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Businesses can automate rewards and enhance customer experience while engaging and encouraging customers to make repeat purchases from your brand.
Xoxoday Plum is a Rewards, Incentives, Benefits & Payouts Infrastructure for Businesses. Xoxoday’s technology enables companies to reward employees, customers, and sales & channel partners.
Easily integrate tools to simplify payments, scheduling, landing pages, and so much more. Keap’s sales and marketing automations work with your business to grow sales and save time.
We are a complete all-in-one business development, management, and automation tool that has everything you need to replace countless pieces of other software and solve nearly all your business problems. Entrepreneurs love us!
SalesOutlook combines what you already use into a comprehensive CRM application. Built on top of the Microsoft Office System, SalesOutlook allows you to auto file emails, use Word and Excel for document management and the Teams Phone System to dial a contact. OneDrive can also be used to automatically store all your email and attachments.
SalesOutlook CRM integration for Outlook enables organizations to get, keep and grow customer relationships.
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects, and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant. Small business owners and freelancers have used HoneyBook to increase their bookings and save time.
Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.
Maximizer is a CRM designed for sales teams to manage opportunities, automate tasks and close more business. Try our platform free for 30 days.
Fully-customizable Zoho CRM provides unified solutions for businesses of all types and sizes. Conduct your Sales & Marketing analytics to gain insights using Dashboard views and Automate your daily routines. Customize your CRM theme based on your industry needs using Canvas, Omnichannel communication for streamlined communication between teams and customers, handle customer support from within the platform to improve customer relationships. Get Started with Zoho CRM now!
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. It visualizes your sales pipeline and helps to make sure important activities and conversations won’t get dropped. It also sports built-in forecasting, integrations with other software such as Google Apps, MailChimp and Zapier and an API for those that like to “roll their own” software solutions. Full functionality for just $15 per month.
Microsoft Dynamics CRM's automated features and AI help sales teams better understand their customers, know the best time to send an email, and monitor social channels better than ever before. MS Dynamics also includes a direct connection to the business social platform LinkedIn. Their core CRM package—Dynamics 365 Sales—is focused on sales force automation and helping teams find and close opportunities, and comes as a single tool or can be bundled with other business operations tools.
User-friendly CRM that highly emphasizes clear and concise sales management. All contacts, deals, your calendar, your sales pipeline analysis – all in one place. Perfectly organized data that simplify your work and give you a thorough overview of your business.
RAYNET CRM helps your salespeople and your managers: It gives sales reps the tools to score and the managers the tools to monitor the business and its future perspective.
Nimble combines the strength of a traditional CRM with contact management, social media, sales intelligence, and marketing automation to deliver relationship insights to help professionals build better work relationships in a multi-channel world. The software integrates productivity apps to gather user contacts, communications, calendar, and collaborations in one platform and draws data from popular social media channels including Facebook, LinkedIn, and Twitter.
Apptivo is a powerful sales & marketing tool. This CRM includes lead management, an opportunity pipeline with intuitive dashboards, campaign management, and flexible workflow tools including marketing automation. Apptivo starts with a simple contact management system with slick integrations such as automated email conversation tracking, or automated call logging. We offer a complete set of sales tools for lead management, activity tracking, pipeline visualization, and automated workflow.
Less Annoying CRM (LACRM) is a simple CRM built from the ground up for small businesses. Manage contacts, leads, notes, calendar, to-do’s and more, all from one simple web application. Less Annoying CRM is founded on three core principles: simplicity, affordability, and outstanding customer service. All of the tools and information are easy to find from any page in the CRM. LACRM was designed specifically to be intuitive, even for users who aren’t tech-savvy.
In this article...
Customer relationship management (CRM) software is one of the fastest growing software industries in the world. Just last year, overall usage jumped from 56 percent to 74 percent worldwide. This trend includes small businesses, too, with more than 90 percent of businesses with over 11 employees using some kind of CRM solution. In this guide, we’ll break down small business CRM software and help you find the best solution for your company.
To get a head start on your research, use our Product Selection Tool by clicking on the banner at the top of the page. After filling out a short survey about your business, you’ll get an unbiased list of small business CRM software customized to your needs.
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Small business CRM is a software tool that helps small businesses keep track of their customers and prospects. It provides engagement tools to improve customer relationships and customizable reports that help the business track their close rate and other key performance indicators. Small business CRM software helps small businesses stay organized and improve their efficiency, while being easier to manage for fewer employees.
Small businesses have unique pain points, including smaller budgets, fewer staff, and scalability. They need a CRM that can address each of these challenges, making small business CRM software perfect.
One of the biggest factors for small businesses when purchasing software is price. They don’t have huge budgets, and they need tools that provide good time-to-value. Many CRM tools for small business offer pricing that’s attractive for small businesses. Some even offer free plans for businesses with less than five employees.
For the most part, CRM software is priced per user, per month, which allows SMBs to start small and scale up as they learn how to best use the system. The subscription model also makes it easier for them to try different CRM tools out without large initial investments because they can pay for the tool monthly. However, occasionally, a vendor will lock customers into an annual contract, or their customers can pay for their subscription annually to receive a discount.
Generally speaking, small businesses tend to have fewer than 100 employees, and many have even less. Because of this, small business CRM software needs to be easy to implement and must simplify sales processes like outreach, onboarding, and follow-ups. By automating and optimizing these processes, each employee can spend more time on finding and closing opportunities to help the business grow.
Additionally, most small business CRM software products are cloud-based, so organizations don’t have to worry about on-premises server maintenance or upgrades to the software. These are all handled by the vendor, lessening the workload of the business.
Not all small businesses want to grow, but many do. Because of this, small business CRM solutions must be able to scale with the company, so the business doesn’t have to switch every time they hit a new milestone. Most small business CRM tools base their plans on the number of users and make it easy to add more as the business grows. Additionally, many offer more features than they provide in the base plan. This lets businesses ease into the tool and then expand it as they need more functionality.
At some point, a business will likely transition from small to medium, and when that happens, they’ll need to upgrade their CRM. This may simply mean upgrading to a higher package depending on the vendor they’ve chosen. When this occurs is dependent on the business, but generally, they should move away from their small business CRM package when it stops meeting their needs or doesn’t offer enough licenses to cover all of the users they have.
Here are a few signs you might need to transition away from a small business CRM:
Small business CRM tools are just as unique as the small businesses they serve, but they do have some overlap when it comes to features.
Your CRM should be able to generate reports that help you determine your customer turnover rates, close rates, and how effective your campaigns are. The reports should be customizable, and you’ll need the ability to get data in real-time to ensure you’re making decisions with the most relevant information.
With these reports, you’ll get a better understanding of which sales channels are working best. You’ll also be able to identify problem areas in your sales funnel and improve processes to keep customers happy.
Chances are, your salespeople aren’t chained to their desks. They need to be able to pull up your CRM right before and after meetings, so they can refresh themselves on the client’s information and make notes about how the meeting went. This way, your sales team will have the information they need to conduct a successful meeting, and they won’t forget what they covered in the meeting before they can make notes.
Your CRM may not include an email marketing system (although many do), but it should be able to integrate with your software of choice. This will enable you to automatically send onboarding paperwork when you get a new client or quickly drop new prospects into your nurture campaigns. Additionally, it will record all of the email communications you have with prospects in your CRM to give you references for future discussions.
With lead scoring, your small business CRM can help you determine which leads are most likely to convert. This allows you to focus your efforts on these high-quality prospects and place lower-scored leads into your nurture campaigns until they may be ready to purchase. With lead scoring, your sales team is less likely to spend a ton of time chasing leads that won’t convert and accidentally ignoring prospects that are ready to pull the trigger. This means higher revenue and a better close rate.
Every business has different things they like to track about their customers. Your CRM software should include the ability to create custom fields, so you can include information that’s pertinent to your business. For example, a bike shop might want to note the type of bike a customer owns, allowing them to recommend appropriate parts and accessories. These custom fields also allow you to create better segmented email lists for your nurture campaigns.
Also read: Using a CRM System for Market Segmentation
CRM software has a lot to offer a small business, including better organization, improved customer relationships, and more efficient workflows.
With a CRM tool, all of the information about your customers and prospects is stored in one place where you can easily find what you need. The CRM provides a searchable database, allowing you to quickly pull up information, even while you’re on the phone with a client. Most CRM systems also integrate with your email to keep all of your communications and notes in one place.
CRM software includes sections within a customer file for you to include notes about them and every interaction your team has had with that contact. You might have notes for what products they expressed interest in, which products they’ve said no to, or even when they’ve answered or ignored emails. You can also integrate your CRM with customer support tools to provide insight on which customers have had technical difficulties, how quickly your team has responded to them in the past, and even how they react to unexpected outages or issues.
Not only does your CRM help ensure you won’t forget a name, but it also provides space for you to include birthdays or important milestones in their lives. That way, you can send cards or just ask about something they were looking forward to next time you talk to them. This eliminates some of the awkward small talk, and your customer will appreciate that you paid attention to them.
Also read: 6 Ways CRMs Stop Customer Churn
Many CRM solutions include some form of process automation to improve the efficiency of your workflows. They might include:
A small business CRM can also improve your internal communication because the data is easy to share between departments. With everyone working off the same information, you can improve your workflows even more.
Small businesses are still businesses, and they have many of the same needs from their CRM software as other organizations.
You need your CRM to be able to easily integrate with many of the other tools you use to run your business. While many offer APIs to make integrations possible, they can be difficult to implement without dedicated IT staff. Before you purchase a CRM system, make sure it has the integrations you need or take a look at their API documentation to ensure you can use it.
At the minimum, your CRM should integrate with your email marketing system (if it doesn’t include its own), your appointment scheduling software, and your project management software. These integrations will help you easily schedule appointments, send follow-ups, and create and assign tasks related to your prospects.
This might not be a requirement for your business but call recording can be helpful in a variety of scenarios. For one, it’s great for training new employees because they get to hear actual conversations your sales reps have with clients. They’ll be able to hear what kinds of questions prospective customers ask and how your team handles the response. It also allows you to coach your employees after calls and tell them what they handled well and help them if they fumbled in any areas.
Call recording is great for performance management, but it can also help you protect your employees. Unfortunately, you’re probably going to have to deal with a difficult customer at some point, and they may try to bend the truth about what your sales representative told them. If this happens, you can simply pull up the call recording and listen for yourself, so you know exactly what happened and can resolve the situation. Just make sure you look up recording laws in your state and let the other party know they’re being recorded if required.
If this is your first CRM system, you may not be entirely sure about what you need. For this reason, you don’t want to get stuck in a long-term contract with a CRM vendor that isn’t meeting your needs. Many vendors offer discounts for paying subscription fees annually instead of monthly, but until you’re confident that you’ve made the right choice, a monthly subscription is probably a better option.
In addition to uncertainty, you may find that your business takes off suddenly. If that’s the case, your current CRM may not be able to handle the growth you’re experiencing. When signing an annual contract, make sure there’s an option to opt out if you need to. You may have to give some kind of notice (usually at least a month), but you should be able to get at least a partial refund.
Small business CRM software is constantly evolving to keep up with the changing business world. Here are a few trends we’ve seen emerge over recent years.
Small business CRM software was already moving towards cloud-based hosting to reduce the maintenance costs and requirements for SMBs, but the COVID-19 pandemic turned it into a requirement. Sales teams needed the ability to access their CRM while working remotely. With a cloud-based CRM tool, employees can log in no matter where they are, as long as they have an internet connection. Cloud hosting also improves the mobility of your CRM because most mobile plans include 4G connectivity.
Artificial intelligence (AI) and machine learning (ML) seem to be everywhere these days, but they’re playing large roles in CRM software. AI improves lead scoring, providing more insight on which prospects are the most likely to purchase in a short timeframe. This allows small businesses to close more higher-quality leads in less time.
Additionally, some CRM systems include AI-enabled chatbots that allow a business’s customers to get answers quickly without bogging down the sales team. These chatbots use sentiment analysis and natural language processing to provide almost human-like responses. This is huge for small businesses who are already a little short-staffed.
With employees continuing to work remotely, it’s critical that businesses keep all of their data in a centralized location. CRM software is starting to be less of a standalone solution and more of a suite that includes business intelligence, marketing automation, and sales enablement all in a single tool. Even small business CRM solutions are including more features into their base packages to help their customers streamline their workflows and provide more visibility into their sales data.
While large suites may initially be cost-prohibitive for small businesses, it’s worth looking into vendors that offer these in their higher packages. While you may not be ready for additional modules right now, it’s nice to know that you can add them on when you are.
Small businesses have a lot to consider when it comes to choosing the best CRM solution. You need software that fits your budget but will also help you improve your overall efficiency and develop better relationships with your customers and prospects. Check feature lists and integrations to ensure the tool offers while you need, and take advantage of free trials when they’re available. You want to know that a small business CRM will work for you before you commit to a long contract.
If you’re still not sure which small business CRM software is right for you, use our Product Selection Tool by clicking on the banner at the top of this page. After you answer a few questions, you’ll get a short, unbiased list of CRM tools tailored to your needs. Or, our unbiased TechnologyAdvisors are standing by to help you choose the right small business CRM for your needs. Call (877) 702-2082 for your short list of CRM vendors. It’s free and it only takes 5 minutes.