CRM Software

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CRM Software (or Customer Relationship Management Software) is primarily designed to help manage a company’s interactions with their customers and user base. The tools CRM Software provides range from marketing tools to sales activity tools and seek to make the process of interacting and keeping in contact with customers and sales prospects as streamlined as possible. The CRM Software here is offered under the SaaS (Software as a Service) model, meaning that the software is web based, hosted on the Cloud and can be accessed when needed through a client or web browser. If you’re interested in online software similar to CRM Software, consider our Social CRM or Help Desk Software categories.


CRM software and co-funded implementation.

Lower the cost of implementation as well as the risk of your CRM project failing, with co-funding at every stage from Workbooks. We’re unique among CRM vendors because we provide both software and services, which means we can invest in your CRM success. Learn more about Workbooks.

Serchen Index
67 Employees
121 Subscribers

The Most Trusted Name in CRM

The # 1 competitor to industry giants Microsoft CRM and Robust feature set that’s easier to use and half the cost. Offers best practices and an array of value added customer services for sales and marketing. Used by several thousand small to mid-size businesses. A MUST HAVE ON YOUR SHORT LIST. Learn more about Commence.

Serchen Index
24 Employees
41 Subscribers

The Best CRM for Outlook

eWay-CRM is the best CRM for Outlook. Also contains apps for web and mobiles. It helps manage Customers, Sales, Projects, and Bulk Emails. Track communication history, plan follow-ups, automate company processes and much more. Learn more about eWay-CRM.

Serchen Index
10 Employees
189 Subscribers

CRM Software

Fifteen years ago, we launched with a vision to reinvent CRM in the cloud. And a new technology model was born. We also put aside 1% of our equity, 1% of our employees’ time, and 1% of our product, and formed the Foundation. These two.. Learn more about

Serchen Index
45K Employees
153K Subscribers
Zoho CRM

CRM Software

Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Sales Force Automation: Zoho.. Learn more about Zoho CRM.

Serchen Index
8,600 Employees
72K Subscribers

CRM Software

SugarCRM is how marketing, sales, and service teams finally get a clear picture of each customer’s journey, without getting all the headaches and hassles that come with traditional CRMs. For too long, companies have been stuck with high-maintenance CRMs that require.. Learn more about SugarCRM.

Serchen Index
537 Employees
6,070 Subscribers

CRM Software

Keap is on a mission to simplify growth for millions of small businesses. For 15 years, Keap has been helping small businesses get organized so they can deliver great service and close more business. Today the pioneer of CRM and marketing automation software for small.. Learn more about Keap.

Serchen Index
364 Employees
9,850 Subscribers

CRM Software

Vendasta's White Label Platform powers 1,200+ partners and 25,000+ salespeople selling to more than one million local businesses. Learn more about Vendasta.

Serchen Index
444 Employees
3,680 Subscribers

CRM Software

**1. When was your company founded?** EngageBay was founded in February 2018. **2. What does your company do?** EngageBay is a simple, powerful, affordable all-in-one marketing, sales, and service automation software with free CRM for SMBs. **3. What.. Learn more about EngageBay.

Serchen Index
24 Employees
N/A Subscribers

CRM Software

SalezShark is a Relationship Intelligence platform that enables Sales professionals and Marketers to gather actionable Customer Insights and increase their Sales. It comes equipped with a powerful Recommendation Engine bound to ensure that you never lose a sales.. Learn more about Salezshark.

Serchen Index
61 Employees
N/A Subscribers

CRM Software

Bitrix - is a privately-owned company founded in 1998 and headquartered in Alexandria, VA. Bitrix now incorporates 200+ staff, 2 000 000+ customers and 12000+ partners worldwide. Bitrix24 is a flagship product developed by Bitrix, Inc. Bitrix24 ( is.. Learn more about Bitrix24.

Serchen Index
102 Employees
25K Subscribers

CRM Software

OnePageCRM is the **1st action-focused sales CRM** that helps small and medium-sized businesses stay in control of their sales. Focus on what needs to be done next, follow up with every lead, keep the team on the same page, and close more deals, one sales action at a.. Learn more about OnePageCRM.

Serchen Index
22 Employees
N/A Subscribers

CRM Software

vCita is a powerful all-in-all app, designed to help you manage your business and schedule, interact with your clients better, and save valuable time. It includes all the tools you need to streamline your day-to-day: - Manage your client base with a mobile CRM -.. Learn more about vCita.

Serchen Index
162 Employees
1,230 Subscribers
Maximizer Software

CRM Software

We are a leading provider of customer relationship management (CRM) solutions. Our top-rated tools for sales, marketing and customer service give businesses everything they need to grow all included for one simple price. Since 1987, over 120,000 companies have trusted.. Learn more about Maximizer Software.

Serchen Index
152 Employees
N/A Subscribers
Daylite for Mac & iPhone

CRM Software

Daylite is a small business CRM designed specifically for businesses on the Mac, iPhone & iPad. Apple supported features: - Sync with Apple Contacts - Sync with iCal - Integrate with Apple Mail Why small businesses love Daylite: - Simplify your business:.. Learn more about Daylite for Mac & iPhone.

Serchen Index
50 Employees
167 Subscribers
Method Integration

CRM Software

Simplify your small business with the #1 CRM for QuickBooks. Your customers and team will love it. Over 1,300 users give Method 5-stars on Intuit and Google Apps Marketplace. Delight Each Customer with Contact Manager Keeping customers happy takes a lot.. Learn more about Method Integration.

Serchen Index
63 Employees
657 Subscribers

CRM Software

Salesmate is an all in one cloud-based CRM that enriches customer interactions, boosts sales productivity and helps win more deals. Salesmate CRM provides an easy to use solution to simplify complex sales processes of startups, and, small and medium enterprises... Learn more about Salesmate.

Serchen Index
51 Employees
N/A Subscribers
Microsoft Dynamics

CRM Software

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Learn more about Microsoft Dynamics.

Serchen Index
174K Employees
48K Subscribers

CRM Software

Our Mission There's this notion that to grow a business, you have to be ruthless. But we know there's a better way to grow. One where what's good for the bottom line is also good for customers. We believe businesses can grow with a conscience, and succeed with a.. Learn more about HubSpot.

Serchen Index
4,144 Employees
132K Subscribers

CRM Software

Blackbaud (NASDAQ: BLKB) is the world’s leading cloud software company powering social good. Serving the entire social good community—nonprofits, foundations, corporations, education institutions, healthcare institutions and individual change agents—Blackbaud connects.. Learn more about Blackbaud.

Serchen Index
3,447 Employees
N/A Subscribers

CRM Software

LeadSquared is revenue acceleration software used by businesses to increase their selling velocity and retain customer mind share. It combines the effectiveness of Marketing Automation and CRM to achieve the purpose. LeadSquared is the second venture of the founding.. Learn more about LeadSquared.

Serchen Index
801 Employees
N/A Subscribers

CRM Software

Founded in 1998, LeadMaster is a browser-based solution providing an all-in-one package for capturing, tracking and following up with leads. It's easy to integrate with your website so form fills flow directly into the system. Features include: * customer.. Learn more about LeadMaster.

Serchen Index
26 Employees
N/A Subscribers

CRM Software

Nutshell is a sneaky powerful growth software platform that helps sales and marketing teams work together to win more deals. Simple enough for any team and sophisticated enough for any business, Nutshell offers easy to use CRM, sales automation, and email marketing.. Learn more about Nutshell.

Serchen Index
25 Employees
N/A Subscribers
Kapture CRM

CRM Software

Kapture CRM is a Business automation platform for sales & service. Kapture works with customers who are looking for a product that is 80% out-of-the-box and is then customizable as per their ever-evolving needs. We have our presence over 12 countries and serves more.. Learn more about Kapture CRM.

Serchen Index
40 Employees
N/A Subscribers
Less Annoying CRM

CRM Software

Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding.. Learn more about Less Annoying CRM.

Serchen Index
22 Employees
N/A Subscribers
Load More Results

Written by Alex Gladstone on 13 May 2022

What is a Sales Pipeline?

A sales pipeline is a way of measuring the progression of each of your prospects on their journey from fresh lead through to a completed deal.

The stages of the journey your leads take on the way may differ from other businesses, but what’s important is you have a set process through which you funnel your prospects.

One company might find new leads through online forms, then write a personalized email outlining the product and how it can help, which then leads to a video call, which in turn leads to a sales presentation before the deal is closed. Another company may find new leads from off-site advertisements, send offers via email campaign and provide web chat support to close the deal.

It doesn’t matter what your process is, so long as you have clear steps for how you intend to progress your prospects closer to a completed deal.

With your steps lined up from left to right and your leads placed into the column that represents the stage they’re at, you have the beginnings of a working sales pipeline.

What Should a Sales Pipeline Look Like?

Think of your sales pipeline as a funnel, with the widest end at the start and a spout at the end. Your fresh leads represent the wide end of the funnel and make up the most populated part of the pipeline. From there, each stage will lose a number of leads, either because the customer is no longer interested or because they aren’t a good fit for your product.

In this way, a healthy pipeline will always have more leads entering it that in any other stage, with each subsequent stage holding fewer prospects than the one before it until you close deals with the remaining prospects.

Of course, you still want to have a good amount of closed deals! A funnel-shaped pipeline is only one of the healthy signs, but it’s a good rule of thumb to begin with—provided you’re making enough revenue, then a funnel-shaped pipeline is a good indication of either stability or growth. - read more

Written by Alex Gladstone on 10 May 2022

The world of sales is dynamic, and managers should be keeping an eye on their sales process and their reps’ results to keep a finger on the pulse of the most successful techniques.

But how do you know how well your reps are doing? And how can you tell which of your approaches are working and which aren’t?

In this guide, we’ll be looking at the best CRM software to gather, display and use your sales metrics to help you understand the potency of your sales process.

What Are Sales Metrics and How Do They Contribute to Sales Reporting? Sales metrics are measurable pieces of information relating to your sales process.

As you might suspect, that covers a lot of possible data. Knowing which information to focus on and bring together is something we’ll get onto in a minute, but for now, all we need to remember is any data that relates to your sales process is viable data.

Reporting is how you make use of that information, and this is done through software. Using the sales metrics your CRM software has recorded, users can create dashboards to display their sales metrics in a way that sheds light on how the sales process is going.

Often one sales metric is compared to another to draw a conclusion about the relationship between the two, and using the resulting outcome can help let you know if a particular approach is working out and bringing in revenue. - read more

Written by Alex Gladstone on 09 May 2022

CRM feature sets tend to grow with a business; the larger your sales teams and the more resources you can devote to refining your sales process, the more you can make use of the extended tools that come with the more expensive CRM Software.

For start-ups, paying $50 per user per month rather than using free CRM Software could be a crippling expense, but for larger companies, the tools that come with the $50 package could be indispensable, and for them, the free tool may hurt their revenue stream.

In this guide we’ll be looking at the best CRM software tools in the $30-70 a month per user range, exploring the features that make them worth their asking price and what our community at Serchen thinks about them.

Who Are These CRM Products For? The software products we’ll be looking at in this guide are for businesses that have outgrown either the user limitations or the feature capping of free or entry-level CRM software or need more advanced features than the cheaper products offer.

Interested in great CRM software but don’t want to spend so much? Then check out our guides of the best Entry-Level CRM Software and Free CRM Software for fantastic tools on a budget! Companies considering this level of software will probably have 10+ users, and will want to make use of the features offered by upgrading to a tier or two above entry-level CRM software.

They won’t need the huge feature sets, support and customization offered by the enterprise-tier packages though, which are designed for the largest companies with multiple sales teams across locations.

If you’re interested in taking full control of your sales process and optimizing your reps’ activities to make sure you’re maximizing your team’s revenue, then this level of CRM product is probably for you.. - read more

Written by Lee Brant on 06 March 2022

Sales are undoubtedly the most important part of any business, and customer relationships are the key to unlocking more sales. The relationship between a business and customers goes beyond the moment someone walks into a store; it starts with the very basics - names, addresses, etc. - and builds over time.

Managing customer relationships correctly, from beginning to end, leads to better marketing, increased sales, better customer loyalty, and a host of other benefits. It’s not a small task, however. It involves tracking lots of basic data as well as monitoring communications and purchase history.

The task of managing customer relationships used to be far too big for any one person; it involved teams of people from secretaries to sales managers. Today, the entire process has been streamlined and simplified by using dedicated Customer Relationship Management (CRM) software.

What is CRM?

CRM is a modern solution to an age-old sales problem: how to manage all of the information that comes with recurring customers. In today’s digital world, companies can use CRM software to track and store all of that information, from emails to address info, in a single source.

Think of the simple Rolodex - a physical index of business cards. The staple of many a businessman’s desk in the second half of the 20th century, the Rolodex give marketers an early database of people who might be interested in their products. It also let them keep track of key individuals on the supply chain for their businesses. Nothing was digital, of course, but the Rolodex was still a hugely helpful tool.

It was also an early form of CRM. The cards in the Rolodex represented people who were current or potential customers. Each one had a relationship with that particular business, a relationship that grew over time. Today’s CRM packages use the same principles; they provide a digital method for keeping track of potential customers, with the added benefits of also tracking communications, sales, and other pertinent information.

The earliest attempts at a digital CRM approach began in the 1970s and 1980s, and amounted to little more than a digital rolodex of contact information. Nevertheless, the idea of database marketing was born from those earliest efforts; the idea that customer information could be collected, tracked, and used to improve marketing efforts.

What does CRM do?

Today’s CRM aims not only to track and store customer contact information, but also to help manage current marketing efforts as well as to inform future efforts. In other words, CRM tries to be a one-stop shop: a database of current and future clients as well as a program that helps facilitate current marketing and sales efforts.

Modern CRM software packages track client communications, sales, and invoices, among other options. They allow the business owner to see, at a glance, the status of the company’s relationship to a particular client.

CRM software is just one part of a broader CRM approach. Those approaches emphasize the need for a strong relationship between business and client, and CRM software makes maintaining that relationship easier.

Current delivery models

Today, most CRM software packages come in the form of Software As A Service (SaaS). These are typically cloud-based applications, often billed monthly rather than as a one-time fee. The cloud-based solution allows SaaS CRM software to be updated frequently and easily, without a cumbersome installation process on-site.

Good CRM software solutions also provide a high degree of automation; automatic responses can be sent to certain communications and certain actions triggered under the right conditions. Because of the automation factor, many CRM software packages specialize in certain industries. You’ll find CRM for restaurants and restaurant managers and CRM for real estate agents, and of course you will find more generalized CRM packages that aim to provide everything with excellent options to better manage their customers.

While businesses of every size use different CRM packages, this article focuses primarily on small to medium sized businesses. Businesses at that size can see a vast improvement even from a basic CRM subscription.

Best CRM Software for Solopreneurs

Even one-person businesses can benefit from CRM software. Since a CRM suite performs the work of several individuals, from secretaries to sales managers, small and one-man businesses gain the advantage of several additional workers in one suite of software.

With that said, what’s the best CRM for the smallest businesses out there? If you’re a freelancer or solopreneur, consider these choices. Most of them offer some project management features as well as customer relationship management.

A CRM aimed to help you streamline your leads and sales processes. Close lets you automate communications and marketing campaigns, integrating multiple channels with each other - emails, calls, video conferencing, the entire works.

NetHunt keeps things simple; essentially, it works as a CRM suite add-on for G-Suite’s tools. Most importantly, it integrates seamlessly with Gmail, which most small businesses are already using as their default email client. The basic subscription plan starts at $24 - perfect for an entrepreneur just starting out.

Zoho CRM
Automation and analytics - that’s Zoho in a nutshell. The automation features for marketing outreach and communications alone make the software worth it, but Zoho adds an entire suite of analytics tools. Zoho offers over 40 built-in reports that can be generated, allowing you to see the effectiveness of every step of your process. Zoho has features enough for larger businesses, but can be incredibly useful for businesses of any size.

Best CRM for Medium Size Businesses

From non-profits to restaurants, the “mid-sized business” category encompasses a wide range of businesses, each of which can benefit from CRM software. Here are some of our favorites.

Funraise is a CRM that focuses on non-profits, uses a simple overview to let you track every aspect of your donor relations, from payment methods to donation frequency. You can also view basic contact information and assign members of your team to specific donors. Funraise also provides the normal range of CRM functions, including communications and subscriptions. Funraise subscriptions begin at $350 per month.

Mention CRM, and you have to talk about Salesforce. One of the first and best CRM solutions out there, Salesforce comes loaded with features. In fact, one of the few drawbacks to Salesforce is that it arguably has too many features, making for a fairly steep learning curve. The company has also expanded beyond a simple CRM package, with software packages for customer service more specifically, as well as ones for building app and service platforms. Salesforce remains an in-depth CRM solution with built-in chat, contact management, and AI analytics options. Subscriptions begin at $25 per month.

A CRM designed for smaller teams, LionDesk is an excellent CRM for real estate agents, nonprofit organizations, or small businesses. The software features an AI assistant to automate communications and responses. Indeed, the LionDesk CRM is built around communications - you can design and automate a text or email marketing campaign and see all the responses in one location, with dozens of options regarding how and when to send out your campaign. LionDesk is also one of the cheapest specialized CRMs out there, with a free trial and then prices starting at $25 a month.

Copper provides one huge advantage for anyone who uses it; it integrates almost seamlessly with G-Suite, Google’s huge array of tools. That means that you can use Excel to track inventory and your accounts, and Google Docs to share memos and policy updates. Copper is marketed at individuals, not businesses, which means it’s billed per user; plans start at $19 per month.

Best CRM for Enterprise

Most CRM suites will provide similar tools regardless of how big your company is or what market you focus on. Here are some of the best CRM suites available, packed with features and loaded with options. If you’ve got a busy schedule and lots of clients, trying to balance the customers you have while trying to add new ones, consider one of these to take your enterprise to the next level.

Pipeliner CRM
Customer relationship management aims to develop connections and relationships with potential clients, with the end goal of generating leads and sales. Pipeliner makes that idea explicit in its very name. With an impressive app and a simple design, Pipeliner provides an easy-to-use suite that can be adopted quickly by new users.

An incredibly popular CRM solution that warrants further attention, HubSpot has gained a huge following for at least one major reason - its most basic plan is free. HubSpot offers premium subscriptions, of course, but is loaded with many features - such as custom deals for your clients and contact management - that are free without a paid subscription.

Commence CRM
Commence is another CRM giant; the software suite includes help-desk features to boost your customer service, as well as integrated email systems and project management software. Like Salesforce, Commence is far more than “simply” a CRM suite. You’ll find a nearly-endless array of tools, allowing you to customize your approach as needed.

Choosing the right CRM software

How do you choose the right CRM software for you and your business? Here are a few things to keep in mind.

The size of the CRM package doesn’t matter; the size of your business does. Are you managing yourself? Your own restaurant? Or an international non-profit organization with donors from all over the world? Each one will demand a slightly different approach to your CRM software.

Features <br Does your ideal CRM incorporate social media channels? Will you need integration with accounting or tax software? After you consider the size of your business, you’ll be better able to assess the features you’ll need. Both of those together factor into the third consideration, which is:

A good CRM can easily pay for itself. Even a CRM that costs hundreds of dollars a month might only need to gain you a single new client to pay for itself for a year. Large organizations may find the cost of even the most expensive and feature-rich CRM packages to be a mere drop in the bucket. Of course, if you’re just starting out for yourself, a free CRM software package might be ideal. Just make sure that it meets your needs and provides the features your organization requires in order to thrive.

Customer relationships are ultimately at the core of any business. The traditional methods of face-to-face networking aren’t gone, replaced by faceless, AI-driven CRM software. Instead, good CRM software works with you to enhance your opportunities for those face-to-face relationships. Choose a CRM package that provides you with the best tools for your favorite methods of building a relationship.

Written by Zoe Stimpson on 11 February 2022

Customer Relationship Management software (CRM) promises a lot - improved communication, better customer retention, even new potential clients. But is a CRM worth it? Can it really deliver? Perhaps you’re a small business wondering whether the monthly expense of CRM is going to pay off in the long run. Maybe you’re using a CRM program and not seeing any improvement in your business and you’re concerned that it’s not worth the money.

Whether you’re a small business that’s floundering and looking to make a change, a large business needing inspiration, or a brand new business trying to pick out the best way forward, here are the success stories you need to hear about the value of CRM.

Many of these CRM success stories are from big, worldwide companies, since these companies learned quickly just how much CRM was needed for their business. Because CRM benefited them, they became household names. If CRM could work for them, it too can work for you!

McDonalds is a world-wide legend. From humble beginnings as a hamburger stand in San Bernardino, California to millions of burgers eaten every day across the globe, this is the ultimate success story.

Nearly a decade ago, McDonalds began using a CRM to track and hopefully improve customer satisfaction ratings on both the national and franchise level. The CRM helped them improve real time reporting, both in the restaurants and in their call centers, all to better track specific customer information from their American restaurants.

Has it worked? Indeed. Since choosing their all-inclusive CRM over seven years ago, McDonalds has grown even more. Better information flow, facilitated through their CRM, allowed the company to deal with customer relationship issues early and prevent small problems from becoming big ones. As McDonald’s Head of Customer Satisfaction has stated, “CRM [is a] critically important function for any large company.” Take it from the guys who sell over 69 million meals to people worldwide everyday; they know the importance of an inclusive CRM for their restaurant brand.

Boise Office Solutions
Boise Office Solutions sells office products directly to businesses, and while the B2B model isn’t one that always succeeds with a CRM program, they are an exception. They have succeeded because their CRM program focuses on an IT strategy to complete their customer’s needs. They believe that by having IT know the ins and outs of each product, they can more effectively take out what does fit, leaving only products that customers will want and need.

They state, “Don't lose sight of your customers when implementing technology strategies. Boise's CRM initiative would not be a success if we had inconvenienced our customers. Because we applied new technology to our two largest customer channels, phone and Web, it was paramount that both remain fully functional.”

While every business can’t always spend $25,000 on a CRM, Boise’s CRM experience does go to show that customer retention is definitely worth the value, making theirs a valuable crm success story.

This popular management website is easy to use and easy to understand. But to get there, Asana hired a CRM to better communicate with their customers through email and social media. Rather than using several different programs, Asana opted for one specific package to help handle customer queries and responses, and thus to provide the info they needed to improve their product.

What have they noticed? They use their CRM to “ to read and track every piece of customer feedback, which makes the support team instrumental in building a product road map that delivers what customers really want.” As a result, Asana has a consistent, supportive team that helps its customers and delivers exactly what they need every time. During a time when more and more people are working online, Asana has seen growth and thrived when many other companies would have failed without a suitable CRM.

CRM Success Stories for You

In each of the above cases, Customer Relationship Management software (CRM) didn’t let companies reinvent the wheel. Introducing a CRM package didn’t transform basic processes; instead, CRM software let each company manage those processes far more smoothly and efficiently. By so doing, CRM gave each company increased room to grow and expand, reaching new clients and refining existing processes.

Every business will have different needs when it comes to the best CRM software, but there is almost certainly one out there that will suit your needs. Since each company is so different, finding what is best for yours may take some experimenting, but as these CRM) success stories show, the upside is almost limitless.

Written by Lee Brant on 03 July 2021

Relationships between people form the key to any business, whether a multi-million dollar multinational mega-corporation or a small mom-and-pop. Businesses grow as those relationships develop, and today, there are powerful software packages to help you do just that. Known as Customer Relationship Management Software, or CRM, these Software as a Service (SaaS) packages aim to streamline every aspect of client management. No matter how small, if your company is looking to grow and expand, you may find that CRM provides a path forward.

What is CRM software

Only in existence for the past few decades, CRM software allows a company to analyze and manage its approach with past, present, and future clients. With a goal of overall customer growth, CRM software supplies companies with a cohesive, understandable way forward. Today’s CRM can also be used in tandem with social media, providing the necessary data to underpin advertising efforts and outreach opportunities. What do I need in my CRM software?

What should a small business look for in any potential CRM? What should a CRM software for small businesses provide?

Sales Reporting

Sales reporting is more than just a glorified version of the month’s receipts. A good sales report lets you track sales vs. inventory, monitor and improve your product design, and plan promotions and advertising efforts. Some CRM packages even offer Point of Sale systems as well, integrating the CRM directly with your shops and giving you even more data on current and potential sales.

Contact Organization

Your customers are already giving you their business; while you do need to keep customer retention in mind, the way forward for most companies requires outreach. Both customer retention and attracting new customers relies heavily on communication and advertising and reaching out to individuals that you otherwise might have missed.

That’s why the contact organization provided by your CRM software for small businesses comes in. The earliest CRM software was essentially a giant Rolodex, tracking contact information and little else. Today’s CRM does that same task, but with vastly more information. From email addresses to phone numbers, websites, and social media profiles, CRM provides a one-stop location for customer contact information.

Customer Segmentation

Lastly, customer segmentation offers you as a business owner the opportunity to break down who your customers are and how to focus on them. By determining what your customers like, where they’re located, and other information, you can better cater to their needs and in return receive repeat and new clients which leads to better growth.

So whats the best CRM Software for Small Businesses

Now that you know what CRM software for small businesses are and what they do, here are some of the best crm software for small businesses packages out there on the market today:

Capsule CRM
One of the older CRMs out on the market, Capsule is popular because of it’s simple and easy to understand pipeline. Usable on both web and mobile with a five group interface, Capsule only lacks information in reporting and functionality of campaigns.

Pipeliner CRM
If you’re looking to customize your sales pipeline, Pipeliner CRM is here for you. An all-in-one program, it can be customized to Mailchimp and other helpful third party apps. It does offer a real-time visual on tracking sales and necessary integrations with social networks.

Sugar CRM
Best for small businesses, Sugar allows for customization and automation, making your job even easier. If your brand needs to improve from previous experience, Sugar helps you provide a consistent experience, so your customers will always be guaranteed consistency.

Recently revamped for a new era, FreshSales offers AI-intelligence, plenty of built-in and automated programs, and the ability to find sales leads easily. With a clean and simple interface, FreshSales emphasized online consumer engagement. If you’re looking to learn more about your customers, FreshSales is extremely helpful.

Created for people who want automated programs with minimal fuss, Salesflare is predominantly based on automation freeing you up for more sales. It also offers the ability to see who contacted which customer, which leads to a unified team mindset. Overall, SalesFlare is excellent for growth and those who want to spend more time interacting with the consumer, whether you’re a medium or small business.

Lastly, offering a personalized experience along with organization, Pipedrive caters specifically to small businesses. With the ability to offer a consistent and helpful experience every time, Pipedrive really emphasises the personal touch, which is evident in their email campaigns, and email and text templates. Additionally, an organized pipeline helps keep everything in place and in turn pushes the business growth forward.

Many small business owners have discovered that crm software for small businesses are an absolute necessity to help them stay on track. CRM allows small businesses to harvest and track a vast amount of information, giving them a growth pipeline that otherwise would require a large team of employees to create and manage.

CRM lets small businesses punch above their weight when it comes to data and client relations. Look around and decide which CRM is best for your small business.