highly effective crm software

The Best Small Business CRM Software

They say that 'time is money,' and in the world of small business, efficiency is key. When it comes to managing customer relationships, finding the best CRM software can make all the difference.

But with so many options out there, where should you start? In this discussion, we'll explore some of the top contenders in the market, highlighting their unique features and benefits.

Whether you're looking for customizable workflows, visual task collaboration, or AI-based scoring capabilities, there's a CRM software out there for you.

So, let's dive into the world of small business CRM and find the perfect fit for your needs.

Key Takeaways

  • Zoho CRM and Monday.com offer customizable sales workflows and integrated apps for various business functions, providing a comprehensive solution for small businesses.
  • Freshsales and Agile CRM provide essential features such as lead management, email tracking, and AI-based lead scoring, empowering small businesses to effectively manage their sales processes.
  • Salesforce is a specialized CRM software that caters to real estate professionals, offering robust lead management capabilities and easy management of property listings.
  • Apptivo CRM and HubSpot CRM are both user-friendly options for small businesses, with Apptivo offering customization options and mobile CRM capabilities, and HubSpot providing ad management tools, predictive lead scoring, and integrations with external tools.

Zoho CRM

Zoho CRM offers customizable sales workflows and a suite of integrated apps for small businesses looking to streamline their operations. As one of the best CRM providers for small businesses, Zoho CRM understands the unique needs of small businesses and provides a comprehensive CRM solution to meet those needs.

With its customizable sales workflows, Zoho CRM allows small businesses to tailor their CRM platform to their specific processes. This flexibility ensures that the CRM system aligns with the business's unique sales cycle and helps optimize sales performance.

Additionally, Zoho CRM offers a suite of integrated apps for marketing, customer support, accounting, HR, and inventory management. This integration eliminates the need for multiple software tools, saving time and increasing efficiency.

Zoho CRM stands out among other CRM platforms for small businesses due to its user-friendly interface. The streamlined design allows users to navigate the system effortlessly, reducing the learning curve and increasing productivity.

Furthermore, Zoho CRM offers a free plan, making it an affordable option for small businesses. However, it's important to note that the free plan lacks third-party integrations, and premium support requires payment.


To continue exploring CRM software options for small businesses, let's now shift our focus to Monday.com, a cloud-based platform offering a Kanban-style board view for task collaboration and project tracking.

  • Pros of Monday.com:
  • Flexible and visualized work: With Monday.com, you can easily visualize your tasks and projects, making it easier to manage and collaborate with your team.
  • Unlimited customizable pipelines: Monday.com allows you to create customized pipelines to fit your specific sales process, ensuring that you can effectively manage your customer relationships.
  • Sales forecasting: Monday.com provides sales forecasting features, allowing you to project future sales and make informed business decisions.
  • Automations: Monday.com offers automation features that can streamline your sales processes and save you time and effort.
  • Integrations: Monday.com integrates with other popular tools, such as email clients, calendars, and communication platforms, making it easy to connect your workflows.
  • Cons of Monday.com:
  • Enterprise-level plans requiring contacting sales for a quote: If you have specific enterprise-level needs, you'll need to reach out to Monday.com's sales team for a custom quote.

Designed for organizations beyond spreadsheet use, Monday.com focuses on team collaboration and project management, making it a suitable option for small businesses looking for a CRM software that offers intuitive features and customizable workflows.


sales automation software platform

Freshsales is an open-source CRM software that offers lead management, email tracking, and AI-based lead scoring. It is praised for its customizable features, AI-based lead scoring, and email tracking. Freshsales offers a 21-day free trial and has a starting price of Free and $12 per user per month for basic features (billed annually). However, the free plan has limited features, and the pricing may be expensive for larger teams.

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Freshsales focuses on data-focused decisions, providing an AI assistant for customer insights, and highlight cards for actionable insights. It is designed to help small businesses streamline their sales and marketing processes.

Here is a table that provides an overview of Freshsales' pricing plans and features:

Pricing Plans Features
Free Limited features
Blossom ($12/user) Basic features + Email tracking + Lead scoring
Garden ($25/user) Blossom features + Advanced analytics + Workflow automation
Estate ($49/user) Garden features + Advanced reporting + Territory management

Freshsales offers customer support through email and phone, ensuring that users have the assistance they need. With its focus on data-driven decision-making and AI-based features, Freshsales is a strong contender for small businesses looking for a CRM software to support their sales and marketing efforts.


Freshsales' pricing and features make it a strong contender for small businesses, but now let's shift our focus to Salesforce, a CRM platform with specialized features for real estate professionals.

Here are some key points about Salesforce that make it an attractive option for small businesses in the real estate industry:

  • Lead Management: Salesforce offers robust lead management capabilities, allowing real estate professionals to effectively track and nurture leads throughout the sales pipeline.
  • Property Listings: With specialized features for real estate, Salesforce enables agents to easily manage and showcase property listings, helping them attract potential buyers or renters.

In addition to these specialized features, Salesforce provides comprehensive CRM software functionalities that can benefit small businesses across industries:

  • Customizable Dashboards: Salesforce allows users to create customized dashboards, providing a clear overview of their sales pipeline, customer data, and performance metrics.
  • Mobile App: Salesforce offers a mobile app, enabling real estate professionals to access and update customer information on the go, ensuring seamless contact management and improved customer relationships.

With Salesforce, small businesses in the real estate industry can also take advantage of excellent customer support, efficient sales management, and automation features like lead capture.

Although Salesforce comes with a higher starting price compared to other CRMs, its specialized features and high customization options make it a valuable investment for small businesses in the real estate industry.

Agile CRM

customer relationship management software

Agile CRM offers a range of features and benefits that can be valuable for small businesses. These include:

  • Marketing automation features, such as email campaigns and social media tracking, which can help streamline your marketing efforts.
  • Agile CRM also offers a user-friendly interface that enhances the overall experience of using the software.

Features and Benefits

The features and benefits of Agile CRM include robust marketing automation, customizable dashboards, social media tracking, lead scoring, and integration capabilities. With Agile CRM, small businesses can efficiently manage customer relationships and improve their marketing efforts.

Here are some key features and benefits to consider:

  • Marketing Automation: Agile CRM offers a range of automation tools, such as email campaigns and social media tracking, which can help streamline your marketing processes and enhance customer engagement.
  • Customizable Dashboards: With over 25 widgets to choose from, Agile CRM allows you to create personalized dashboards that provide a comprehensive view of customer activities, enabling informed decision-making.
  • Social Media Tracking: Agile CRM enables businesses to monitor and analyze customer behavior across various social media platforms, helping to understand their preferences and improve marketing strategies.
  • Lead Scoring: Agile CRM's lead scoring functionality allows businesses to prioritize high-potential leads, leading to more efficient sales processes and improved conversion rates.
  • Integration Capabilities: Agile CRM seamlessly integrates with over 72 external tools, making it a centralized hub for various business functions and saving time through streamlined workflows and data management.
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These features and benefits make Agile CRM a valuable tool for small businesses looking to enhance their customer relationship management processes.

Pricing and Plans

Starting at $8.99 per user per month (billed annually), Agile CRM offers a basic plan with marketing automation features, email campaigns, social media tracking, and lead scoring. This makes it a suitable CRM software for small businesses looking to automate their marketing efforts. Agile CRM also provides a free plan for users who want to try out the software with limited features. However, it is important to note that the free plan may not be sufficient for businesses with more complex needs. Agile CRM's pricing may become expensive for larger teams, but the basic plan offers a good starting point for small businesses. Additionally, there is a 14-day free trial available for users to test the basic plan before committing to a paid subscription. The following table summarizes the pricing and features of Agile CRM:

Plan Price per User per Month (Billed Annually) Features
Free Plan $0 Limited features
Basic Plan $8.99 Marketing automation, email campaigns, social media tracking, lead scoring

(Source: Agile CRM)

User Interface Experience

With a streamlined and user-friendly interface, the user interface experience of Agile CRM is designed to enhance productivity and user satisfaction. The CRM software offers a customizable dashboard and intuitive layout, allowing for efficient access to important features and information.

The modern and responsive user interface adapts well to various devices and screen sizes, ensuring a seamless experience. Agile CRM optimizes the user interface for quick and easy access to essential tools and features, promoting a smooth workflow for small businesses.

The visually appealing design of the CRM system not only enhances the user experience but also evokes a sense of professionalism and credibility. This ease of use contributes to a positive user experience and reduces the need for extensive training sessions.

The user-friendly interface of Agile CRM ultimately improves efficiency, customer service, and the management of the sales pipeline.


business management software platform

Apptivo offers customizable CRM software designed specifically for small businesses, providing a user-friendly interface and flexible solutions to enhance productivity and efficiency. With Apptivo's CRM software, small business owners can effectively manage their customer relationships and streamline their sales pipeline. The platform allows for easy customization of dashboards, enabling small businesses to tailor the CRM software to their specific needs. This flexibility ensures that small businesses can optimize their customer relationship management processes and improve customer interaction.

Apptivo's CRM software also offers mobile CRM capabilities, allowing small business owners to access and manage their customer data on the go. This feature is especially beneficial for those who are constantly on the move or have remote teams. Additionally, Apptivo provides email templates that can be customized and used for various customer interactions, saving small business owners time and effort.

Compared to other CRMs for small business, such as Zoho CRM, Apptivo stands out with its user-friendly interface and customizable features. The cloud-based solution ensures that small businesses have easy access to their data and ample storage for their needs.


HubSpot offers a range of features designed to support the growth of small businesses.

Its user-friendly interface allows you to easily navigate and access these features, making it a convenient option for managing your customer relationships.

With HubSpot, you can take advantage of tools such as ad management and predictive lead scoring to drive your business forward.

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Features for Growth

To facilitate business growth, small business CRM software offers a scalable all-in-one solution with a range of features. With CRM software for small businesses, you can effectively manage your customer relationships and streamline your business processes. Here are some features for growth that small businesses can benefit from:

  • Ad management tools: Optimize your marketing efforts by leveraging ad management tools provided by CRM software. These tools help you track and analyze the performance of your ads, allowing you to make data-driven decisions to maximize your ROI.
  • Predictive lead scoring: Prioritize your leads and focus on potential high-value opportunities with predictive lead scoring. This feature uses advanced algorithms to analyze customer data and assign scores based on their likelihood to convert. By focusing on high-value leads, you can increase your sales efficiency and drive growth.
  • Integrations with external tools: CRM software for small businesses offers integrations with a wide range of external tools. This allows you to centralize your data and streamline your workflows, saving you time and effort.
  • Customizable dashboards: Gain comprehensive tracking and analysis capabilities with customizable dashboards. CRM software provides you with various widgets to choose from, allowing you to create personalized dashboards that suit your business needs. Easily monitor key metrics, analyze trends, and make informed decisions to drive growth.

User-Friendly Interface

The user-friendly interface of HubSpot CRM enhances productivity and efficiency for small business professionals. With its intuitive navigation and streamlined design, this small business CRM software offers a shallow learning curve, making it easy for users to access and manage customer information, sales pipelines, and marketing tools.

Additionally, HubSpot CRM provides customizable dashboards that allow users to tailor the display of essential metrics and data according to their specific needs. The interactive tools, such as drag-and-drop functionality and visual data representations, further contribute to a more engaging and effective user experience.

With these user-friendly features, HubSpot CRM stands out among other CRM vendors as one of the best for small businesses, providing the basic features required for sales and marketing success.

Frequently Asked Questions

Which Is the Best CRM for Small Business?

The best CRM for small businesses depends on your specific needs. Consider features, benefits, and integration with other software. Look for CRM tools that support sales management, customer service, and marketing automation, promoting growth in your small business.

What Is the Easiest CRM to Use?

The easiest CRM to use is one with a user-friendly interface, intuitive features, and simplified functionality. It should offer easy customization options, streamlined user experience, and provide user adoption strategies, training, and support.

What CRM Software Is Most Popular?

The most popular CRM software offers top features for small businesses. It improves customer relationships, helps with customization, and integrates with other tools. Stay ahead of trends in 2021 by implementing the right CRM software.

How Much Does CRM Software Cost for Small Business?

CRM software for small businesses can range in price depending on the provider and features. Prices can start as low as $8 per user per month, with free plans and trial periods available.


In the realm of small business CRM software, Zoho CRM, monday.com, and Freshsales emerge as top contenders.

Zoho CRM's customizable workflows and integrated apps offer a seamless customer relationship management experience.

monday.com's visual task collaboration platform facilitates efficient teamwork and organization.

Freshsales stands out with its lead management and AI-based scoring capabilities.

Each CRM has its own unique strengths, ensuring that businesses can find the perfect fit for their specific needs and budget.

Choose wisely, and watch your customer relationships soar to new heights.

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