--- title: "Best Small Business CRM Software - 2026 Reviews & Pricing" description: "Find the best Small Business CRM Software for your organization. Compare top Small Business CRM Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/category/489-small-business-crm/" page_type: "category" language: "en" --- [Home](https://www.softwareadvice.com/) / Small Business CRM Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Small Business CRM Software of 2026 Updated October 23, 2026 ## Small Business CRM FAQs Software Advice advisors had 10 conversations with buyers about Small Business CRM software between May 2025 and July 2026. These are the questions that came up most. - How do I choose the right Small Business CRM software for my business? Choosing the right small business customer relationship management (CRM) software means matching core needs like contact and sales tracking with billing and invoicing capabilities, as a common theme in these conversations is buyers wanting to manage both customer relationships and payments from one system. Buyers also often consider whether the software is cloud-based, since most request software-as-a-service (SaaS) deployment, and compare pricing models, either a flat monthly fee or per user per month, based on their team size and budget. - What is the best Small Business CRM software for a small to mid-size business? Based on advisor calls, small to mid-size businesses looking for customer relationship management (CRM) software often need tools that can handle billing and invoicing in addition to tracking customer interactions. Buyers frequently mention the importance of being able to create, manage, and send invoices directly from the CRM, so a good fit should include these capabilities along with the standard contact and sales management features. Answer based on 5 advisor calls - What should businesses watch out for when choosing Small Business CRM software? Most buyers we've talked to researching small business customer relationship management (CRM) systems are small businesses, and nearly all ask about cloud or software-as-a-service (SaaS) deployment. Buyers frequently mention billing and invoicing as a priority, so it is important to check if the system can create, manage, and send invoices to customers before making a decision. Answer based on 5 advisor calls - What is the difference between Small Business CRM software and a general CRM? Small Business CRM software often includes billing and invoicing features that buyers our advisors talk to do not consistently find in general customer relationship management (CRM) software. While general CRM options focus on contact management, lead tracking, email marketing, sales automation, and reminders, buyers frequently mention the need for billing tools alongside these basics when running a small business. This added billing capability makes small business CRM software more tailored for small companies that want to manage both customer relationships and payments in one place. Answer based on 5 advisor calls - How much does Small Business CRM software cost? When speaking with our advisors, buyers most often hear that small business customer relationship management (CRM) tools are priced either as a flat monthly fee or per user per month. Flat monthly pricing typically runs from $75 to $110, with a median of $100. Per-user models most commonly quote $50 per user each month, with minimal variation reported in advisor calls. Answer based on 9 advisor calls - What features should Small Business CRM software include? During advisor calls, buyers often ask for billing and invoicing tools as a key feature in small business customer relationship management (CRM) systems. This means the ability to create, manage, and send invoices or bills to customers directly from the system. Answer based on 5 advisor calls - What is Small Business CRM software and what does it do? Small Business customer relationship management (CRM) software is designed to help businesses with fewer than 50 employees organize customer details and track sales interactions. Advisor-call conversations show that buyers look for tools that automate tasks like managing contacts, tracking communications, and sending invoices. Sales teams often use this software to keep up with leads, monitor ongoing deals, and handle billing and invoicing from one place. Answer based on 5 advisor calls On this page 1. FrontRunners 2. Popular Comparisons 3. Buyers Guide 4. Frequently Asked Questions 5. Related Software Filter products 359 results ### Compare Products Showing 1 - 25 of 359 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### [Claritysoft CRM](/crm/claritysoft-profile/) - Overall rating: 4.5/5 - Reviews: 256 - Starting price: $29.00/month - Best for: Customer support - Free trial: Not available - Free demo: Not available #### Overview Claritysoft CRM is a simple yet powerful cloud-based CRM and marketing automation platform built for growing businesses. It brings together sales, marketing, project management, [Read more](/crm/claritysoft-profile/) #### Features ##### Best rated features - For Startups: 5/5 - Activity Dashboard: 5/5 - Campaign Management: 5/5 - Configurable Workflow: 5/5 [See all features](/crm/claritysoft-profile/#key-features) --- ### [Salesforce Sales Cloud](/product/2764-Salesforce/) - Overall rating: 4.4/5 - Reviews: 18,816 - Starting price: $25.00/month - Best for: Mid-size businesses - Free trial: Available - Free demo: Not available #### Overview Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It [Read more](/product/2764-Salesforce/) ##### What users love - Enhanced customer relationship management - Comprehensive sales process control - Highly adaptable platform configuration ##### To take in mind - Significant costs and add-on fees - Steep learning and onboarding demands - Complex and limited reporting tools #### Features ##### Best rated features - Proposal Generation: 5/5 - Campaign Analytics: 5/5 - Drag & Drop: 5/5 - Job Scheduling: 5/5 [See all features](/product/2764-Salesforce/#key-features) #### Pricing ##### Starter Suite - Price: $25.00/month - For up to 5 users ##### Pro Suite - Price: $100.00/month - This plan is designed for any size team and is billed annually. ##### Enterprise - Price: $165.00/month - This plan is designed for any size team and is billed annually. [See full pricing details](/product/2764-Salesforce/#pricing-and-plans) --- ### [Rolldog](/marketing/rolldog-complete-profile/) - Overall rating: 4.9/5 - Reviews: 33 - Starting price: $39.00/month - Free trial: Available - Free demo: Not available #### Overview Rolldog is a customer relationship management (CRM) solution, with the perks of sales enablement all rolled into one. Rolldog helps companies manage business relationships, [Read more](/marketing/rolldog-complete-profile/) #### Features ##### Best rated features - For Sales Teams/Organizations: 5/5 - Segmentation: 5/5 - Data Import/Export: 5/5 - Customizable Reports: 5/5 ##### Worst rated features - Marketing Automation: 4/5 - Workflow Management: 4/5 - Email Templates: 4/5 [See all features](/marketing/rolldog-complete-profile/#key-features) #### Pricing ##### Starter - Price: $39.00/month - Available at $35 per month, when billed annually. ##### Professional - Price: $59.00/month - Available at $50 per month, when billed annually. ##### Enterprise - Price: $79.00/month - Available at $65 per month, when billed annually. [See full pricing details](/marketing/rolldog-complete-profile/#pricing-and-plans) --- ### [HubSpot Sales Hub](/crm/hubspot-sales-profile/) - Overall rating: 4.5/5 - Reviews: 506 - Starting price: $0.00 - Best for: Small businesses - Free trial: Available - Free demo: Available #### Overview HubSpot Sales Hub helps sales teams spend more time selling. It brings your pipeline, your deals, and the work to move them forward onto one platform, all running from the same [Read more](/crm/hubspot-sales-profile/) ##### What users love - Comprehensive sales process management - Responsive and helpful support team - User-friendly and intuitive design ##### To take in mind - Clunky and overwhelming navigation - Expensive for growing teams #### Features ##### Best rated features - Automatic Call Distribution: 5/5 - Content Delivery: 5/5 - Mobile App: 5/5 - Prioritization: 5/5 ##### Worst rated features - Field Sales Management: 3/5 - Channel Management: 3/5 - Task Progress Tracking: 3/5 - Real-Time Reporting: 3.5/5 [See all features](/crm/hubspot-sales-profile/#key-features) #### Pricing ##### Free - Price: $0.00 ##### Starter - Price: $15.00/month ##### Professional - Price: $90.00/month [See full pricing details](/crm/hubspot-sales-profile/#pricing-and-plans) --- ### [LeadSquared](/crm/leadsquared-profile/) - Overall rating: 4.3/5 - Reviews: 167 - Best for: Ease of use - Free trial: Not available - Free demo: Not available #### Overview LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving [Read more](/crm/leadsquared-profile/) #### Features ##### Best rated features - Engagement Tracking: 5/5 - Multi-Channel Marketing: 5/5 - SMS Marketing: 5/5 - Sales Analytics: 5/5 ##### Worst rated features - Activity Dashboard: 1/5 - Social Media Integration: 1/5 - Reminders: 1/5 [See all features](/crm/leadsquared-profile/#key-features) --- ### [Coevera](/product/113892-Coevera/) - Overall rating: 4.6/5 - Reviews: 216 - Starting price: $85.00/month - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers [Read more](/product/113892-Coevera/) #### Features ##### Best rated features - Activity Dashboard: 5/5 - Reminders: 5/5 - Forecasting: 5/5 - Lead Nurturing: 5/5 ##### Worst rated features - Collaboration Tools: 3/5 - Prospecting Tools: 3/5 [See all features](/product/113892-Coevera/#key-features) #### Pricing ##### Business Edition, Enterprise Edition, Unlimited Edition - Price: $85.00/month - The Business Edition is one of three different versions of Coevera that are available. Each version [See full pricing details](/product/113892-Coevera/#pricing-and-plans) --- ### [Zoho CRM](/crm/zoho-crm-profile/) - Overall rating: 4.3/5 - Reviews: 7,007 - Starting price: $14.00/month - Best for: Enterprise businesses - Free trial: Available - Free demo: Not available #### Overview Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer [Read more](/crm/zoho-crm-profile/) ##### What users love - User-friendly and adaptable design - Affordable plans and good value - Comprehensive feature-rich platform ##### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Limited and complex email tools #### Features ##### Best rated features - Remote Access/Control: 5/5 - Client/Property Matching: 5/5 - Widgets: 5/5 - Customer Activity Tracking: 5/5 ##### Worst rated features - Chatbot: 2/5 - Sales Forecasting: 3/5 - Social Marketing: 3/5 [See all features](/crm/zoho-crm-profile/#key-features) #### Pricing ##### Standard - Price: $14.00/month ##### Professional - Price: $23.00/month ##### Enterprise - Price: $40.00/month [See full pricing details](/crm/zoho-crm-profile/#pricing-and-plans) --- ### [SalesOutlook CRM](/crm/salesoutlook-crm-profile/) - Overall rating: 4.3/5 - Reviews: 71 - Starting price: $40.00/month - Free trial: Available - Free demo: Not available #### Overview SalesOutlook is the best CRM for Outlook, Teams and Microsoft 365. SalesOutlook is the No-Login CRM that runs anywhere you can run Outlook or Teams including PC, Mac, Web and [Read more](/crm/salesoutlook-crm-profile/) #### Features ##### Best rated features - Workflow Automation: 5/5 - Data Security: 5/5 - Template Management: 5/5 - Contact Database: 5/5 ##### Worst rated features - Referral Tracking: 3.5/5 - Territory Management: 3.7/5 - Email Marketing: 4/5 - Internal Chat Integration: 4/5 [See all features](/crm/salesoutlook-crm-profile/#key-features) #### Pricing ##### Basic - Price: $40.00/month - Monthly ##### Annual Subscription - Price: $360.00/year - Save $120 year by selecting an annual pricing plan. [See full pricing details](/crm/salesoutlook-crm-profile/#pricing-and-plans) --- ### [NetSuite](/accounting/netsuite-financials-accounting-software-profile/) - Overall rating: 4.2/5 - Reviews: 2,081 - Best for: Features - Free trial: Not available - Free demo: Not available #### Overview NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping [Read more](/accounting/netsuite-financials-accounting-software-profile/) ##### What users love - Deep system tailoring options - Comprehensive and scalable functionality - Centralized financial operations platform ##### To take in mind - Steep learning curve and complexity - Complex and rigid reporting tools - Slow and inconsistent support experience #### Features ##### Best rated features - "What If" Scenarios: 5/5 - Aging Tracking: 5/5 - Vendor Master Data Management: 5/5 - Import/Export Management: 5/5 [See all features](/accounting/netsuite-financials-accounting-software-profile/#key-features) --- ### [Less Annoying CRM](/crm/less-annoying-crm-profile/) - Overall rating: 4.8/5 - Reviews: 660 - Starting price: $15.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but [Read more](/crm/less-annoying-crm-profile/) #### Features ##### Best rated features - Activity Tracking: 5/5 - For Mac Devices: 5/5 - For Real Estate: 5/5 - Commission Management: 5/5 ##### Worst rated features - Prospecting Tools: 3.5/5 - Data Security: 4/5 [See all features](/crm/less-annoying-crm-profile/#key-features) #### Pricing ##### Core - Price: $15.00/month - Get all our features at our single price tier. No more having to choose between complicated pricing [See full pricing details](/crm/less-annoying-crm-profile/#pricing-and-plans) --- ### [HoneyBook](/crm/honeybook-profile/) - Overall rating: 4.7/5 - Reviews: 693 - Starting price: $36.00/month - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, payments, and projects. It is suitable for professionals such [Read more](/crm/honeybook-profile/) ##### What users love - Centralized client organization tools - User-friendly and intuitive interface - Streamlined invoicing and contracts ##### To take in mind - Email deliverability and workflow issues - Slow and costly payment handling - Expensive for small businesses #### Features ##### Best rated features - Content Library: 5/5 - Dashboard: 5/5 - Task Editing: 5/5 - Room Booking: 5/5 ##### Worst rated features - Status Tracking: 3/5 - Business Process Automation: 3/5 - Employee Scheduling: 3/5 - Customizable Forms: 3/5 [See all features](/crm/honeybook-profile/#key-features) #### Pricing ##### Starter - Price: $36.00/month ##### Essentials - Price: $59.00/month ##### Premium - Price: $129.00/month [See full pricing details](/crm/honeybook-profile/#pricing-and-plans) --- ### [VipeCloud](/crm/vipecloud-profile/) - Overall rating: 4.9/5 - Reviews: 163 - Starting price: $15.00/month - Best for: Features - Free trial: Available - Free demo: Available #### Overview 98% of customers rate VipeCloud's Value For Money at 4 stars and above! VipeCloud is the Sales CRM with Marketing Suite that builds rapport with you. Our All-In-One solution [Read more](/crm/vipecloud-profile/) #### Features ##### Best rated features - Customizable Reports: 5/5 - CRM Integration: 5/5 - Web-based Deployment: 5/5 - Territory Management: 5/5 ##### Worst rated features - Quotes/Estimates: 2.5/5 - Engagement Tracking: 4/5 [See all features](/crm/vipecloud-profile/#key-features) #### Pricing ##### Community - Price: $15.00/month - This plan offers a free trial and allows up to 1 user. ##### Plus - Price: $25.00/month - This plan offers a free trial and allows up to 1 user. ##### Pro - Price: $50.00/month - This plan offers a free trial. [See full pricing details](/crm/vipecloud-profile/#pricing-and-plans) --- ### [noCRM](/crm/you-dont-need-a-crm-profile/) - Overall rating: 4.6/5 - Reviews: 494 - Starting price: $13.00/month - Best for: Ease of use - Free trial: Available - Free demo: Not available #### Overview Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Capture leads anywhere, cut admin, and close more deals. Built for people who [Read more](/crm/you-dont-need-a-crm-profile/) #### Features ##### Best rated features - Calendar Management: 5/5 - Sales Activity Management: 5/5 - Document Storage: 5/5 - Reporting & Statistics: 5/5 ##### Worst rated features - Collaboration Tools: 1/5 - Call Logging: 3/5 - Alerts/Notifications: 4/5 [See all features](/crm/you-dont-need-a-crm-profile/#key-features) #### Pricing ##### Starter - Price: $13.00/month - Shift your attention to what truly drives revenue: converting prospects into customers. ##### Expert - Price: $26.00/month - Organize your sales flow, streamline follow-ups, integrate your favorite tools, and boost your ##### Dream - Price: $39.00/month - Unlock complete oversight, premium capabilities, and the flexibility you need to expand and elevate [See full pricing details](/crm/you-dont-need-a-crm-profile/#pricing-and-plans) --- ### [EngageBay CRM](/crm/engagebay-profile/) - Overall rating: 4.6/5 - Reviews: 912 - Starting price: $0.00/month - Best for: Small businesses - Free trial: Not available - Free demo: Not available #### Overview EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by [Read more](/crm/engagebay-profile/) ##### What users love - Responsive and helpful support team - Affordable and feature-rich plans - Intuitive and user-friendly interface ##### To take in mind - Email deliverability and limitations - Limited reporting and analytics depth #### Features ##### Best rated features - Multi-Campaign: 5/5 - Responsive Web Design: 5/5 - Real-Time Chat: 5/5 - Onboarding: 5/5 [See all features](/crm/engagebay-profile/#key-features) --- ### [OnePageCRM](/crm/onepagecrm-profile/) - Overall rating: 4.8/5 - Reviews: 123 - Starting price: $9.95/month - Best for: Popular - Free trial: Available - Free demo: Not available #### Overview OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its [Read more](/crm/onepagecrm-profile/) #### Features ##### Best rated features - Dashboard: 5/5 - Customizable Templates: 5/5 - Segmentation: 5/5 - Search/Filter: 5/5 [See all features](/crm/onepagecrm-profile/#key-features) #### Pricing ##### Professional - Price: $9.95/month - The monthly billing plan is also available. $15/month if billed annually. You can also avail a free ##### Business - Price: $19.95/month - The monthly billing plan is also available. $29/month if billed annually. You can also avail a free [See full pricing details](/crm/onepagecrm-profile/#pricing-and-plans) --- ### [Teamgate](/crm/teamgate-profile/) - Overall rating: 4.8/5 - Reviews: 155 - Starting price: $0.00/month - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview Teamgate is a user-friendly, yet extremely powerful CRM for Sales and SaaS teams of all sizes. We pride ourselves on empowering Sales and SaaS teams to increase their speed of [Read more](/crm/teamgate-profile/) #### Features ##### Best rated features - Interaction Tracking: 5/5 - Third-Party Integrations: 5/5 - Calendar Sync: 5/5 - Opportunity Management: 5/5 [See all features](/crm/teamgate-profile/#key-features) #### Pricing ##### Starter - Price: $0.00/month - All the basic contact and communication tools to get you started. ##### Teams - Price: $39.90/month - Boost sales efficiency and process management with our scalable and complete toolkit for SMBs. ##### Growth - Price: $59.90/month - Take your sales team to the next level, with deeper insights, extensive analytics, integrations and [See full pricing details](/crm/teamgate-profile/#pricing-and-plans) --- ### [monday CRM](/marketing/monday-crm-profile/) - Overall rating: 4.7/5 - Reviews: 467 - Starting price: $12.00/month - Best for: Customer support - Free trial: Available - Free demo: Not available #### Overview monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and [Read more](/marketing/monday-crm-profile/) ##### What users love - Intuitive interface and onboarding - Customizable workflows for teams - Streamlined client relationship management ##### To take in mind - Expensive for small teams #### Features ##### Best rated features - Templates: 5/5 - Lead Scoring: 5/5 - Project Management: 5/5 - Document Management: 5/5 ##### Worst rated features - Dashboard: 2/5 - Campaign Management: 3/5 - Meeting Management: 3/5 - Data Security: 3.5/5 [See all features](/marketing/monday-crm-profile/#key-features) #### Pricing ##### Basic - Price: $12.00/month ##### Standard - Price: $17.00/month ##### Pro - Price: $28.00/month [See full pricing details](/marketing/monday-crm-profile/#pricing-and-plans) --- ### [Sage Sales Management](/field-service/forcemanager-mobile-profile/) - Overall rating: 4.6/5 - Reviews: 173 - Starting price: €19.00/month - Best for: Ease of use - Free trial: Available - Free demo: Not available #### Overview Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, [Read more](/field-service/forcemanager-mobile-profile/) #### Features ##### Best rated features - Marketing Automation: 5/5 - For Insurance Industry: 5/5 - Document Storage: 5/5 - Quotes/Estimates: 5/5 ##### Worst rated features - Product Catalog: 3/5 [See all features](/field-service/forcemanager-mobile-profile/#key-features) #### Pricing ##### Basic - Price: €19.00/month [See full pricing details](/field-service/forcemanager-mobile-profile/#pricing-and-plans) --- ### [Kommo](/product/3142-Kommo/) - Overall rating: 4.5/5 - Reviews: 263 - Starting price: $15.00/month - Best for: On the rise - Free trial: Available - Free demo: Not available #### Overview Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger [Read more](/product/3142-Kommo/) ##### What users love - Centralized communication integrations hub - Efficient lead organization tools - Organized and visual sales tracking ##### To take in mind - Slow and ineffective support response #### Features ##### Best rated features - Appointment Scheduling: 5/5 - Engagement Tracking: 5/5 - Sales Forecasting: 5/5 - Drag & Drop: 5/5 ##### Worst rated features - Segmentation: 1/5 [See all features](/product/3142-Kommo/#key-features) #### Pricing ##### Base - Price: $15.00/month - 2,500 active leads per user ##### Advanced - Price: $25.00/month - 5,000 active leads per user ##### Enterprise - Price: $45.00/month - 10,000 active leads per user [See full pricing details](/product/3142-Kommo/#pricing-and-plans) --- ### [Salesflare](/marketing/salesflare-profile/) - Overall rating: 4.7/5 - Reviews: 139 - Starting price: $29.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview Salesflare is a B2B sales CRM for small and medium-sized teams that want to spend less time maintaining their CRM and more time following up with customers. It is especially suited [Read more](/marketing/salesflare-profile/) #### Features ##### Best rated features - Event Triggered Actions: 5/5 - Email Campaign Management: 5/5 - Customizable Fields: 5/5 - Performance Metrics: 5/5 [See all features](/marketing/salesflare-profile/#key-features) #### Pricing ##### Growth - Price: $29.00/month [See full pricing details](/marketing/salesflare-profile/#pricing-and-plans) --- ### [Daylite for Mac](/project-management/daylite-for-mac-profile/) - Overall rating: 4.6/5 - Reviews: 362 - Starting price: $19.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview Daylite is the all-in-one app built for service-based businesses to manage the entire client cycle in one place. From first meeting to repeat business, Daylite connects every step [Read more](/project-management/daylite-for-mac-profile/) #### Features ##### Best rated features - Team Assignments: 5/5 - Third-Party Integrations: 5/5 - Idea Management: 5/5 - Document Storage: 5/5 ##### Worst rated features - Data Import/Export: 2/5 - Reporting/Analytics: 2.8/5 [See all features](/project-management/daylite-for-mac-profile/#key-features) #### Pricing ##### Leap - Price: $19.00/month - For anyone starting their business journey or running a side hustle. ##### Growth - Price: $39.00/month - For full-time businesses with expanding needs and potentially adding a team. ##### Scale - Price: $59.00/month - For established businesses that need advanced tools & support to scale successfully. [See full pricing details](/project-management/daylite-for-mac-profile/#pricing-and-plans) --- ### [Close](/crm/close-io-profile/) - Overall rating: 4.7/5 - Reviews: 164 - Starting price: $9.00/month - Best for: Ease of use - Free trial: Available - Free demo: Not available #### Overview Close is a sales CRM built for small and growth-stage B2B sales teams. The software is cloud-based, so teams can access it from any browser without installing anything locally. [Read more](/crm/close-io-profile/) #### Features ##### Best rated features - Workflow Automation: 5/5 - Customizable Templates: 5/5 - Call Recording: 5/5 - Third-Party Integrations: 5/5 ##### Worst rated features - Real-Time Notifications: 1/5 - Data Import/Export: 1/5 - Customer Database: 3/5 - Drip Campaigns: 3/5 [See all features](/crm/close-io-profile/#key-features) #### Pricing ##### Solo - Price: $9.00/month - Solo is perfect for individuals organizing leads, managing pipelines, and keeping communication in ##### Essentials - Price: $35.00/month - A great plan for small teams. ##### Growth - Price: $99.00/month - Automation to help your team move faster. [See full pricing details](/crm/close-io-profile/#pricing-and-plans) --- ### [OA Mobile](/crm/oa-mobile-profile/) - Overall rating: 5.0/5 - Reviews: 48 - Starting price: $75.00/month - Free trial: Not available - Free demo: Not available #### Overview Our primary goal is too make your life easier. OA Mobile is like having an extra employee. We will do most of the work for you. After 32 years and thousands of customers we know [Read more](/crm/oa-mobile-profile/) #### Features ##### Best rated features - Territory Management: 5/5 - Forecasting: 5/5 - Sales Reports: 5/5 - Campaign Management: 5/5 ##### Worst rated features - Calendar Sync: 4/5 - Social Media Integration: 4/5 [See all features](/crm/oa-mobile-profile/#key-features) --- ### [OpenCRM](/crm/opencrm-profile/) - Overall rating: 4.6/5 - Reviews: 294 - Starting price: £39.00/month - Best for: Customizable Fields - Free trial: Available - Free demo: Not available #### Overview OpenCRM is a customer relationship management software designed to help businesses in the UK manage administrative operations related to helpdesk, sales, project, inventory, [Read more](/crm/opencrm-profile/) ##### What users love - Intuitive and adaptable interface - Responsive and helpful support team - Centralized customer relationship tracking ##### To take in mind - Clunky and dated navigation experience #### Features ##### Best rated features - Campaign Management: 5/5 - Data Security: 5/5 - Sales Reports: 5/5 - Territory Management: 5/5 ##### Worst rated features - Email Marketing: 3.5/5 - Mobile Access: 3.7/5 - Sales Trend Analysis: 3.8/5 [See all features](/crm/opencrm-profile/#key-features) #### Pricing ##### Complete Business - Price: £39.00/month - This price exclude VAT which will be charged at the current rate. [See full pricing details](/crm/opencrm-profile/#pricing-and-plans) --- ### [HubSpot CRM](/product/1854-HubSpot-CRM/) - Overall rating: 4.5/5 - Reviews: 4,491 - Starting price: $20.00/month - Best for: CRM - Free trial: Not available - Free demo: Not available #### Overview HubSpot Smart CRM helps teams win more deals by keeping customer records current. It unifies your customer data, teams, and tech stack in one source of truth, so your team has the [Read more](/product/1854-HubSpot-CRM/) ##### What users love - Centralized customer relationship management - Unified sales and marketing hub - Intuitive and accessible interface ##### To take in mind - Escalating costs and rigid plans - Email integration and automation issues - Cumbersome contact organization tools #### Features ##### Best rated features - Collaboration Tools: 5/5 - For Mac Devices: 5/5 - Contract/License Management: 5/5 - Commission Management: 5/5 ##### Worst rated features - Business Card/Badge Scanning: 3/5 - File Management: 3.3/5 - Data Visualization: 3.8/5 - Multi-Channel Communication: 3.8/5 [See all features](/product/1854-HubSpot-CRM/#key-features) --- 1 [2](https://www.softwareadvice.com/category/489-small-business-crm/?__ai_markdown=true&page=2)[3](https://www.softwareadvice.com/category/489-small-business-crm/?__ai_markdown=true&page=3)[4](https://www.softwareadvice.com/category/489-small-business-crm/?__ai_markdown=true&page=4)[5](https://www.softwareadvice.com/category/489-small-business-crm/?__ai_markdown=true&page=5) ... [15](https://www.softwareadvice.com/category/489-small-business-crm/?__ai_markdown=true&page=15) ## Popular Comparisons [ HubSpot CRM vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[ Kylas Sales CRM vs Zoho CRM ](https://www.softwareadvice.com/marketing/kylas-profile/vs/zoho-crm/)[ eWay-CRM vs Pipedrive ](https://www.softwareadvice.com/crm/eway-profile/vs/pipedrive/)[ Odoo vs NetSuite ](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/vs/odoo/)[ EngageBay CRM vs Keap ](https://www.softwareadvice.com/crm/engagebay-profile/vs/infusionsoft-crm/)[ Bitrix24 vs Apptivo ](https://www.softwareadvice.com/crm/apptivo-profile/vs/bitrix24/)[ Act! vs Less Annoying CRM ](https://www.softwareadvice.com/crm/act-crm-profile/vs/less-annoying-crm/) ## Your Guide to Top Small Business CRM Software, August 2022 Software Advice uses reviews from real software users to highlight the top-rated Small Business CRM products in North America. [Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/) #### Explore FrontRunners - [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) - [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) - [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) - [VipeCloud](https://www.softwareadvice.com/crm/vipecloud-profile/) - [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) - [noCRM.io](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/) - [Gold-Vision CRM](https://www.softwareadvice.com/crm/gold-vision-crm-profile/) - [Capsule](https://www.softwareadvice.com/product/27508-Capsule/) - [Salesflare](https://www.softwareadvice.com/marketing/salesflare-profile/) - [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) - [Spotler CRM](https://www.softwareadvice.com/crm/really-simple-systems-profile/) - [vtenext](https://www.softwareadvice.com/crm/vtenext-profile/) - [servis.ai](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) - [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) - [Pipeliner CRM](https://www.softwareadvice.com/crm/pipeliner-crm-profile/) - [Nimble](https://www.softwareadvice.com/help-desk/nimble-profile/) - [Daylite for Mac](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/) - [Copper](https://www.softwareadvice.com/product/63221-Copper/) - [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) - [Vtiger CRM](https://www.softwareadvice.com/crm/vtiger-profile/) - [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) - [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) - [Salesforce Starter](https://www.softwareadvice.com/crm/salesforceiq-profile/) - [Insightly](https://www.softwareadvice.com/product/2667-Insightly/) - [SugarCRM](https://www.softwareadvice.com/crm/sugarcrm-profile/) “Usability” includes user ratings for Functionality and Ease of Use. “Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money. Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication. ## Send me a copy of this list to my inbox ### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you. ## What is Small Business CRM Software? Small Business CRM software is a tool for small businesses who need to manage interactions with both current and prospective customers. CRM systems offer tools for sales, marketing and customer support. With the growing number of affordable, Web-based products on the market, more and more small businesses are looking for customer relationship management (CRM) software to manage interactions with both current and prospective customers. Many are seeking to upgrade from basic email marketing or contact management systems. However, the capabilities of CRM systems can range widely, with varying levels of functionality for sales, marketing and customer support. We developed this guide to help buyers understand exactly what these products can offer, so they can select the solution that best meets their needs. Here's what we'll cover: [What is Small Business CRM Software?](#WhatisSmallBusinessCRMSoftware) [A Comparison of Top Small Business CRM Solutions](#AComparisonofTopSmallBusinessCRMSolutions) [Common Reasons Small Businesses Shop for a CRM Solution](#CommonReasonsSmallBusinessesShopforaCRMSolution) [Common Features of Small Business CRM Software](#CommonFeaturesofSmallBusinessCRMSoftware) [Pricing: Web-Based vs. On-Premise](#PricingWebBasedvsOnPremise) [Key Considerations for Small Businesses](#KeyConsiderationsforSmallBusinesses) ## A Comparison of Top Small Business CRM Solutions There are many popular small business CRM solutions on the market, and it can be hard to know what distinguishes one product from another and which is right for you. To help you better understand how the top small business CRM systems stack up against one another, we created a series of side-by-side product comparison pages that break down the details of what each solution offers in terms of pricing, applications, ease of use, support and more: | Feature | Description | | --- | --- | | Top Insightly Comparisons | Top Zoho CRM Comparisons | | Insightly vs. Base Insightly vs. Nimble Insightly vs. Zoho CRM | Insightly vs. Zoho CRM SugarCRM vs. Zoho CRM | --- ## Common Reasons Small Businesses Shop for a CRM Solution Thousands of small businesses contact us every year, looking for advice to help them select the CRM solution best suited to their company. Some are just getting started, while others are looking to replace an outdated or problematic system. Startups may have their own needs, in some cases related to but unique from the needs of small businesses in general. If you're a startup, check out our guide to CRM for startups [here](https://www.softwareadvice.com/crm/startup-comparison/#buyers-guide). Small businesses most commonly look to purchase a CRM system because they are: - Hoping to consolidate customer records and reduce double-entry. - Seeking to automate functions (alerts, follow-up emails etc.). - Looking to generate, track and manage leads more efficiently. - Needing specific features (e.g., trouble ticket management). - Frustrated with current CRM software (too complicated or not enough features). - Experiencing transition or company growth. _Live dashboard in_ [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) ## Core CRM Applications for Small Businesses | Column 1 | Column 2 | Column 3 | | --- | --- | --- | | Application | Function | Best for... | | Contact management | The core component of any CRM solution, contact management systems consolidate critical customer data (e.g., names, addresses and company info) into a single database, as opposed to scattering it across many individual inboxes or address books. | Most small businesses; any business that needs to organize contact information or associate notifications, tasks, notes, files etc. with specific customers. | | Sales management | Basic sales management applications allow businesses to track deals at different stages of the sales pipeline, integrating sales activities and appointments with the general contact database. Some may also include limited automation (e.g., automatically sending follow-up emails or setting up reminders) and reporting. | Any small business with a dedicated sales team, or that needs to organize a high volume of leads and automate follow-up (e.g., real estate agencies). | | Marketing automation | Entry-level marketing automation applications allow small businesses to quickly set up landing pages, Web forms and email templates that inspire potential customers to take action. They may also offer some degree of automation to send targeted, personalized messages based on prospects’ behavior. | Small businesses with a dedicated marketing team, and/or looking to attract potential customers through email marketing or Web traffic. | | Customer service management | Simpler customer service applications typically focus on basic trouble ticket management, which allows small businesses to document, track and resolve customer issues. | Small businesses with a dedicated customer service team, or any business that needs to resolve a high volume of customer inquiries and/or complaints (e.g., software companies). | --- ## Pricing: Web-Based vs. On-Premise CRM Most small businesses should consider hosted, cloud-based CRM solutions. Because these systems are hosted by the vendor, they eliminate the need for you to have a dedicated IT team for managing and maintaining your own server. They also drastically reduce upfront investment and installation costs. In addition, they typically offer monthly subscription pricing, which makes them scale well for fast-growing companies that need to add additional user licenses or features down the road. However, small businesses with sufficient IT resources and capital may still benefit from on-premise CRM systems. These solutions usually require purchasing an expensive perpetual license up front, but they may become the cheaper option if you use the same system over an extended period of time. You can see how pricing for these two models compares to figure out what works best for you using this tool. However, keep in mind that with on-premise solutions, you might also pay additionally for upgrades, customizations or maintenance. ## Key Considerations for Small Businesses With so many options and feature sets to choose from, selecting the right CRM for your small business can quickly become an overwhelming task. To narrow things down, here are four key factors for small businesses in particular to keep in mind as they evaluate different products: **Which Applications to Prioritize?** Because CRM encompasses so many functions (e.g., sales, marketing and customer service), many entry-level products are actually “best-of-breed” solutions. This means they focus on only one of the core applications listed above (although all CRM systems will provide some level of contact management functionality). “Integrated suites,” meaning solutions combining multiple applications in one software package (often billed as “professional” or “enterprise” editions) are much more expensive. So before you begin shopping, start with a clear assessment of exactly which functions you need. The “Best for...” column in the chart above provides recommendations as to which types of companies may need which applications. **System Complexity and Ease-of-Use** Many small businesses we speak with say they’re replacing their CRM system because it’s too complicated or difficult to use. And if your employees find it too burdensome to input data into your program, you’ll wind up with a spotty, incomplete customer database, which defeats the entire purpose of having a system in place. As a result, small businesses should pay particular attention to ease-of-use as they evaluate CRM software options. Consider solutions with smart, intuitive interfaces. Also, take advantage of the demos and trials offered by many companies to get a real sense of how user-friendly a system is. **Integration Considerations** While small businesses may not have as many integration requirements as larger companies, you should still consider CRM solutions that integrate with programs that you and your employees already use, such as email clients, calendars and accounting software. For instance, integration with email clients such as Outlook and Gmail will make it much easier to import contacts and conversations into your new system. It also allows your employees to continue using the programs they’re comfortable with, while ensuring your contact database remains comprehensive and up-to-date. ### Related Small Business CRM Software - [Business Management Software](https://www.softwareadvice.com/business-management/) - [CRM Software](https://www.softwareadvice.com/crm/) - [Construction CRM Software](https://www.softwareadvice.com/construction/homebuilder-crm-software-comparison/) - [Customer Communications Management Software](https://www.softwareadvice.com/customer-communications-mngt/) - [Financial CRM Software](https://www.softwareadvice.com/crm/financial-comparison/) - [Healthcare CRM Software](https://www.softwareadvice.com/crm/healthcare-crm-comparison/) - [Mac CRM Software](https://www.softwareadvice.com/category/431-mac-crm/) - [Nonprofit CRM Software](https://www.softwareadvice.com/category/4788-nonprofit-crm/) - [Online CRM Software](https://www.softwareadvice.com/crm/online-crm-comparison/) - [Real Estate CRM Software](https://www.softwareadvice.com/crm/real-estate-crm-comparison/) - [Social CRM Tools Software](https://www.softwareadvice.com/crm/social-crm-comparison/)