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Best Small Business CRM Software of 2026

Updated January 27, 2025 at 9:56 AM

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  1. Popular Comparisons
  2. FrontRunners
  3. Buyers Guide
  4. Related Software

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Showing 1 - 25 of 220 products

Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing au...Read more about Salesforce Sales Cloud

98

recommendations

Free trial
Free version
Integrations
Google Drive
Google Drive
+34 more

Salesforce Sales Cloud's Best Rated Features

4.88AI/Machine Learning

See All

Salesforce Sales Cloud's Worst Rated Features

3.71For AEC Industry

See All

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesse...Read more about Claritysoft CRM

79

recommendations

Free trial
Free version
Integrations
Microsoft 365
Microsoft 365
+5 more

Claritysoft CRM's Best Rated Features

4.82Client Management

See All

Claritysoft CRM's Worst Rated Features

2.67Marketing Automation

See All

monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such ...Read more about monday CRM

50

recommendations

Free trial
Free version
Integrations
Google Drive
Google Drive
+25 more

monday CRM's Best Rated Features

4.89Customizable Templates

See All

monday CRM's Worst Rated Features

3.74Territory Management

See All

Kintone is a cloud-based, customizable workflow management platform suitable for businesses of all sizes. The key features of th...Read more about kintone

49

recommendations

Free trial
Free version
Integrations
Google Drive
Google Drive
+28 more

kintone's Best Rated Features

4.88Backup and Recovery

See All

kintone's Worst Rated Features

3.89Business Process Automation

See All

Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, config...Read more about HubSpot Sales Hub

47

recommendations

Free trial
Free version
Integrations
Google Workspace
Google Workspace
+5 more

HubSpot Sales Hub's Best Rated Features

4.84CRM

See All

HubSpot Sales Hub's Worst Rated Features

3.50Real-Time Reporting

See All

*What is Topline?* Topline OS is an all-in-one growth operating system that brings together all the tools you need to run and gr...Read more about Topline

41

recommendations

Free trial
Free version
Integrations
PayPal
PayPal
+13 more

Topline's Best Rated Features

5.0Lead Management

See All

Topline's Worst Rated Features

5.0Lead Management

See All

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources,...Read more about Shape

41

recommendations

Free trial
Free version
Integrations
Mailchimp
Mailchimp
+8 more

Shape's Best Rated Features

5.0Email Management

See All

Shape's Worst Rated Features

4.60Lead Management

See All

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insi...Read more about Pipeliner CRM

33

recommendations

Free trial
Free version
Integrations
Google Drive
Google Drive
+38 more

Pipeliner CRM's Best Rated Features

4.89Lead Capture

See All

Pipeliner CRM's Worst Rated Features

3.33Data Import/Export

See All

LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses of all size...Read more about LeadSquared

25

recommendations

Free trial
Free version
Integrations
Salesforce Sales Cloud
Salesforce Sales Cloud
+20 more

LeadSquared's Best Rated Features

5.0Lead Distribution

See All

LeadSquared's Worst Rated Features

3.36Reporting & Statistics

See All

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing aut...Read more about Zoho CRM

17

recommendations

Free trial
Free version
Integrations
Google Drive
Google Drive
+67 more

Zoho CRM's Best Rated Features

4.93Real-Time Notifications

See All

Zoho CRM's Worst Rated Features

3.0Social Marketing

See All

ShareCRM is an AI-powered enterprise CRM platform designed to support various business operations through customizable features....Read more about ShareCRM

No reviews yet

15

recommendations

Free trial
Free version
Integrations
QuickBooks Enterprise
QuickBooks Enterprise
+12 more

Rolldog is a customer relationship management (CRM) solution, with the perks of sales enablement all rolled into one. Rolldog he...Read more about Rolldog

14

recommendations

Free trial
Free version
Integrations
Mailchimp
Mailchimp
+5 more

Rolldog's Best Rated Features

5.0Calendar/Reminder System

See All

Rolldog's Worst Rated Features

4.77Reporting/Analytics

See All

SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft...Read more about SalesOutlook CRM

1

recommendations

Free trial
Free version
Integrations
Microsoft Excel
Microsoft Excel
+9 more

SalesOutlook CRM's Best Rated Features

4.75Sales Pipeline Management

See All

SalesOutlook CRM's Worst Rated Features

4.22Quotes/Estimates

See All

NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce f...Read more about NetSuite

1

recommendations

Free trial
Free version
Integrations
Salesforce Sales Cloud
Salesforce Sales Cloud
+17 more

NetSuite's Best Rated Features

4.82Approval Process Control

See All

NetSuite's Worst Rated Features

2.50Dashboard

See All

We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owners who are ...Read more about Less Annoying CRM

Free trial
Free version
Integrations
Mailchimp
Mailchimp
+12 more

Less Annoying CRM's Best Rated Features

5.0Web-based Deployment

See All

Less Annoying CRM's Worst Rated Features

4.09Lead Qualification

See All

Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focused on grea...Read more about Bigin by Zoho CRM

Free trial
Free version
Integrations
Mailchimp
Mailchimp
+71 more

Bigin by Zoho CRM's Best Rated Features

4.83For Startups

See All

Bigin by Zoho CRM's Worst Rated Features

3.95Social Media Integration

See All

HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, payments, a...Read more about HoneyBook

Free trial
Free version
Integrations
Google Docs
Google Docs
+81 more

HoneyBook's Best Rated Features

4.90Completion Tracking

See All

HoneyBook's Worst Rated Features

3.67Third-Party Integrations

See All

EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service...Read more about EngageBay CRM

Free trial
Free version
Integrations
Google Drive
Google Drive
+30 more

EngageBay CRM's Best Rated Features

4.89Real-time Consumer-facing Chat

See All

EngageBay CRM's Worst Rated Features

3.83Email Templates

See All

noCRM is a cloud-based sales management system designed for small and midsize businesses which offers prospecting, lead tracking...Read more about noCRM

Free trial
Free version
Integrations
Slack
Slack
+28 more

noCRM's Best Rated Features

5.0Sales Activity Management

See All

noCRM's Worst Rated Features

4.0Lead Nurturing

See All

98% of customers rate VipeCloud's Value For Money at 4 stars and above! VipeCloud is the Sales CRM with Marketing Suite that bui...Read more about VipeCloud

Free trial
Free version
Integrations
Trello
Trello
+11 more

VipeCloud's Best Rated Features

5.0Marketing Automation

See All

VipeCloud's Worst Rated Features

4.0CRM

See All

Teamgate is a user-friendly, yet extremely powerful CRM for Sales and SaaS teams of all sizes. We pride ourselves on empowering...Read more about Teamgate

Free trial
Free version
Integrations
Google Drive
Google Drive
+20 more

Teamgate's Best Rated Features

5.0CRM

See All

Teamgate's Worst Rated Features

4.43Data Import/Export

See All

Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline...Read more about Sage Sales Management

Free trial
Free version
Integrations
Google Drive
Google Drive
+30 more

Sage Sales Management's Best Rated Features

4.89Search/Filter

See All

Sage Sales Management's Worst Rated Features

3.61Customizable Reports

See All

OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) ...Read more about OnePageCRM

Free trial
Free version
Integrations
Google Drive
Google Drive
+16 more

OnePageCRM's Best Rated Features

4.88Contact Management

See All

OnePageCRM's Worst Rated Features

3.71Reporting/Analytics

See All

Close is the CRM built for small and growing teams who need to manage customer relationships and sales without the bloat and com...Read more about Close

Free trial
Free version
Integrations
Slack
Slack
+71 more

Close's Best Rated Features

4.83Email Management

See All

Close's Worst Rated Features

3.70Reporting/Analytics

See All

Running a service-based business means balancing clients, projects, and relationships while still finding time to grow. Too ofte...Read more about Daylite for Mac

Free trial
Free version
Integrations
Mailchimp
Mailchimp
+3 more

Daylite for Mac's Best Rated Features

5.0For Mac Devices

See All

Daylite for Mac's Worst Rated Features

2.83Reporting/Analytics

See All

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FrontRunners Logo

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

Explore FrontRunners

“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.

Buyers Guide

This detailed guide will help you find and buy the right small business crm software for you and your business.

Last Updated on January 27, 2025

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?

A Comparison of Top Small Business CRM Solutions

Common Reasons Small Businesses Shop for a CRM Solution

Common Features of Small Business CRM Software

Pricing: Web-Based vs. On-Premise

Key Considerations for Small Businesses

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:

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.

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.

Screenshot-of-Pipedrive

Live dashboard in Pipedrive

Core CRM Applications for Small Businesses

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.