Best CRM solutions for small businesses

December 9, 2022by Welcome Wagon0

Customer relationship management software is one of the most versatile solutions any business can use. It helps collect customer information, compile extensive reports and analytics, keep track of leads, improve sales through building opportunities, and drive company growth. While there are many different platforms to choose from, it is essential to understand their differences and strong points. Today we want to review the best CRM solutions for small businesses and help you out in making a decision when it comes to choosing software for your company.

Zoho CRM

The best choice for startups, Zoho CRM, excels at managing sales pipelines. This is the go-to CRM solution for growing your startup. It also has the capacity to support your business as it grows and accommodate more advanced options. Monthly pricing starts at $20 and goes up to $65, but you get a discount if you pay for an entire year.

The significant benefits of this software are:

there is also a free plan that will support a small startup with all of the essential features;
there are no contracts;
the user interface is straightforward;
if you decide to purchase the software, you can adjust your pricing based on the size of your work;

One of the downsides of this software is that the free version does not include 3rd party app integrations; you can only use whatever Zoho offers. Furthermore, if you wish to access customer support, you need to upgrade to either Premium or Enterprise plan. When all is considered, this is an excellent and affordable app that will complement your marketing strategy.

monday.com

This app is for those who need to improve team communication and teamwork. It makes project collaboration simple and easy and improves sales processes. The user interface uses a Kanban-style dashboard where you can keep track of your tasks and due dates, added attachments, comments, and much more. The plan starts with a 14-day trial version, after which you have to switch to a paid plan that can go up to $60 per month for three people. If you decide to purchase a yearly plan, you get an 18% discount. You must contact support for a quote if you wish to buy the enterprise plan.

The benefits of monday.com are:

it is cloud-based, which means it is really straightforward to use between different teams;
it also has a robust free plan for two team members and up to 1000 contacts;
if you purchase a pro plan, you can also do forecasts;
it is fully supported on iOS and Android;

When it comes to downsides, the app is not as easy to use as some other options. Furthermore, you must purchase the enterprise plan if you wish to score leads. Surviving the current global crisis as a business owner means being smart with your investments. With that in mind, we advise that you first try the free plan and do the trial version before you commit to a purchase. Make sure monday.com is the app that can provide everything your business needs.

Salesforce

Salesforce is probably one of the best CRM solutions for small businesses and the most used CRM platform today. It is a go-to solution for businesses that want an all-in-one app that can provide any functionality you need. Through Salesforce, you can manage contacts, leads, opportunities, and customers. It also supports a complete view of your business through dashboards and real-time alerts that ensure no one misses an important task.

This is a more complex platform, so it does not have a free plan but offers a 14-day free trial. The starting pricing is $25 on the annual level, which can go up to $1,250 per month for 10000 contacts. If you wish to add more functionalities as your business grows, that is possible through various additions and 3rd party software integrations.

The benefits of Salesforce are:

it is cloud-based, so you can access it from everywhere;
there is an affordable essentials base plan that can support up to ten users, and it is quite enough for running a startup business;
you can include many add-ons to add more functionalities to your plan;

When it comes to the downsides, the learning curve is steep since the software is not simple to learn. If you wish to pay monthly, that is only available with the essentials plan. On top of that, the setup is very complex, and it takes a while to configure to get the best results.

Zendesk Sell

If you need a CRM platform that provides exceptional customer support to your clients, this is what you want to purchase. Zendesk Sell has a ticketing system that allows you to track customers’ requests and manage everything through a single dashboard. A real-time functionality sends a notification whenever you get a customer inquiry. It also supports pipeline management and is very useful for collaboration between multiple teams. Monthly pricing starts from $25 per user and can go up to $249. You also get a 14-day free trial plan to test the software. With a paid plan, you get an unlimited number of paid users and a multitude of functionalities to manage your sales pipeline.

Benefits of Zendesk Sell include:

a versatile calendar for tracking all tasks and due dates;
customer support for your employees;
the ability to track or record customer calls;

Unfortunately, there is no free plan, and automated distribution is unavailable on the cheapest plan. Furthermore, the interface is a bit complex.

Before making a purchase, it is crucial to consider all your options carefully. MoversTech CRM suggests that you try as many free trials as possible and make sure that the software you choose supports all of the needs of your business. This also includes whatever functionalities you might need in the future. Also, consider your budget and how the price scales when you upgrade to a more advanced plan. Every detail counts.