Best CRMs for Small Businesses in 2023

Best CRMs for Small Businesses in 2023

CRMs are a great way to track customer data, tools manage contacts, track opportunities, and assign tasks to team members. These tools also include business intelligence features, which are useful for analyzing historical and real-time data. Many of these features are integrated into dashboards and other software, and you can even save Gmail messages to your CRM.

Salesflare

If you’re looking for a CRM that will give you the power to manage your entire sales pipeline, Salesflare is one of the best choices. It offers enterprise-grade features in a small-business-friendly platform, and its prices are competitive. However, there are some things to keep in mind before deciding to use this CRM.

Salesflare’s main feature is its ability to automatically gather and organize data from various sources. This makes it much easier to follow up on leads and manage your entire sales pipeline. It can also automatically log phone calls and meetings and flag any deals that need further attention.

Insightly CRM combines project management, sales, and marketing into a single platform. It also has a sidebar that integrates with Outlook, bringing CRM features into your email. Salesflare is another great option, and features intelligent Microsoft Office 365 and Outlook integration. The software syncs your emails, contacts, and meetings from these platforms.

CRM tools are essential for small businesses, as they help to retain customers. They improve profitability and networking by making sales processes easier. However, it’s important to choose the right CRM for your small business. Here are some things to consider before buying a CRM:

A simple CRM that offers basic functionality can be useful for small businesses. Sendinblue is a good option for small businesses without advanced features. However, it’s not as sophisticated as MailChimp. It offers core CRM features at a more affordable price, and it integrates with many other programs.

SugarCRM

If you’re looking for a CRM for your small business, SugarCRM is one of the best choices. Its platform and mobile capabilities are strong, and you can use SQL to write custom queries. It also offers excellent reporting and analytics. SugarCRM’s advanced reporting module lets you aggregate your queries, and add multiple data formats to a single report. This feature is great for visualization and sharing.

SugarCRM comes in three levels, and the first one, Professional, costs about $40 per month per user. This plan is feature-rich and includes almost every SugarCRM feature, including lead management and customer support. Other benefits include cloud document storage and a 15GB limit. However, it lacks certain functions, such as workflow and sandbox functionality.

SugarCRM is a powerful tool for managing customer relationships and interacting with customers. Its features include marketing automation, reporting, and collaboration. It also supports multiple users. If you’re looking for an open-source CRM, SugarCRM is an excellent option. It also offers a free trial.

It offers an extensive knowledge base for developers and is available in several versions for free and for a small fee. If you’re not satisfied with the standard version, you can pay extra for an advanced version and access more features. In addition, premium subscriptions have access to Sugar Support. You can contact them via their Case Portal or through email. If you’re not happy with their customer support, you can submit your concerns through the SugarCRM Contact Us page.

Zendesk Sell

If you’re a small business owner looking to boost sales productivity, you should consider using Zendesk Sell CRM. This solution offers dozens of features for tracking sales activities and automating crucial sales tasks. It integrates with Mailchimp, Zapier, Shopify, and Ada Engage, a conversion app powered by artificial intelligence.

Zendesk Sell has an intuitive, modern interface. This makes it easy for salespeople to use and navigate. It’s fast and easy to set up, making it perfect for a quick and successful implementation. You can get your team started with Zendesk Sell immediately, without any training or learning curve.

Another benefit of Zendesk Sell is its ability to track customer interactions and convert data into useful visual reports. It includes sales dashboards that show performance and projections based on previous outcomes. However, if you’re an enterprise-level business looking to scale quickly, you should consider Salesforce. Salesforce is similar to Zendesk but has more features and is more expensive.

Zendesk is a market-leading CRM that integrates multiple communication channels into a single application. It is built on AI and includes features that boost team productivity and efficiency. It also offers document storage, support for third-party connectors, custom dashboards, and analytics tools. It also has a variety of plans ranging from Professional to Enterprise. Salesforce, which is often considered a direct competitor, has a more extensive portfolio of products and services than Zendesk.

The price of Zendesk Sell is higher than Freshsales, and it doesn’t offer a free plan. It costs as much as $69 per year, with a monthly subscription starting at $19 per month. Freshsales, on the other hand, offers a free trial for up to three users.

Sendinblue

Whether you’re looking for a new email marketing service, or are a small business looking to improve your customer relationships, Sendinblue’s easy-to-use interface makes it simple to get started. The software provides customizable templates for email messages, including welcome emails and opt-in forms. It also supports marketing automation and an application programming interface.

In addition to offering free CRM services, Sendinblue also has transactional email and SMS services that help you stay in touch with your customers. The system can also optimize your email campaigns based on data to help you maximize their effectiveness. It automatically selects the best time to send an email based on the engagement of the recipient.

The company’s recent additions include a global expansion and hiring nine new people. It’s also adding new features and opening offices in New York City and Vienna, Austria. Earlier this year, the company acquired three ecommerce businesses for $47 million. The next year, it plans to raise a $160 million Series B round of funding. Currently, it has more than 400,000 users and 600 employees worldwide.

Besides being a marketing automation tool, Sendinblue also provides lead generation tools and can be used by small businesses of all sizes. With its free plan, small businesses can send as many as 2,000 emails a month. However, the free plan has limited features. Despite these limitations, Sendinblue’s interface is easy to navigate and its integration with other tools is intuitive.

With Sendinblue CRM, you can create and manage customer lists. You can also manage contacts and add them to your list. Unlike dedicated CRM solutions, this software doesn’t require any installation. All you have to do is upload your contact list to start using it.

Zoho CRM

Zoho CRM is easy to use and offers a variety of features. It combines email, phone, social media, and customer portals into one integrated tool. The system also includes advanced analytics and comprehensive reports. It allows you to track key performance indicators and forecast sales performance.

It offers a free plan and is integrated with several third-party applications. It helps you manage the entire business from sales to customer support. It is also user-friendly and affordable, which makes it a good choice for startups and small businesses. It also offers advanced features for enterprise-scale businesses.

Zoho CRM is an affordable, customizable CRM. Though it may have a high learning curve, it includes explainer videos that walk users through the features. It helps users track deals through the sales pipeline, record contacts with customers, and identify opportunities to upsell and recover customers. Nimble also offers an intuitive interface, integration with G Suite, and real-time tracking of marketing efforts.

Zoho CRM allows you to customize the platform and features to suit your business needs. Though it may be limited to certain subscription tiers, users can create custom reports, deal boards, and more. Its CRM modules also include filters and visualizations that allow users to customize the data they receive.

Zoho CRM has a free plan and a paid one. Free plans include unlimited email templates, marketing automation tools, and Google Ads integration. Paid plans add more features and customization options, such as advanced metrics and advanced AI.