The easiest way to keep control of all your customer data is to use CRM software.
It can be difficult to decide which CRM software is right for you. Each software offers a different feature set and has a slightly different focus.
That’s why I compared and tested the 10 best CRM software for small businesses for you.
After my tests, I can say that Pipedrive is the best CRM system for small businesses. It is easy to use with its visual representation of sales pipelines. Moreover, the feature set is large enough to generate new leads and manage existing ones.
Freshsales is ideal if you would like to use your CRM system in conjunction with other Freshworks business software. Freshworks software is very easy to use with each other.
Zoho CRM is a great option if you’re looking for an affordable solution that still offers a sufficient feature set. You can also use Zoho CRM in conjunction with other Zoho software like Zoho Social.
But there are other interesting CRM systems that I would like to introduce to you in this comparison.
The 10 best CRM for small businesses in comparison
- Pipedrive – Best Overall CRM
- Freshsales – Best for simple CRM solution
- Zoho CRM – Best for Zoho Suite users
- Monday.com – Best for various business processes
- HubSpot Sales Hub – Best holistic CRM solution
- Salesflare – Best for solopreneurs
- Engagebay – The good and cheap HubSpot alternative
- Copper – Best CRM as Google Workspace Integration
- Less Annoying CRM – A simple and cheap CRM
- Insightly CRM – Best integration with Office 360
Pipedrive was founded in 2010 and is a sales and pipeline management solution. Pipedrive is a CRM program that allows you to visually display your sales pipeline. So you can see exactly where your different leads are in the sales process.
You can think of the pipelines as a Kanban board. It gives you a simple overview of the status of your sales activities.
Pipedrive offers 4 different price packages. These different price packages are aimed at different use cases. The Essential, Advanced, and Professional version offers a free 14-day trial period.
Essential: 12,50 Euro per month (per user)
Advanced: 24,90 Euro per month (per user)
Professional: 49,90 Euro per month (per user)
Enterprise: 99 Euro per month (per user)
Lead Management – The lead management feature gives you an easy overview of the status of your various leads. You can assign a deal size and a win probability to each lead. This way you are always informed on which leads you should focus on.
Automation – In Pipedrive you can integrate many different business software apps such as Asana, Slack, Trello. You can create automation with these external apps that automate recurring processes.
Lead Booster Add-On – Lead Booster Add-on is Pipedrive’s internal chatbot feature and allows you to convert website visitors into leads. This feature comes with an additional cost of €32.50 per month.
Mobile Apps – There is a native Pipedrive app that allows you to easily access your CRM platform on the go. So you are always informed about your customers on the go. You can also add new leads on the go, for example when you visit trade shows.
- Easy to implement
- Very easy to use
- Many integrations with other business software
- Email, phone and chat integration require additional costs.
- External programs to connect via API are limited
For whom is Pipedrive the right solution?
If you are looking for a professional CRM solution that can support you in many different sales processes, Pipedrive is the right solution. It offers a very good visual representation of the sales pipeline, so you are always informed about your sales activities.
Freshworks was founded in 2010 and is a software company that offers its customers a platform that provides software for many different business areas. There are Freshworks solutions such as Freshdesk for IT support, Freshservice for customer support, and Freshcaller for call centers.
What makes Freshsales special is that it is a software that is very easy to use and implement. It requires only a few adjustments to be able to use the software in your company. Freshworks CRM is very easy to adapt to the sales processes in your company.
Freshsales offers 4 different price packages.
Free: Free of charge
Growth: 29 Euro per month (per user)
Pro: 69 Euro per month (per user)
Enterprise: 125 Euro per month (per user)
Lead Management – Freshworks CRM offers you the possibility to stay informed about all relevant data of your leads. You can see when the person or company became a lead and at what time you were in contact with the lead. This helps you to lead targeted conversations or to choose a suitable approach in emails.
Lead Scoring – In the Lead Scoring section, Freshworks CRM offers the ability to set your own scale for how you want to score your leads. The default is a scale of 0 to 100 and divided into Cold to Hot leads. The lead will progress through the different stages in your sales funnel until the deal is closed.
Marketplace – The Freshworks CRM marketplace offers the possibility to integrate many different software solutions. For example, you can integrate Google Apps or create an interface to your accounting solution.
Automation – In Freshworks CRM, you can easily create workflows that allow you to automate recurring processes. This way you can automate manual tasks and save a lot of time.
- Very good customer support
- Good Mobile App
- Can be easily adapted to existing sales processes
- Many functions that require training
- Social media CRM functions could be improved
For whom is Freshsales the right solution?
Freshworks CRM is a professional CRM software that has a strong focus on CRM features. It also integrates easily with the other Freshworks solution if you are looking for a solution that can cover other business areas. However, Freshworks is not a cheap entry-level solution, which is reflected in its pricing.
3. Zoho CRM
Zoho CRM is a company that has been active in the CRM industry for more than 15 years, offering software for many different business processes. It is used by more than 150,000 companies in over 180 countries.
Zoho CRM offers a cloud-based software solution to manage sales and customer relationships. What is special about Zoho CRM is, that Zoho provides a platform to map many different business processes.
Zoho CRM can be easily deployed with other Zoho solutions such as email and collaboration and finance. You can easily combine all these solutions with each other.
Zoho CRM Prices
Zoho CRM offers you the following 4 price packages and a free version. To get started, you can also use the free Zoho CRM version to familiarize yourself with Zoho CRM. This free version is not limited in time and only limited in features.
Free: 3 users free of charge (limited functionality)
Standard: 14 Euro per month (per user)
Professional: 23 Euro per month (per user)
Enterprise: 40 Euro per month (per user)
Ultimate: 52 Euro per month (per user)
Zoho CRM Features
Sales Automation – Zoho CRM’s Sales Automation feature gives you the ability to automate recurring sales processes. So you can save time by automating sales, marketing and support tasks easily.
Sales Pipeline – With the Sales Pipeline feature, you can build a sales process that is customized to your company’s sales. For this, Zoho CRM offers a sales funnel builder with which you can create your personalized sales funnel. This way, you have a visual representation of your sales funnels.
Multichannel CRM – Zoho CRM can help you in marketing automation, CRM features and also social media CRM. This allows you to generate new leads in your various communication channels and manage them in your CRM.
Analysis and reporting – In Zoho CRM, you can generate regular reports and check whether you are achieving your sales goals. You can easily visualize the data and analyze it in charts. You can also create regular reports to compare different periods.
Zoho CRM Advantages
- There is a wide range of other Zoho solutions that can be integrated easily
- You can store a lot of data about each customer
- The Analytics functions are very extensive
Zoho CRM Disadvantages
- Can get slow if you manage a lot of records
- It offers many features that you need to get familiar with first
- Support can be improved
For whom is Zoho CRM the right solution?
Zoho CRM is an interesting CRM system for small businesses as well as medium businesses. It offers a free version that you can use to get started. This way, you can familiarize yourself with whether Zoho CRM is the right solution for you.
Monday.com offers what they call a Work OS for businesses. This “Works OS” is a platform that can many different work processes in a company. The processes range from sales to project management to support processes.
Monday.com offers you with their CRM system, the possibility to integrate with many other processes in your company. So you can easily scale and leverage your business with different solutions from Monday.
It offers you not only a CRM system but an operating system for the many different business processes.
Monday.com offers a very large feature set. Prices scale with the number of users on the Monday.com platform.
Single: Free (Up to 2 users)
Basic: 8 Euro per month (Price for 3 users)
Standard: 10 Euro per month (Price for 3 users)
Pro: 16 Euro per month (price for 3 users)
Enterprise: Price on request (5 users)
Lead Management – With the Lead Management feature, you can accurately track and prioritize generated leads. You can assign scores to these leads and add newly acquired information with Lead Nurturing.
Pipeline Management – The pipeline management feature gives you the ability to directly track a lead and potential deal in your sales funnel. This way you always have an overview of the current deal status and know what your next action needs to be.
Automation – With Monday you can automate recurring business processes. Due to the large feature set of Monday.com you have the possibility to automate processes across different business units.
Dashboard – With dashboards, you can see at a glance the status of the deal and how the deals align with your sales goals.
- Monday offers you a very good integration with other business processes
- It is a cost effective solution
- Appealing user interface
- No messenger function
- Performance could be improved
For whom is Monday.com the right solution?
Monday.com is the right solution if you want to combine different business processes on one platform. Monday.com offers a cost-effective and scalable solution for this purpose. If your main focus is on a pure CRM system you should choose a specialized solution.
5. HubSpot Sales Hub
HubSpot was founded in Cambridge in 2005 and is one of the best-known sales and marketing CRM systems today. HubSpot’s product portfolio covers the areas of sales, marketing and service.
The CRM solution from HubSpot is the core of Hub Spot and can be extended by the solutions HubSpot Marketing Hub, HubSpot Service Hub and HubSpot CMS Hub.
HubSpot’s CRM system is not just a system for managing customer data, but is a holistic solution that includes marketing functions.
It’s a solution that allows you to map many business processes, from the sales pipeline to marketing automation.
HubSpot CRM Prices
HubSpot Sales Hub offers 3 different pricing packages. Depending on your company size and requirements, you can use different packages.
If you’re not sure whether HubSpot is the right solution for your needs, you can start with the free version. Although this only offers you a limited range of functions, it is not limited in time.
Free: Limited to 1 user
Starter: 41 Euro per month (From 2 users)
Professional: 414 Euro per month (from 5 users)
Enterprise: 1104 Euro per month (From 10 users)
HubSpot Sales Features
Customer communication – HubSpot Sales offers you the possibility to get in touch with your potential customers via various communication channels. Supported are phone calls, emails and live chats.
Personalized customer communication – HubSpot Sales offers you various functions so that you can ensure optimal customer communication with your leads and existing customers. You can set up email sequences, scheduled emails, and more.
Lead management – With the help of the lead management tool, you can easily qualify leads with HubSpot and collect the corresponding data centrally. You no longer have to work with multiple solutions, but can control everything centrally.
Pipeline Management – With Hubspot’s pipeline management, you can easily create individual sales pipelines and record your personal sales goals in them. This way, you can view the current status of the lead at any time and automatically convert leads into customers.
HubSpot Sales Advantages
- Intuitive tool
- Very comprehensive software with many functions
- Offers a free version
HubSpot Sales Cons
- HubSpot is a professional and expensive solution
- Customer service could respond more quickly
For whom is HubSpot Sales Hub the right solution?
HubSpot Sales is a very comprehensive software solution. It offers you a wide range of functions. You can use HubSpot Sales both as a small business and scale the solution up to the enterprise level.
However, the pricing on HubSpot Sales scales just as fast. It offers a very good free version that is not time limited. So you can try HubSpot Sales as your future CRM solution first.
Salesflare is a cloud-based CRM system that specializes in small businesses and startups. What’s special about Salesflare is that it can automate your data entry.
It can search your various email inboxes, social media accounts for customer data after your approval. This way, Salesflare can add contact details to your CRM system. You can assign the collected contacts to leads and opportunities.
Also, what’s special about Salesflare is that you can display sales pipelines either by deal status or by time status.
Salesflare offers 3 different price packages:
Growth: 29 Euro per month (per user)
Pro: 49 Euro per month (per user)
Enterprise: 99 Euro per month (per user)
Automate contact entry – Especially if you’re a small business owner, this feature can save you a lot of time. Salesflare analyzes your existing email, social media data, and other data to create potential leads.
Pipeline Management – Salesflare offers you an overview in which you can see the exact status of your deals. Thanks to the chronological sorting of the deals, you will no longer miss any important deadlines.
Zapier Integration – You can integrate many different apps with Salesflare via Zapier. So you can easily integrate other business processes via apps like Asana or Trello.
- Offers a very good integration of the e-mails
- Contacts are analyzed automatically
- The user interface is kept simple
- More native apps could be integrated
- The possibility to manage several pipelines side by side
For whom is Salesflare the right solution?
Salesflare is a fairly new CRM solution and is aimed at solopreneurs and very small businesses. If you want to automate data entry, Salesflare is a suitable solution for your business.
Engagebay is a fully comprehensive CRM platform that supports marketing, sales, and support processes. More than 12,000 companies are already successfully using Engagebay. The positioning of Engagebay is similar to HubSpot.
It offers a fully comprehensive platform for all business areas with customer contact. However, unlike Hubspot, Engagebay offers a solution in which all functions are integrated.
Engagebay offers 4 different pricing packages. There is a free version that gives you a free start.
Free: $0 per month per user
Basic: $10.39 per month per user
Growth: $19.99 per month per user
Pro: $39.99 per month
Lead Management – In Engagebay you can easily create a very detailed page with the contact details of your deals. This way you can keep track of how much each lead is worth.
Scheduling – You can schedule appointments with your potential customers directly from Engagebay. This way you can have an overview of past appointments and keep all information in one place.
CRM Email Automation – With Engagebay, you can integrate with either Office 360 or G-Mail to communicate with your team and with your customers through Engagebay.
Lead Scoring – You can assign a value to each individual lead via the lead scoring system. This way you can see at a glance how relevant your lead is and which deal you can close quickly.
- Very good email marketing and sales integration
- There is a free variant
- Very easy-to-use user interface
- No social media integration
- Email templates could be improved
- The automation function could be improved.
For whom is Engagebay the right solution?
If you’d like to have a full-featured solution for marketing, sales, and service, but you can’t afford HubSpot, then Engagebay, may be the fit for your business.
Copper was founded in San Francisco in 2013. It is now used by more than 25,000 companies worldwide. What makes Copper special is that it integrates natively with Google Workspace.
It’s a software that adds extensive CRM functionality to your Google Workspace account.
Copper offers 3 different price packages. You also have the possibility to test Copper for 14 days for free.
Basic: $25 per month (per user, max. 2,500 contacts)
Professional: $59 per month (per user, max. 15,000 contacts)
Business: $119 per month (per user, unlimited)
Deal Management – With Copper’s deal management function, you always have an overview of the current deals in your sales funnel. You are always informed about all opportunities in a visually appealing way.
Organize contacts – Copper makes it easy to manage your leads. You don’t need spreadsheets anymore. You can integrate them directly into Google Workspace with Copper.
Automations – You can easily solve recurring sales processes with Copper via Workflow Automation. So you don’t waste time with manual tasks anymore.
Integrations – Copper integrates directly with major business software very easily and natively. You can access many popular solutions like HubSpot, Quickbook and Slack.
Analytics – Copper’s Analytics and Report features provide you with the ability to generate statistics on sales activity.
- Very good integration with Google Workspace
- Very simple installation
- Easy to use
- No social media CRM function
- Documentation could be improved
For whom is Copper the right solution?
If you’re already using Google Workspace in your business and are looking for a CRM solution, Copper may be the solution for you. It integrates natively with Google Workspace.
9. Less Annoying CRM
Less Annoying CRM is a simple CRM system that specializes in small businesses. It was founded back in 2009 and focuses on providing the simplest CRM system possible.
This philosophy runs throughout the software. Both the pricing and the features are offered.
Less Annoying CRM Prices
The pricing at Less Annoying CRM is kept very simple. There is only one price
15 Dollar Per User/Pro Month
Less Annoying CRM offers a 30-day trial period
Less Annoying CRM Features
Contact Management – Less Annoying CRM gives you a simple overview of a contact. So you can immediately see whether the ready is a customer or a lead.
Lead Management – With Lead Management you can easily get an overview of the different leads in your sales pipeline.
Pipeline Management – Pipeline management gives you the possibility to see which opportunities are still open. So you never miss a sales opportunity status again.
Calendar & Task Management – Less Annoying CRM offers you an integrated calendar and task management. So you can always be on the same level with your team and never miss important appointments.
Less Annoying CRM Advantages
- Interactive and simple user interface
- Simple pricing
- Very easy to implement
Less Annoying CRM Disadvantages
- No integration with LinkedIn
- Pipeline management could be designed in a visually appealing way
- Technical support with costs
For whom is Less Annoying CRM the right solution?
If you are looking for a simple CRM solution both in terms of features and price, then Less Annoying CRM is for you. It is mainly aimed at small businesses.
Insightly CRM is a CRM system that has been on the market since 2009. It is the world’s largest CRM system that integrates with Google Workspace and Office 360. Today, more than 1.5 million users use Insightly.
Insightly CRM centralizes and manages all customer data, sales data, quotes, projects, etc. on a cloud-based platform.
Insightly CRM Prices
Insightly CRM offers 3 different price packages. You can also try Insightly CRM for free.
Plus: $29 per month (per user)
Professional: $49 per month (per user)
Enterprise: $99 per month (per user)
Lead Routing – With the lead routing function you can always see which new leads have been generated. You can also refer leads to the right person in your company.
Workflow Automation – With the Workflow Automation function you can create automations for recurring sales processes.
Integrations – Insightly CRM supports integrations with many popular business software. So you can either integrate software natively or via an interface like Zapier
Dashboards – With the dashboards in Insightly CRM, you can see an overview of your current sales activities.
- Easy-to-use user interface
- Easy integration with google Workspace and Office 360
- Many native integrations with other business software
- Project management functions are simple
- The user interface could be modern.
For whom is Insightly the right solution?
If you’re looking for a CRM system that integrates easily with Google Workspace and Office 360.
FAQ – Frequently asked questions
What CRM systems are there?
You can distinguish between two types of CRM systems, on-premise, and on-cloud systems. On-premise systems is software that is installed locally on your computer or server. More common nowadays, however, are on-cloud solutions. They are more flexible and easier to scale.
Most solutions these days are software-as-a-service solutions. Especially as a small business, it makes no sense to use an on-premise solution because they need to be implemented and the update process is complicated. All solutions in this comparison are SaaS solutions.
What makes a good CRM?
A good CRM system can be easily customized to meet the needs of your business. Moreover, it not only offers you the features you need today, but it also offers you features to help your business grow.
The most important features are a simple user interface and that you can manage a lot of customer data easily. The goal of any good CRM system should be to maintain a very good customer relationship.
How much does a CRM cost in India?
To get started, you should expect to pay about 1500 rupees per user and per month. If you use a solution like Zoho CRM, you can start for free. The prices for CRM software can increase quickly as the number of users and data increases.
In summary, the best social media management tools in India for 2022 are:
In this article, I have introduced you to 10 of the best CRM software for small businesses in India. That way you don’t have to introduce yourself to all the thousands of CRM systems on the market. These are my top 3 CRM systems for small businesses:
- Pipedrive – Very easy to use and visual sales pipelines
- Freshsales – The perfect CRM software if you still want to use other Freshworks solutions
- Zoho CRM – My price tip. Zoho CRM is inexpensive and still offers a very good range of functions.
I have ranked this CRM software as I think they are best suited for small Indian businesses. However, it goes without saying that the right system for you will depend on several factors. If you’re still not quite sure which software is best for you, you can also take advantage of the free trials that almost all solutions offer.