So, you’ve successfully started and established a small business. Great!
But are you still using Excel sheets to manage your contact data? Well, that’s not sustainable, not to mention tedious.
It’s time for an upgrade.
Switch to the best CRM software for small businesses to streamline operations and create efficient, customer-focused processes.
A good CRM system can help you better manage customer interactions, streamline sales activities, and improve the overall experience for your customer base.
Luckily for you, we have a long list of the best CRM software for small business growth that you can use to find the right option for your business.
We’ve done thorough research and chosen some of the best CRMs available in the market today. Also, we’ve ensured that there are different types of CRM software for different types of businesses and their unique requirements.
Whether you want a basic CRM for contact management, a sales-focused one for pipeline management, or an all-in-one solution, you’ll find something you like.
So, go through our curated list of the best CRM software for small businesses and find the perfect solution for yours.
Here you go.
The benefits of CRM software are many, but you need a good platform to help you realize these benefits.
If you’re looking for a good CRM for your small business, your search ends here. We’ve done all the groundwork for you and curated a list of some of the best CRM software for small business needs.
Go ahead and compare the various CRM solutions available and take your pick.
Image via Freshworks
Freshsales CRM is a robust AI-powered CRM system for small businesses. It offers tons of features to help sales and marketing teams engage with prospects and close deals.
It offers a 360-degree view of customers to help businesses personalize outreach and improve the customer experience. Freshsales is one of the best CRM software for small business operations, as it provides valuable insights in the form of customer activity timelines, highlight cards, and in-depth customer profiles.
In addition, Freshsales CRM integrates with other apps and business software to provide a seamless overall experience.
Finally, with its intuitive interface and advanced reporting capabilities, Freshsales CRM is a top choice for small business owners seeking an effective CRM platform.
For example, Evans Manufacturing switched from Excel to Freshsales, one of the top CRM solutions for small businesses, and experienced a 225% increase in sales activity within eight months, along with a 30% revenue boost in just two months.
The CRM’s AI-driven insights enabled their team to proactively address distributor needs and improve customer interactions. Even better, the entire implementation process took just three weeks, ensuring a smooth transition.
Key Features
Pros
Cons
Pricing
It offers a 21-day free trial. Here are the various plans that it offers:
Image via Freshworks
Tool Level
Usability
Pro Tip: Freshsales is one of the best CRM software for small business use, offering powerful AI-driven features and deep customization. However, its flexibility may feel overwhelming for those with limited CRM experience. Setup can be complex, making it less ideal for those seeking a quick plug-and-play solution.
Image via Bigin
Bigin is Zoho CRM’s solution and is the perfect CRM software for small businesses, catering specifically to the needs of small business owners.
This small business CRM software helps automate tasks, manage customer information, and communicate with prospects across multiple channels. Zoho CRM offers a simple solution for businesses looking to upgrade from spreadsheets to a CRM system.
This CRM solution even provides ready-to-use CRM templates for different industries that you can use to get started right away. Or you can start from scratch and customize your CRM just the way you want it.
In terms of features, this is one of the best CRM software for small business owners, offering comprehensive tools like contact management, pipeline management, customer service features, and more. One of its standout features is “team pipelines,” which allows you to include multiple customer-facing teams, other than the sales team.
In addition to its feature-rich offering, Bigin stands out as one of the best CRM software for small business needs thanks to its quick setup process. The platform also prioritizes affordability, providing essential CRM features at a budget-friendly price tailored to small business needs.
Additionally, Bigin prioritizes data privacy with full GDPR and HIPAA compliance, ensuring user data remains secure and is never shared with third parties.
Key Features
Pros
Cons
Pricing
It provides a 15-day free trial period. Here are the plan details:
Image via Bigin
Tool Level
Usability
Pro Tip: The CRM can get expensive if your business needs exceed the given contact limits. Although it’s one of the best CRM software for small business starters, its features are more limited compared to full-scale CRMs. Businesses anticipating rapid growth should consider if they’ll need a more advanced solution in the future.
Image via Capsule
Capsule CRM is one of the best CRM software for small business owners that seamlessly integrates contact management, sales pipeline tracking, and project management in one platform.
This CRM software is designed primarily for small to medium-sized businesses. It focuses on sales and relationship building, offering an intuitive and efficient solution for managing customer interactions.
Apart from all the essential features, you also get advanced CRM features like workflow automation. And its AI Content Assistant automates the process of creating emails, further freeing your time for more important tasks.
Capsule CRM stands out among the best CRM software for small business use because it offers project management capabilities alongside CRM, eliminating the need for multiple tools. The built-in ‘Projects’ feature allows teams to manage sales and service processes in one place. This streamlines workflows and eliminates the need to switch between platforms.
For example, Hyperact, a fast-growing tech consultancy using Capsule CRM initially relied on Google Sheets but needed a scalable solution for managing client relationships.
By switching to Capsule CRM, Hyperact streamlined prospecting, business development, and contractor management, achieving a 48% increase in conversion rates within 12 months. The team continues exploring integrations like time-sheeting and client engagement tracking to further enhance efficiency.
With its advanced reporting features and customization options, Capsule CRM is an excellent choice to consider from the list of best CRM software for small business owners seeking an affordable, all-in-one CRM solution.
Key Features
Pros
Cons
Pricing
It offers a 14-day free trial and the following plans:
Image via Capsule
Tool Level
Usability
Pro Tip: Capsule is one of the best CRM software for small business use. You can choose it as your first CRM platform and upgrade to a more powerful platform after a few years when your business starts growing.
Image via Keap
Keap is an all-in-one CRM system that combines sales, marketing, and customer service features, making it one of the best CRM software for small business needs. It’s great for service-based businesses, consultants, and ecommerce brands in the growth stage.
Keap has helped 200,000+ businesses grow and boasts results such as a 39% increase in revenue, 53% more leads, and 10 hours saved per week. It’s one of the best CRM software for small business needs that focuses on improving efficiency.
What makes Keap stand out from the other best CRM software for small business use is that it also offers several marketing features. These include email and SMS marketing, landing pages and forms, and sales funnels.
What’s more?
It’s especially known for its robust invoice management and payment processing features, making it a top choice among the best CRM software for small business operations.
Key Features
Pros
Cons
Pricing
It offers a 14-day free trial (no credit card is required). As one of the best CRM software for small business growth, Keap also provides an add-on coaching service for new users at an additional cost. Here are the plans that it offers:
Image via Keap
Tool Level
Usability
Pro Tip: The prices can rise rapidly if you exceed the contact limits, so if you have a large contact list, Keap might not be the best CRM software for small business needs.
Image via Vtiger
Vtiger CRM is one of the best CRM software for small business owners looking for an affordable all-in-one solution. This software has lead generation, contact management, and marketing campaign features that make your CRM system more effective.
Vtiger crams a lot of features into one platform but still manages to keep its user interface fairly user-friendly and not too complex. In addition, it seamlessly integrates with over 500 business tools, allowing you to manage your CRM data in one place.
Want to know the interesting part of this CRM software for small business growth?
The various functions it offers are deeply interconnected. Sales, marketing, and customer service teams can seamlessly collaborate with a unified view of all customer interactions, ensuring that no lead or customer request is overlooked.
Overall, it’s one of the best CRM software for small business needs. Not only that, it can scale up as your business grows.
Key Features
Pros
Cons
Pricing
It offers a 15-day free trial and the following paid plans:
Image via Vtiger
Tool Level
Usability
Pro Tip: If you’re willing to invest a little time learning how to use a CRM to its full potential, then this is an excellent option for you. It is affordable and offers tons of useful features.
Image via Salesmate
As the name suggests, Salesmate is a sales-focused CRM software solution that offers useful solutions to help sales teams close more deals. From sales activity tracking to pipeline management and automation, it has everything you’d expect from the best CRM software for small business growth.
With its third-party integration options, Salesmate helps small business owners track leads, manage sales activities, and personalize outreach to potential customers more effectively.
Salesmate is trusted by over 8,500 companies globally, further solidifying its position as one of the best CRM software for small business operations. It also offers various marketing tools, such as an email builder, web forms, messaging, built-in calling, and more. You can use Salesmate to run email and SMS marketing campaigns to bring in new leads and then use its sales tools to close the deals.
Despite the affordable price tag, Salesmate offers advanced features, such as automation and sales forecasting. This makes it one of the best CRM software for small business operations and a worthy addition to this list.
One notable example of Salesmate’s impact is Volta Media, which used CRM to streamline its sales process. They improved their sales pipeline by 20%, increased productivity by 60%, and saw a 30% revenue boost while cutting their sales cycle time in half.
Key Features
Pros
Cons
Pricing
It offers a free 15-day trial option without requiring you to provide your credit card information. Here are the plans it offers:
Image via Salesmate
Tool Level
Usability
Pro tip: Salesmate is one of the best CRM software for small business needs, offering automation and customization to streamline sales. Before committing, ensure it integrates with your existing tools, like your email platform or project management software.
Image via Marketcircle
Daylite by Marketcircle is one of the best CRM software for small business operations that exclusively uses Apple products. It combines sales, CRM, and project management tools into one powerful software suite for small businesses.
Want to know the best part?
You can opt for the core CRM feature if you don’t want sales and project management features. And if you want CRM + Sales or CRM + Project bundles, you can choose those too. Basically, you can choose the right set of tools based on your unique needs.
Daylite markets itself as premium Mac CRM software and the price tag reflects that. Still, if you primarily use macOS and iOS for your business, this is among the best CRM software for small business growth.
Daylite is trusted by thousands of businesses worldwide to streamline client follow-ups and enhance operational efficiency with project and case management tools. Its powerful sales pipeline and project management features also help boost overall productivity.
Key Features
Pros
Cons
Pricing
It offers a 14-day free trial and the following plans:
Image via Marketcircle
Tool Level
Usability
Pro tip: Daylite is one of the best CRM solutions for small businesses, especially for Apple users, thanks to its seamless integration with Apple’s ecosystem. However, collaborating with non-Apple users may pose challenges and affect workflow efficiency if your team works across different platforms.
Image via Agile CRM
This is an all-in-one sales, marketing, and customer service software with multiple tools for various customer-facing teams. It is one of the best CRM software for small business operations in need of a feature-packed, affordable solution.
What makes it stand out?
The fact that it allows 10 users even with its free plan while other best CRM software for small business solutions often allow only one user and charge extra for additional users.
Also, its free plan has a generous limit of 50,000 contacts and offers unlimited deals, which is more than what most software solutions offer in their paid plans.
Key Features
Pros
Cons
Pricing
Here are the various plans that it offers:
Image via Agile CRM
Tool Level
Usability
Pro Tip: If you want the best CRM software for small business use with robust email-related features, this is not the best option for you. But if you want an affordable CRM software solution with all essential features and a few add-ons, then this is a great choice.
Image via Pipedrive
Looking for a simple, yet powerful sales CRM to manage your sales pipelines and close more deals? Look no further than Pipedrive. It’s one of the best CRM software for small business needs that focuses on sales pipeline management.
It helps you visualize your sales process and gives you insights on how to best engage with prospects and close deals. It’s known for its intuitive and user-friendly interface and is one of the best CRM software for small business needs in that regard.
In addition to being a sales CRM, Pipedrive is also a tool that helps you with email marketing. It offers an email builder, along with features like audience segmentation and email analytics.
Pipedrive played a key role in helping Tiffany Largie grow her business from the ground up to $2.5 million with its clear tracking and sales tools. Air Tutors used Pipedrive’s activity tracking to make education more accessible. At the same time, AI Bees experienced a 2000% growth thanks to its user-friendly interface—solidifying Pipedrive as one of the best CRM solutions for small business growth.
Key Features
Pros
Cons
Price
It offers a 14-day free trial with no credit card information needed — a risk-free way to try one of the best CRM software for small business needs. Here are the details of its plans:
Image via Pipedrive
Tool Level
Usability
Pro Tip: Pipedrive is perfect for startups focused on sales. Its visual pipeline and automation features help track deals and optimize your sales process, allowing you to close more deals faster.
Image via Insightly
This CRM is a great option for small businesses, combining sales, marketing, and service capabilities. As one of the best CRM software for small business needs, it also streamlines daily operations with project and task management features.
However, Insightly’s CRM, marketing, and service features are also available separately, and the all-in-one bundle can be costly. The good thing is, you can opt for more affordable plans if you don’t need the full suite.
For the scope of this review, we’ll focus on the CRM solution that it offers and the features available within it.
Key Features
Pros
Cons
Pricing
Insightly offers five pricing bundles—CRM, Marketing, Service, AppConnect, and Insightly All-in-one. Here are the plans it offers as part of its CRM bundle:
Image via Insightly
Tool Level
Usability
Pro Tip: Insightly is among the best CRM software for small business teams. Especially with its free or low-tier plans. However, unlocking its full suite requires the costly All-in-one bundle. Start with an affordable CRM plan and upgrade as your business grows.
Image via NetHunt CRM
Looking for the best CRM software for small business operations that seamlessly integrates with Gmail and that you can use while browsing your Gmail inbox?
Well, NetHunt is one of the few CRM software programs that does just that. It even updates contact records based on your Gmail communications.
You also have a web app and a Chrome extension. So, you can create or update contacts, check on deal status, etc. while performing your day-to-day tasks.
In fact, with NetHunt, some businesses have achieved 45% Sales Qualified Leads (SQLs) through its workflow features.
Overall, it’s a useful tool among the best CRM software for small business scaling that prioritizes function over form and can seamlessly integrate into your existing business processes.
Key Features
Pros
Cons
Pricing
It offers a 14-day free trial (no credit card is required) and the following plans:
Image via NetHunt CRM
Tool Level
Usability
Pro Tip: If email marketing is key to your startup, NetHunt CRM is a great choice. It organizes emails into CRM records, helping you track interactions and convert leads directly from Gmail.
Image via Less Annoying CRM
Used by 10,000+ small businesses, this is a CRM designed specifically for small businesses and offers one affordable, all-inclusive pricing plan. No tiered pricing, no product bundles — nothing that complicates your decision-making process when choosing the best CRM software for small business growth.
Less Annoying CRM simplifies the whole process and offers a single solution that caters to all the needs of a typical small business.
The best part is that you get unlimited contacts, pipelines, and custom fields, which is more than what some of the best CRM software for small businesses offer.
Key Features
Pros
Cons
Pricing
It offers a single plan for $15 per user per month and a 30-day free trial.
Image via Less Annoying CRM
Tool Level
Usability
Pro Tip: If you need an affordable, no-fuss CRM with essential features, this is one of the best CRM software for small business use — simple, effective, and true to its name.
Image via monday CRM
This is a cloud-based CRM that offers unlimited contacts, boards, and pipelines with all its plans. If that doesn’t make it one of the best CRM software for small business settings, then we don’t know what does.
It’s an affordable platform, power-packed with both basic and advanced features. The only downside is that you need to buy a plan for at least 3 users, but it’s still more affordable among the best CRM software for small business processes.
Apart from core CRM features, it also offers collaboration features for teams, making it a great option for teams that need to work together on several projects.
According to users, monday CRM is one of the best CRM solutions for small business operations, known for its ease of use and minimal training requirements. It helps keep everything organized, saving time while providing easy access to essential customer relationships and sales performance data.
Key Features
Pros
Cons
Pricing
While the pricing starts at $15 per seat (user), a minimum of 3 seats must be purchased for each plan. So, the prices mentioned below are for 3 users:
Image via monday CRM
Tool Level
Usability
Pro Tip: To avoid costly CRM mistakes, it’s important to note that this isn’t the best option for single users. However, for a growing business with three or more users, it stands out as one of the top CRM solutions for small businesses.
Image via Flowlu
This is an online CRM software solution that offers project management, financial management, invoicing, and many other additional features. It goes beyond the basic CRM capabilities and helps with various aspects of a small business.
For those seeking one of the best CRM software for small business management, then look no further. Flowlu has all you need to empower your customer-facing teams to generate leads and close deals.
Trusted by 25,000+ companies, Flowlu will also help your teams work together to attract, engage, and convert customers across various stages of their buyer’s journey.
Key Features
Pros
Cons
Pricing
Here are the various plans that Flowlu offers:
Image via Flowlu
Tool Level
Usability
Pro Tip: Flowlu is a team-focused CRM, allowing 8 users even on its basic plan. If you don’t require collaboration features, this may not be the best CRM software for small business use.
Image via Salesflare
Looking for a specialized CRM tool that caters to B2B businesses? Salesflare is among the best CRM software for small business operations.
It’s a simple, yet feature-packed CRM that offers powerful automation options. From automatic data enrichment to automated address book creation, it can automate a lot of routine, time-consuming tasks.
Recognized as one of the best CRM software for small business needs in multiple categories, it has won awards for fast implementation, ease of use, support, and value. If you run a small or medium-sized B2B business, Salesflare is a solid choice.
Key Features
Pros
Cons
Pricing
Here are the plans it offers and their prices:
Image via Salesflare
Tool Level
Usability
Pro Tip: If you want to be able to find unlimited email information for leads, then you’ll need to go for the Enterprise plan. So, keep that in mind when comparing various tools as this can be one of the more expensive options.
Image via Nutshell CRM
This is a simple and intuitive option in the list of best CRM software for small business owners that offers an easy way to capture leads, manage contacts, and optimize sales pipelines. It makes sales pipeline management a breeze and helps sales teams perform better.
It will automatically move leads through the various stages of your pipeline by auto-assigning leads to sales reps. It also scores leads and provides a lead confidence score to help sales reps prioritize the most important ones.
Besides contact and pipeline management, this best CRM software for small business use also includes basic email marketing features like templates, list segmentation, and trigger-based automation.
Key Features
Pros
Cons
Pricing
Image via Nutshell CRM
Tool Level
Usability
Pro Tip: Nutshell CRM is ideal for startups looking for an easy-to-use, all-in-one platform. It offers powerful reporting and automation features, helping you track leads and improve sales efficiency with minimal setup.
Image via Copper
If you extensively use Google’s suite of tools for day-to-day business purposes, then Copper is the perfect CRM tool for you. It offers direct integration with Gmail and the entire G-Suite, so your CRM can work together with your existing tech stack.
It enables easy collaboration between your team and includes project management features like Kanban boards and Google Workspace, and more.
This best CRM software for small business growth also offers marketing tools, including email and LinkedIn marketing.
Check out this in-depth Copper CRM review to learn more about this platform and all that it offers.
Users of Copper have reported that the software is highly intuitive. One user even experienced an incredible 2000% increase in inbound leads overnight. Additionally, users praise the flexibility Copper offers. It is no doubt one of the beneficial CRMs.
Key Features
Pros
Cons
Pricing
On its pricing page, Copper CRM highlights that it offers a free 14-day trial with no credit card required. Here are the pricing plans offered by one of the best CRM software for small business needs:
Image via Copper
Tool Level
Usability
Pro Tip: For startups using Google Workspace, Copper CRM integrates seamlessly with your tools, offering streamlined workflows and enhanced collaboration, making it easy to manage customer relationships effectively.
1. Is CRM suitable for a small business?
Absolutely! Some of the best CRM software for small business operations helps manage customer data with a 360-degree view of each contact to help them better connect with their prospects and customers.
This is a basic business need, regardless of size. No company should manage contacts using outdated, tedious methods like spreadsheets.
CRM tools make contact management easier and provide valuable insights that can help a small business grow by better serving its customers.
As for the cost, there are entry-level CRM software programs for small businesses that offer free plans and affordable paid plans. So, you can easily choose the best CRM software for small business growth and switch to an advanced one in the future.
2. Which is the #1 CRM for small business?
There is no definite answer to that, as it’s subjective. The best CRM software for small business use depends on its unique needs and requirements.
Here’s a comprehensive list of CRM software that a small business can consider:
3. What is the easiest CRM to use?
A. If you’re new to CRM systems, choose a user-friendly and intuitive option. Some of the best CRM software for small business needs include Freshsales, Zoho CRM, and Capsule.
These platforms have clean interfaces, making it easy to navigate and find features. When selecting a CRM, look for one with an intuitive dashboard, customizable fields, and automation features that can save you time and effort.
4. Is there a free CRM for a small business?
A. Yes, there are multiple free forever options from the list of best CRM software for small business needs. Some of these include:
Many CRM vendors limit free plan features, so choose one that meets your needs. Agile CRM, for example, offers a generous free plan with essential CRM features.
5. How much does CRM software cost for a small business?
The cost of the best CRM software for small business efficiency varies by features and pricing tiers. While many top CRM systems offer free plans, upgrading to paid plans becomes necessary as your business grows.
Some platforms provide affordable entry-level plans for small businesses, while others offer advanced CRM features for midsize businesses at higher price points.
6. How do I choose a CRM provider for my small business?
While we have chosen the best CRM software for small business success, you should still do your own in-depth research before investing in one.
Here are some of the factors you should consider when choosing a CRM solution for your small business:
7. How do I know if my small business needs a CRM?
If you’re struggling to keep track of your customer interactions, sales leads, or client data, then it might be time to invest in a CRM. The best CRM software for small business use can help you centralize your customer information, automate repetitive tasks, and gain insights into your sales process.
Even if you have a small team, choosing the best CRM software for small business workflows can help you work more efficiently and ensure that nothing falls through the cracks.
8. How long does it take to implement a CRM system?
The time it takes to implement the best CRM software for small business operations depends on your business’s size, complexity, and the CRM you choose. Some cloud-based CRMs can be up and running in days, while more complex implementations may take weeks or months.
To achieve a smooth implementation, it’s important to have a clear plan in place and to involve all stakeholders in the process. Thankfully, many of the best CRM software for small business needs offer onboarding and training resources for newbies to get started. Some even go as far as providing dedicated support to ensure your success.
A customer relationship management solution is a must-have for all businesses, big or small, as there are many advantages to using a CRM. However, choosing the right CRM system for your business is key to achieving the desired results with your CRM.
This post lists some of the best CRM software for small business operations like yours. While any of these is a good option for you to consider, the ultimate choice depends on your unique requirements and budget.
We recommend you make a list of requirements for your small business and set a budget before you compare the various platforms listed here. Also, consider the level of support offered, ease of use, and implementation of a platform before choosing one.
What are you waiting for? Go ahead and start comparing these options to find the best and most promising CRM software for your business. Good luck!
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