Best CRM for Small Business in 2021

Freshsales

Just like Salesmate, Freshsales also has built-in telephony (freshcaller) to connect with customers directly. On the one hand, Freshsales enables you to automatically capture your website visitors as sales leads and group them based on their engagement with your website. Besides, Freshsales offers lead scoring, activity tracking, sales pipeline, and other exciting features. Assign them to the right salespeople on your team. Reach out to each lead with complete context and track deals by the personalized pipelines. Despite having limited integrations, Freshsales can be a great option for small businesses and startups. Let’s have a look at some of the features of Freshsales.

Freshsales features:

• Built-in calling and texting (through Freshcaller).
• Lead scoring and lead assignment.
• Contact management with tasks, notes, and files.
• Visuals sales pipeline and deal management.
• Real-time tracking of visitors.
• Email sync and tracking.
• Smart analytics and forecasting.

Pricing: Package for Growing Teams ($25,- /user/month).

Zoho

Though we previously included Zoho in our enterprise-grade software list, this software can also be employed by small businesses – thanks to the variety in editions offered. Zoho CRM is designed for every kind of business. However, Zoho – in comparison to Insightly – offers a bit more in terms of sales/marketing features. It is one of the most popular CRM among Indian businesses. It offers its users website visitor tracking, lead scoring, sales signals (with pop-up notifications about leads) and more. In addition, the CRM is designed in India to generate more leads, get more conversions, and grow your business.

Therefore, Zoho can be a great option for your business. Check out some of its features.

Zoho features;

• Bring all your channels in one place and create an organized environment.
• Connect social media accounts and generate leads.
• Connect with website visitors through live chat.
• Zia AI from Zoho offers insights on trends, conversions, and deal closings.
• Smart analytics and forecasting.
• Customization capabilities to work with the CRM the way you want.

Pricing: Free version, Standard ($12/month), Professional ($20/month), Enterprise ($35/month) and more.

 

Salesforce

Salesforce is the leader in the CRM game, although it is designed mostly for larger businesses and enterprises. One the SalesForce is one of the biggest and most widely used CRM software on the market. Luckily for smaller businesses, SalesForce offers a basic edition called Lightning Essentials. In addition, this package provides the user with an advanced contact manager that includes email integration and follow-up reminders. Likewise, it also includes a lot of options for integration and customization. This CRM has various modules like Sales, Service, Marketing, Commerce, and Engagement.

Let’s take a look at some of the important features of Salesforce.

Salesforce features

• Contact management system.
• Opportunity management to close more deals.
• Lead management.
• Sales insights and forecasting.
• Email integrations.
• Workflow automation.
• Create a customer journey and touchpoints.
• Data management platform.
• Google marketing platform.

Pricing: Lightning Essentials package ($25/month/user), Lightning Professional ($75/month/user), and more.

Salesmate CRM

In the list of best CRM for small businesses in 2021, the first CRM on the list is an ideal choice for small businesses & startups — Salesmate. With Salesmate CRM you can speed up the sales processes and offer customers a personalized experience. Similarly, manage your contacts effectively and keep track of all related sales activities. Besides, his CRM is an affordable choice for growing businesses with a lot of helpful features that can streamline your sales and marketing processes. Likewise, this tool is perfect for sending out email campaigns and you’ll know what happens to your emails once you hit send. As a Small Business, you appreciate flexibility and scalability and Salesmate understands these needs. Built-in calling is a USP of Salesmate that allows users to make calls without leaving the system. You can get a toll-free and virtual phone number and start making calls.

Salesmate features

• Sync with Google apps (G Suite).
• Workflow automation.
• 360-degree customer view with the smart contact management system.
• Email automation.
• Deal management.
• Shared team inbox
• Product and services management.
• Mobile CRM for Android and iOS.
• Integrations with Gmail, Drive, ClearBit, Zapier, RingCentral, PieSync, Slack, Wufoo, and many more.
• Activity management.
• Visual sales reports, sales analytics, revenue reports, goal tracking.
• Sales forecasting.

Pricing: Starts at $12/user/month.

Insightly

In the list of best CRM for small businesses in 2021, Insightly is an intuitive CRM for multilevel organizations with a lot of exciting features. Likewise, this CRM comes with built-in project management and delivery system that can help you manage your projects and tasks better, you can find CRM examples here. So, let’s have a look at some of the important features offered by Insightly.

Insightly features

• Lead tracking and routing.
• Workflow automation.
• Email tracking.
• Project management and delivery.
• Build and deploy custom apps.
• Mobile app for Android and iOS.
• Integrations with more than 25 tools.

Zendesk Sell

Zendesk Sell is a sales automation software that helps sales teams get better visibility of their pipelines. Most importantly, Zendesk Sell also focuses on lead prioritization, so teams can close more customers. Let’s have a look at some of the features and pricing plans of Zendesk Sell.

Zendesk features

• Built-in calling and SMS.
• Email tracking.
• Integrations with Slack, Dropbox, Google Suite, MailChimp, and more.
• Contact management system.

Capsule CRM

In the list of best CRM for small businesses in 2021, Capsule CRM is more focused on bringing all customer data to one place, so sales teams can close deals mindfully. The Capsule CRM is a software that’s been around for quite a while now. Starting up in 2008, it has become quite popular in recent years. It is a very easy-to-use software that allows its users to track both relationships and sales pipelines. This CRM is also focused on lead assignment and team management.  Straight and to the point. Not to mention it can be used on both desktops and mobile.

The user interface is broken down into five groups: dashboard, people and organizations, sales pipeline, calendars and tasks and lastly, cases. One pitfall, however, is that it offers less functionality in terms of campaigns and reporting. Capsule offers a contact manager where you can check out all the details of your customers and also track the progress of deals.

Let’s check out some of the features of Capsule CRM.

Capsule CRM features

• Track history, documents, tasks, and details of contacts at one place.
• Search facility to gather results throughout the system.
• Task management.
• Sales pipeline management.
• Insightful reports.
• Track sales performance.
• Sales forecasting.
• Track team performance.

Pricing: They have both a free package (up to 2 users) and a Professional package (£12/user/month).

Pipedrive

With more than 100 integrations, Pipedrive makes things easier for all sizes of teams. Pipedrive is a wonderful choice for any genre of business. With a lot of exciting features in the suite, pipeline management is a clear USP of Pipedrive.

Let’s take a look at some other important features of this CRM

Pipedrive features

• Pipeline management.
• Email integration.
• Activity and goal tracking.
• Sales reporting and sales forecasting.
• CRM apps for Android and iOS.
• Integrations with Plecto, Pipechimp, GetAccept, Toky, and many more.
• Workflow automation.
• Multilingual and multicurrency system.

PROSOFTLY

In the list of best CRM for small business in 2021, PROSOFTLY analyzes your company and compare it with industry data. Also, set goals, delegate these goals to your employees. Moreover, track all the work done to achieve your company goals for success.  Create customers, deals, products/services. Manage your deals using sales pipeline. In addition, Analyze your customers and deals to nurture more sales out of your contacts. On the one hand, Create your customers and keep track of all the details you have about them. Create deals and interactions for each customer. Manage these deals using sales pipeline to manage your sales activities much more efficiently. You can track sales of your product or services, keep track of their performance analyze them in detail.

Pricing: A free package (up to 3 users), a Business Package $8/4-10 users/monthly, a Business Elite Package $7/11-30 users/monthly, and Enterprise

Base CRM

In the list of best CRM for small business in 2021, Base is a CRM software that is ideal for companies looking to customize their sales pipelines. Users can make use of a sales tracking solution that lets you customize sales stages. You can add things like leads, collaborators, and records to all your sales deals in the Sales Pipeline section. Besides, the base offers real-time visual reporting via templates as well as integrations with social networks and other third-party apps such as Zapier, MailChimp, Yesware, and more.

Pricing: Starting from $45/User/Month

MICROSOFT DYNAMICS 365

Microsoft has dipped its hands in the CRM ocean also. If you are a Microsoft user, you’ll probably know that Microsoft Dynamics 365 is an all-in-one platform for sales and marketing. Providing an all-in-one solution for sales and marketing teams, Dynamics 365 can help businesses with marketing automation, lead generation & tracking, streamlining sales processes. Moreover, this CRM is more than your average CRM. AI Of course this platform can extend with other Microsoft products. Obviously, 365 allows users to connect with other Microsoft apps like Outlook, Lync, Word, Excel, and others.

Let’s have a look at some of the important features by Dynamics 365.

Microsoft Dynamics 365 features

• Sales insights and forecasting.
• AI-driven sales insights to improve sales.
• Integrations with LinkedIn Sales Navigator and other Microsoft apps.
• Sales productivity tools.

Pricing: Different modules and licenses offered. Sales Insight i.e. (€ 42,20/user/month)

Close

Close is a sales-focused CRM for inside sales teams. The aim of Close CRM is to help sales teams close more deals by optimizing their sales process. Just like Salesmate, Close CRM is one of the first companies to provide a built-in calling feature. Let’s have a look at some other features offered by Close CRM:

Close features

• Email syncing and tracking with insights.
• Bulk emailing with personalized templates.
• Sales goals tracking.
• Sales employee performance.
• Integrations with Zapier, Zendesk, Wufoo, and others.
• Built-in calling with SMS.
• Predictive dialer to make multiple calls at once.

vTiger CRM

vTiger is another all-in-one CRM software made for small businesses. This tool offers a great deal in terms of sales automation, email marketing, and project/inventory management. Besides, they offer web-to-CRM forms to help users capture relevant contact info as well as prioritize that info. Plus, all features have been improved based on the feedback of their customer base.

Pricing: Depends on the package you select (Sales CRM, Help Desk or All-In-One), but pricing can range anywhere from free to $30/user/month.