Top Sales CRM For Small Businesses: Our Best 10 Picks

In the ever-evolving landscape of small businesses, the efficient management of sales processes is a cornerstone of success. To navigate this dynamic terrain, Sales Customer Relationship Management (CRM) systems have become indispensable tools. 

This article explores the top Sales CRM solutions, their pricing plans, and reviews that are tailored specifically for small businesses. These platforms offer an array of features designed to simplify lead management, streamline sales operations, and foster meaningful customer engagements. 

From user-friendliness to automation capabilities, there is a diverse range of CRM options that cater to the unique needs of small businesses. Let’s delve into these choices to empower you with the insights needed to make the right selection for your sales success.

1. Refrens

Refrens CRM emerges as a leading solution for small businesses, agencies, freelancers, and entrepreneurs worldwide. It’s a streamlined CRM software that bridges the gap between enterprise complexity and spreadsheet limitations, offering a user-friendly platform that’s powerful yet accessible.

Refrens excels in three key areas. First, it simplifies sales pipeline management by seamlessly importing leads from various sources and providing clear visualizations for data-driven decisions. 

Second, it streamlines lead engagement and nurturing through segmentation, assignment, and integration with WhatsApp and Email, backed by auto-reminders for timely follow-ups. Lastly, it expedites deal closures with one-click quotation generation and efficient follow-up management.

Key features include automated lead capture, centralized communication, stress-free follow-ups, and comprehensive sales management. With the trust of over 150,000 users spread across 178 countries, Refrens enjoys widespread acclaim.

Additionally, if you are on IndiaMART, you can integrate your IndiaMART leads with Refrens Sales CRM to enhance sales management by managing deal progress, sending personalized communications, and generating detailed salesperson-wise reports.

To conclude, Refrens strikes a balance between power and simplicity. It’s the go-to CRM software for small businesses looking to optimize sales workflows, enhance revenue, and thrive amidst competition. 

Explore top CRM software choices that seamlessly integrate with IndiaMART, and delve into an informative blog offering detailed insights on the integration process between IndiaMART and CRM platforms.

Pricing

Free Plan: free plan for small businesses to create up to 50 documents/year
Premium Plan: Pricing starts from as low as ₹100/month or $2.5/month depending on the number of users & features

Ratings

• Capterra – 4.9⭐/5
• G2 – 4.6⭐/5

2. Hubspot Sales Hub

HubSpot’s Sales Hub is a robust yet user-friendly CRM tailor-made for small businesses. What sets it apart is its seamless integration with over 1,500 tools available in HubSpot’s App Marketplace, providing adaptability and versatility.

Sales Hub’s primary focus is on quality over quantity, empowering your team to build deeper customer relationships. Its key features encompass lead management, email templates, email tracking, automation, call tracking, and AI-driven tools. These elements work in harmony to facilitate intelligent prospect engagement and streamline your sales processes efficiently.

When it comes to revenue growth acceleration, Sales Hub truly excels. It achieves this through AI-powered deal management, along with convenient features such as meeting scheduling, document tracking, playbooks, deal pipelines, payments, and quote software.

HubSpot further enhances your capabilities with integrated reporting and analytics, allowing for precise revenue forecasting. Features like sales analytics, conversation intelligence, and forecasting empower your teams with the insights needed for informed decision-making.

HubSpot goes beyond being a software provider by offering education through HubSpot Academy, round-the-clock customer support, and easy integration with third-party apps.

Whether your business is just starting or scaling up, HubSpot’s Sales Hub is adaptable to your unique needs. It remains the top choice for small businesses seeking to optimize their sales efforts while fostering efficient growth.

Pricing

• $0/month USD (Free)
• $45/month USD (Starter)
• $450/month USD (Professional)
• $1,200/month USD (Enterprise)

Ratings

• Capterra – 4.5⭐/5
• G2 – 4.4⭐/5

Did you know, Hubspot provides a comprehensive Sales CRM for freelancers as well! To find more CRM for freelancers, dive into: Navigating 11 Best CRMs for Freelancers: A Detailed Guide

3. Creatio

Creatio provides Customer 360° Profile which offers a comprehensive view of your customer profile. It enables tailored engagement and empowers you to identify top clients for sustainable growth.

Sales Process Automation is another forte, allowing you to efficiently manage the entire sales cycle, from lead generation to deal closure. Creatio excels in driving sales of any type, offering tools for opportunity management and automation of both B2B and B2C sales cycles.

Sales Performance and Operations are streamlined with Creatio’s intelligent goal-setting, forecasting, and analytics. This ensures real-time visibility into sales metrics, from company-wide indicators to individual performance.

Creatio offers the tools to enhance sales, stay competitive, and keep your small business ahead of the curve with its comprehensive features like Customer 360° Profile, Lead Management, Opportunity Management, Field Sales, Channel Sales, Orders and Invoices, Sales Activity Management, and customizable Platform Capabilities, and more.

Pricing

• Growth: $25/user/month, for SMB clients, providing automation.
• Enterprise: $55/user/month, for corporate and enterprise needs, enabling full-scale automation.
• Unlimited: $85/user/month, for advanced enterprise scenarios, delivering limitless automation.

Ratings

• Capterra – 4.7⭐/5
• G2 – 4.6⭐/5

4. ClickUp

At the core of ClickUp lies a potent automation system designed to streamline your sales processes. It eliminates the need for manual data entry, intelligently assigns tasks based on your process stages, keeps customer activity statuses updated, and automatically sets task priorities for your team.

ClickUp’s adaptable CRM empowers you to efficiently manage your sales team, monitor potential leads, and stay ahead, ensuring no sales opportunity slips through the cracks. You can effortlessly collect account details and monitor deal progress using ClickUp’s customizable Forms.

Dashboards in ClickUp offer crucial insights into deal tracking, performance, and bottlenecks. Utilizing charts like Cumulative Flow, Burnup, Burndown, and Velocity makes identifying hold-ups straightforward.

ClickUp fosters collaboration through an array of features, including Tasks & Checklists, Comments, Custom Statuses, Chat, Docs, Column Calculations, Task Templates, Proof & Annotate, Spreadsheets, and Custom Fields.

You can customize statuses to monitor each account’s stage and leverage pre-made templates for a quick start. The platform ensures your sales team operates efficiently, confidently seizing every sales opportunity.

Pricing

• Growth: $25/user/month, for SMB clients, providing automation.
• Enterprise: $55/user/month, for corporate and enterprise needs, enabling full-scale automation.
• Unlimited: $85/user/month, for advanced enterprise scenarios, delivering limitless automation.

Ratings

• Capterra – 4.7⭐/5
• G2 – 4.7⭐/5

Do you know all the basics of Sales CRM? Check out our blog on Everything You Need To Know About Sales CRM, just to be sure!

5. Monday Sales CRM

With Monday, you can effortlessly customize and adapt the CRM to your specific sales cycle, from modifying deal stages to adding columns and managing multiple pipelines simultaneously.

With this platform, you can save precious time by automating repetitive tasks such as lead assignments, activity reminders, and email tracking. Stay informed when a lead interacts with your emails, boosting your chances of closing the deals.

This platform also ensures seamless integration with your existing tools, whether it’s email, social media, project management, or collaboration apps. This comprehensive approach keeps all your data in one place.

You can instantly access vital deal information with a single click, including contact details and deal progress. Gain valuable insights into your sales performance through customizable dashboards that require no development assistance.

Monday covers all aspects of sales, from lead and deal management to account, contact, and post-sales management. It’s the comprehensive solution your small business needs to succeed in sales.

Pricing

• Free: 3 Seats, Up to 2 Seats Forever, Basic Features
• Basic: $8/seat/month ($24 billed annually), Up to 2 Team Members, Enhanced Features
• Standard: $10/seat/month ($30 billed annually), Most Popular, Collaboration Tools, Automations
• Pro: $16/seat/month ($48 billed annually), Advanced Workflow, Private Boards
• Enterprise: Contact for pricing, Premium Features, Advanced Security, Tailored Support

Ratings

• Capterra – 4.6⭐/5
• G2 – 4.7⭐/5

Are you a freelancer? A Guide To An Effective Freelance Sales Strategy is just the blog for you, to dive deeper into the realm of everything sales!

6. Active Campaign for Sales

ActiveCampaign’s Sales CRM is a game-changer for small businesses aiming to streamline their sales processes effortlessly. This software simplifies contact management, lead scoring, deal tracking, and automation, allowing your sales team to focus on what they do best: selling.

This platform ensures that leads don’t slip through the cracks and helps maintain a smoothly running sales process. You can notify your sales team, update deals, and create tasks automatically to save precious time and energy.

With ActiveCampaign, you get powerful reporting tools to track your team’s performance and gauge the likelihood of closing each deal. Additionally, the software’s segmentation and lead-scoring features ensure that you’re always talking to the right audience at the right time, maximizing your chances of success.

Moreover, ActiveCampaign unifies sales and marketing by breaking down silos, providing your CRM with up-to-date customer data for more productive interactions.

Pricing

• Plus: Starting at $19/user/month (yearly), for small sales teams with automation and lead management.
• Professional: Starting at $49/user/month (yearly), adds advanced features like email automation and AI analysis.
• Enterprise: Customizable plan for large sales teams with advanced features and support. Contact sales for details.

Ratings

• Capterra – 4.6⭐/5
• G2 – 4.4⭐/5

Also read: Field Sales CRM Software: Our Top Picks

7. Nextiva

Nextiva seamlessly integrates communication and automation, empowering sales teams to excel.

Managing your sales pipeline becomes intuitive. You can visualize and oversee the entire process in one workspace, tracking deals and progress in real-time. Customizable pipeline stages help adapt to your unique requirements, ensuring deals flow smoothly.

You can automate tasks at each pipeline stage to maintain lead momentum, reducing manual work and increasing efficiency. Furthermore, you can centralize communications related to deals to streamline operations. 

Nextiva’s analytics help identify top-performing salespeople, enabling knowledge sharing and team improvement and integrating seamlessly with popular tools like Outlook and Salesforce, enhancing your sales workflow.

Pricing

• Essential: $18.95/user/month (27% off), includes unlimited calling, voicemail, toll-free numbers, and more.
• Professional: $22.95/user/month (25% off), adds conference calls, video conferencing, SMS, and integrations.
• Enterprise: $32.95/user/month (19% off), includes all Professional features plus advanced options like call recording and voicemail transcription.

Ratings

• Capterra – 4.4⭐/5
• G2 – 4.4⭐/5

You may also find useful: 8 CRM Tools Fintech Firms Should Use in 2024

8. Close

Close is a simple and flexible software, and easy to get started. You can customize it with Custom Activities, Fields, and Objects to tailor it to your unique needs.

It offers an all-in-one solution for selling, including calling, SMS, Zoom, and email/calendar integrations, all within one platform. Its security, too, is paramount. The Roles and permissions ensure data privacy, and it complies with SOC 2 Type 2, GDPR, and CCPA standards.

It also syncs seamlessly with your email and calendar, centralizing all information in the Close Inbox. Calling and SMS capabilities are fully customizable, and automation features like Power Dialer and Predictive Dialer supercharge your lead lists.

Automation is a breeze with Close’s Workflows, allowing you to optimize your outreach and follow-up activities. Search and Smart Views help prioritize leads, and robust reporting features enable smarter decision-making.

Pricing

• Startup: $49/month per user (billed annually), includes basic features like lead management and workflows.
• Professional: $299/month for 3 users (billed annually), offers enhanced features including more leads, custom fields, and workflows.
• Enterprise: $699/month for 5 users (billed annually), provides advanced features like custom objects, call coaching, and predictive dialer.

Ratings

• Capterra – 4.7⭐/5
• G2 – 4.6⭐/5

Also read: How to Convert More Leads into Sales?

9. Zoho One

Zoho One helps you define and automate your sales processes. You can gain a complete view of your customers, build structured sales processes, and track essential KPIs for better decision-making.

To keep your sales team motivated and connected, Zoho One offers business card scanning for efficient follow-ups, an office suite for creating and sharing sales documents, and team communication tools for seamless collaboration.

This software equips you to close deals across diverse channels. The CRM mobile app enables in-person and on-the-go selling. You can associate every email exchange with customer records, bridge your CRM with your phone system for smarter calls, generate leads, and track customer interactions through social media, chat with website visitors via live chat, and schedule online meetings and sales calls.

Pricing

• All Employee Pricing: ₹1,800/employee/month (annually), required for all employees.
• Flexible User Pricing: ₹3,500/user/month (annually), buy licenses for any number of users.

Ratings

• Capterra – 4.2⭐/5
• G2 – 4.4⭐/5

Also read: After Sales Service CRM: Our Top Picks

10. Odoo

Odoo’s robust CRM system is tailor-made to help you seamlessly track leads, close opportunities, and generate accurate forecasts.

Whether you’re meeting clients in person, communicating through emails, leveraging telephony, tapping into social media, engaging in live chats, or scheduling online meetings, Odoo CRM equips you with the tools to excel in all these avenues. This multichannel approach ensures a highly personalized and effective sales process.

With Odoo CRM, you can define and automate your sales processes. This structured approach empowers you to gain comprehensive insights into your customers, establish repeatable processes, and closely monitor vital Key Performance Indicators (KPIs). 

It provides real-time analytics that keep your entire team connected and well-informed. Moreover, the system also simplifies email communication through templates and automatic correspondence tracking.

Advanced reporting is another strong suit of Odoo CRM, allowing you to delve deep into opportunities, leads, and sales team performance. To top it off, Odoo CRM seamlessly integrates with other Odoo Apps, promoting consistency and efficiency across your entire organization.

Pricing

• One App Free (Yearly): Rs 0, for one app, unlimited users.
• Standard (Yearly): Rs 580/user/month, includes all apps in Odoo Online.
• Custom (Yearly): Rs 890/user/month, includes all apps and options for Odoo Online, Odoo.sh, or On-premise, as well as Odoo Studio, Multi-Company, and External API access.

Ratings

• Capterra – 4.2⭐/5
• G2 – 4.4⭐/5

11. Venturz CRM

Venturz CRM stands out as a comprehensive solution for businesses aiming to streamline their customer relationship management. Its design caters to a variety of needs, making it a versatile tool for any team.The platform shines with its Contact Management system, ensuring all customer information is organized and easily accessible.

This feature, combined with Sales Automation, simplifies the sales process, allowing teams to focus on building relationships rather than managing data. Venturz CRM’s Pipeline Management and Task Management further enhance organizational efficiency, ensuring that every lead and task is tracked and managed effectively. Reporting and Analytics are another strong suit of Venturz CRM.

These features provide valuable insights into sales performance and customer interactions, enabling businesses to make data-driven decisions. Additionally, email tracking and automation tools within the CRM streamline communication, ensuring timely and relevant engagement with clients. Venturz CRM also excels in call tracking and AI-driven tools, which elevate the customer interaction experience. These advanced features not only improve efficiency but also provide a personalized experience for each customer.

The inclusion of deal-management and pipeline-management tools ensures that every opportunity is captured and nurtured to its full potential. Moreover, Venturz CRM offers robust project management and lead-scoring capabilities, essential for prioritizing and managing leads effectively. The meeting scheduling tracking feature adds another layer of organization, ensuring that all client interactions are timely and well-coordinated. The 360-degree customer view and contact-management system provide a comprehensive understanding of each customer, enabling businesses to tailor their approach and build stronger relationships.

Venturz CRM is a dynamic and multifaceted platform, ideal for businesses seeking to optimize their customer relationship management. Its range of features from contact management to AI-driven tools makes it a valuable asset for any team looking to enhance efficiency and foster meaningful customer connections.

Pricing

• Sprout/Idea Plan – $0/m
• Seed/Launch Plan – $49/m
• Sapling/Growth Plan – $99/m
• Tree/Scale Plan – $199/m

12.Capsule CRM

Capsule CRM streamlines customer relationship management for small to medium-sized businesses. This cloud-based system offers a straightforward way to manage contacts, sales pipelines, and tasks. With Capsule, you can centralize all your customer information, which simplifies the process of tracking interactions and history.

The software allows easy customization of sales stages to match your business processes. You can keep an eye on your sales pipeline and move deals through to completion with visual tools and drag-and-drop functionality. Capsule also excels in task management, integrating seamlessly with popular tools like Google Workspace and Microsoft Office This makes it easier to stay on top of daily responsibilities without switching between applications.

The system integrates smoothly with leading financial tools like Xero. This ensures you can manage financial data and customer interactions without hassle. Capsule also supports effective email marketing campaigns through seamless connections with Mailchimp.

Additionally, Capsule offers its own email marketing software, Transpond. This tool lets you align sales and marketing efforts, create engaging email campaigns, and automate key processes right within the CRM.

For those on the go, Capsule provides a mobile app that offers full functionality, ensuring you can access customer data, manage tasks, and update deals from anywhere. Pricing options start with a free plan suitable for basic needs and scale up to more feature-rich plans designed to support growing businesses.

Capsule CRM is rated highly for its ease of use and excellent customer support. It offers a 14-day free trial, allowing businesses to test its features before committing to a subscription.

Pricing

• Free: Best for new users or small teams just getting started. Includes up to 2 users, 250 contacts, and basic features.
• Starter: Starting at $18/user/month (yearly), supports up to 50,000 contacts with 10GB storage per user. Includes email templates and basic sales pipeline management.
• Professional: Starting at $36/user/month (yearly), includes all Starter features plus 100,000 contacts, 20GB storage per user, advanced reporting, and workflow automation.
• Teams: Starting at $54/user/month (yearly), designed for larger teams. Includes up to 150,000 contacts, 30GB storage per user, multiple sales pipelines, and enhanced customization options.
• Enterprise: Customizable plan for very large teams with advanced needs. Supports over 200,000

Ratings

Capterra – 4.5⭐/5
G2 – 4.4⭐/5

Conclusion

In the realm of small businesses, where every lead and customer interaction matters, the choice of a Sales CRM system can significantly impact efficiency and profitability. The options discussed in this article cater to a wide spectrum of needs, from simplicity and versatility to advanced automation and deep integration. 

Whether you prioritize a user-friendly interface, robust adaptability, comprehensive feature sets, or powerful automation, each CRM solution has its unique strengths. By selecting the most suitable CRM for your small business, you can unlock new levels of growth, streamline operations, and nurture strong customer relationships, ultimately paving the way for sustainable success in a competitive market.

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