for startups and small-sized businesses. Still, it’s also a great tool to support the construction and real estate industries.
This platform is constantly evolving its capabilities. It has provided its analytics and reports an overhaul that includes an improved user-friendly and customizable dashboard. Salesmate also has added new tools for phone calls and deal management along with the mobile app has been upgraded. Some new features coming soon will include chat live and DocuSign integrations.
8. Fresh Sales
There are issues when importing information from Excel, which means you’ll need to input that data into Copper manually. Additionally, you’re not able to attach files to emails directly from Copper. You’ll have to switch to Gmail to send the message instead.
Freshsales is a complete sales force automation tool designed for sales teams. It offers everything a salesperson will require to draw high-quality leads. That helps participate in informal, relevant conversations, make deals using AI-powered insights, and build relationships with customers.
With integrated email, phone chat, telephony, and email, Freshsales empowers sales teams with more time to sell by automating sales processes and improves efficiency and productivity throughout their day-to-day routine. Through Freddy Artificial Intelligence, Salespeople will gain insight into the most profitable deals to pursue and the best actions to take and determine revenue forecasting using forecasting sales. Companies can take the next step toward more effective pipeline management using Freshsales. Additionally, utilizing native CPQ lets you create and share quotes and other crucial sales tools in a breeze.
9. SugarCRM
If you are looking for a CRM solution with many features but not breaking the bank, SugarCRM is worth looking into. The platform is easy to use, and users can access important information in one place. SugarCRM also has a robust reporting system that allows administrators to generate reports, view data quickly, and write queries. The advanced reporting system allows administrators to aggregate questions and data formats on one report. Overall, SugarCRM has good reporting capabilities and good documentation.
There are several pros and cons to SugarCRM. It is not user-friendly for many users and is best suited for companies with tech teams. The interface is difficult to use and requires some practice to master. Users should be familiar with computers and have experience in technical work before trying this software. Additionally, users should be aware of its extensive feature set, which can overwhelm them. SugarCRM can be overwhelming for small businesses, especially if they do not fully have the resources or experience to master the platform.
To get started, sign up for a free trial. SugarCRM offers a seven-day free trial. It also provides a paid version of SugarPro. The Pro version costs $40 per user per month, and the Professional plan is billed annually. The paid plan has five options. Users should look into SugarServe’s price structure before making a final decision. However, it is worth considering that the cost of SugarServe is a considerable upfront investment, and you cannot cancel it without a hefty fine print.
10. Nimble CRM
Nimble is a fast and easy way to manage your customer relationships. It helps you merge your emails, contacts, and communications into one platform and enables you to create reports based on any sales data. Its features have earned it several awards, including the No. 1 CRM by FitSmallBusiness and Market Leader for Email Tracking Software by G2 Crowd. Nimble has approximately 5,000 employees. Its clients include SKYMAX, TOTUS TUUS, INTERMEDIO, and THINGS WITH WINGS.
With a comprehensive set of features and easy-to-use dashboards, Nimble CRM is one of the best CRM solutions for small businesses. Its extensive integration capabilities with Google apps and Google Chrome help you manage your contacts and deals on the go. You can also set up automatic alerts for social media activity and track the progress of deals and opportunities at any stage of the sales process. In addition, Nimble allows you to integrate with several other apps.
Nimble is an excellent CRM solution that helps you keep track of all the data for your business and keeps you on track. The app has many features to help you manage your customers and contacts, including reminders and automated email notifications. Nimble CRM will automatically fill in contact records from email addresses and names and analyze customer behavior based on shared interests and keywords. There are several types of CRM software available, and each one is effective in its way.
Nimble is easy to use and integrates with G-Suite and Office 365, allowing you to manage contacts and deals within your workflow. The app automatically combines social media connections, communications, calendar appointments, and more into a single database. That is useful for companies that want to track the progress of each of their leads. And Nimble makes this a cinch.
Additional three more CRM software you need to keep an eye on
1. Creatio CRM
Creatio is an excellent option for various industries as a cloud-based CRM solution. Its integrated, process-driven platform is used by sales, marketing, customer service, and operations teams to streamline and accelerate the customer experience. The platform also offers cross-functional orchestration and support for Google Analytics and Microdata, allowing for customization of your CRM system to meet your business’s unique needs.
CRM Creatio is widely acclaimed by fundamental industry analysts and has won multiple awards. It allows users to combine leads from different sources and qualify them for sales. The software can also integrate with Microsoft Exchange and Google Calendar. There are no recurring monthly fees, and a free trial is available. Although Creatio is a robust solution, it is not exceptionally affordable. It isn’t easy to customize and maintain because of its massive platform and number of integrations.
Creatio is a customizable platform with modules designed for various business sizes. Users can purchase individual modules or buy a fully integrated CRM solution. Pricing is based on per user per month, and implementation costs are calculated separately. Creatio also allows users to modify their profiles to target more buyers. The software also offers multiple integrations, which help businesses manage their business processes more effectively.
2. Insightly CRM
Insightly CRM is a powerful platform for your business, enabling you to grow faster and more efficiently. With Insightly, you can track the most pertinent lead information, such as the source of a marketing campaign, phone calls, and meetings. You can build a relationship with each customer and monitor their sales funnel with the help of a custom dashboard. Insightly CRM is compatible with mobile devices and offers a unified user experience that is easy to use and navigate.
With Insightly, you can create records, manage them efficiently, and convert leads to contacts and vice versa. You can also create opportunities for leads and move them through the pipeline to generate new business. And, because Insightly is designed to connect all relevant information in your business, you can easily manage files. Filter massive record lists and choose or update records in bulk. That makes your work easier and faster.
Insightly allows you to create landing pages and pop-ups to capture visitors’ information. Once you’ve collected their information, you can convert them into contacts or leads and follow up with them via email. With Insightly, you can also collect feedback from your visitors via web forms. It will automatically enter that information into your CRM. This way, you’ll know exactly who to reach out to next and how to serve them best.
3. Sage CRM
If you are in the market for a CRM system, Sage CRM is a great choice. Its features include automating workflow processes across teams and enhancing customer targeting. Users also appreciate the fact that Sage CRM is developer-friendly. Sage CRM is the most comprehensive and feature-rich CRM software available today, and it’s easy to see why it’s one of the top 10 CRM programs. In addition to assisting sales teams with their daily tasks, the CRM also provides a mobile application.
Sage allows users to track and analyze customer data with advanced sales pipeline management. They can create automated emailing and survey campaigns to keep customers informed. In addition, they can develop self-service portals to give customers easy access to information. Sage allows customers to log in, fill out a form, and receive service promptly. Ultimately, a business needs to have a robust CRM system.
The company also offers extensive training. Sage releases new versions of its software frequently. It creates training videos on YouTube to help users navigate the system. In addition to providing CRM software, Sage University offers extensive product templates. This software even integrates with MailChimp. That, in turn, helps eliminate the need to maintain duplicate email addresses. The platform also offers many business solutions, including budgeting, invoicing, and HR. Sage CRM even helps businesses track sales opportunities.
Top 10 User-Friendly CRM software with examples for small business
If you’re trying to choose a top CRM software for your company, you’ve probably wondered what features you should look for. We’ve gathered some of the most popular and practical options in this article. These include SugarCRM, Zoho, Salesforce, HubSpot CRM, Nimble CRM, and Creatio CRM. Ultimately, though, your decision should depend on your unique needs. Here’s a look at the features of each of these solutions.
For small businesses, there are things to look out for in User-Friendly CRM software.
Vendor customer support
Likely, you don’t have your company’s department of IT. You’ll need to ensure that a reputable customer service team supports your selected CRM. That is on hand to ease the software’s learning curve, address any questions, and solve technical issues swiftly.
An affordable price
Cost is the most obvious factor for small and medium-sized businesses and startups looking for tools for CRM. If you’re not equipped with many hands to play with, you’re trying to ensure that every cent invested is worth it. Suppose you’re operating on a tight budget or have doubts about the benefits of such software. In that case, It’s possible to start using the cost-free CRM.
Usability
If you’re running a smaller company or a lean startup, taking the time to master a new, complex system is not an appealing idea. Simpleness and ease of use are the main factors to consider. A platform that needs minimal training is the best option, which is easy to use; and allows easy access and easy understanding of data.
Customization
For a small-scale business, it’s likely that you’re doing things your method, not following a manual. With that in mind, it is recommended to look for options that allow you to customize features to adapt the CRM software you use to your particular needs for your company. Changing the contact and opportunity fields and other aspects are particularly beneficial if you’re in a new area.
Automation
Automating repetitive tasks can save you time to do more meaningful, engaging work. It is recommended to look for automated features for data entry, emails to customers, follow-ups, and updated fields with information.
Bonus Tools for social media
Looking through multiple social media platforms gives you a complete picture of what users say about your business or your competitors and the general trends in the industry. Connect with people one-on-one on platforms where they spend the bulk of their time. And be transparent by resolving issues publicly, increasing brand recognition, and gaining more customers.
Top 10 User-Friendly CRM software with examples for small business
1. Salesforce CRM
Salesforce is the most effective CRM for startups. Salesforce is the market leader in CRM software, and with good reason. Salesforce’s comprehensive collection of tools for customer relations and its excellent integration capabilities and unbeatable customization means it’s the ideal choice for ambitious startups seeking to proliferate.
2. Keap
Keap is an online contact management and sales pipeline platform specifically designed to aid small, self-employed, home-based businesses and online commerce operations.
The first step is to populate the database with leads and organize it. Contact information can be collected by importing contact lists from other CRMs. It helps make business card scans, turn messy spreadsheets, implement simple hand-written entries, or establish the form you want to use on your site. It is also possible to add your field to your contact information.
For Keap, after they have completed the job and received payment, then it stops and resumes “staying connected.” That is their pledge to convert leads into happy customers who return and send their love via referrals.
Various options could make Keap seem daunting initially (and it’s possible that you won’t get to use all or all). Integrations aren’t that extensive, and the price point can be a significant obstacle for people with a modest budget.
3. HubSpot CRM
If you’re looking for a CRM tool that’s free and easy to use, look no further than HubSpot CRM. This powerful tool integrates all of the marketing tools with your CRM system. Its feature set includes advanced lead tracking and segmenting, automated email marketing, built-in analytics reports, and automatic syncing of contacts. It also provides a central place to store all of your company’s customer information, making it easy to organize your business and contacts.
HubSpot CRM is free, but it does have some premium features for paid users. It allows you to define each contact’s buyer’s journey stage and report how many contacts are in each stage. It also allows you to create a custom email campaign tailored to each contact. Whether you choose a paid or free CRM, you can be up and running with it in days, not months.
4. Freshsales
Exclusive reader discount of $15 per user/month: Freshsales offers a range of CRM tools for small and large businesses, but specifically for small-sized companies. They include marketing, sales, and a helpdesk for customers, which uses AI to assist with the organization of leads and lead scoring. It’s intuitive and user-friendly and has robust selling features.
5. Zoho CRM
This is my personal favorite. Zoho CRM offers powerful cloud-based software that provides excellent lead generation and customer management tools without compromising capabilities. Social media search and automated workflows, reporting tools. That makes it easy to integrate Zoho’s other tools with a robust free plan with an excellent value.
6. Copper
Copper is compatible with G Suite, which is ideal if you use Gmail throughout the day. Copper is installed in less than five minutes. Once installed and operational, you’ll have access to automatic data entry, intelligent identification, lead and customer tracking, and optimizing sales opportunities and contacts.
The CRM provides a promising sales pipeline to manage leads throughout an assessment process. Communications are enhanced with simple access to contacts through text, email, or text. Additionally, it allows users to record voices to accurately record notes on the app.
You can enhance your management of teams and workflows using weekly pipeline progress reports. That use drag-and-drop and custom filters and notifications when deals could become stale.
Copper is advertised to be a very user-friendly product, which it is, but there’s a learning curve. You’ll need to allocate some time to entirely incorporate it into your business.
7. Salesmate.io
The Salesmate CRM application allows salespeople to spend more time working and less learning how to use new software. It’s ideal for startups and small-sized businesses. Still, it’s also a great tool to support the construction and real estate industries.
This platform is constantly evolving its capabilities. It has provided its analytics and reports an overhaul that includes an improved user-friendly and customizable dashboard. Salesmate also has added new tools for phone calls and deal management along with the mobile app has been upgraded. Some new features coming soon will include chat live and DocuSign integrations.
8. Fresh Sales
There are issues when importing information from Excel, which means you’ll need to input that data into Copper manually. Additionally, you’re not able to attach files to emails directly from Copper. You’ll have to switch to Gmail to send the message instead.
Freshsales is a complete sales force automation tool designed for sales teams. It offers everything a salesperson will require to draw high-quality leads. That helps participate in informal, relevant conversations, make deals using AI-powered insights, and build relationships with customers.
With integrated email, phone chat, telephony, and email, Freshsales empowers sales teams with more time to sell by automating sales processes and improves efficiency and productivity throughout their day-to-day routine. Through Freddy Artificial Intelligence, Salespeople will gain insight into the most profitable deals to pursue and the best actions to take and determine revenue forecasting using forecasting sales. Companies can take the next step toward more effective pipeline management using Freshsales. Additionally, utilizing native CPQ lets you create and share quotes and other crucial sales tools in a breeze.
9. SugarCRM
If you are looking for a CRM solution with many features but not breaking the bank, SugarCRM is worth looking into. The platform is easy to use, and users can access important information in one place. SugarCRM also has a robust reporting system that allows administrators to generate reports, view data quickly, and write queries. The advanced reporting system allows administrators to aggregate questions and data formats on one report. Overall, SugarCRM has good reporting capabilities and good documentation.
There are several pros and cons to SugarCRM. It is not user-friendly for many users and is best suited for companies with tech teams. The interface is difficult to use and requires some practice to master. Users should be familiar with computers and have experience in technical work before trying this software. Additionally, users should be aware of its extensive feature set, which can overwhelm them. SugarCRM can be overwhelming for small businesses, especially if they do not fully have the resources or experience to master the platform.
To get started, sign up for a free trial. SugarCRM offers a seven-day free trial. It also provides a paid version of SugarPro. The Pro version costs $40 per user per month, and the Professional plan is billed annually. The paid plan has five options. Users should look into SugarServe’s price structure before making a final decision. However, it is worth considering that the cost of SugarServe is a considerable upfront investment, and you cannot cancel it without a hefty fine print.
10. Nimble CRM
Nimble is a fast and easy way to manage your customer relationships. It helps you merge your emails, contacts, and communications into one platform and enables you to create reports based on any sales data. Its features have earned it several awards, including the No. 1 CRM by FitSmallBusiness and Market Leader for Email Tracking Software by G2 Crowd. Nimble has approximately 5,000 employees. Its clients include SKYMAX, TOTUS TUUS, INTERMEDIO, and THINGS WITH WINGS.
With a comprehensive set of features and easy-to-use dashboards, Nimble CRM is one of the best CRM solutions for small businesses. Its extensive integration capabilities with Google apps and Google Chrome help you manage your contacts and deals on the go. You can also set up automatic alerts for social media activity and track the progress of deals and opportunities at any stage of the sales process. In addition, Nimble allows you to integrate with several other apps.
Nimble is an excellent CRM solution that helps you keep track of all the data for your business and keeps you on track. The app has many features to help you manage your customers and contacts, including reminders and automated email notifications. Nimble CRM will automatically fill in contact records from email addresses and names and analyze customer behavior based on shared interests and keywords. There are several types of CRM software available, and each one is effective in its way.
Nimble is easy to use and integrates with G-Suite and Office 365, allowing you to manage contacts and deals within your workflow. The app automatically combines social media connections, communications, calendar appointments, and more into a single database. That is useful for companies that want to track the progress of each of their leads. And Nimble makes this a cinch.
Additional three more CRM software you need to keep an eye on
1. Creatio CRM
Creatio is an excellent option for various industries as a cloud-based CRM solution. Its integrated, process-driven platform is used by sales, marketing, customer service, and operations teams to streamline and accelerate the customer experience. The platform also offers cross-functional orchestration and support for Google Analytics and Microdata, allowing for customization of your CRM system to meet your business’s unique needs.
CRM Creatio is widely acclaimed by fundamental industry analysts and has won multiple awards. It allows users to combine leads from different sources and qualify them for sales. The software can also integrate with Microsoft Exchange and Google Calendar. There are no recurring monthly fees, and a free trial is available. Although Creatio is a robust solution, it is not exceptionally affordable. It isn’t easy to customize and maintain because of its massive platform and number of integrations.
Creatio is a customizable platform with modules designed for various business sizes. Users can purchase individual modules or buy a fully integrated CRM solution. Pricing is based on per user per month, and implementation costs are calculated separately. Creatio also allows users to modify their profiles to target more buyers. The software also offers multiple integrations, which help businesses manage their business processes more effectively.
2. Insightly CRM
Insightly CRM is a powerful platform for your business, enabling you to grow faster and more efficiently. With Insightly, you can track the most pertinent lead information, such as the source of a marketing campaign, phone calls, and meetings. You can build a relationship with each customer and monitor their sales funnel with the help of a custom dashboard. Insightly CRM is compatible with mobile devices and offers a unified user experience that is easy to use and navigate.
With Insightly, you can create records, manage them efficiently, and convert leads to contacts and vice versa. You can also create opportunities for leads and move them through the pipeline to generate new business. And, because Insightly is designed to connect all relevant information in your business, you can easily manage files. Filter massive record lists and choose or update records in bulk. That makes your work easier and faster.
Insightly allows you to create landing pages and pop-ups to capture visitors’ information. Once you’ve collected their information, you can convert them into contacts or leads and follow up with them via email. With Insightly, you can also collect feedback from your visitors via web forms. It will automatically enter that information into your CRM. This way, you’ll know exactly who to reach out to next and how to serve them best.
3. Sage CRM
If you are in the market for a CRM system, Sage CRM is a great choice. Its features include automating workflow processes across teams and enhancing customer targeting. Users also appreciate the fact that Sage CRM is developer-friendly. Sage CRM is the most comprehensive and feature-rich CRM software available today, and it’s easy to see why it’s one of the top 10 CRM programs. In addition to assisting sales teams with their daily tasks, the CRM also provides a mobile application.
Sage allows users to track and analyze customer data with advanced sales pipeline management. They can create automated emailing and survey campaigns to keep customers informed. In addition, they can develop self-service portals to give customers easy access to information. Sage allows customers to log in, fill out a form, and receive service promptly. Ultimately, a business needs to have a robust CRM system.
The company also offers extensive training. Sage releases new versions of its software frequently. It creates training videos on YouTube to help users navigate the system. In addition to providing CRM software, Sage University offers extensive product templates. This software even integrates with MailChimp. That, in turn, helps eliminate the need to maintain duplicate email addresses. The platform also offers many business solutions, including budgeting, invoicing, and HR. Sage CRM even helps businesses track sales opportunities.
