CRM solutions aren’t one size fits all systems. Popular CRM solutions from vendors such as Salesforce, SAP, and Oracle are great, but they aren’t always the best match for small businesses. Small businesses have very different needs and budgets than large enterprises, so it’s important to find the right solution so you don’t pay more for features you don’t need or invest in a solution that is too advanced for your needs. Here’s our list of top picks for best CRM solutions for small businesses.
Best for value: Insightly
Small businesses looking for the least expensive CRM and project management solution need to look no further than Insightly, which is the most popular free CRM tool on the market. This comprehensive cloud-based system is set apart by its great value and integration with popular business apps like Google Apps, Dropbox, Box, Office 365, Evernote, and more. Insightly makes it easy to automate common tasks, run your business and manage employees no matter where you are. You get all the basic necessities to manage customer relationships, projects, opportunities, projects and workflow, without the hefty price tag that comes with many other systems.
Cost: Free version for up to three users and 25,000 records. After this, $7 per user per month.
Best for building relationships: Nimble
Nimble is affordable, easy to setup, and simple to start using immediately, but the biggest perk is its social media integration and beautiful interface. Nimble is a web-based CRM app that helps you keep track of customers and contacts on social media channels such as Facebook, Twitter, LinkedIn, and Google+ so you can see a full picture of who to connect with where. Additionally, daily snapshots keep track of lead follow ups and marketing to-do’s so you don’t miss a beat with people or tasks.
Cost: Flat rate of $15 per user
Best for advanced features: ZohoCRM
ZohoCRM is part of a larger suite of Zoho tools that include everything from project management and office applications to programs designed to improve recruiting and invoicing. Their CRM program may not be as intuitive as some of the others, but it shines when it comes to packing a big punch of advanced features. Zoho is a totally cloud-based system that offers integration with many Google Apps, Outlook, and Quickbooks as well as advanced reporting capabilities. Their Professional and Enterprise packages also have tools such as inventory management and varying levels of access per user.
Cost: Basic version free for less than three users, extra users start at $35 per user per month.
Best for small business in growth mode: SugarCRM
SugarCRM is great for small businesses that are growing, because it’s also a popular choice for medium-sized businesses. It excels at compiling information and intelligence about customers so businesses can connect in personal ways with clients. Additioanlly, SugarCRM offers sales and support automation, sales forecasting, mobile access for iOS, Android, and Blackberry, and integration with popular email, file-management, and calendar apps, including Box, Google Apps, and Lotus Notes.
SugarCRM also offers businesses flexibility - not only is it open source so customization is easy, but businesses can choose to use it from desktops or in the cloud. The SugarExchange is a marketplace to purchase add-ons for even more additional features.
Cost: $35 to $100 per user per month. Pay-per-month or available to buy outright.
There you have it - the best CRM systems geared to specifically help small businesses shine. We’d love to hear your thoughts about these CRM solutions or any others built for small systems.