Sales and CRM tools can make your job easier if you are a sales rep or a business wanting to improve your sales cycle. According to SugarCRM, 69% of people said that a CRM system proved to be the most valuable tool in increasing the effectiveness of their sales. Let’s look at the best sales and CRM platforms for small businesses.
These tools can lend a hand in making customer relationship management (CRM), sales-related market intelligence, handling and processing of leads, analytics, training and reporting of the sales team, automation, and integration of sales smoother, easier, and better for you.
For fulfilling different requirements of different businesses there are plenty of such tools available at the market. You just have to choose the right one for your business.
You can write down your requirements being a small or enterprise-level business and start looking for the best suiting tool for your business.
WARNING: This is going to be a brain and time-eating activity.
These are the 8 best sales and CRM platforms for small businesses.
Keap is a tailored platform for you if you are a small business, freelancer, or e-commerce person.It supports your contact management and sales pipeline. You can build a sturdy lead database with the help of Keap.
With this tool, you can easily import spreadsheets and scan business cards. It not only boosts lead generation but allows you to customize fields and contact information. You can also shift contacts from your other CRM with ease.
It can look slightly expensive if you are on a tight budget but it has the actual tools to up your learning curve. Their Grow plan costs $49 per user/per month, Pro plan costs $149 per user/per month, and Infusionsoft plan costs $199 per user/per month. You can get a free trial for Grow and Pro plans.
2. Zoho CRM
Zoho CRM’s simple user interface, customizability, and social media features make it suitable for businesses of all sizes and types.
You can easily and effectively manage your leads and automate your processes. Reach out and engage your leads by integrating Zoho with Twitter, Facebook, and Google+.
Zoho is popular for small businesses because of its affordable price plans. Their low price doesn’t mean low quality though.
Zoho offers a free version for 3 users with limited features, and a 15-day free trial for paid versions. Their Standard edition is $12, the Professional edition is $20, the Enterprise edition is $35, and the Ultimate edition is $45 per user/month (with a 30-day free trial).
3. Less Annoying CRM
Less Annoying CRM is ideal for small businesses by making pipeline management, lead tracking, and follow-up notifications easier for them. It makes your sales automation effective and time-saving. They allow third-party integrations for many apps and vendor-built integrations for apps like Google Calendar, Google Contacts, and Mailchimp, etc. It costs you $15 per user/per month with a risk-free 30-day free trial.
4. Really Simple Systems
The really simple system is really very simple yet sophisticated. It makes easy the automation and contact management of your vendors, suppliers, clients, and leads. Their advanced data security and encryption make it a praised CRM.
They offer a Free plan for up to 2 users. Their paid plans include a Starter plan $14-$15, a Professional plan $30-$33, and an Enterprise plan $46-$50 per user/per month (billed monthly).
5. HubSpot CRM
HubSpot is one of the big names when we are talking about CRM. It can easily handle the basics of the sales process and provides lead management and cross-channel tracking of customer interactions. You can share information across apps like Slack and Google Sheets with Zapier integration.
HubSpot offers a free platform but with basic and limited features only. The paid version (obviously) adds on so many other features like deeper prospect insights, high-end automation, and AI assistance. HubSpot CRM comes with limited customization options which are not ideal for niche-specific systems.
HubSpot CRM is free for unlimited users but Add-on packages for Marketing Hub, Sales Hub, and Service Hub are $50 each per user/per month. While package for CMS starts at $300 per month. Their All-inclusive Starter Growth Suite starts at $113 per user/per month and they bill annually.
6. Zendesk Sell
Zendesk enhances the overall customer experience by bringing together the sales and service teams together. It is, basically, salesforce automation software.
It makes prospecting, deal-making, and improving customer retention easier. It also helps in conversions with timely sales interventions and follow-ups. While you can set triggers for new leads, qualified deals, and new incoming deals.
It is very simple to use and its mobile sales application is rated number one. The price can be a bit high for a startup or small business and for that Zendesk can be directly contacted (for pricing and custom plans).
Your Excel, Outlook, and Gmail integrations are all covered with Insightly. This tool offers a highly smooth sales pipeline integration between features. Its services include contact management, customer data, and lead tracking.
It has Business intelligence (BI) features that collect historical and real-time data within your CRM. It is best for small businesses but, can be difficult to use for businesses with complex needs.
Its Plus package is $29 per user/per month, Professional is $49 per user/per month, and Enterprise is $99 per user/per month. (billed annually) Insightly offers a 14-day free trial for its Plus and Professional plans.
8. Freshworks CRM
Freshworks CRM platform unifies the sales and marketing teams and enhances the experience with AI.
It is a cloud-based system with Sales Cloud, Marketing Cloud, and Customer-for-Life Cloud. It eases to prospect new leads by providing solid email marketing. You can earn customers for life by discovering new leads, boosting engagement with customers, closing deals more effectively, and improving customer relationships. It has many advanced functions including chatbots, smart leads identification, and pipeline analysis, etc.
They offer a Free Forever Startup plan while paid plans include: Customer-for-Life Growth plan on $29 per user/month, Pro plan on $69 per user/month, and Enterprise plan on $125 per user/month. You can visit the website for other pricing plans.