Best CRM Software for Small Business in 2021

Growing a small business requires strategic investments in areas that will make your processes simpler and more productive. A CRM software application is one of the tools that will help you do that. In fact, 92% of respondents in Validity’s State of CRM Data Management Report said their CRM and the data it contained was important for achieving revenue goals. With a powerful CRM supporting all of your customer interactions, there is no limit to how much your business can grow.

Comparison chart of top CRM vendors.

5/5 stars

Pros

HubSpot’s free version includes all of the basic features a small business needs to manage customer relationships. You can monitor your contacts and their stage in your sales pipeline from the same platform you use to manage your email campaigns, calls, and interactions through your website. HubSpot’s paid versions and premium add-ons extend the functionality of the platform. Customers laud HubSpot’s intuitive interface, widespread integrations, powerful dashboards, and scalability.

Cons

On the other hand, the sheer volume of features HubSpot offers can be overwhelming to some. Also, the cost of the full CRM platform with CMS, marketing, service, and sales integrations and all of the add-ons accumulates quickly. For long-term planning, an alternative CRM solution might provide a more affordable runway.

Pricing

  • Free: $0
  • Starter: starting at $45/month
  • Professional: starting at $450/month
  • Enterprise: starting at $1,200/month

Nimble: Best CRM for Office 365 and Google Workspace users 

4/5 stars

Pros

Less Annoying CRM lives up to its name: it’s a straightforward, simple platform that was purpose-built with small businesses in mind. Its pricing structure is as simple as they come and the support offering is quick and free. LACRM requires minimal training to get up and running, so you can start managing contacts through the intuitive platform in no time. It also integrates with most personal email programs so you can see 1:1 email history with a specific contact and view your calendar from the same platform.

Cons

The less annoying approach also means LACRM is relatively bare bones compared to other vendors on the market. It doesn’t have any significant automation capabilities, so you’ll need to look elsewhere if you want a CRM that will help you manage automated workflows and email campaigns. The reporting and analytics capabilities will also be weak for larger organizations. 

Pricing

  • $15/month per user

Apptivo: Best CRM for integration

5/5 stars

Pros

Insightly’s CRM tool offers a simple interface for users to leverage powerful workflows and reporting capabilities. Its relationship linking feature makes it easy to understand how customers are connected to larger companies, teammates, and opportunities. Users also benefit from to-do lists, email reminders, and other project management features that can all be linked to contact records, opportunities, projects, and individual emails. Individual tasks and projects can also be assigned and monitored by other users, which is a valuable feature for sales managers. This helps ensure all prospects are contacted in a timely manner and receive follow up when necessary.

Cons

Some users have provided feedback that the Insightly user interface and browser extensions are a bit dated or underdeveloped. Another drawback is that Insightly’s customer support platform is based on a separate pricing structure. All paid plans include standard support, but users must pay an additional fee for formal training sessions, dedicated account representatives, and phone/email support. Users who pay more for support also receive priority response.

Pricing

  • Free: $0
  • Plus: $29/month per user
  • Professional: $49/month per user
  • Enterprise: $99/month per user

Drip: Best CRM for ecommerce

4/5 stars

Pros

Keap (formerly Infusionsoft) is a CRM platform that seeks to combine all marketing and sales efforts under one roof. The top tier of features include marketing tools like custom ecommerce pages, checkout forms, and subscription management, as well as sales tools like lead scoring, quote generation, pipeline management, and contact segmentation. The drag-and-drop campaign builder is very intuitive and goal-oriented, which takes a lot of confusion out of mapping complex workflows. The platform as a whole is also very easy to use, with templates that provide a good starting point and a customer community that can jump in if you need tips or inspiration.

Cons

The biggest downside of Keap is how expensive it is, especially considering it’s positioned to target SMBs. The starting price for each tier of Keap only includes one user and 500 contacts, and additional users or contacts will incur an additional charge. You may find the total cost of using Keap increases quickly as your business grows. Plus, the maximum number of contacts it can accommodate is 200,000 — this is a high number, but having any hard limit automatically makes other CRM vendors more appealing.

Pricing

  • Lite: starting at $79/month
  • Pro: starting at $149/month
  • Max: starting at $199/month90

Salesforce: Best CRM for advanced needs

5/5 stars

Pros

Although there are other CRM vendors that offer free or freemium packages, none have quite as many features or capabilities as Vtiger. The Vtiger Pilot package is free for up to 10 users and 3,000 contacts, so even moderately sized teams can scale their customer bases considerably before needing to pay a fee. It also includes integration for phone and email records, document management, lead scoring, auto-response emails, Kanban project management layouts, and SLA monitoring for customer service teams. Vtiger is one of the most affordable and versatile CRM tools available for SMBs today.

Cons

Some users have reported that the user interface can be a bit more intuitive in some areas, like navigation, project management, and third-party integrations. Other users have stated that the daily 20-minute cloud backup period can cause frustrating downtime.

Pricing

  • Pilot: $0
  • One Professional: starting at $30/month per user
  • One Enterprise: starting at $42/month per user

Zoho CRM: Best CRM for lead management

When shopping for a CRM solution, the sheer number of options can seem overwhelming. As a small business, it’s important to strike the right balance between features, usability, and affordability when implementing any new technology, but especially a CRM platform. The right software will set you up for long-term growth without breaking the bank on something that’s difficult to use.

Start by identifying your needs in terms of how many users and contacts you have, what integrations you require, and what unique features would make your life easier. Then narrow down your search by reading customer testimonials and test driving different platforms with live demos and free trials until you find a CRM platform that will meet your needs.

Must Read