Choosing the Best CRMs for Small Businesses

achievement-agreement-arms-1068523

Last updated on April 17th, 2023 at 12:38 am

Read Time:2 Minute, 32 Second

Customer Relationship Management (CRM) systems bring a lot of benefits, especially to small businesses who are trying to be more competitive. A good CRM solution lets your small business keep track of their customers as they go through the sales funnel and beyond.

The same system also helps deliver a more personalized customer experience. Any sales executive can pull customer information and tailor the way they serve customers accordingly.

Of course, you need the best CRM to fully benefit from its use. There are several CRM solutions to choose from, and we are going to take a look at the best CRMs for small businesses in this article to help you pick the right one.

Salesforce

Salesforce is almost synonymous with customer relationship management. This cloud-based CRM solution is used by businesses – small and big – to keep track of their customers. The solution offers a wide range of features, including customer contact management and advanced data analysis.

Since Salesforce runs from the cloud, there is no need for big initial investments. You can sign up for an account and start using Salesforce immediately. Salesforce is easy to integrate with other solutions that support small businesses.

Another big advantage of using Salesforce is the access to its automation features. You can automate anything from invoice creation to onboarding and upselling by defining several simple parameters. These automation features are why Salesforce is regarded as one of the best CRMs for small businesses.

Hubspot CRM

If you are looking for a free CRM solution to use, Hubsport CRM is the option to look into. Hubspot CRM lets you store customer details and contact info for free. The system also runs in the cloud, so your sales executives always have access to those details no matter where they are.

For more advanced features, however, you’ll have to pay Hubspot’s reasonable service fee. Alternatively, you can use PieSync to synchronize contacts between multiple platforms and solutions.

If you do choose to pay the service fee, you get additional marketing and sales tools to use. Invoicing and managing customer history become easy with these tools at your fingertips. Hubspot CRM also suits professionals and freelancers who want to grow their operations.

Pipedrive

Pipedrive is all about integration; it is the CRM solution to use if you want to create a seamless workflow that involves other business solutions. It may not be as capable as Salesforce – it certainly lacks the automation features that Salesforce has – but you can use PieSync as a workaround.

Piedrive also integrates well with Gmail and Google’s own G Suite. Piedrive lets you dig deep into customer engagement. If you are not afraid of getting your hands dirty with data and numbers, Piedrive has the tools for gaining contextual insights on your customers.

You cannot go wrong with any of these CRM solutions. If you feel like you’re still unsure on which one to opt for, see if you can find some demos and reviews online to help you make the right choice.

Click to rate this post!
[Total: 0 Average: 0]

Free Subscription

If you want to be notified when we post more quality guides like this one, sign up to our free subscription service and you will receive an email when a new post is live.

Join 441 other subscribers.

No need to worry, we will not be filling your inbox with spam and you can unsubscribe anytime you like.


Leave us a message...

This site uses Akismet to reduce spam. Learn how your comment data is processed.