• Best Overall
    hubspot logo


      HubSpot CRM is a customer relationship management (CRM) platform that helps businesses manage their interactions with customers and potential customers. It's part of a larger suite of software offered by HubSpot.
  • Versatile
    salesforce icon


      Salesforce CRM is the world's #1 cloud-based customer relationship management (CRM) platform designed to help businesses of all sizes manage and improve their interactions with customers and potential customers.
  • Affordable
    agile crm


      Agile CRM is another popular platform in the customer relationship management (CRM) space, often mentioned alongside Salesforce and HubSpot. It's a good option for businesses looking for an affordable CRM platform.

Are you searching for the best CRM software that can manage your small business? Then you're at the right place.

The main challenge of every small business(or SMB's) is growth. And if we are talking about evolution, then it is necessary to have proper management strategies to boost your revenues. These all can easily be achieved by CRM management software.

But as a small business owner, what do you expect from CRM, and how do you pick the right one for your business?

Luckily we are here to help you to find out the best CRM for your small business. Just have a look at this blog to gather information about useful CRM software and its needful features. Before diving into the blog, let's have a quick look at what CRM software is and how to opt for the correct one for your small business.

What is CRM Software and why is it useful for your SMB’s?

Customer relationship management is the multipurpose tool to manage your customers' information ( add notes, send emails, manage customer experiences/ satisfaction, and many more things). And you can work on all these things without leaving the CRM platform.

By switching to CRM software, you can manually manage all the processes. CRM for small businesses can bring everyone together on a single platform, like bringing marketingsales, and customer support together.

Before looking for a perfect CRM software, it is essential to understand the vital things to keep in mind:


Before using any software, it is essential to know that it is easy to use and satisfies your requirements. If CRM software is not easy-to-use, then you cannot optimize its use.

Cloud-Based System

Having a cloud-based CRM system means that you can access client details from anywhere, in real-time that can increase your productivity.

Pipeline Management

Every organization needs a sales team to promote its products and services as CRM will let them track all your contacts from ‘just browsing' without missing a beat. 

Now, as you know, the crucial things about CRM let's learn about some of the best CRM software and their key features.

8 Benefits of CRM for Small Businesses

It helps your Business to Grow

If you focus on managing your business's communications, you have to do it manually if you don't have a CRM system. CRM system provides you ease to manage more significant amounts of data which expands your business.

It brings more Satisfaction to Customers

By outlining CRM solutions to improve customer satisfaction, you can organize all the relationships with customers parallelly. You can go through each detail about your clients, present purchasing, past purchasing, queries, or any other problems.

In this way, your customers will never lose touch with your services and maintain trust with your business.

Increases Revenues

It is one of the significant benefits of CRM solutions that you can use in generating reports and identifying phases of your sales infrastructure and where you are losing your customers.

It helps in focusing on potential sales. You can also update follow-up reminders or the email automation feature to send discount emails to customers on special occasions.

Improvise Sales Strategy

CRM acts as a best friend for salespeople as it helps optimize their daily schedules and gives more time to engage with customers. It also streamlines the sales process and manages the sales pipeline by automating the tasks.

Improve Productivity

CRM helps prioritize the tasks to each team member, which develops focus to team members in monitoring each process efficiently. As per the survey conducted by Salesforce, businesses that adopted CRM systems found an increase in sales by 29% and productivity by 34%.

CRM coordinates in identifying the leads that are to be nurtured by the team. It also automates the tasks that free up employees' time and focuses more on initiating more sales.

Improve Internal Communication

Employees with different departments can smoothly communicate and share information with the help of CRM. Your marketing, operations, and sales teams can collaborate in providing an excellent experience to the customers.

With just one click, team members can share the required information and also request queries and responses.

Provides lead generation targets

The segmentation process is carried out to sort the leads according to their preferences, location, browsing data, social media activities, etc. Different groups and lists generated by the segmentation process allow you to send targeted emails to the customers.

It also helps in preferring the proper communication channels for customer segments. In this way, the sales and marketing team can easily focus on the target customers.

Integration with other Software

CRM solutions create a bandwidth to automate all the data related to clients through various social platforms. It helps carry out all the relevant information at one venue about potential customers, and helps your team to easily target and segment the prospects. 

 10 Best CRM Software for SMBs(+ Key features)

HubSpot CRM

HubSpot CRM is a free CRM for small business solutions that help you organize, track and nurture your leads and customers. It allows you to automate your tasks easily, and your sales team doesn't need to record all the customer's interactions and speed up your sales process.

By using the HubSpot CRM dashboard, you can access every information of your customers from one convenient location. 

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Key features of HubSpot CRM

  • Personalized email sequences.
  • Phone calls within CRM
  • Real-time notifications regarding lead behavior
  • Connect HubSpot to Gmail or Outlook to automatically log email activity and for email tracking.
  • You can store many contacts.
  • Integration with many apps
  • Customizable email templates


Zoho is a robust cloud-based CRM with a wide range of features specially designed to run your small business with ease. It comes up with so many rich features.

Zoho's primary goal is to help small businesses manage sales, brand their market, organize leads and contacts, offer customer support, and many more. 

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Key features of Zoho CRM

  • Multichannel management
  • Voice assistant for forecasting business
  • Detailed analytics reports and metrics
  • Team collaboration tools
  • IT management
  • Central help desk
  • Built-in-security


Freshsales CRM is well known by small business owners and offers many robust features around you. It is the best sales tool that drives and manages the overall sales pipeline by tracking the progress of your tasks. 

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Key features of Freshsales CRM 

  • Provides complete access to customer profiles with customer touchpoints.
  • Lead scoring for prioritizing leads
  • Sales team grouping
  • Visual sales pipeline
  • Mobile app integration

Salesforce CRM

Salesforce is probably the best CRM software for small business. If you want to close the deals faster and increase productivity and fill your pipeline with highly qualified leads, then Salesforce will be an excellent option for you. 

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Key features of Salesforce CRM 

  • Customized dashboards and reports
  • Social media with email support
  • Ecommerce features
  • Sales forecasting
  • 3rd party integrations


Pipedrive CRM is specially designed to manage the sales process after collecting leads. It boosts your sales process without being so complicated to use. It automates responsibility to everyone, so there's no need to invest your time in low-value tasks. 

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Key features of Pipedrive CRM 

  • Reminder emails and mobile alerts.
  • Integration with Google Apps, Trello, Zapier, and more.
  • ios and Android mobile apps
  • Forecasting of future sales and analyzing current sales 
  • Drag and drop tasks as customers

Streak CRM for Gmail

Streak CRM lives inside Gmail and is a great CRM for Gmail enthusiasts. Streak is incredible for smaller teams as they can work directly out of their Gmail inbox. It makes it very easy to track views, schedule emails, and send mass emails.

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Key features of Streak CRM 

  • Eliminates screen switching
  • Offers user-friendly experience
  • It makes work more efficient
  • Enables seamless collaboration
  • Scales as you grow
  • Includes robust security

Sugar CRM

Sugar CRM is a cloud-based application for handling sales automation, marketing automation, and customer relationships needs. It is an open-source platform that allows freedom in customizing the solution to fit varied company needs. 

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Key features of Sugar CRM

  • API
  • Data import/export
  • Email management
  • Email marketing
  • Contact management
  • Customer database
  • Social media integration

Agile CRM

Agile CRM offers many significant business benefits like custom appointments, drag and drop marketing automation, and reports via email. It also supports widgets, an extensive library of plugins, API power integrations, and more.

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Key features of Agile CRM 

  • Filter contact and companies
  • Online appointment scheduling
  • Deals management
  • Contact pages and widgets
  • Email/Calendar synchronization

Constant Contact CRM

Constant Contact CRM can work as an email marketing service and provides excellent support. It's elementary to use and helps small business owners lots of much-needed time. 

It easily stores your contacts, manages customer information, sends emails, and tracks customer activity, all from your dashboard.

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Key features of Constant Contact CRM

  • It helps you capture, engage, and convert your leads into customers with sales automation.
  • You can view simple reports, schedule emails, and create sales funnels.
  • Keep track of leads and customers.
  • Automatically send personalized emails to visitors.
  • Integrations with 3rd party apps
  • Built-in heart tracking system

Drip (eCommerce) CRM

Drip is the leading software for email marketing providers. It also has a powerful ECRM(eCommerce). It also helps automate the sales process through workflows and an all-in-one CRM and marketing platform despite email marketing features.

Drip not only integrates email marketing service, but it can handle email marketing as well. Drip offers the unique feature of customer workflows that triggers specific actions.

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Key features of Drip CRM

  • Workflow Builder for automation workflows with customization.
  • Sends SMS texts
  • Built-in-reports on your WordPress dashboard with easy export.
  • Sync to your email marketing campaign.
  • Collab with Facebook Lead Ads and Custom Audiences
  • Subscriber management
  • Landing page interactions
  • Lead generation workflows

Wrapping Up

The options are infinite if you are looking for a CRM solution for your business. We have provided some of the best CRM software for small businesses; it's an excellent time to start accessing it.

Before buying any CRM software, you have to judge things: its setup requirements, technical assistance, usability, costs, and a new GDPR in place security features.

Want to learn more about CRM software, then you can contact us.

Frequently Asked Questions

Yes, there are free CRM options available for small businesses. Some CRM providers offer free versions of their software with basic features, making them suitable for businesses with limited budgets. Popular choices include HubSpot CRM, Zoho CRM, and Freshsales, which provide a range of features to help small businesses manage their customer relationships effectively without the need for a significant financial investment.

Yes, CRM is highly suitable for small businesses. In fact, CRM systems can be particularly beneficial for small businesses looking to grow and build strong customer relationships. CRM software helps small businesses organize customer data, streamline communication, automate processes, and provide a more personalized customer experience. It's a valuable tool for managing leads, improving customer retention, and increasing sales.

The best CRM software for a small startup can depend on specific needs and preferences, but some popular options are well-suited for startups. HubSpot CRM is known for its user-friendliness and offers a free version. Zoho CRM provides a wide range of features and affordable plans. Freshsales is another suitable choice for startups, offering an intuitive interface and scalable pricing. Ultimately, the best CRM for a small startup will align with its unique requirements.

The best and cheapest CRM can vary depending on the size and needs of the business. HubSpot CRM is known for offering a free plan that includes essential features. Zoho CRM has a free version and competitively priced plans. Another affordable option is Bitrix24, which provides a free tier for small teams. The choice of the best and most cost-effective CRM will depend on the specific needs and budget constraints of the business.