Out Top Picks
We have picked 5 CRMs for your different needs.
Salesmate
Level up your sales game with Salesmate - The most intuitive CRM and automation platform to meet all your needs. Maximize your ROI and unlock full sales potential with its unmatched value.
Pros
- All communication channels built-in
- Build sales and marketing automation
- Create your lead-scoring model
Cons
- Learning curve with the platform
- Limited templates for automation and reports
Pipedrive
Pipedrive is a powerful sales CRM and pipeline management platform to streamline and optimize sales processes. Maximize your sales opportunities with customizable visual sales pipelines.
Pros
- Clear view of the sales pipeline
- Customizable email templates
- Custom sales reports
Cons
- Unsatisfactory customer support
- Actual values come from higher plans
Vtiger CRM
Vtiger CRM is a good platform offering various features to streamline marketing, sales, and CX processes. Experience the limitless possibilities and unmatched control with Vtiger.
Pros
- Highly customizable to meet business needs
- Seamless integration between apps
- Top-notch customer support
Cons
- Lead scoring at higher plans
- Steeper learning curve for new users
- API is a bit clunky
Monday sales CRM
Monday sales CRM is an intuitive platform for your sales team. Manage all your customer data and leads effectively. Supercharge sales with ready-to-use templates from prospecting to closing.
Pros
- Easy to use
- Flexibility with customization
- Offer 200+ templates
Cons
- Analytics and reports come with the highest plan
- Actual values come from higher plans
Zendesk Sell
Zendesk is a cutting-edge CRM to propel your sales tasks better, from managing leads to closing deals. Leverage the tool for its seamless user experience and intuitive design.
Pros
- Unlimited email templates
- Pre-built sales dashboards
- Unified customer support
Cons
- Very limited sales pipelines
- Lead scoring at higher plans
Pros & Cons
Key Takeaways
- Segment your leads based on data to deliver exceptional experiences with personalized and targeted email marketing campaigns.
- Save more time to make money by automating tedious tasks like lead generation, data management, lead assigning, outreach, and follow-ups.
- Identify how close your reps are to win the deal with the bird eye view of your sales pipelines.
- Improve your decision-making with campaign insights and optimize your sales strategy to achieve your set targets.
Around 50% of CRM buyers see an ROI (return on investment) in 6 months.
As a small business owner, you know that managing client relationships is essential to your success, and it is possible with the support of the right CRM.
But with so many CRM tools in the market, knowing which one is the ideal CRM platform for you can be challenging.
That’s why I’ve compiled this list of the 14 best small business CRM software.
I’ve delved into these top 14 CRM software in numerous reviews on trusted platforms like G2 and Capterra and handpicked the best options for small businesses.
Each of the CRM software on this list is designed to help you:
- Track leads and opportunities
- Manage your multiple sales pipelines
- Automate tasks
- Get insights into your customer data
So, whether you’re just starting or looking to scale your business, I encourage you to check out the most trusted CRM software for small businesses.
Factors required for choosing the best small business CRM software
Selecting the best CRM for your small business can be tricky, especially if you’re unaware or unsure of what you need.
Here are a few things to keep in mind when choosing a CRM:
User interface and user experience
The CRM you choose should be easy to use and navigate. You don’t want to spend hours figuring out how to use it.
Value for money
CRM platforms can range in price from free to hundreds of dollars. Finding an ideal CRM that fits your budget and needs is essential.
Integrations facility
CRMs must be able to integrate with various business apps, such as Gmail, Outlook, and Zapier. This can help you save time and keep your data organized.
Contact, lead, and deal management features
The CRM you choose should have all the key features that you need to manage your contacts, leads, and deals. This includes features like lead scoring and pipeline management.
Automation features
The CRM must have the functionality to automate various tasks, such as sending follow-up emails and scheduling appointments. This can save you time and help you stay organized.
Reports and forecasting
The CRM you choose should provide you with reports and forecasting tools to help you track your sales efforts, progress and identify areas where you can improve.
Customer support
If you ever have any problems with your CRM, you’ll need to be able to get help from the vendor. Make sure the CRM you choose has good customer support.
Once you’ve considered these factors, you’ll be well on your way to choosing the best CRM software for small businesses.
14 best CRM for small business
All these CRMs offer multiple values that can bring promising results for your small business. Look for their top CRM features, pros, and cons to finalize.
1. Salesmate
Salesmate CRM is a fantastic cloud-based solution to help businesses of all sizes.
It’s like having your very own sales superhero, generating sales-worthy leads, ready to manage your sales pipeline, keep track of your sales activities, and seal the deal.
Here’s what Salesmate CRM brings to the table.
- Lead management: Easily track, qualify, and convert leads into loyal customers and build a system to never miss opportunities.
- Sales pipeline management: Visualize your sales and effortlessly track your progress toward your goals. It’s like having a GPS guiding you to sales success.
- Automation journeys: Put your repetitive sales tasks, processes, and end-to-end customer journeys on autopilot.
- Sales activities: Keep a close eye on your sales reps’ activities and performances, whether emails, calls, or meetings. Stay on top of things and never miss a beat.
- Sales reporting: Dive into valuable insights and uncover sales process bottlenecks with Sales Reports.
- Integrations: No more switching back and forth between platforms. Salesmate CRM seamlessly integrates with popular apps like Gmail, Outlook, and Zapier.
- Built-in calling and texting: Stay connected with your leads and customers effortlessly. Salesmate CRM has built-in calling and texting capabilities.
- Contact management: Get the full picture of your customers in one place. Plus, you can compile all their interactions with your company, allowing you to understand better and nurture those relationships.
- Workflow automation: Save time and focus on what matters most – Selling. It offers a variety of automated workflows, streamlining your tasks and boosting productivity.
- Mobile app: Access your CRM data and activities from anywhere with our Mobile CRM.
So, if you’re looking for a robust CRM solution packed with features, Salesmate CRM is the perfect choice.
Pros:
- Affordable CRM
- Excellent customer support
- Flexible and efficient system
Visit website: Salesmate
Featured customer review:
Here’s what recent customers had to say about Salesmate; “After trying EVERY CRM I could find on Google, THIS IS IT!”
Salesmate user ratings on G2:
- Ease of use: 9.1
- Quality of support: 8.7
- Ease of setup: 9.2
Salesmate user ratings on Capterra:
- Overall: 4.7
- Ease of use: 4.7
- Customer support: 4.9
Grow with Salesmate- Your trusted CRM!
Boost your relationship and drive revenue with the most intuitive CRM and automation platform - Salesmate.
Start your free trial2. Zoho CRM
Zoho CRM offers a wide range of powerful features, including contact and lead management, sales forecasting, email marketing, and automation.
The UI is pretty simple, and navigation is a breeze. It also integrates with other Zoho applications, providing a seamless experience across different business functions.
The home tab dashboard gives you an overview of all the leads collected each day, the closing deals, and the activities that require your attention.
Canvas allows you to customize your CRM view as you want. You can drag and drop the sections and change any element’s size and color.
Free CRM version: Yes, with 3 users
Pricing:
Standard: $14/user/month
Professional: $23/user/month
Enterprise: $40/user/month
Ultimate: $52/user/month
Pros:
- Ease of access from any location with the mobile app
- Simple UI and navigation
- Affordable pricing
- Different types of views – List, Canvas, and Kanban
- Great customer support
- OpenAI and Zia enable smart prompts assistance with Enterprise and Ultimate plan
Cons:
- As per some users, extra features are confusing and require a little bit of a learning curve
- Zoho only comes with a few native integrations post-purchase
- Irregular updates cause some features to become buggy
Visit website: Zoho CRM
Salesmate vs. Zoho comparison table
| Features | Salesmate | Zoho |
| Workflow automation | Yes | Yes |
| Lead management | Yes | Yes |
| Contact management | Yes | Yes |
| Deal management | Yes | Yes |
| Sales pipeline | Yes | Yes |
| Automated lead distribution | Yes | Yes |
| Marketing automation | Yes | Yes |
| Scheduled emails and texts | Yes | Yes |
| Meeting Scheduler | Yes | No |
| Email tracking | Yes | Yes |
| Customizable email templates and signatures | Yes | Yes |
| Web-forms | Yes | Yes |
| 24/5 customer support | Yes | Yes |
| Reports & Insights | Yes | Yes |
| Capterra review | ||
| Overall | 4.7 | 4.3 |
| Ease of use | 4.7 | 4.1 |
| Customer service | 4.9 | 4.1 |
| Pricing | Starts at $23/month | Starts at $14/month |
3. Freshsales
Freshsales is a sales CRM by Freshworks. It is a sound CRM for small businesses to have a 360-degree view of their customer’s detail, deal management, and omnichannel communication (email, text, and call).
Moreover, it offers automation to improve your sales team’s productivity.
The G-suite connections make it handy for teams who’re making the transition from Excel-based management to CRMs.
It also has free handy integrations like Trello, QuickBooks, & PandaDoc.
The CRM dashboard is an excellent feature that sports 5 dashboards – Activities dashboard, Phone dashboard, Analytics, Sales dashboards, & Marketing dashboard.
The CRM is highly responsive and easy to use. The colors on the customization options make it even better.
It offers Freddy as an AI assistant for lead scoring and analyzes past sales data for deal prediction.
Free CRM version: Yes for 3 users
Pricing: Billed annually
- Free CRM: $0
- Growth: $15/user/month
- Pro: $39/user/month
- Enterprise: $69/user/month
Pros:
- No-code landing page drag and drop builder
- Some users found the UI very simple and easy to understand
- Flexibility in customization of CRM
- Excellent customer support
Cons:
- Some users found data imports to be time-consuming
- Deal listing is slightly complicated on the CRM
- Only 1000 marketing emails with the growth subscription
Visit website: Freshsales
Salesmate vs. Freshsales comparison table
| Features | Salesmate | Freshsales |
| Workflow automation | Yes | Yes |
| Lead management | Yes | Yes |
| Contact management | Yes | Yes |
| Deal management | Yes | Yes |
| Sales pipeline | Yes | Yes |
| Multiple pipeline management | Yes | Yes (from the pro version) |
| Automated lead distribution | Yes | Yes |
| Marketing automation | Yes | Yes |
| Email and text sequences | Starts at $24/month | Yes |
| Meeting Scheduler | Yes | Via integration |
| In-built caller | Yes | Yes |
| Email tracking | Yes | Yes |
| Customizable email templates and signatures | Yes | Yes |
| Web-forms | Yes | Yes |
| Live chat | Yes (add on) | Yes |
| Chatbot | Yes | Yes |
| 24/5 customer support | Yes | Yes |
| Voicemail Drop | Yes (add on) | Yes |
| Reports | Yes | Yes |
| Capterra review | ||
| Overall | 4.7 | 4.5 |
| Ease of use | 4.7 | 4.4 |
| Customer service | 4.9 | 4.5 |
| Pricing | Starts at $23/month | Starts at $15/month |
4. Zendesk Sell
Zendesk Sell is a sales CRM focused on maximizing productivity and maintaining pipeline visibility.
It gives you a better customer view of their buying journey and enables you to deliver a personalized experience.
It is an all-in-one platform offering features such as content and deal management, lead generation tools, sales activity tracking, and automation.
You can customize reports to draw valuable insights that can help you improve your sales process or strategy.
Smart lists help you keep tabs on contact/lead data you’ve recently modified and display them as a list.
The task player guides you to perform tasks and moves you to the next task once the previous one is completed.
Pipeline analysis details the number of deals, their value, and the percentage distribution between the pipeline stages.
The mobile app provides support for on-the-go sales teams with GPS logging.
Free CRM version: Only available with the phone app
Pricing: Billed annually
- Team: $19/user/month
- Growth: $49/user/month
- Professional: $99/user/month
- Enterprise: $150/user/month
Pros:
- Many users loved the mobile app that allowed for email tracking and calls logging
- Easy customization and tracking of deals
Cons:
- Task automation and custom reports are only available from the Growth plans, which some users found expensive and inconvenient
- Some users disliked the customer support
Visit website: Zendesk Sell
Salesmate vs. Zendesk Sell comparison table
| Features | Salesmate | Zendesk Sell |
| Workflow automation | Yes | Yes |
| Lead management | Yes | Yes |
| Contact management | Yes | Yes |
| Deal management | Yes | Yes |
| Sales pipeline | Yes | Yes |
| Multiple pipeline management | Yes | Yes |
| Customizable pipeline | Yes | Yes |
| Automated lead scoring | Yes | Starts at $99/month |
| Marketing automation | Yes | Yes |
| Email and text sequences | Starts at $24/month | Starts at $49/month |
| Meeting Scheduler | Yes | Via integration |
| Power dialer | Starts at $40/month | Starts at $99/month |
| Email tracking | Yes | Yes |
| Customizable email templates and signatures | Yes | Yes |
| Web-forms | Yes | Yes |
| Live chat | Yes (add on) | Yes |
| Chatbot | Yes | Yes |
| 24/5 customer support | Yes | Yes |
| Voicemail Drop | Yes (add on) | Yes |
| Reports | Yes | Yes |
| Capterra review | ||
| Overall | 4.7 | 4.3 |
| Ease of use | 4.7 | 4.4 |
| Customer service | 4.9 | 4.1 |
| Pricing | Starts at $23/month | Starts at $19/month |
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Start your free trial5. Pipedrive
Pipedrive is a robust sales CRM that allows you to set up and customize your pipeline, track sales progress, and automate routine tasks.
It offers contact & deal management, workflow automation, and revenue forecasting.
The sales pipeline lets you view the entire sales process immediately. Plus, you can update the deal status and manage them with simple drag and drop.
Customization allows you to set your pipeline to match your sales cycle by adding custom stages and fields.
The automatic assignment is a newly added feature that distributes and assigns leads fairly to each sales rep.
Activity reminders help you stay on top of all your sales activities and deals.
Free CRM version: No
Pricing: Billed annually
- Essential: $9.90/user/month
- Advanced: $19.90/user/month
- Professional: $39.90/user/month
- Power: $49.90/user/month
- Enterprise: $59.90/user/month
Pros:
- Simple UI and UX
- Intuitive sales pipeline management
- Easy customization options
Cons:
- Difficulty uploading .CSV files
- Some users faced a steep learning curve
- Some users found issues with data backup
- Non-flexible pricing options
Visit website: Pipedrive CRM
Salesmate vs. Pipedrive comparison table
| Features | Salesmate | Pipedrive |
| Workflow automation | Yes | Yes |
| Lead management | Yes | Yes |
| Contact management | Yes | Yes |
| Deal management | Yes | Yes |
| Sales pipeline | Yes | Yes |
| Multiple pipeline management | Yes | Yes |
| Automated lead distribution | Yes | Yes |
| Marketing automation | Yes | Yes |
| Scheduled emails and texts | Yes | Yes (add on) |
| Meeting scheduler | Yes | Starts at $19.90 |
| In-built caller | Yes | Via integration |
| Email tracking | Yes | Starts at $19.90 |
| Customizable email templates and signatures | Yes | Starts at $19.90 |
| Web-forms | Yes | Yes (add on) |
| Live chat | Yes (add on) | Yes |
| Chatbot | Yes | Yes |
| 24/5 customer support | Yes | Yes |
| Reports & Insights | Yes | Yes |
| Capterra review | ||
| Overall | 4.7 | 4.5 |
| Ease of use | 4.7 | 4.6 |
| Customer service | 4.9 | 4.4 |
| Pricing | Starts at $23/month | Starts at $9.90/month |
6. Insightly
Insightly is a CRM solution focused on helping small businesses to easily manage their customer relationships and projects simultaneously.
It includes features such as contact and lead management, task and project management, email integration, and reporting.
Insightly also offers integration options with essential business tools like G Suite, Microsoft Office, and Slack.
App Connect lets you effortlessly transfer business/customer data between apps like ERP, HR, and IT systems.
Relationship linking helps you track email, interactions, and proposals giving you a holistic view between the organization and its contacts.
Advanced reporting lets you create graphical data visualizations to reveal insights and monitor progress.
Free CRM version: No
Pricing: Billed annually
- Plus: $29/user/month
- Professional: $49/user/month
- Enterprise: $99/user/month
Pros:
- Easy to understand UI and navigation
- Some users found the platform highly reliable
Cons:
- Some users found difficulty using the project tabs
- Clunky and laggy UX with some features like pricing and quoting
Visit website: Insightly CRM
Salesmate vs. Insightly CRM comparison table
| Features | Salesmate | Insightly CRM |
| Workflow automation | Yes | Starts at $40/month |
| Lead management | Yes | Yes |
| Contact management | Yes | Yes |
| Deal management | Yes | Yes |
| Sales pipeline | Yes | Yes |
| Customizable pipeline | Yes | Yes |
| Automated lead distribution | Yes | Starts at $49/user/month |
| Marketing automation | Yes | Yes |
| Email and text sequences | Starts at $24/user/month | Yes |
| Meeting Scheduler | Yes | No |
| Power dialer | Starts at $40/user/month | Yes (Add on) |
| Email tracking | Yes | Yes |
| Customizable email templates and signatures | Yes | Yes |
| Web-forms | Yes | Yes |
| Chatbot | Yes | Yes |
| 24/5 customer support | Yes | Yes |
| Voicemail Drop | Yes (add on) | Yes |
| Reports | Yes | Yes |
| Capterra review | ||
| Overall | 4.7 | 4.0 |
| Ease of use | 4.7 | 4.0 |
| Customer service | 4.9 | 3.8 |
| Pricing | Starts at $23/month | Starts at $29/month |
7. VTiger
VTiger CRM is a smart sales CRM that provides a 360-degree historical view of all contacts.
It provides key features like contact and lead management, pipeline tracking, email marketing, and customer support ticketing.
Also, you can integrate the platform with popular business tools like G-suite, Microsoft Teams, DocuSign, and QuickBooks.
VTiger Calculus uses historical data to determine a deal’s health by calculating engagement scores, winning chances, and expected closing dates.
Playbooks allow you to customize the way you assign tasks to your sales reps.
Email composer is a great sales enablement feature that lets you attach and send important documents in a jiffy.
Process Designer helps automate and manage key business processes and end-to-end customer journeys.
The VTAP App Creator lets you create applications to solve custom business needs.
The CRM mobile app empowers the sales team to manage customer relationships and boost sales performance effortlessly.
Free CRM version: Yes
Pricing:
- One Pilot: Free
- One Growth: $12/user/month
- One Professional: $30/user/month
- One Enterprise: $42/user/month
Pros:
- Users loved the customizability of the CRM
- Users also loved the number of features in the free version that wasn’t available on other platforms
Cons:
- Some users found the plans to be pricey
- They also disliked the UI and UX
Visit website: vTiger CRM
Salesmate vs. VTiger CRM comparison table
| Features | Salesmate | vTiger CRM |
| Workflow automation | Yes | Yes |
| Lead management | Yes | Yes |
| Contact management | Yes | Yes |
| Deal management | Yes | Yes |
| Sales pipeline | Yes | Yes |
| Customizable pipeline | Yes | Yes |
| Automated lead distribution | Yes | Yes |
| Marketing automation | Yes | Yes |
| Email and text sequences | Starts at $24/user/month | Yes |
| Meeting Scheduler | Yes | Yes |
| Power dialer | Starts at $40/user/month | No |
| Email tracking | Yes | Yes |
| Customizable email templates and signatures | Yes | Yes |
| Web-forms | Yes | Yes |
| Chatbot | Yes | Only Webchat |
| Live chat | Yes (add on) | Via extension |
| 24/5 customer support | Yes | Yes |
| Telephony | Yes | Via integration |
| Reports | Yes | Yes |
| Capterra review | ||
| Overall | 4.7 | 4.3 |
| Ease of use | 4.7 | 4.2 |
| Customer service | 4.9 | 4.2 |
| Pricing | Starts at $23/month | Starts at $12/month |
8. Capsule CRM
Capsule CRM is a simple yet smart CRM dedicated to helping small businesses achieve more with less time.
It helps organize sales processes and build deeper relationships with customers, partners, and vendors.
Its features include contact management, sales pipeline, sales analytics, and workflow automation.
It also offers key integrations such as Microsoft 365, Google, Xero, Transpond & Mailchimp.
The AI content assistant such as AI content generator acts as a second pair of hands that writes email copy automatically, provided instructions are given.
The Transpond integration lets you sync contacts, segment them, and view email campaign data and stats.
Free CRM version: Yes, for up to 2 users and 250 contacts.
Pricing:
- Professional: $18/user/month
- Teams: $36/user/month
- Enterprise: $54/user/month
Pros:
- Users loved the spontaneity of the task reminder feature
- They also loved the simple UI and had a great UX
Cons:
- Some users found the limited report generation to be unsatisfactory
- Dependency on the Transpond platform for marketing automation
- Poor export functionality
Visit website: Capsule CRM
Salesmate vs. Capsule CRM comparison table
| Features | Salesmate | Capsule CRM |
| Workflow automation | Yes | Starts at $36 |
| Lead management | Yes | Yes |
| Contact management | Yes | Yes |
| Deal management | Yes | Yes |
| Sales pipeline | Yes | Yes |
| Customizable pipeline | Yes | Yes |
| Multiple sales pipeline | Yes | Starts at $36 |
| Automated lead distribution | Yes | Yes |
| Marketing automation | Yes | Via Transpond integration |
| Email and text sequences | Starts at $24/user/month | Yes |
| Meeting Scheduler | Yes | Via integration |
| Email tracking | Yes | Yes |
| Customizable email templates and signatures | Yes | Limited |
| Web-forms | Yes | Via integration |
| Chatbot | Yes | Via Reve Chat integration |
| Live chat | Yes (add on) | Via Reve Chat integration |
| 24/5 customer support | Yes | Yes |
| Reports | Yes | Starts at $18 |
| Capterra review | ||
| Overall | 4.7 | 4.5 |
| Ease of use | 4.7 | 4.6 |
| Customer service | 4.9 | 4.5 |
| Pricing | Starts at $23/month | Starts at $18/month |
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Save time and boost efficiency by automating tasks like lead generation, data management, outreach, nurturing, and follow-ups!
Start your free trial9. NetHunt CRM
NetHunt is a CRM solution natively integrated with Gmail and LinkedIn, making it convenient for small businesses relying heavily on Gmail for communication.
It offers key features such as contact and lead management, email tracking, and automation.
Use powerful sales automation to save your time from repetitive tasks like data entry, routine follow-ups, and outreach.
It offers popular integrations with other business apps like WhatsApp, Facebook Messenger, Instagram, Telegram, and Viber for chatbot support and messaging. This helps foster omnichannel communication.
Free CRM version: No
Pricing: Billed annually
- Basic: $24/user/month
- Business: $48/user/month
- Advanced: $96/user/month
Pros:
- Users loved the seamless integration between apps
- Top-notch customer support
Cons:
- No chatbot
- Some users found the platform to be pricey
Visit website: NetHunt CRM
Salesmate vs. NetHunt CRM comparison table
| Features | Salesmate | NetHunt CRM |
| Workflow automation | Yes | Starts at $48 |
| Lead management | Yes | Yes |
| Contact management | Yes | Yes |
| Deal management | Yes | Yes |
| Sales pipeline | Yes | Yes |
| Customizable pipeline | Yes | Yes |
| Multiple sales pipeline | Yes | Yes |
| Automated lead distribution | Yes | Yes |
| Marketing automation | Yes | Yes |
| Email and text sequences | Starts at $24/user/month | Yes |
| Meeting Scheduler | Yes | Yes |
| Email tracking | Yes | Yes |
| Customizable email templates and signatures | Yes | Yes |
| Web-forms | Yes | Starts at $48 |
| Chatbot | Yes | No |
| Live chat | Yes (add on) | Yes |
| 24/5 customer support | Yes | Yes |
| Reports | Yes | Starts at $48 |
| Capterra review | ||
| Overall | 4.7 | 4.8 |
| Ease of use | 4.7 | 4.7 |
| Customer service | 4.9 | 4.8 |
| Pricing | Starts at $23/month | Starts at $24/month |
10. Less Annoying CRM
As the name suggests, Less Annoying CRM aims to provide small businesses with a simple and intuitive customer relationship management experience.
It offers contact and lead management, task tracking, and a straightforward interface.
One-click export provides an Excel sheet of your CRM data.
The platform promotes collaboration and teamwork where all the team members can access and update customer information, track progress, and delegate tasks from one centralized place.
This fosters better team coordination with effective communication.
Less Annoying CRM certainly lives up to its name, where the vendor handles security, data backups, and software updates.
Free CRM version: No
Pricing:
- Standalone pricing of $15 per user per month
Pros:
- Easy to use and set-up
- Great customer support
Cons:
- Poor email integration
- Only SMS and email notifications. No in-app notifications
- Limited integration options that are available in other CRMs
- Some users weren’t happy with the outdated look of the platform
Visit website: Less Annoying CRM
Salesmate vs. Less Annoying CRM comparison table
| Features | Salesmate | Less Annoying CRM |
| Lead management | Yes | Limited |
| Contact management | Yes | Yes |
| Deal management | Yes | Yes |
| Sales pipeline | Yes | Yes |
| Customizable pipeline | Yes | Yes |
| Multiple pipelines | Yes | Yes |
| Automated lead distribution | Yes | No |
| Email and text sequences | Starts at $24/user/month | Via integration |
| Meeting Scheduler | Yes | No |
| Email tracking | Yes | Yes |
| Web-forms | Yes | Via integration |
| Chatbot | Yes | No |
| Live chat | Yes (add on) | Yes |
| 24/5 customer support | Yes | Yes |
| Reports | Yes | Yes |
| Capterra review | ||
| Overall | 4.7 | 4.8 |
| Ease of use | 4.7 | 4.9 |
| Customer service | 4.9 | 4.9 |
| Pricing | Starts at $23/month | Starts at $15/month |
11. Really Simple Systems CRM
Really Simple Systems is a cloud-based CRM solution designed for growing B2B companies dedicated to helping them save more time and close more sales.
It offers contact and lead management, opportunity tracking, email integration, and reporting.
Really Simple Systems also provides integration options with useful business tools like Google Sheets, QuickBooks, and Xero.
Geo-location lets you find nearby accounts on Google Maps.
Sales quotations allow you to create and send quotations to customers and even track the quotation status.
Free CRM version: Yes, up to 2 users and 100 company records
Pricing: Billed annually
- Starter: $17/user/month
- Professional: $33/user/month
- Enterprise: $50/user/month
Pros:
- Easy to use platform with flexible customization options
- Users loved the pricing
Cons:
- Users found task progress and management to be a little tiresome
- Clunky customization with client and contact management, as per some users
- Complicated report creation and email management
Visit website: Really Simple Systems CRM
Salesmate vs. Really Simple Systems CRM
| Features | Salesmate | Really Simple Systems |
| Workflow automation | Yes | Starts at $33 |
| Lead management | Yes | Yes |
| Contact management | Yes | Yes |
| Deal management | Yes | Yes |
| Sales pipeline | Yes | Yes |
| Customizable pipeline | Yes | Yes |
| Multiple sales pipeline | Yes | Yes |
| Automated lead distribution | Yes | Yes |
| Marketing automation | Yes | Yes |
| Email and text sequences | Starts at $24/user/month | Yes |
| Meeting Scheduler | Yes | No |
| Email tracking | Yes | Yes |
| Customizable email templates and signatures | Yes | Yes |
| Web-forms | Yes | Yes |
| Chatbot | Yes | No |
| Live chat | Yes (add on) | Yes |
| 24/5 customer support | Yes | Yes |
| Reports | Yes | Yes |
| Capterra review | ||
| Overall | 4.7 | 4.5 |
| Ease of use | 4.7 | 4.5 |
| Customer service | 4.9 | 4.6 |
| Pricing | Starts at $23/month | Starts at $17/month |
Visualize success, close more deals!
Get a bird's eye view of your sales pipelines to identify opportunities, empower reps, and win deals.
Explore Sales Pipeline Management12. Monday CRM
Monday sales CRM is specifically designed to help sales and customer service teams to facilitate their day-to-day tasks and boost productivity.
It integrates seamlessly with other Monday.com tools, providing a comprehensive solution for all-sized businesses.
It includes basic and essential features such as contact management, lead management, lead capturing, and pipeline management.
The Deal stages widget displays the current stage of each deal in your pipeline, so you can easily see where each deal is and what needs to be done next.
The funnel chart shows the number of deals in each stage of your pipeline, so you can track your progress and identify any bottlenecks.
Its visual dashboards, automation capabilities, and robust reporting features make it a worthwhile CRM platform for driving business growth.
Free CRM version: No
Pricing: Billed annually
- Basic: $30/month
- Standard: $42/month
- Pro: $72/month
- Enterprise: Contact sales
Note: The pricing is based on a “3-seat” system, which means the pricing depicted above is for a size of 3 team members. As the seat number increases, the pricing for each plan increases as well.
Pros:
- Users are satisfied with the number of features available on the platform, such as client management, lead generation, financial analysis, project management, and team management
- Users also love the UI and the flexibility of customization
Cons:
- Many of the key features are expensive and may not be suitable for small businesses
- The lead scoring feature only comes with the enterprise version
- Viewing large boards gets complex, especially on mobiles
Visit website: Monday CRM
Salesmate vs. Monday CRM comparison table
| Features | Salesmate | Monday CRM |
| Workflow automation | Yes | Starts at $42/month with only 250 actions. |
| Lead management | Yes | Starts at $42/month |
| Contact management | Yes | Starts at $42/month |
| Deal management | Yes | Starts at $42/month |
| Sales pipeline | Yes | Yes |
| Customizable pipeline | Yes | Yes |
| Multiple sales pipeline | Yes | Yes |
| Email and text sequences | Starts at $24/user/month | Starts at $72/month |
| Meeting Scheduler | Yes | No |
| Email tracking | Yes | Yes |
| Customizable email templates and signatures | Yes | Starts at $72/month |
| Web-forms | Yes | Yes |
| Chatbot | Yes | Via integration |
| Live chat | Yes (add on) | Yes |
| 24/5 customer support | Yes | Yes |
| Reports | Yes | Yes |
| Capterra review | ||
| Overall | 4.7 | 4.7 |
| Ease of use | 4.7 | 4.7 |
| Customer service | 4.9 | 4.7 |
| Pricing | Starts at $23/month | Starts at $30/month |
13. Salesflare
Salesflare is a simple yet robust CRM for small and medium businesses selling B2B.
Salesflare is an intelligent CRM that automates administrative tasks and data entry, allowing sales teams to focus on building relationships.
It offers contact and lead management, email tracking, task management, and reporting.
Salesflare also provides integrations with popular tools like G-suite, Outlook, Zapier, and Slack, enabling personalized and effective sales engagements.
Its smart overview lets you view all opportunities and any required task that needs to be done.
Free CRM version: No
Pricing:
- Growth: $29/user/month
- Pro: $49/user/month
- Enterprise: $99/user/month
Pros:
- Great UI and seamless integration with apps
- Excellent customer support team
Cons:
- Complex filter views around client management
- The pricing model was expensive for those users who wanted to upgrade to access more features
- Improper drip email campaign functionality
Visit website: Salesflare
Salesmate vs. Salesflare comparison table
| Features | Salesmate | Salesflare |
| Workflow automation | Yes | Yes |
| Lead management | Yes | Yes |
| Contact management | Yes | Yes |
| Deal management | Yes | Yes |
| Sales pipeline | Yes | Yes |
| Customizable pipeline | Yes | Yes |
| Multiple sales pipeline | Yes | Yes |
| Email and text sequences | Starts at $24/user/month | Starts at $49 |
| Meeting Scheduler | Yes | Yes |
| Email tracking | Yes | Yes |
| Customizable email templates and signatures | Yes | Yes |
| Power dialer | Yes | No |
| Web-forms | Yes | Yes |
| Chatbot | Yes | Yes |
| Live chat | Yes (add on) | Yes |
| 24/5 customer support | Yes | Yes |
| Reports | Yes | Yes |
| Capterra review | ||
| Overall | 4.7 | 4.7 |
| Ease of use | 4.7 | 4.7 |
| Customer service | 4.9 | 4.9 |
| Pricing | Starts at $23/month | Starts at $29/month |
14. Close CRM
Close CRM is a sales-focused CRM designed for small businesses and startups and trusted by over 6000.
It offers lead and contact management, email tracking, task automation, and reporting features.
Close CRM also provides calling and SMS capabilities, making it convenient for sales teams. It has an advanced feature, a predictive dialer that dials multiple numbers simultaneously.
Smart Views allow custom filtering and sorting of leads, enabling you to quickly review leads based on their score. It tells you when you have last followed up and when your subsequent follow-up is due.
When a real human answers, it routes an available rep to the call. Sadly, this feature is only available with the Enterprise plan.
Free CRM version: No
Pricing: Billed annually
- Startup: $99/3 users/month
- Professional: $299/3 users/month
- Enterprise: $699/5 users/month
Pros:
- Users loved the Smart View feature that gives an overview of a lead’s present and historical data
- They also liked the ease of creating sequences
- Seamless integration
Cons:
- Sales focused reports and other KPIs aren’t displayed
- Poor customization options on smart views
- A little bit of a learning curve
Visit website: Close CRM
Salesmate vs. Close CRM comparison table
| Features | Salesmate | Close CRM |
| Workflow automation | Yes | Yes |
| Lead management | Yes | Yes |
| Contact management | Yes | Yes |
| Deal management | Yes | Yes |
| Sales pipeline | Yes | Yes |
| Customizable pipeline | Yes | Yes |
| Multiple sales pipeline | Yes | No (Upgrade for more) |
| Email and text sequences | Starts at $24/user/month | Yes |
| Meeting Scheduler | Yes | Via Calendly integration |
| Email tracking | Yes | Yes |
| Customizable email templates and signatures | Yes | Yes |
| Built-in caller | Yes | Yes |
| Power dialer | Yes | Yes |
| Web-forms | Yes | Via integration |
| Chatbot | Yes | No |
| Voicemail Drop | Yes | Only in the Enterprise version ($139) |
| 24/5 customer support | Yes | Yes |
| Reports | Yes | Yes |
| Capterra review | ||
| Overall | 4.7 | 4.7 |
| Ease of use | 4.7 | 4.6 |
| Customer service | 4.9 | 4.6 |
| Pricing | Starts at $23/month | Starts at $99/month |
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Explore Sales IntelligenceNote: This blog was created in June 2024. All prices refer to monthly costs billed annually and are subject to change. Contact us if you find anything that mismatches.
Closing thoughts
Which CRM is right for your small business?
Well, it really depends on your specific needs and budget.
The CRMs on this list are a great starting point.
The key is choosing a CRM software you and your team can easily use and get the most out of.
Once you find the right CRM software, you’ll be on your way to improving sales performance and growing your business.
Here are a few additional tips for choosing the right platform among these 14 best CRM solutions:
- Consider your budget: CRMs can range from free options to more expensive ones. It’s important to find one that fits your budget.
- Think about your needs: What features do you need in a CRM? Do you want to track leads, manage your sales pipeline, or automate your marketing efforts?
- Try out a few different CRM software: Once you’ve narrowed down your choices, try a few CRMs to see which one you like best. Many CRM software offers free trials so that you can test them without risk.
Choosing the ideal CRM software may seem like a big decision, but by following these tips, you can find one that will help you improve sales performance and grow your business.
Frequently asked questions
What is a CRM, and how is it essential for small businesses?
CRM (customer relationship management) is a profound tool for managing customer interactions and relationships. Small businesses can better organize their customer data, track sales activities, and automate tasks and decision-making to scale.
What features should I consider when choosing a CRM for my small business?
When selecting a CRM for a small business, consider features like lead management, omnichannel communication, sales automation, sales intelligence, integration, mobile accessibility, and scalability to meet your future needs.
How much does a CRM for small businesses typically cost?
The cost of CRM software for small businesses might vary depending on the CRM providers and their features. Some CRM systems offer free plans with limited features, while others may have monthly subscription fees ranging from $10 to $100 per user.
Can I integrate a CRM system with other business tools I use?
Yes, most CRM platforms offer native and third-party integrations with popular business tools such as email marketing, accounting software, inventory management, customer support systems, etc. Integration capabilities can streamline workflows and ensure seamless data exchange between tools, boosting the team’s productivity and efficiency.
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Sonali Negi
Sonali is a writer born out of her utmost passion for writing. She is working with a passionate team of content creators at Salesmate. She enjoys learning about new ideas in marketing and sales. She is an optimistic girl and endeavors to bring the best out of every situation. In her free time, she loves to introspect and observe people.