As your business grows, as does the need for a Customer Relationship Management software program that will grow with you and your business. With growth comes the need for better organisation of information or to risk letting hot leads and valuable customers fall through the cracks.With hundreds of CRM solutions available, choosing the best CRM for your small business can be overwhelming. We have compiled our list of the Top 10 Small Business CRMs to help you to determine which is the best CRM for you and your needs.
A CRM system should help you to:
- Organise your contact data: A CRM allows your sales team to run smoother sales using contact data to keep track of who has spoken to a customer, when the customer was last contacted and what was discussed.
- Compile sales reports: A CRM allows you to track quota attainment and to view metrics such as calls made, emails sent, deals closed and meeting booked.
- Forecast sales: A CRM can manage your team’s pipeline, forecast sales and generate reliable sales funnel data.
- Contact segmentation: A CRM can segment your contacts using a myriad of variables, allowing your sales team to determine which leads to focus on.
- Sales process scaling: A CRM allows you to determine which sales behaviours are working and which are not. Repeating effective sales behaviours is helpful in growing your business.
By now you are likely wondering what criterion you should be considering as you go to choose the best CRM for your business. We are going to make selecting the right CRM for your business a little bit easier by giving you the run down of the pros, cons and costs of what we consider to be the Top 10 CRMs for small business available at the moment.
Top 10 Small Business CRMs to Consider for Your Website
- One Page CRM
- Active Campaign
- Infusion Soft
- Fresh Sales
- Microsoft Dynamics CRM
- Allows you to create new contacts from your email with one-click.
- Automatically creates and populates new company records and new contacts.
- Enriches your data automatically, syncing with a database of over 20 million businesses, removing the need to manually update your information.
- Includes all the basic features of CRM software (assigning and tracking deals, managing data in a detailed dashboard, etc).
- Offers a library of email templates and allows you to create your own
- Filters your contacts to find the most engaged contacts (your warmest leads)
- CRM software works with HubSpot’s HubSpot Sales to help boost sales and offers integration with apps such as SalesForce, Shopify and Microsoft Dynamics.
- It’s free. Although we’ve mentioned it already, CRMs can get costly when you run a small business, so we feel this point deserves a mention under ‘Pros’, too.
- Larger organisations (with rigid processes and complex sales processes) may not find HubSpot CRM as flexible as some of the paid options in the marketplace.
- Free version
- Standard version: $12/month
- Professional version: $20/month
- Enterprise version: $35+/month
- Offers more in sales and marketing features than Insightly
- Website visitor tracking
- Lead scoring
- Sales signals
- Often there is a wait for support, and while technologically savvy you need to beware of bugs
- Most of the advanced features are only available in the professional and enterprise versions.
- Lightning Essentials: $25/month/user
- Lightning Professional: $75/month/user, and more
- SalesForce is likely one of the most widely used CRM software options in the marketplace
- SalesForce’s ‘Lightning Essentials’ is their basic edition, better suited to smaller businesses. This has an advanced contact manager which includes follow-up reminders an email integration.
- As the information is placed in the Cloud, your staff are able to access the CRM from around the globe.
- Expensive customisation does not suit all small businesses
- A complex solution for businesses without a dedicated sales team
- Complicated technical support
4. One Page CRM
- Allows users to make their own ‘Action Stream’ showing the status of all deals
- A task-oriented CRM solution, you are able to manage tasks via your inbox or by clicking on the task itself
- Integrates with a wide range of third-party apps for email marketing, accounting, nurturing and lead generation.
- Would only suit those looking for a task-based CRM solution.
5. Active Campaign
- Starts at $9/month+
- Plus version: $49/month+
- Enterprise version: $149/month+
- Well-designed user interface
- Integrates well with over 150 different tools via Zapier (you will need a Zapier paid subscription to access some integrations)
- While not free, they do offer low pricing options
- Their dashboard could offer more customisation options
- Viewing a contact could be tweaked to be more intuitive
- CRM & email builder design could be better
- Offers no native integrations (many of the apps and extensions they offer require an ongoing payment)
- Free trial available
- Essential plan: $5/user/month
- Team plan: $19/user/month
- Professional plan: $49/user/month
- Enterprise plan: $99/user/month
- Elite plan: $199/user/month
- Flexible and easy to set up
- Integrates all your support channels to allow effortless tracking and fast delivery
- Intuitive FAQ searches, online communities, knowledge bases and 24/7 online service portals to help your users find answers to common questions.
- Robust reporting and analytics
- A more expensive option than other similar competitors.
7. Infusion Soft
- $200-$300/month for the basic software, not including add-ons plus a $2,000-$3,000 start-up fee.
- Allows you to track all of your customer’s behaviour, their actions and their purchases, often referred to as “universal tracking”.
- Responsive email marketing capabilities
- Easily manage your sales cycle
- Easy WordPress integration
- A strong support system (chat support, email support, phone support)
- Detailed sales and marketing reports
- Expensive pricing. Very expensive pricing!!
- Infusionsoft Support (in particular their support staff) are not given great reviews
- Some errors in their lead tracking system have been reported
- Strict email delivery, designed to cull spammers. This feature puts a hold on your email broadcasts when you attempt to email any lead you have not contacted in the last four months (cold leads), if Infusionsoft determines your spam rate is less than 1 in 1000 they will send your broadcast, if not it will be a no-go.
- Starts at $29/month
- Easy to navigate
- Lots of customisation and integration options
- Project management features to assist with task management and tracking.
- Lacks custom reports and dashboards
- Only convenient for SMBs
9. Fresh Sales
- Free standard version
- Blossom plan: $12/user/month
- Garden plan: $25/user/month
- Estate plan: $49/user/month
- Forest plan: $79/user/month
- A reliable high quality single contact management hub
- Simple and easy to use, allowing lead capture
- Can nurture, distribute and verify your leads across multiple channels of communication
- High standard of reporting capabilities
- Allows you to filter data and organise the results
- You can easily create summaries, tables and charts.
- As with any software option, Freshsales has some things that could be improved such as more options around how information is exported.
10. Microsoft Dynamics CRM
- Starts at $115/user/month +
- For Microsoft users, Microsoft Dynamics CRM offers a familiar experience. The product has the traditional look and feel of other Microsoft products which will make it easier to learn the CRM system.
- Works both locally or in the cloud.
- You can purchase the apps you need as you go (around $40/user/month) or you can choose to purchase every app for $210/user/month.
- There may be compatibility issues if you are not currently using all Microsoft products, which may mean you are inputting more data manually which is a drain on your time.
- If you do not have firmly designed sales processes you may find using this platform a struggle. This CRM turns firm sales processes into actionable data.
Now you have an overview of some of the best small business CRMs on the market you should be one step closer to determining which CRM will best benefit your business.
In our opinion, you would find it hard to beat HubSpot CRM. HubSpot CRM’s integrations with various communication channels, comprehensive customer databases and superior task management tools will help you streamline your customer journey while adapting to the changing needs of your business as it grows.
We hope this snapshot overview has helped point you in the right direction when it comes to small business CRMs. If you have a WordPress website and are ready to integrate CRM, be sure to get in touch with Pixel Fish.
HubSpot’s WordPress plugin makes integrating HubSpot tools and your WordPress website easy. HubSpot is the go-to all-in-one inbound marketing software tool that allows you to optimise your WordPress website for lead conversion and to improve traffic generation.
If you are looking for WordPress expertise, chat to us! Let us help you to ensure your WordPress website meets both your business’ needs and delivers an outstanding user experience to your audience.