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Best CRM for Small Businesses in 2024 | Top 10

by | Mar 24, 2024

If you’re running a small business, you’ve already gone through the initial stage of figuring things out. You have a solid group of clients, your performance numbers are good, and now you want to expand. To do that, you need CRM software that’s not too basic or expensive. It should have useful features and affordable pricing. The goal is to be efficient.

I understand that you didn’t start a business to spend time searching for the perfect apps to help you grow. I’ve taken some of that burden off your shoulders. I’ve gathered information on more than 100 apps available, filtered out the expensive or difficult ones, and tested the promising options to find the best CRM software for small businesses.

Below, you’ll find information on some of the best CRMs that will help you increase your sales, streamline your processes, and keep track of your results. 

What is CRM?

CRM stands for Customer Relationship Management. It is a system or strategy that businesses use to manage their interactions and relationships with current and potential customers. CRM involves collecting and analyzing customer data to understand their preferences, needs, and behaviors, with the goal of improving customer satisfaction and enhancing business performance.

CRM software is often used to automate and streamline various aspects of customer management, such as capturing customer information, tracking interactions, managing sales opportunities and leads, and providing customer support. CRM systems enable businesses to gather a comprehensive view of their customers, allowing them to personalize their marketing and sales efforts, deliver better customer service, and build stronger, long-lasting relationships.

Some key features of CRM software include contact management, sales and pipeline management, marketing automation, customer support and ticketing, analytics and reporting, and integrations with other business tools. CRM systems are utilized across various industries and sectors, ranging from small businesses to large enterprises.

Best CRM for Small Businesses | Top 10

1. HubSpot (Web, iOS, Android)

HubSpot

HubSpot is the best CRM for creating a website that’s packed with valuable content for your business. It works on the web, iOS, and Android devices.

Here are the advantages of using HubSpot:

  • It offers advanced features that are available when you’re ready to expand and grow your business.
  • There’s plenty of help content available to guide you along the way.

However, there is one downside to consider:

  • The pricing can be complex and may require some careful consideration.

HubSpot is a well-known name in the CRM industry. It’s an all-in-one solution that covers various areas such as sales, marketing, customer service, operations, and B2B commerce. What makes it stand out from other options is its ability to help you build your business website and manage your content marketing workflows using the CMS Hub.

Even if you have no experience in web design, HubSpot makes the process simple through its user-friendly onboarding guides. You can start by exploring different layouts and templates to find the perfect one for your website. Then, you can choose which pages you want to include, such as the Home page, About page, Pricing page, and more.

Once you’ve added all the necessary information to your main website pages, you can move on to the blog section. Here, you can start writing content that aligns with your main keywords, making it easier for potential customers to find you through online searches. It’s a great opportunity to dive deep into your business and explain how you solve your customers’ problems. This helps you build a relationship with your audience based on transparency and trust. If you’re not a fan of writing first drafts, you can even generate one with the help of AI and then edit it as needed.

HubSpot also offers AI features in its ChatSpot feature. You can access your CRM data through a chat interface, allowing you to ask questions about your deals, add new contacts or tasks quickly, and even generate images. Although the entry point is outside the main app, these platforms are connected in the background. If you want to set up more connections for automation and data synchronization, you can integrate HubSpot with Zapier. You can learn more about automating HubSpot or get started with one of the available templates.

In terms of pricing, HubSpot offers a generous free plan that allows for unlimited contacts. They also have an entry-level package starting at $30 per user per month, which provides all the basic features across most of its Hubs. Make sure to check the “For individuals & small teams” tab on the pricing page to see this option. The pricing varies depending on the additional features you want to unlock in each Hub. It can be a bit confusing and potentially expensive, so take some time to study the pricing page carefully.

2. Capsule (Web, iOS, Android)

Capsule

Capsule is the best CRM for small businesses that want to manage their projects effectively. It works on the web, iOS, and Android devices.

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Here are the advantages of using Capsule:

  • It provides high visibility over every team’s tasks, so you can easily track progress.
  • The user interface is very easy to read and interact with, making it simple to navigate and use.

However, there is one downside to consider:

  • Only ticket-based support is available, which means you can only reach out for help through a support ticket system.

In a nutshell, Capsule is a powerful CRM that also includes a reliable project management app. Like any good productivity app, it understands the importance of user experience. It has an intuitive user interface and a dashboard that helps you stay organized and focused. This is crucial because improving productivity is like managing a buffet: if you overload your plate, you’ll either burn out or leave tasks unfinished.

The Projects screen in Capsule offers three views: calendar, Kanban, and list. You can add all your tasks, assign them to the right team members, and attach any necessary files. Then, you can go back to the dashboard and see all your tasks listed on the right side, ready for you to tackle. On the left side of the list, you’ll find the latest activity from you and your team, such as completed tasks, calls, and updates on deals.

After a few weeks of working on your projects, you can review the reports to identify any productivity issues. These reports complement the general sales pipeline data that’s common to most apps in this category. Use the reports to understand which tasks are taking longer and identify team members who may need assistance, advice, or encouragement.

If you use other apps alongside Capsule to complete your projects, you can connect Capsule to Zapier to easily transfer important data between them. You can set up various workflows to streamline your processes.

In terms of pricing, Capsule offers different plans. The Starter plan costs $21 per user per month and includes 30,000 contacts and all the core features. The Growth plan, priced at $38 per user per month, increases the contact limit and adds automation, advanced analytics, and user roles. The Advanced plan, priced at $60 per user per month, further increases contact limits and storage, but doesn’t offer any major additional features within the app. However, it does provide ongoing priority support, which can be valuable if you need it. The Enterprise plan is available for larger businesses, but it may be more cost-effective to stick with the Teams plan until you require an enterprise-grade software suite. If you need email marketing features in Capsule, you can subscribe to the add-on for $11 per month, not on a per-user basis.

3. Flowlu (Web, iOS, Android)

Flowlu

Flowlu is a CRM software that works on the web, iOS, and Android devices. We think it’s the best option for small businesses that want an affordable all-in-one solution.

Here are the advantages of using Flowlu:

  • It includes features for invoicing and finance, making it convenient for managing your finances.
  • It’s a good fit for teams that follow the Agile framework, which is a flexible and collaborative approach to project management.

However, there are some downsides to consider:

  • It has limited reports that focus on sales-related data.

Flowlu offers a decent level of functionality at a reasonable price, but it works best if you have at least eight people working with you. It has a user-friendly interface and provides a detailed task list to help you get started. With Flowlu, you can combine sales, projects, finances, collaboration, client portals, and knowledge bases in one place. It’s an all-in-one CRM that leans towards project management and the business aspects of your operations.

When you log in to Flowlu, you’ll see recent messages in a feed. You can quickly run polls or make announcements to keep everyone informed. The left-side menu allows you to navigate anywhere you need to go, with shortcuts to create new tasks, deals, or contacts without unnecessary clicks.

Flowlu provides contact and sales management features. You can use a filterable list view to organize your work or monitor your team’s performance. One great feature is the ability to set up automations for each stage of the sales pipeline. This allows you to focus on your sales tasks instead of administrative work.

As an all-in-one solution, Flowlu emphasizes project management. It helps you connect projects with the contacts you’re working with and keeps all the relevant information in one place. You can choose between waterfall and Agile methodologies, depending on your preferred approach.

In terms of pricing, Flowlu offers a free plan. If you need more functionality, their lowest plan (Team) starts at $39 per month for eight users, which comes down to $4.87 per user per month. The pricing is based on a fixed number of users, so it can be cost-effective depending on your team size. If you exceed 25 users, you can upgrade to the Enterprise plan for $249 per month, which gives you access to all features at a fixed price, rather than paying per user like many other CRM software options.

4. Freshsales (Web, iOS, Android)

Freshsales

Freshsales is the best straightforward CRM for small businesses. It works on the web, iOS, and Android devices.

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Here are the advantages of using Freshsales:

  • It is part of the Freshworks software suite, which means it integrates well with other Freshworks products.
  • It offers robust AI features for lead scoring and predictions, helping you identify valuable leads and make informed decisions.

However, there is one downside to consider:

  • It can be slow at times, which may affect your workflow.

Each app has its own unique look, feel, and way of working. Some apps can be more challenging to learn and use, while others, like Freshsales, strike a good balance between simplicity and functionality.

When you complete the onboarding process, Freshsales prompts you to add your leads, tasks, and appointments right away. They provide helpful explanations on each page to guide you through the app. If you need further assistance, you can even reach out to the Freshsales team via phone, which is a feature not offered by all CRM options.

Freshsales offers an AI feature called Freddy, represented by a cute 3D dog character. Freddy analyzes your data and provides insights to help you prioritize contacts, suggest follow-up actions, and even act as a chatbot on your website for customer support and appointment scheduling.

In addition to the standard CRM features, Freshsales allows you to handle documents, keep track of products, and connect telephone and chat services. If you want to expand the functionality of Freshsales, Freshworks offers other software that integrates seamlessly, including marketing and customer service tools. Furthermore, you can connect Freshsales with Zapier to automate workflows and sync data with other apps.

Regarding pricing, Freshsales offers different plans. The Growth plan starts at $18 per user per month and includes essential sales features, telephone integration, chat functionality, and AI contact scoring. The Pro plan, priced at $47 per user per month, adds time-based workflows, AI deal insights, and next best action suggestions. The top-tier plan, Enterprise, is priced at $83 per user per month and includes advanced AI sales forecasting. It is worth noting that the Enterprise plan is more expensive than the top-tier plan of some other CRMs, such as Zoho CRM. If AI capabilities are important to you, it’s advisable to schedule some time to test both options and determine which one suits your needs better.

5. Kommo (Web, iOS, Android)

Kommo

Kommo is the top CRM for small businesses that engage in multi-channel sales. It is available on the web, iOS, and Android.

Here are the advantages of using Kommo:

  • It supports multiple configurable pipelines, allowing you to manage different sales processes.
  • It utilizes AI keyword detection to automate conversations, making it easier to engage with customers across various channels.

However, there is one downside to consider:

  • It has limited task management tools, which may affect your ability to track and organize tasks effectively.

Kommo goes beyond traditional communication methods like emails and phone calls. It enables you to connect with customers on popular platforms such as Facebook, Instagram, WhatsApp, Viber, Skype, Telegram, WeChat, and Apple Messages. Additionally, you can send messages via SMS or to Slack channels. ALso read How to Send Bulk Messages on WhatsApp.

When you connect these channels, all the conversations are consolidated in the Chats section of the app. You can have one-on-one conversations with your leads in this section. If you need to send a marketing message to a large group of people, you can use the Broadcasts feature, which allows you to send messages in bulk and track their performance. The CRM automatically updates with actions and signals from your communications, saving you time and eliminating the need to re-enter information.

To manage the high volume of messages, Kommo offers Salesbots. These automated bots allow you to set up automatic replies, get notifications if a client hasn’t responded for a certain period, and trigger actions based on specific keywords in the messages. You can choose from existing templates or create your own custom bots.

Kommo’s feature set is designed to support multi-channel sales. The dashboard provides statistics such as median reply times and the number of active conversations, giving you insights into your sales activities. For more detailed sales reports, you can visit the Stats tab, which offers win-loss analysis, call reports, and other valuable insights.

If you enjoy chatting with leads but dislike administrative work, you can integrate Kommo with Zapier to automate your CRM workflows. This integration allows you to streamline your processes and save time.

In terms of pricing, Kommo offers different plans. You can start with a free trial. The Base plan is priced at $15 per user per month and includes the consolidation of all your sales channels, including email, within the platform. The Advanced plan is available for $25 per user per month and provides salesbots and automation features. The top-tier plan, Enterprise, costs $45 per user per month and offers lead scoring, higher limits on metered features, and additional benefits.

6. Salesmate (Web, iOS, Android)

Salesmate

Salesmate is the top CRM for small businesses that work with phone calls and SMS. It is available on the web, iOS, and Android.

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Here are the advantages of using Salesmate:

  • It includes an AI chatbot assistant to assist you in your interactions.
  • The screen layouts in Salesmate are customizable, allowing you to tailor the CRM to your preferences.

However, there is one downside to consider:

  • The call costs could be better, which means you may have to pay additional fees for phone calls.

While emails are the standard mode of communication in many CRMs, Salesmate goes beyond that by offering features specifically designed for phone calls and SMS. The user interface of Salesmate is appealing, and it provides a great onboarding sequence and helpful mini-tutorials on each page. It is easy to understand and use, so you can quickly start making phone calls to your leads. Salesmate also incorporates emails by consolidating them in a Team Inbox, allowing your team to work on them collectively.

The real benefits of Salesmate come into play when you connect your phone. To access these features, you need to fill out a form and submit your company for consideration. Once approved, you can send and receive SMS messages directly within the platform, and these messages are logged and associated with each contact. You can initiate calls from the dashboard or even from your sales pipeline’s deal cards. When you receive an incoming call, the contact’s page automatically opens up on the screen, enabling you to start the conversation without any delay.

Salesmate also integrates with Zapier, which expands its capabilities by connecting with other apps and automating workflows.

Overall, Salesmate is a comprehensive tool that includes dedicated interfaces for marketing automation, customer support chats, and reporting. The reporting section allows you to create customized reports and gain insights into your data from multiple perspectives. If you frequently refer to specific reports, you can add them to your dashboard for quick access.

In terms of pricing, Salesmate offers different plans. The Basic plan is priced at $29 per user per month and includes built-in calling, texts, and workflow automation. The Pro plan, available for $49 per user per month, unlocks team management features and custom reports. The Boost plan, priced at $50 per user per month, provides additional phone features such as the Power Dialer for automated voice calls and Voicemail Drop, which allows you to leave pre-recorded messages on voicemail if the contact doesn’t pick up the phone. For personalized support and the removal of all limitations, you can opt for the Enterprise plan, and the pricing for this plan is available upon request.

7. NetHunt (Web, iOS, Android)

NetHunt

NetHunt is the top CRM for small businesses that want to manage their Gmail inbox. It is available on the web, iOS, and Android.

Here are the advantages of using NetHunt:

  • It connects to LinkedIn, allowing you to access and manage your LinkedIn contacts within the CRM.
  • NetHunt supports chatting on multiple channels such as WhatsApp or Telegram, making it convenient to communicate with your leads.

However, there is one downside to consider:

  • The price increases significantly as you move up the pricing tiers, which means you’ll have to pay more for additional features.

NetHunt is a CRM designed specifically for Gmail users. It offers a separate dashboard that you can access to make important decisions and customize your controls. Getting started is straightforward: you sign up with your Gmail account, and NetHunt seamlessly integrates itself. You can access it directly within Gmail by installing the browser extension or through the web app, which has a user interface similar to Gmail, ensuring a seamless experience. The web app allows you to manage deals, update and create contacts, send email campaigns, and automate repetitive tasks using workflows.

NetHunt provides simple reports that give insights into user activity, pipeline, and time spent in each stage. If you want more advanced business intelligence capabilities, you can integrate NetHunt with Looker Studio, a business intelligence software that allows you to create interactive dashboards and real-time reports. Additionally, you can connect NetHunt to Zapier, enabling integration with thousands of other apps.

In terms of pricing, NetHunt offers different plans. The Basic plan starts at $30 per user per month and includes all the essential CRM features within your Gmail account. As you move up the tiers, you unlock integrations with other messaging channels, better reports, and automation capabilities. The price points for the higher tiers are $42, $60, $84, and $120 per user per month. This allows you to scale your CRM usage without straining your budget.

Conclusion

Investing in a reliable CRM system is a smart decision that will benefit your business in the long run. So, take a look at the information provided and choose the CRM solution that aligns with your needs and objectives. By leveraging the power of these top CRM tools, you can optimize your business operations and drive success in the competitive market of 2024.

Remember, the goal is efficiency, and with the best CRM for small businesses, you can achieve just that.

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