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Being a salesperson is no walk in the park.
Your average day probably looks a little like this:
Gather new leads, organize them, reach out to them (manually or, if you’re lucky, through a complex system), log your progress, discard poor quality leads, move high-quality ones through your sales pipeline, manage your phone numbers, keep in touch with hot prospects, do some admin, and finally close a few deals and make some hard-earned money.
And that probably only got you to lunchtime...
Geez, even reading that is exhausting!
And what if we told you that you could do the job of 10 salespeople without working longer hours?
You’d probably think we’re crazy…
But the thing is, we’re not, and you most definitely can!
You can lower your CPAs, increase your ROI, and ultimately make more sales for your company and commissions for yourself.
Add a virtual assistant to your pocket — a robust lead management sales CRM (customer relationship management) system.
Hold your horses; we’re getting to that!
Just keep on reading, and you’ll discover the seven best SaaS CRMs for small business.
But first, let’s define a key concept that’ll accompany us along our entire journey:
What Are CRM Systems for Small Businesses?
CRM systems are software that help you record and manage all of your organization’s interactions with your customers and leads.
The main goal of CRMs is to help you build better business relationships, improve customer satisfaction, and make more sales.
This type of client management software for small businesses gives you the ability to do far more with your precious time than you ever thought possible. Its combination of streamlined processes, better data management, and automation is mind-boggling.
And it’s no secret — CRMs recently became the largest enterprise application software category globally!
Are you ready to join the revolution, sign up for a quality CRM, and transform the way you do business?
Of course, you are; you’re a salesperson. So keep going!
A Snapshot of the 7 Best CRM Solutions for Small Business
Here’s a lightning-fast overview of the seven products we’ll review below.
Small Business CRM
$75 - $300 (plus $50 for AI capabilities) per user per month
$35 - $149 per user per month
$15 - $99 per user per month
$20 - $65 per user per month
$79 - $499 per user per month (plus a one-off payment of $499)
$89 - $779 per month
*Pricing as of June 28, 2021
Feel free to click on a couple of links and do some background reading on the best small business CRM systems known to sales-mankind!
Just do us a big favor:
Don’t sign up for any software yet!
Because you’re not 100% sure yet about which CRM tool for small businesses is the right one for your specific needs and requirements.
But if you sit tight and blast through this post, you’ll learn how to make the perfect call.
So without any further ado, let’s zoom through our evaluation criteria and get to the in-depth reviews!
Our Evaluation Criteria for Finding the Best CRM for Small Business
As excited as you are to get to the CRM reviews, you surely want to know how we pulled together our final ranking…
After all, how can you compare anything without knowing what to look for!
But since we know you’re busy people, we’ll give you two options for checking out our evaluation criteria: a quick one and a detailed one.
Here is a quick review of what we considered:
- Lead generation and management capabilities
- Sales automation
- Other features & tools
- Mobile integration
- Customer support
And here is the detailed version, or a deep-dive on each of these factors — read it if you want to understand what guided us during our hunt for the best CRM system for small businesses Like yours.
In a world dominated by CPA and ROI, our first consideration always had to be price.
Especially in the case of small businesses, it’s fundamental to find low-cost CRM solutions that pay for themselves by helping you become more productive and close more sales.
There’s no point in investing in enterprise-level solutions if every new sale you make just goes to paying for your tech.
It’s that simple.
Our perspective is really straightforward:
There’s no point in having the best functionality if it's nearly impossible to use.
Salespeople want software that’s easy to manage and not software that ends up managing you and eating up too much of your time with complex manuals and guides.
And this is true for wherever you are in your career, regardless if you’re a seasoned vet or a total newbie. There’s always something more important to do than titillating with your CRM, and our reviews will show you that we help everywhere we can.
3. Lead Generation and Management Capabilities
Turning leads into sales is your bread and butter.
And your CRM should be the best butter knife for your kind of butter in the world.
A CRM for small business with excellent lead management capabilities will help you:
- Organize and stay on top of your leads (whenever and wherever)
- Manage your entire sales pipeline
- Create efficiencies and productivity gains with automation
- Stay in constant communication with top prospects using phone, SMS, or email
- View past activity and notes
- Schedule your actions via an easy calendar integration
When it comes to leads, your CRM will become your BFF.
4. Sales Automation
A good CRM is much, much more than a simple bit of customer database software.
Organizing your leads and customers is only one part of the equation.
Automation is another.
And the more automation, the better, as it permits you to have the right dialogue with your prospects at precisely the right time.
No more getting bogged down in repetitive tasks, and most importantly, no more leads slipping away because you couldn’t get around to them in time.
5. Other Features & Tools
There are various other bits and bobs of functionality you definitely want your CRM to have.
One of the most important is always picking a cloud-based CRM software for small business needs.
The benefits of using the cloud include:
- Superfast deployment
- Universal access to your CRM data
- Automatic updates
- Lower costs
- Company-wide collaboration.
It just makes sense.
But being cloud-based isn’t enough on its own.
You need a lot more help to get the job done right. And we love it when all these extra features are rolled into a single all-in-one platform: one login, all the power.
This table covers the other stuff you should look for:
6. Mobile Integration
After all, what’s an “online CRM for small business” good for if you can’t access the system from your mobile phone?
Especially if you’re out and about as much as we are.
A mobile app to manage all of your contacts and leads is as good as gold.
Because sometimes your leads won’t wait for you to get back in front of your computer.
Every company’s sales pipeline is slightly different.
A good CRM provider knows this truth and offers a minimum of flexibility in their processes and systems to accommodate their clients’ different ways of doing business.
However, this flexibility shouldn’t end up overcomplicating the user’s life with never-ending amounts of customization options.
There has to be a balance between a fluid, simple user experience, and customization.
8. Customer Support
Last but not least (especially when a bug is giving you a headache) is customer service.
Even the most basic CRM software is bound to act up every once in a while…
It’s just part of life when it comes to development and technology.
But the knowledge that a friendly customer support agent is waiting for you across the line (or the world wide web) is what makes or breaks your relationship with your SaaS provider.
They’ll help you sort your issue and get back to work in no time because time is money for businesses of all sizes.
Now, drum roll, please…
It’s time for the reviews of our seven favorite CRM systems!
The Best CRM for Small Business: Our Seven Favorites
1. Ringy | Work Smarter, Not Harder
Hold up, isn’t that your product?
Yes, it is — Ringy is our baby!
We won’t lie to you.
We know that starting this list with our own product might feel a little bit like self-promotion…
And that’s because it is…
But self-promotion isn’t the reason we penned this article and ranked ourselves first.
We did it because we’re salespeople that genuinely want to help other salespeople make the most of their days and sell, sell, sell.
And with the level of competition in the CRM world, there’s no place for modesty. 😉
Why is Ringy so good?
It’s because we’ve built an affordable CRM software for small businesses with great capabilities and an inexpensive monthly subscription.
All the tools you get access to are cutting-edge and specifically developed with salespeople’s needs being first and foremost in our minds.
After a short (and free) onboarding process, you’ll be ready to get rolling.
You can look forward to:
- Spending WAY less time with repetitive, manual tasks (i.e., dialing, texting, spreadsheets)
- Communicating more often with your hot leads.
- Serious automation (i.e., sending your prospect list automated SMS messages whenever you desire)
- An excellent mobile application that can manage and report everything you need.
- Automatic local presence dialing from any US state — because customers are four times as likely to pick up a call from a local number!
- Lower CPA and better ROI
And all of this without having to work weekends or 12-hour shifts.
Sound too good?
Well, if you don’t believe us, then just check our testimonials and reviews, or drop our friendly staff a note to put us to the test.
If you’re happy with what you see, take advantage of our two-week free trial and unleash the power of Ringy on your business.
Monthly cost: $99 + $40/70 credit packages (as of June 2021)
2. Salesforce Sales Cloud
Who else but Salesforce could take home the silver?
Salesforce is one of the pioneers of our industry. It is quite honestly the gold standard most of us compare ourselves against when designing our own CRM platform.
So why is its client relationship management software only in second place?
It’s expensive and time-consuming to master and customize.
The majority of small businesses will struggle with its steep learning curve and its monthly costs that usually set you back about $150 per user per month.
The entry-level $25 plan is just too basic to be worth it. So don’t waste your energy on it.
However, if you’re planning for growth and have the financial backing, the more complete versions of Salesforce Sales Cloud are an excellent choice. You’ll get access to a wealth of innovative features, partner integrations, and outstanding workflows.
Our favorite thing about Salesforce is its Einstein Analytics — an add-on AI integration that increases sales productivity and effectiveness. It automates time-consuming tasks, scores leads, takes care of social listening, and creates forecasts that you can rely on.
Pretty impressive for a guy that’s 142 years old. 👴
Monthly cost: $25 -$300 per user + $50 per user for AI capabilities (as of June 2021)
3. Freshworks CRM (formerly Freshsales)
Freshworks CRM rounds up the podium with its excellent all-in-one software for sales teams.
It’s a lightweight, simple solution that gets you up and running very quickly.
You surely won’t need to worry about spending ages learning how to use complex tools like you would with Salesforce…
And on top of that, its pricing tiers are more accessible than the market-leading solution.
It’s a solid CRM for small business used by over 40,000 companies worldwide.
What type of functionality would you unlock if you decided to give Freshworks a shot?
- A visual sales pipeline
- Lead scoring with customizable criteria
- Integrated VoIP and emails
- Visual reports and dashboards
- An iOS and Android app for managing your leads on the go
- Workflow automation via an AI assistant called Freddy
Your sales team will love having all this extra power at their fingertips.
Monthly cost: $35 -$149 per user (as of June 2021)
If you’re looking for another simple CRM software for a small business, you can’t afford to overlook Pipedrive.
It’s ridiculously easy to use.
It literally takes minutes to set up.
- Sign up for a plan.
- Create your sales pipelines.
- Effortlessly migrate data from your current system or import it from Excel.
- Use the intuitive drag-and-drop interface to track your leads and nudge them along towards a sale.
- Check the analytics dashboard to optimize your processes.
But Pipedrive isn’t only user-friendly; it’s also well-priced, powerful, and supported by an impressive 24/7 customer service team.
However, you should keep two things in mind before subscribing.
You can’t separate leads from contacts without using a workaround.
It doesn’t have the same level of automation, partner integration, and database management features as our top three CRMs.
Not big issues, but if you’re after an all-in-one CRM, Pipeline isn’t the tool for you.
Otherwise, it’s a fine choice.
Monthly cost: $15 -$99 per user (as of June 2021)
5. Zoho CRM
Next up is Zoho CRM, one of the world’s favorite and most used customer relationship management systems.
And it’s simple to see why 150,000 businesses from over 180 countries are using it.
Zoho CRM is a solid, fairly-priced alternative for small businesses. It has a simple user interface, excellent automation, good levels of customizability, and a gargantuan amount of sales features and integrations with other Zoho products.
It even has a free version for up to three users if you want to start nice and slow.
But what truly stood out for us is that you can gamify your sales process to help motivate your salespeople to work harder and beat their targets. When bragging rights and virtual trophies are at stake, people shine!
There’s a drawback, though.
Zoho isn’t the best at customer support, and from time to time, they’ll fall short with slow response times and unhelpful responses.
Monthly cost: $20 -$65 per user (as of June 2021)
6. Keap (formerly Infusionsoft)
Are you working in a small business where the sales and marketing functions blur together into a unified process?
Well, if you’ve answered yes, then Keap is an option you have to consider.
It was specifically designed for the needs of small businesses. Owners, managers, and employees (like you) need a do-it-all system that combines the benefits of a CRM system with those of a marketing automation platform.
It’s a one-stop-shop for pipeline management, advanced marketing automation (via email and SMS), task management, and database management.
Sounds great, but why is it just in sixth place?
Because, unfortunately, it doesn’t come cheap.
You might end up paying $499 per month per user to access the most advanced version of Keap. That is if you have large databases of leads and/or customers...
So carefully consider if it’s worth the investment before signing up — you might find a better deal elsewhere by combining separate pieces of software!
Monthly cost: $79 -$499 per user plus a one-off payment of $499 (as of June 2021)
7. BenchmarkONE (formerly Hatchbuck)
The last entry in our list of the best sales tracking software for small businesses is BenchmarkONE.
It’s an all-in-one solution that succeeds in making sales and marketing software a breeze to use.
It’ll help you focus on what matters (your leads and your customers) and cut through the unnecessary complexity of tools not made explicitly for SMEs.
We particularly like how the guys and gals at BenchmarkONE combined a functional yet straightforward CRM with cutting-edge email marketing automation.
You won’t miss a sale thanks to hot lead alerts, and your drip campaigns will look amazing.
However, the platform itself is missing built-in VoIP, SMS marketing, and advanced lead management functionality.
But if you can overlook these drawbacks, you’ll put your hands on a CRM for small business that won’t disappoint!
Overall, BenchmarkONE is a very similar platform to Keap — be sure to closely compare and contrast these two CRMs if either seems like the right tool for your business.
Monthly cost: $89 -$779 (as of June 2021)
Summary: The Best Sales Software for Small Business
You’ve just learned a lot about CRMs.
Don’t let all that knowledge go to waste.
Who knows how many leads are slipping away as you put off upgrading your CRM system?
Let’s not even go there!
Our advice is simple:
Invest in yourself and pick one of the seven tools we’ve covered today!
In one single blow, you’ll upgrade your firm’s approach to customer relationship management and skyrocket your sales numbers like never imagined!
We’d pick Ringy if we were you… 😊
But since you’re all grown up and can make up your own mind, we’ll leave the call to you!
Just remember that you can try us out risk-free with our two-week free trial…
No strings attached.
And if you happen to have any questions, please drop our friendly team a note, and we’ll be happy to answer.
No matter how silly you might think it is.
That’s it for now, so thanks for reading, drop a line if you want to learn more, and get back to selling! 😬