CRM Software for Small Businesses:

The CRM definition is customer relationship management. Here, CRM lets you store and manage prospects’ customer information, like contact info, accounts, leads, and sales opportunities, in one central location. You will discover that it’s not just a fancy contact list. Hence, a CRM solution is a game-changing piece of technology for every industry below the sun — from retail and construct to real estate, construction, more.

As a result, CRM can help you:

  • Increase leads
  • Close more deals, faster
  • Drive customer loyalty and satisfaction

Here,  the Small business CRM Software helps you track and visualize performance sales metrics through customer relationship profiles. These profiles may help distinguish prospects at every stage of the funnel while building a pipeline and assisting the client base with the business. 

Track out to reach, and booking progress also helps your organization better manage its revenue. We can see about the BtoB marketplace for SaaS Startups for small businesses in CRM software.

Contact organization:

First and foremost are the contacts – hence the name CRM (or Customer Relationship Management). When your business’ customer base grows, you’ll want to have a system for organizing that data works to the benefit in a way. Here, it clean-cut overview of your contacts will also help you run sales processes more fluently.

Sales reporting:

It helps you keep an overview of sales performance through various metrics such as calls made and deals booked. It is ideal for managing your pipeline.

Customer segmentation:

Digital marketers and sales teams are about some customer segmentation these days. It is useful for personalization efforts and breaking down prospects into different groups, such as how big the deal is, where they’re locating, and more. It gives your sales team a bit more focus.

What should your Small Business look for in CRM software?

Low budget: Small businesses and startups are looking for the most cost-efficient option. That is why we have selected all budget-friendly tools.

Easy to learn: The learning curve is an essential factor for SMBs. Here, smaller businesses don’t have the time to master complex, enterprise-grade software. Hence, there is no IT or CRM expert needed to use the listed tools below.

Customizable: Here, the tools dissect every minor interaction, which can produce an overwhelming amount of data and keep you from your goal. Try a device that has a wide range of applications still, and it doesn’t overdo it.

Integrates well with other tools: It is always good to have software that can take all your different tools and mix data for the final results.

Customer Support: Most SMBs have small teams; it is helpful to have a tool that may offer sufficient support to get you up and to run.

Top CRM Software for Small Businesses:


HubSpot offers an entirely free version of its CRM software that is relatively popular among small businesses. The software includes the basic features provided by CRM software, which allows you to keep track of the company’s activities, includes contacts and company profiles, assigning & tracking deals, and managing that data in a detailed dashboard. 

Salesmate CRM:

You may speed up the sales processes and offer customers a personalized experience with Salesmate CRM. Manage the contacts effectively and keep track of the related sales activities. The tool is also perfect for sending out email campaigns, and you will know what happens to the emails once you hit send. You appreciate flexibility and scalability as a Small Business, and Salesmate understands these needs.


We previously included Zoho in the enterprise-grade software list. This software can also be employ by small businesses – thanks to the variety in editions offered. Zoho – in comparison to Insightly – provides a bit more in terms of sales/marketing features. It gives its user’s website visitor tracking, leads scores, sales signals (with pop-up notifications about leads), and more. Hence, most of the advanced features are included only in the professional and enterprise editions.

Indy is an adaptive, all-in one management software that helps freelancers and small businesses track everything from proposals to payments. Indy makes organization and time management easy, letting its users focus on their work.

Agile CRM:

Agile CRM is a fascinating CRM software in that it offers a lot of those prominent business features like custom appointments, drag-drop marketing automation, and reports via email. This software also supports widgets, an extensive library of plugins, API-powered integrations, and more. Hence, the free version, however, is quite limited in terms of features offered.