CRM
Now Reading
Top 24 CRM Software for Small Business
6

Top 24 CRM Software for Small Business

Top 24 CRM Software for Small Business
5 (100%) 26 ratings

Customer relationship management in small businesses can be a daunting task especially if you don’t have the right tools to perform the task. Most of the small businesses conduct their CRM activities manually which leads to a lot of inefficiency. The good news is that, there are some CRM software that have been developed to address the needs of small businesses. Thus, your small business need not suffer from manual processes any more.

Small Business Customer Relationship Management (CRM) software integrate and automate sales, marketing, and customer support functions of an organization.

Small business CRM Software have a dashboard that gives an overall view of the three functions on a single page for each customer that a company may have. The dashboard may provide client information, past sales, previous marketing efforts, and more, summarizing all of the relationships between the customer and the firm.

Customer Relationship Management for Small and medium business (SMB) is generally made up of three main components, which include sales force automation, marketing automation, and service automation.

What are the Top CRM Software for Small Business: Capsule CRM, Agile CRM, Freshsales, Funnel CRM, Streak, Pipedrive, InTouchCRM, Salesflare, GreenRope, Sugar CRM, Vtiger, Salesforce, Microsoft Dynamics CRM, Maximizer, Salesnet, NetSuite OneWorld, Insightly, Keap, Nutshell, Nimble, Solve CRM, InterAction, Creatio CRM, Teamgate are some of the Top CRM Small Business Software.

You may like to read: How to Select the Best CRM Software for Your Business, Free, Open Source CRM Software  and Best Practices for CRM Implementation.

What are CRM Software for Small Business?

CRM Software for Small Business can be looked at as a sales tool that is meant to convert customer contacts into buyers. Small businesses can easily collect contacts and generate leads but the problem arises when it comes to determining on what to do with the leads.

This is where the CRM system comes in to play. The system provides an organized and consistent process of converting leads into sales. This process can also be referred to as building customer relationship. Ideally, a good CRM system should assist small businesses in automating their lead lists, sales pipeline, follow ups, as well as sales forecasts.

What are CRM Software for Small Business

What are CRM Software for Small Business

  • Sales & Marketing: CRM Sales and Marketing software creates new tasks, manage appointment calendar and automate everything from telephony to follow-up emails. Helps with complete contact views, deal tracks, lead scoring, alerts and analytics.
  • Contact management: Organizations have different units such as sales, marketing, customer service, and customer communication. All these units have direct contact with different clients during their operations. It can be difficult to keep contacts of all the clients that staff from the different units interact with. Contact management feature helps to store the customer’s information in an easy to use and searchable interface. It is much easier to build and maintain client relationship management when you have their information under one roof. It also helps businesses promote their brand with ease. The software can also handle new prospects, conduct direct marketing campaigns as well as classify clients based on their unique categories.
  • Interaction tracking: Helps to maintain a detailed record of all the conversation held with clients be it via phone, live chats, emails, or in person. The data collected from these interactions helps business to identifying the areas that needs improvement as well as understand what the customers really want. With such information, businesses can avoid spamming client’s inbox with unnecessary adverts since you can customize communication to suit the customer’s specific needs.
  • Lead management: Helps in recording information on possible leads to be analysed later. Once the information is analysed, it becomes easy for one to identify leads that have high chances of converting. Thus, sales team have an easier task of customizing their pitches leading to more efficiency and increased business. your sales team don’t have to waste their time pursuing leads that are not relevant.
  • Workflow automation: This feature is particularly important if your staff are more engaged on repetitive tasks or the business highly relies on templatized tasks. The system enables one to standardize and automate business processes such as calendars, task lists, templates, and alerts.
  • Email campaigns: You can create, launch, and track email campaigns that enables one to highlight new products as well as promote your brand. The feature is more useful for businesses that mostly rely on customer retention such as online shops and restaurants.

You may like to read: Top CRM Software

Top CRM Software for Small Business

Capsule CRM, Agile CRM, Freshsales, Funnel CRM, Streak, Pipedrive, InTouchCRM, Salesflare, GreenRope, Sugar CRM, Vtiger, Salesforce, Microsoft Dynamics CRM, Maximizer, Salesnet, NetSuite OneWorld, Insightly, Keap, Nutshell, Nimble, Solve CRM, InterAction, Creatio CRM, Teamgate are some of the Top CRM Small Business Software.

You may like to read: How to Select the Best CRM Software for Your Business, Free, Open Source CRM Software  and Best Practices for CRM Implementation.

Top CRM Software for Small Business
PAT Index™
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
bpmonline
 
1

Capsule CRM

CapsuleCRM
CapsuleCRM

Capsule CRM is a simple CRM system aiming to keep your business organized, improve your customer relationship, and to make the most of sales opportunities, all the while minimising user input. The contact page gives you a complete overview of a contact so that you can keep track of the people, companies and other organizations that you do business with and with the option to share contacts with co-workers ensuring a single up-to-date view of the contact. Use Capsule to track bids, deals, proposals and other opportunities. You also have the option to generate reports and extracts from the pipeline…

Overview
Features

•Track all history
•Attach documents
•Manage tasks
•Share with co-workers

Price

•Free
•Professional- $12 MONTH/USER

What is best?

•Track all history
•Attach documents
•Manage tasks

What are the benefits?

•Add notes and store emails by sending them from any email client into Capsule.
•Add and complete tasks that need to be done for each contact.
•Record the information you need about each contact.

Bottom Line

Capsule's RESTful API can be used by developers to create add-ons or to integrate Capsule with other applications. The API is implemented using XML or JSON over plain old HTTPS allowing developers to use existing tools and languages.

9.5
Editor Rating
8.5
Aggregated User Rating
2 ratings
You have rated this

Capsule CRM

2

Agile CRM

Agile CRM
Agile CRM

Agile CRM’s gamification feature set helps your sales team stay focused and improve their numbers every day by treating sales like a game. Features include custom leaderboards, real-time alerts, activity logs, email reports and advanced sales metrics. Agile CRM is a leading sales, marketing and service CRM for small businesses. Complete with everything from web popups and email templates to telephony integration and advanced sales and marketing automation,. Agile CRM lets users sell and market like fortune 500 with marketing automation, telephony, helpdesk, web engagement, social media integration, email campaigns and mobile marketing. Agile CRM is an all in one…

Overview
Features

• Gamify sales with leaderboards, email reports and real-time alerts
•Gamify Sales
•Encourage Collaboration
•Custom Leaderboards

Price

•FREE For 10 users
•STARTER $8.99
•REGULAR $29.99
•ENTERPRISE $47.99

Website
What is best?

•Gamification Reports
•All-in-One CRM
•Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price.

What are the benefits?

•Contact data from every angle, including conversations
•Sync with Google calendar and stay informed about upcoming meetings
•Manage deal tracks, stages and milestones to keep your sales process on track.

Bottom Line

Agile CRM lets users sell and market like fortune 500 with marketing automation, telephony, helpdesk, web engagement, social media integration, email campaigns and mobile marketing.

9.1
Editor Rating
7.6
Aggregated User Rating
15 ratings
You have rated this

Agile CRM

3

Freshsales

Freshsales
Freshsales

Freshsales is a free cloud-based CRM system that can track customer behaviour and progress of deals from start to finish. Some of the features include an email tracking system, calendar sync, click to call, tasks & appointments, 360° customer view and in-app tracking. The 360° customer view allows the user to identify customer touchpoints whether it be a website, product, interactions or appointments from a single screen. The free plan also includes a built-in phone system allowing sales teams to make calls, automatically log incoming and outgoing calls, with an option to record and monitor them. The email feature allows…

Overview
Features

•Email tracking
•Insightful email metrics
•Calendar sync
•Email-to-lead
•Click to call
•Automatically log calls
•Record calls
•Tasks & appointments
•In-depth customer insights
•Website and in-app tracking

Price

•Freemium, Subscription
•SPROUT: Free. Upto 10 users.
•BLOSSOM: $12/user/month billed annually, $15 month-to-month.
•GARDEN: $25/user/month billed annually, $29 month-to-month.
•ESTATE: $49/user/month - billed annually, $59 month-to-month.

Website
What is best?

•Email tracking
•Insightful email metrics
•Calendar sync

What are the benefits?

•Activity timeline
•Behavior-based segmentation
•Web-to-lead

Bottom Line

Freshsales is a free cloud-based CRM designed to support sales teams to communicate effectively using email tracking, in-app tracking, tasks & appointments with a 360° customer view.

9.4
Editor Rating
8.9
Aggregated User Rating
11 ratings
You have rated this

Freshsales

4

Funnel CRM

Funnel CRM
Funnel CRM

Funnel CRM is a sales tool and CRM for growing businesses. Helping business owners and sales team solve the most frustrating problems like broken sales workflows, missing follow-ups, losing track of deals because of messy inboxes or not able to track leads and managing them under one app. It provides the following features: - a simple form for capturing leads, similar to a contact form many sites have, - a centralized place that would allow us to process these leads, that was not in our email inboxes, potentially lost or forgotten about among other emails - a way to communicate…

Overview
Features

• Gmail integration
• Deal Tracking
• Proposal creation and delivery via email

Website
What is best?

• Gmail integration
• Deal Tracking
• Proposal creation and delivery via email

What are the benefits?

• Code Your Own Forms
• Catch-All Email Address
• Easily spot deals with unread messages

Bottom Line

Funnel is a intelligent CRM for Smart Teams. Funnel enables website owners to easily process work-related inquiries and keep track of their business contacts through contact forms

9.1
Editor Rating
9.1
Aggregated User Rating
11 ratings
You have rated this

Funnel CRM

5

Streak

Streak
Streak

Streak is a spreadsheet style CRM provider that makes data management and everyday processing functions easier. Streak is supported by both Google chrome and safari. It has a user friendly simple collaboration feature that permits the sharing of data within seconds. Users link their google IDs through open id without having to share any personal information with streak. It also provides a multipurpose feature that allows for management of different functions within Gmail so that you can multitask. Streak works with Google apps and provides a secure connection to you various accounts. It is easy to install as no IT…

Overview
Features

•Sales
•Product Dev
•Deal Flow
•Fundraising

Price

•$0 USD user/month
•STARTER •$19 USD user/month
•Most Popular Plan •CORPORATE $39 USD user/month
•ENTERPRISE $89 USD user/month

Website
What is best?

•Sales
•Product Dev
•Deal Flow

What are the benefits?

•Reach out to people at scale
•Track applicants where you actually talk to them
•Manage pipelines and team activity from one place

Bottom Line

Streak collaborate with a single click. Share contacts, email, files, and anything else needed to get the job done.

9.0
Editor Rating
9.2
Aggregated User Rating
2 ratings
You have rated this

Streak

6

Pipedrive

Pipedrive
Pipedrive

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale. As a cloud-based application, the solution can be accessed from anywhere 24x7 using any web browser or dedicated mobile apps. Pipedrive provides sales personnel full visibility of different sales pipelines. A robust interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities…

Overview
Features

• Sales Forecasting & Reporting
• Pipeline Management
• Customizable Web Forms
• Sales Data Analyzer
• Simple & Effective Sales Reports
• SAML SSO (Single Sign-On)

Price

• Silver - $15-$18* / month per user
• Gold - $29-$34.50* / month per user
• Platinum - $75-$89.50* / month per user
*billed monthly

Website
What is best?

• Sales Forecasting & Reporting
• Pipeline Management
• Customizable Web Forms

What are the benefits?

• Identify Opportunities for Improvement
• Track & Test Sales Process
• Enter, Update & Find All Data in One View

Bottom Line

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes.

8.7
Editor Rating
9.1
Aggregated User Rating
8 ratings
You have rated this

Pipedrive

7

InTouchCRM

InTouchCRM
InTouchCRM

Intouch provides a powerful sales & marketing automation for growing service businesses. It can capture your contacts’ details into one central all-knowing system, wherever they may be; online, in-person or on the phone. It follows up on people by using automation to ensure that every lead, contact and opportunity is followed-up automatically. It also has a well-planned growth system; automation and consistent follow-up are the keys to the growth and success of any small business. InTouch has many other features to help the users business grow, such as its sale’s pipeline manages the user’s sales process to progress prospects from…

Overview
Features

• Drag & Drop Email Editor
• Powerful Sales Pipeline & Lead Management
• Leads Table View
• Automated Campaigns
• Web Forms
• Text Messaging & Social Media Integration

Price

• Sales - $15 / month per user
• Marketing - $31 / month per user
• Complete - $47 / month per user

What is best?

•Email Marketing
•Marketing Automation
•Sales Pipeline

What are the benefits?

• Full reporting & Automation
• View the sales overview page
• Powerful Search & Segmentation

Bottom Line

Intouch provides a powerful sales & marketing automation for growing service businesses.

8.6
Editor Rating
8.4
Aggregated User Rating
2 ratings
You have rated this

InTouchCRM

8

Salesflare

Salesflare
Salesflare

Salesflare is a simple and powerful CRM that automates data to build better relationships and make more sales. A fast, visual and easy-to-use sales machine.Salesflare is designed to be simple to understand and powerful when used. Get all opportunities in one smart overview and know which one requires the attention today. Salesflare intelligently brings the opportunities to the surface for which action is due and shows the information users need to take that action. If not now, one can decide to follow up later or assign the opportunity to someone else. Salesflare automatically identifies which of the team’s email and…

Overview
Features

• Insights dashboard - master the numbers
• Automated file repository - keep handy document folders for customers effortlessly
• Send automated emails based on triggers
• Bulk emails - send personalized follow-up emails at scale
• Visual pipeline - a clear, customizable view of a sales funnel
• Live notifications - get up-to-date notifications whenever, wherever, on any device

Price

• Starter - $30 / month / user

Website
What is best?

• Insights dashboard - master the numbers
• Automated file repository - keep handy document folders for customers effortlessly
• Send automated emails based on triggers

What are the benefits?

• Mobile: Designed to work quickly, anywhere, anytime, from any device
• Fully automate contact and company info: Stop manual entry of contact and company data
• REST API - it’s simple: Salesflare’s API can be connected to any other app

Bottom Line

Salesflare is the smarter, modern-day CRM for small business.

8.6
Editor Rating
8.1
Aggregated User Rating
1 rating
You have rated this

Salesflare

9

GreenRope

GreenRope
GreenRope

GreenRope is a complete CRM software that provides everything your business needs for maximum growth and efficiency. Its complete CRM offers market automation, sales pipelines, and customer service solutions. The main features offered by this CRM software include GreenRope Sales, GreenRope Marketing, and GreenRope operations. The GreenRope Sales feature offers the tools you need to develop stronger relationships with your clients and leads, and close more deals. Some of the solutions under GreenRope Sales include contact management, opportunity tracking, pipeline visibility, predictive analytics, and social CRM. These solutions provide you with a 360° view of your customers enabling you to…

Overview
Features

GreenRope Sales features
• Workflow manager
• Custom objects
• Sales opportunities
• SMS marketing
GreenRope Marketing features
• Marketing automation
• Website builder
• Email marketing software
• Social network marketing
GreenRope operations features
• Project management
• Learning management
• Ticketing system
• Contact management

Price

• Starter - $149/mo (1,000 contacts)
• Prime - $199/mo (3,000 contacts)
• Pro - $249/mo (5,000 contacts)
• Premium - $299/mo (7,500 contacts)
• Powerhouse - $349/mo (10,000 contacts)
• Supreme - $449/mo (25,000 contacts)
• Ultimate - $699/mo (50,000 contacts)

Website
What is best?

• Project management
• Learning management
• Ticketing system

What are the benefits?

• Arm your sales team with state of the art tolls, information, and insight
• Ominichannel automation and reporting to supercharge your communication
• Get your tem on the same page, all the time – excellent collaboration and efficiency

Bottom Line

GreenRope is a complete CRM software that offers you with sales, marketing, and operations features which come with everything your business needs for maximum growth and efficiency in market automation, sales pipelines, and customer service solutions.

7.6
Editor Rating
6.9
Aggregated User Rating
1 rating
You have rated this

GreenRope

10

Sugar CRM

Sugar CRM helps in improving customer relationships. It is a Saas(software as a service) product. Sugar provides both mobile and social crm to its consumers. Sugar provides crm software in four editions: Sugar Enterprise, Sugar Professional, Sugar Ultimate and Sugar Corporate. Each of these services is provided by the same code tree. The products run on LAMP stacks and on PHP-capable platforms like windows or solaris. Sugar is used to automate and customize customer service and marketing processes. Sugar has revolutionized the typical CRM solutions, which users find too bothersome, by making the user interface more friendly and personalized to…

Overview
Features

•Cloud or on-premise deployment
•Revenue Line Item Level Opportunity Tracking Forecasting
•Product Level Quotes
•Advanced Workflow
•Role-based Views
• Customization and Configuration
• Teams, Roles and Security
• Case Management and Bug Tracking

Price

•Sugar Professional $40 user/month billed annually *
•Sugar Enterprise $65 user/month billed annually **
•Sugar Ultimate $150 user/month billed annually

What is best?

•Sales automation and forecasting
•Marketing lead management
•Support automation

What are the benefits?

• Self-Service Portal
• Knowledge Base
• Lead Management

Bottom Line

Sugar offers innovative, flexible and affordable CRM in the market and delivers the best all-around value of any CRM.

7.5
Editor Rating
8.9
Aggregated User Rating
6 ratings
You have rated this

Sugar CRM

11

Vtiger

Vtiger provides to be always in the know with alerts that notify you (on-screen, SMS, or email), if a contact becomes active, idle, or meets various other conditions. Booking appointments with a specific sales representative, or just any available member of your team, just got a lot easier. Just share Vtiger's appointment page URL with a contact to let them see and choose from an available slot on a personal, or a team's calendar. Vtiger then creates the appointment and notifies attendees.Click into any opportunity to see important information like related contacts and organizations, forecast amount and expected close dates.…

Overview
Features

• Streamlined Contacts
• Tracks Deals history and progress
• Sales forecasts
• E-mail Marketing
• Support Cases
• Case SLA
• Customer Portal
• Knowledge Base
• Project Management

Price

• Sales Starter - $10/use/month
• Sales Professional - $20/user/month
• Help Desk Free
• Help Desk Starter - $10/user/month
• Help Desk Professional - $20/user/month
• All-in-One CRM -$30

What is best?

• Project Management
• Inventory
• Appointments

What are the benefits?

• Simplify pipeline management
• Accelerate deal nurturing
• Sales Analytics & Insights

Bottom Line

Vtiger provides everything about a contact in one convenient view. This includes detailed contact info, emails and call recordings, their purchase history, docs and collaborative notes from other team members, and more.

9.5
Editor Rating
8.3
Aggregated User Rating
4 ratings
You have rated this

Vtiger

12

Salesforce

Salesforce Cloud solution allows you to manage contacts and track opportunities from any desktop or device. Salesforce helps to understand customers better through their personal preferences, solve any problem faster with access to past customer interactions, and even identify new sales opportunities by analyzing your best customers’ purchase histories. The certified experts, consultants, and innovative tools of Cloud Services help with prescriptive advice, best practices, and expertise at every stage of Salesforce journey. With Salesforce, information is in one place so it’s easier to prioritize and make quick decisions based on the most up-to-date information.Track all your customer information and…

Overview
Features

•Sales force automation and CRM
•Configure, price, quote (CPQ) and billing automation
•B2B prospecting and data cleansing
•CRM for banking, insurance, wealth management, and more
•CRM for managing patient relationships
•Fully customizable support and help desk

Price

•SalesforceIQ CRM Starter Starting at $25USD/user/month* (billed annually)
•Lightning Professional $ 75 USD/user/month* (billed annually)
•Lightning Enterprise $ 150 USD/user/month* (billed annually)
•Lightning Unlimited $ 300 USD/user/month* (billed annually)

What is best?

•CRM for managing patient relationships
•Fully customizable support and help desk
•All-in-one customer support for small business

What are the benefits?

•All-in-one customer support for small business
•Business analytics on any data, any device
•Apps that drive sales insight and customer delight

Bottom Line

Salesforce nurture leads until they’re sales-ready, then automatically route them to the right reps at the right time. Track the effectiveness of marketing campaigns, making every lead a quality lead.

8.9
Editor Rating
8.3
Aggregated User Rating
2 ratings
You have rated this

Salesforce

13

Microsoft Dynamics CRM

Microsoft Dynamics CRM provide solutions for businesses to achieve more and deliver amazing experiences to their customers across marketing, sales and service in a way that makes collaboration between roles natural and easy. There is also new sales collaboration panel that helps break down the silos between sales and marketing to deliver personalized customer experiences. The capabilities for marketing, include interactive marketing calendar, integrated Lync webinars, graphical marketing workflow and email editing, as well as A/B testing and integrated offers. Languages and geographies are updated with the addition if Japanese and Russian. For sales, the capabilities include, introduction of product…

Overview
Features

•Sales
•Customer Service
•Field Service
•Marketing

Price

Contact for Pricing

What is best?

•Sales
•Customer Service
•Field Service

What are the benefits?

•Empower sellers with insights to personalize relationships, predict customer needs, and increase sales
•Exceed customer expectations across self and assisted support with empowered agents that deliver personalized experiences.
•Increase demand by automating tasks from multi-channel campaigns to events with an application built on the same platform as Dynamics 365 for Sale

Bottom Line

Microsoft Dynamics CRM 2015 provide solutions for businesses to achieve more and deliver amazing experiences to their customers across marketing, sales and service in a way that makes collaboration between roles natural and easy.

8.7
Editor Rating
8.1
Aggregated User Rating
2 ratings
You have rated this

Microsoft Dynamics CRM

14

Maximizer

Maximizer helps the user create personalized experiences for each and every customer, and build deep relationships that accelerate business growth. It can segment your customers and prospects to receive relevant information targeted to each audience. List management capabilities allow you to search and filter data, ensuring your campaigns move targets along the buyer’s journey and prepare them for a sales conversation. Maximizer’s Campaign Manager makes it easy to execute multi-phased email campaigns that automatically nurture relationships over time. Events like site downloads, purchases and service incidents can trigger specific automated email campaigns that offer appropriate and timely resources. One of…

Overview
Features

•Deep customer insight
•Maximum Productivity
•Unlimited contacts, leads, opportunities, and custom fields
•Outlook, Word, and Excel integration

Price

Contact for Pricing

What is best?

•Deep customer insight
•Maximum Productivity
•Unlimited contacts, leads, opportunities, and custom fields

What are the benefits?

•Get organized with every communication and contact in one place
•Close more deals, get pipeline visibility and improve agent productivity.
•Resolve cases faster and optimize your service delivery.

Bottom Line

Maximizer helps the user create personalized experiences for each and every customer, and build deep relationships that accelerate business growth. It can segment your customers and prospects to receive relevant information targeted to each audience.

8.7
Editor Rating
8.3
Aggregated User Rating
2 ratings
You have rated this

Maximizer

15

Salesnet

Salesnet is a flexible, configurable business CRM solution that drives sales and marketing effectiveness while insuring the highest level of support and CRM Security. Salesnet customer relationship management is an online CRM software that delivers Customer Management, Marketing Automation, Sales Management, Project Management and more. Salesnet, is a software solution that makes CRM easy by providing a friendly user interface and training for the implementation of the software. It is simple and easy to use and increases sales and work efficiency. Salesnet understands that every marketing and sales process is different and so it provides solutions that are unique to…

Overview
Features

•Sales Force Automation
•Marketing automation
•Leads, Opportunities, Contacts, Accounts
•Campaigns, Email, Mobile CRM, Documents
•Process Builder, XML Web Services API, Data Import
•Role-Based Security, IP Address Restriction, Field-Level Permissions

Price

•Express $25 Per User/Month Up to 5 users (Billed annually)
•Professional $50 Per User/Month Unlimited Users (Billed annually)
•Enterprise - Contact

What is best?

•Sales Force Automation
•Marketing automation
•Leads, Opportunities, Contacts, Accounts

What are the benefits?

•Leads, Opportunities, Contacts, Accounts
•Campaigns, Email, Mobile CRM, Documents
•Process Builder, XML Web Services API, Data Import

Bottom Line

Salesnet customer relationship management is an online CRM software that delivers Customer Management, Marketing Automation, Sales Management, Project Management and more.

8.0
Editor Rating
9.2
Aggregated User Rating
2 ratings
You have rated this

Salesnet

16

NetSuite OneWorld

NetSuite CRM+ delivers true customer lifecycle management, from marketing and opportunity management, to order management, customer upsell, cross-sell, renewal, and customer service. NetSuite can streamline lead-to-cash processes, elevates productivity across the organization with a 360-degree view of your customers, improves sales performance through forecasting, upsell and commission management and manage global sales and services organizations. Combining ecommerce, order management, inventory, CRM and financials, Suite Commerce enables businesses to deliver engaging and personalized online experiences on any device. NetSuite’s CRM can integrate and automates sales processes, including opportunity management, quote and order management, sales forecasting, order management, fulfillment, and incentive compensation…

Overview
Features

•Sales Force Automation
•Customer Service Management
•Marketing Automation
•Partner Relationship Management
•Mobile

Price

Contact for Pricing

What is best?

•Sales Force Automation
•Customer Service Management
•Marketing Automation

What are the benefits?

• Streamlines lead-to-cash processes.
• Elevates productivity across the organization with a 360-degree view of your customers.
• Improves sales performance through forecasting, upsell and commission management.

Bottom Line

NetSuite CRM+ delivers true customer lifecycle management, from marketing and opportunity management, to order management, customer upsell, cross-sell, renewal, and customer service. NetSuite can streamline lead-to-cash processes, elevates productivity across the organization with a 360-degree view of your customers, improves sales performance through forecasting, upsell and commission management and manage global sales and services organizations.

7.9
Editor Rating
8.7
Aggregated User Rating
1 rating
You have rated this

NetSuite OneWorld

17

Insightly

Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world. Its CRM tool has features for lead management, contact management, calendaring and events, file sharing, linking (direct relationships between contacts, organizations, opportunities, projects) and many more. See everything from background, email history, events, projects or opportunities. With the project overview screen you can see the recent activity on any project, and track project performance against milestones…

Overview
Features

•Build Relationships
•Accelerate Sales
•Deliver Projects
•Engineered for Enterprise
•Connect to Apps

Price

Contact for Pricing

What is best?

•Build Relationships
•Accelerate Sales
•Deliver Projects

What are the benefits?

•Relationship Linking
•Contact Management
•Mobile CRM App

Bottom Line

Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.

7.9
Editor Rating
8.9
Aggregated User Rating
1 rating
You have rated this

Insightly

18

Keap

Infusionsoft is a sales and marketing software for small businesses. Infusionsoft's Lifecycle Marketing model provides a simple framework you can use to design a marketing plan that will help you attract customers, grow sales and deliver an experience that wows your customers. Infusionsoft has features for automating lead capture and follow-up. You can also trigger personalized communications based on email sends, opens, clicks, form submissions, and payment history. Its CRM tool imports and organizes the contacts (both online and offline) with tagging and segmentation. It also collects data about your leads' behaviors, score them based on marketing interactions, and prioritize…

Overview
Features

•Capture more leads
•Improve conversion rates
•Master e-commerce
•Manage the sales process

Price

Contact for Pricing

What is best?

•Improve conversion rates
•Master e-commerce
•Manage the sales process

What are the benefits?

•Marketing Automation
•Sales Automation
•Online Sales

Bottom Line

Infusionsoft is a sales and marketing software for small businesses. Infusionsoft's Lifecycle Marketing model provides a simple framework you can use to design a marketing plan that will help you attract customers, grow sales and deliver an experience that wows your customers.

7.8
Editor Rating
8.6
Aggregated User Rating
1 rating
You have rated this

Keap

19

Nutshell

Nutshell lets the user specify the actions, follow-ups, and timing that fit the users business. The user’s personal dashboard will tell them which sales process steps need to be completed and by when. You can also sync Nutshell with your calendar so you never forget about an upcoming activity. Whether it’s following up with a customer, or nurturing a lead. Nutshell has auto-fill rules so the user can fire off personalized emails to a prospect in seconds. Nutshell Intelligence finds customer information to save you time. Simply add an email address, and Nutshell will scour the internet for relevant contact…

Overview
Features

•Find every contact, customer, and conversation
• Automate your sales process
•View and track your leads

Price

Contact for Pricing

What is best?

•Find every contact, customer, and conversation
• Automate your sales process
•View and track your leads

What are the benefits?

• Get everyone on the same page
• Report on your performance

Bottom Line

Nutshell lets the user specify the actions, follow-ups, and timing that fit the users business. The user’s personal dashboard will tell them which sales process steps need to be completed and by when.

7.7
Editor Rating
8.9
Aggregated User Rating
1 rating
You have rated this

Nutshell

20

Nimble

Nimble tracks the complete history you and your contact share—on every channel. Take actions, send messages from within Nimble or without: use Gmail, Outlook, or Hootsuite widgets to take Nimble everywhere your workflow takes you.Nimble keeps you organized and on track. Set Stay in Touch Reminders and use the Mark as Important star system to keep important communications front and center.. With Nimble as your wingman, nothing falls through the cracks. Nimble automatically fills out the contact record from just a name and email. It’s like magic—Less data entry for you. Nimble analyzes shared interests (topics, keywords) to tell you…

Overview
Features

•Everything You Need in a CRM
•Less Data Entry Equals More Customers With Less Work
•Find People with Smart Social Search & Segmentation
•Smart Agenda & Activities

Price

Contact for Pricing

What is best?

•Everything You Need in a CRM
•Less Data Entry Equals More Customers With Less Work
•Find People with Smart Social Search & Segmentation

What are the benefits?

•Sales & Customer Dashboard
•Less Data Entry Equals More Customers With Less Work
•Find People with Smart Social Search & Segmentation

Bottom Line

Nimble tracks the complete history you and your contact share—on every channel. Take actions, send messages from within Nimble or without: use Gmail, Outlook, or Hootsuite widgets to take Nimble everywhere your workflow takes you.

8.1
Editor Rating
8.8
Aggregated User Rating
1 rating
You have rated this

Nimble

21

Solve CRM

Solve CRM offers customizable fields, category tags and activity templates so you can systematically capture specific information about the people you deal with, as well as tailor Solve to turn best practice into business processes. Solve CRM has the features every business needs the service is also inexpensive. Solve CRM comes pre-integrated with a growing list of amazing web-applications, offering the customers team an arsenal of business tools. Integrating apps provides enormous value to the customers’ business by providing a single interface keeping staff focused and adding context to previously disparate information, leading to better decisions and actions. Solve CRM…

Overview
Features

•Pre-integrated cloud apps
•G Suite integration
•Activity Templates
•Custom Fields & Category Tags

Price

•$25/user monthly Minimum 4 users ($100)
First 14-days FREE (with support)

What is best?

•Pre-integrated cloud apps
•G Suite integration
•Activity Templates

What are the benefits?

•Link Emails
•Report & Update Activities
•Mobile

Bottom Line

Solve CRM offers customizable fields, category tags and activity templates so you can systematically capture specific information about the people you deal with, as well as tailor Solve to turn best practice into business processes.

7.7
Editor Rating
8.9
Aggregated User Rating
1 rating
You have rated this

Solve CRM

22

InterAction

InterAction raises CRM to a new level with actionable, accurate relationship intelligence. Some of its key features are captures and tracks the key touch points of daily working life and aggregates the users firm’s client data covering matters, profiles, notes and activities to form a more complete relationship picture Identifies cross-selling and client service opportunities; prepares contact lists for mailings and invitations; tracks development activities for events and campaigns ,identifies subtle interrelationships among clients and determines which others in the firm are familiar with your contacts and the nature of the relationships. LexisNexis InterAction is a solution to allow the…

Overview
Features

•Contact Management
•Relationship Intelligence
•Passive Data Capture
•Engagement Scoring

Price

Contact for Pricing

What is best?

•Contact Management
•Relationship Intelligence
•Passive Data Capture

What are the benefits?

•Pipeline Management
•Productivity Anywhere
•Dashboard Reporting

Bottom Line

InterAction raises CRM to a new level with actionable, accurate relationship intelligence. Some of its key features are captures and tracks the key touch points of daily working life and aggregates the users firm’s client data covering matters, profiles, notes and activities to form a more complete relationship picture Identifies cross-selling and client service opportunities.

7.8
Editor Rating
9.1
Aggregated User Rating
1 rating
You have rated this

InterAction

23

Creatio CRM

Bpm’online offers three seamlessly integrated products for marketing, sales and service on one platform that can be used separately or in a bundle. Bpm’online offers three products on one platform to connect the dots between marketing, sales and service. The system delivers end-to-end processes to manage the complete customer journey – from lead to order to continued customer service excellence. The Marketing module provides users with functionalities that can map out customer journeys based on data about your target demographic as well as the purchasing patterns of potential clients. The Sales module is where users can plan the sales cycle…

Bottom Line

Bpm’online offers three products on one platform to connect the dots between marketing, sales and service. The system delivers end-to-end processes to manage the complete customer journey – from lead to order to continued customer service excellence.

7.6
Editor Rating
7.5
Aggregated User Rating
1 rating
You have rated this

Creatio CRM

24

Teamgate

Teamgate is Cloud based intelligent Sales Stack platform for small and mid-size teams with power to explode sales. With its simple yet playful interface, Teamgate is a great tool for every salesman. Intelligent aspect of the system gives a salesman most relevant reports and insights. Teamgate contains all necessary tools that might be needed, from lead capturing to sophisticated reporting and forecasting system. Teamgate helps reconcile business, deep analysis & product development skills to create strong product designed to turn its clients companies into businesses with strong sales numbers. Teamgate and Transportation & Logistics provide Google maps integration which target…

Overview
Features

•Sales Management
•Sales CRM
•Sales Forecasting
•Pipeline Management
•Lead Tracking
•Sales Activities
•Intelligent Advice
•Sales Productivity
•Reports and Analytics
•Email Automation
•Customer Management
•Sales Pipeline

Price

•STARTER $9per user/month billed annually
•PROFESSIONAL $22per user/month billed annually
•ENTERPRISE $39per user/month billed annually

What is best?

•Pipeline Management
•Lead Tracking
•Sales Activities

What are the benefits?

• Cloud based with rapid deployment
• Relevant reporting plus insights
• Quick view dashboard

Bottom Line

Teamgate contains all necessary tools that might be needed, from lead capturing to sophisticated reporting and forecasting system. Teamgate helps reconcile business, deep analysis & product development skills to create strong product designed to turn its clients companies into businesses with strong sales numbers.

8.8
Editor Rating
8.4
Aggregated User Rating
2 ratings
You have rated this

Teamgate

You may like to read: How to Select the Best CRM Software for Your Business, Free, Open Source CRM Software  and Best Practices for CRM Implementation.

6 Reviews
  • Alice Dylan
    April 6, 2016 at 3:47 am

    ADDITIONAL INFORMATION
    ConvergeHub is the #1 easiest converged CRM for SMB that should be added to the above list. Its biggest USP lies in the fact that unlike other CRMs which provide nothing but a mixture of different solutions plugged together, ConvergeHub stands tall as one converged CRM solution with all the functionalities in the kitty. SMBs do not have to deal with multiple repositories but one central platform to manage all customer-facing functions. This makes the learning process short, ensures quick user adoption and brings improved ROI in sales, marketing and customer service.

  • Dennis
    May 13, 2016 at 2:14 am

    ADDITIONAL INFORMATION
    Bitrix24 is insanely good. Best free fully featured CRM currently on the market IMHO.

  • November 19, 2017 at 11:07 am

    ADDITIONAL INFORMATION
    I use remail.io and can’t recommend it more highly. The best software I’ve found for automating your outbound sales activities. There are more services that provide more or less the same but for me personally, this is the best.

  • May 10, 2018 at 8:41 am

    ADDITIONAL INFORMATION
    VCA-CRM helps businesses in creating a platform that supports healthy interaction and a personalized relationship with customers. It streamlines entire tasks pertaining to customer relationship management (CRM) and also gives enhanced customer insights.

  • September 1, 2018 at 6:10 am

    ADDITIONAL INFORMATION
    Thanks for providing details on best suited CRM for small businesses. I would like to throw another one that businesses who operate in persian language: SarvCRM

    SarvCRM provides key functionalities needed to help a small business to manage their campaigns, sales funnel and after-sales services. Also, due to its cloud based architecture, small businesses can save alot from cloud concept.

  • Advanz101 Marketing
    May 10, 2019 at 9:23 am

    ADDITIONAL INFORMATION
    I think, Compared with most other CRM products, Microsoft Dynamics CRM is a powerful and highly flexible CRM solution. Qualified Microsoft Dynamics CRM Consultants are able to configure the product to meet a wide variety of different industry and business processes, no matter how complex these processes or requirements may be.

What's your reaction?
Love It
0%
Very Good
0%
INTERESTED
0%
COOL
50%
NOT BAD
0%
WHAT !
0%
HATE IT
50%
About The Author
imanuel