CRM for Small Business

3 min read

CRM for Small Business

In small businesses, to understand your clients and maintain your relationship with them, you need to keep delicate records and structured databases, excellent team collaboration and timely reminders. So that you don’t get overwhelmed by the sheer amount of versatile tasks that need to be done in a timely manner. Thanks to the era we line in. You can now easily create, organize, manage, and monitor customer relationships with platforms for Customer Relationship Management (CRM).

This powerful tool, besides helping you stay sane, can play a vital role in customer acquisition through generating new leads and contributing to optimize your outreach for better results. In particular, CRM for small business is a necessity due to the dire need of attracting and retaining clients for the business to sustain.

Also, check 10 Useful Tools for Writing a Business Plan

CRM for Small Business

How Is CRM For Small Business A Necessity?

Using CRM for small business positively affects the bottom line by contributing to tackle timely deliverables and operational challenges under tight deadlines. It keeps multidimensional databases intelligently organized and very quickly accessible, and enables collaboration between team members by maintaining records of dealings with customers in a systematic way.

CRM can also automate a big chunk of everyday tasks. Leading to higher time-efficiency and reducing mundane repetitive items on the task list. This boosts team morale along with robust internal communication management where everyone is on the loop.

CRM for small business time-efficiently and cost-effectively manages the sales pipeline, helps to measure and visualize performance through various metrics and distinguishes clients in various stages of your sales funnel. If you are using CRM for small businesses, your accountants can utilize the software to reduce their burden of tracing every cent of costs and revenues.

How Is CRM For Small Business A Necessity?

A swift bookkeeping system with better accuracy in financial reporting is another important process where CRM becomes a savior.

Last but not the least, customer segmentation with CRM for small business gives your team more focus and increases their resourcefulness. Small businesses must be careful about how teams and resources are managed in order to succeed and scale.

Personalization efforts and breaking down prospects into various groups based on the size of the deal, location of client, etc. It can help organize your team structures and task or resource allocations. The feedback mechanism established through analytical data and reporting helps to find out where improvements are needed so that you can optimize your approach for better results.

The good news is, a lot of CRM software are available at a low budget, with intuitive navigation so that you don’t have to waste a lot of time learning how to use them. They also have customizable features to fit your specific needs and can integrate with other tools to make life easier. However, an important factor to keep in mind when choosing CRM for small business is to ensure that it has good customer support.

Go through the reviews to check which platforms are dedicated. Making sure you have the necessary support when you need it so that you are up and running without any friction.

Popular CRM for Small Businesses

Here are our top picks of CRM for small businesses. You can choose based on your scopes and requirements from these or explore the scores of others available.

1. HubSpot


A free version of HubSpot CRM software is available with high popularity among small businesses. All basic features of the CRM software are accessible in the free version including contacts management along with company profiles, assigning & tracking deals, and data management in a comprehensive dashboard, which is visible to all team members. HubSpot Sales users can use this CRM software to uplift inbound sales too. There are integration options with numerous popular apps such as Shopify to make tracking and reporting even more effective.

2. Nimble


Nimble offers quality solutions for small business with its several great features that simplify your interaction with customers. It brings together emails, contacts, and social media interactions with profile matching and segmentation. These, combined with business insights and sales intelligence, helps to predict activities based on user behavior.

The interface is user-friendly with a to-do list showing important deals with shortcuts to communication, and so much more. Nimble synchronize your calendars, social profiles, and interactions to provide accurate information about marketing campaigns.

3. Zoho


Zoho offers editions suitable for small businesses with versatile sales and marketing features. Which include behavior tracking on the website, lead scoring and a lot more. Although the best features are not accessible unless you use the professional or enterprise editions of the software.

4. Salesforce


SalesForce offers an edition of its CRM called Lightning Essentials, ideal for small businesses. This package contains a contact manager with features of email integration and follow-up reminders. There are also a lot of options for customization and other integrations. However, there are no free versions available.

5. Capsule 

Capsule CRM

This software has intuitive navigation and helps users track sales pipelines and customer relationships seamlessly. It is highly mobile-optimized, and the user interface is broken down into groups that allow seamless operation of the software from anywhere, anytime. A drawback is lower functionality of using the CRM in campaigns and reporting.

Other popular names include Microsoft Dynamics 365, Streak, teamwave, SuiteCRM and many more.

To conclude, now that you know the utility and options for CRM, it’s time to assess and make a decision. Consider factors such as user minimums/maximums, cost, functionality, security features. And integration options to determine what best fits your customer base, processes and other dimensions of your business.

Once finalized, enjoy your newfound freedom as you gradually realize how much more relaxed you can stay about things that have been occupying a lot of your headspace.

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