# Best Small Business CRM Software - 2026 Reviews & Pricing > 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: https://www.softwareadvice.com/category/489-small-business-crm --- [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 June 25, 2026 On this page 1. FrontRunners 2. Popular Comparisons 3. Buyers Guide 4. Related Software Filter products 232 results ### Compare Products Showing 1 - 25 of 232 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. [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.40 [(18786)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Best for:Mid-size businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports. Integration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more. The Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization.  Salesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance.  Salesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels. Salesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.... [Read more](https://www.softwareadvice.com/product/2764-Salesforce/) ### What users love - Strong customer relationship tools - Comprehensive sales process management - Highly adaptable platform customization ### To take in mind - Significant costs and add-on fees - Steep learning curve for users - Complex and limited reporting tools ### Best rated features: Proposal Generation 5.0 Drag & Drop 5.0 Job Scheduling 5.0 Widgets 5.0 [See all features](https://www.softwareadvice.com/product/2764-Salesforce/#key-features) ### Starter Suite $25.00/month For up to 5 users ### Pro Suite $100.00/month This plan is designed for any size team and is billed annually. ### Enterprise $165.00/month This plan is designed for any size team and is billed annually. [See full pricing details](https://www.softwareadvice.com/product/2764-Salesforce/#pricing-and-plans) [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) 4.50 [(252)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Key features include account management, activity management, calendar management and pipeline management. Claritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives. The email-marketing feature allows users to design email templates and pull contacts from contact lists based on filters and preferences. Users are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket.... [Read more](https://www.softwareadvice.com/crm/claritysoft-profile/) ### Best rated features: Campaign Management 5.0 For Startups 5.0 Calendar Management 5.0 Real-Time Notifications 5.0 [See all features](https://www.softwareadvice.com/crm/claritysoft-profile/#key-features) [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) 4.54 [(501)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Optimize your sales process with HubSpot CRM. Achieve total visibility with sales analytics and reporting. Streamline your outreach with sales engagement tools. Close more deals faster with configure-price-quote (CPQ) functionality. Sales Hub is built on the HubSpot Growth Platform, where you can bring your customer data, tools, and teams together in one central system of record. You can connect the tools you use with Sales Hub with over 500 apps in the HubSpot App Marketplace, APIs, and solutions partners. Sales Hub is made for growing teams and offers four editions to help those looking to get started or who are growing rapidly. Get started with Sales Hub Free, Sales Hub Starter, Sales Hub Professional, or Sales Hub Enterprise. You shouldn’t have to outgrow your CRM -- HubSpot has got you covered every step of the way.... [Read more](https://www.softwareadvice.com/crm/hubspot-sales-profile/) ### What users love - Comprehensive sales process tracking - Responsive and helpful support team - User-friendly and intuitive design ### To take in mind - Clunky navigation and customization limits - Expensive for growing teams ### Best rated features: Automatic Call Distribution 5.0 Conversation Intelligence 5.0 For Startups 5.0 Lead Scoring 5.0 ### Worst rated features: Field Sales Management 3.0 Channel Management 3.0 Real-Time Reporting 3.5 Document Management 3.6 [See all features](https://www.softwareadvice.com/crm/hubspot-sales-profile/#key-features) ### Free $0.00 ### Starter $15.00/month ### Professional $90.00/month [See full pricing details](https://www.softwareadvice.com/crm/hubspot-sales-profile/#pricing-and-plans) [Topline OS](https://www.softwareadvice.com/crm/topline-profile/) 5.0 [(12)](https://www.softwareadvice.com/crm/topline-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Topline OS gives small sales teams everything they need to generate and close pipeline — without stitching together a dozen tools. CRM, marketing automation, website builder, calendars, contracts, phone, SMS, email, and social media management in one platform, plus five AI agents that handle intake calls, draft outreach sequences, build prospect lists, flag deal risks, and summarize meetings. Most sales enablement tools assume you already have reps and content. Topline is built for 5–100 person firms where the founder is still the closer. The AI agents handle the volume work — qualifying inbound, following up on stale deals, booking consultations — so your team focuses on conversations that close. Plans start with a free 60-day trial. Team starts at $31/mo for 1 user, Unlimited is $397/mo with no user cap. Every feature on every paid plan. Add Flex for a dedicated account manager and specialist team starting at $500/mo.... [Read more](https://www.softwareadvice.com/crm/topline-profile/) ### Best rated features: Contact Management 5.0 Data Import/Export 5.0 Template Management 5.0 CRM 5.0 [See all features](https://www.softwareadvice.com/crm/topline-profile/#key-features) ### Team $31.00/month The Team plan is Topline OS's entry-level paid tier at $31/mo (per one user). It includes every feature on the platform — CRM, marketing automation, website builder, calendars, contracts, phone, SMS, email, social media management, and all five AI agents, 14,000 emails/mo, 1,600 texts/mo, and 1,000 call minutes/mo.... [Read more](https://www.softwareadvice.com/crm/topline-profile/#pricing-and-plans) ### Unlimited $397.00/month The Unlimited plan is Topline OS's top-tier offering at $397/mo (or $327/mo on annual billing), built for professional services firms that have outgrown user caps and need room to scale. It includes every feature on the platform — CRM, marketing automation, website builder, calendars, contracts, phone, SMS, email, social media management, and all five AI agents — with no limit on users and double the capacity of the Team plan: 28,000 emails/mo, 3,200 texts/mo, and 2,000 call minutes/mo. When bundled with Topline Leads, the Unlimited Bundle drops to $594/mo ($454/mo annual), adding 4,000 lead credits per month, 3 Intent Signal audiences, access to the 200M+ profile database, website visitor identification via Signal, and Connect outreach campaigns. The per-seat math favors Unlimited over Team once a firm crosses roughly 8 active users, making it the natural upgrade path for growing teams.... [Read more](https://www.softwareadvice.com/crm/topline-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/topline-profile/#pricing-and-plans) [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) 4.91 [(33)](https://www.softwareadvice.com/marketing/rolldog-complete-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Rolldog is a customer relationship management (CRM) solution, with the perks of sales enablement all rolled into one. Rolldog helps companies manage business relationships, increase revenue, and boost sales & marketing effectiveness. Managing business relationships and interactions through account details, relationships, activities, integrations, and documents is part of the foundation. It is Rolldog’s ability to help qualify and manage opportunities from ‘lead to close.' Being able to adapt to virtually any sales methodology or process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals. Rolldog offers many different CRM-related modules, as well as a lead and opportunity management module that is designed to help businesses improve upon the way they are able to track, qualify, score and close opportunities. All of this can be configured specifically to each business and its needs. Rolldog has an objective approach to how lead and opportunity management should be handled. With Rolldog, managers can control the settings to configure the criteria in which leads are qualified and ranked, specifically to the sales process. Rolldog allows BDRs and sales reps to capture critical information and perform the appropriate follow-up. Rolldog enables sales teams to focus on managing the opportunity from lead to close. Throughout the sales process, Rolldog acts as a virtual coach to sales reps by sharing information on scoring, alerting, guidance and analytics. Rolldog's objective scoring engine and opportunity alignment feature aid sales managers in ensuring the accuracy of the data supplying the forecast.... [Read more](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) ### Best rated features: For Sales Teams/Organizations 5.0 Segmentation 5.0 Data Import/Export 5.0 Customizable Reports 5.0 ### Worst rated features: Marketing Automation 4.0 Workflow Management 4.0 Email Templates 4.0 [See all features](https://www.softwareadvice.com/marketing/rolldog-complete-profile/#key-features) ### Starter $39.00/month Available at $35 per month, when billed annually. ### Professional $59.00/month Available at $50 per month, when billed annually. ### Enterprise $79.00/month Available at $65 per month, when billed annually. [See full pricing details](https://www.softwareadvice.com/marketing/rolldog-complete-profile/#pricing-and-plans) [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) 4.26 [(167)](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary 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 sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru, India with a local presence in Middle East, North America, and South Africa. The software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.... [Read more](https://www.softwareadvice.com/crm/leadsquared-profile/) ### Best rated features: Engagement Tracking 5.0 Multi-Channel Marketing 5.0 SMS Marketing 5.0 Sales Analytics 5.0 ### Worst rated features: Activity Dashboard 1.0 Social Media Integration 1.0 Reminders 1.0 [See all features](https://www.softwareadvice.com/crm/leadsquared-profile/#key-features) [Coevera](https://www.softwareadvice.com/product/113892-Coevera/) 4.60 [(216)](https://www.softwareadvice.com/product/113892-Coevera/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Coevera is the AI-native CRM built on a radical idea: your software should make your salespeople better, not just track what they do. Formerly Pipeliner CRM, the platform relaunched as Coevera in 2026 after 15 years of pioneering visual pipeline management. The name says it all — Collaboration, Evolution, and a new Era of selling, rooted in "coe" (together) and "vera" (truth): together toward the truth. See your entire sales process at a glance. Coevera is visual-first by design, replacing endless data entry with dynamic pipelines, drag-and-drop deal management, and interactive dashboards that turn raw activity into instant insight. The no-code Automatizer puts powerful, multi-step workflow automation in the hands of everyday users — no developers, no IT bottleneck. And Voyager AI, the platform's intelligent engine, learns from your team's unique sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The payoff: a CRM your reps actually want to open, one that points to the next best move instead of piling on busywork. Coevera is also future-proofing your stack. Through its new Coevera MCP Server, the platform adopts the Model Context Protocol — the emerging universal standard for AI connectivity — letting assistants like Claude, ChatGPT, and Microsoft Copilot securely tap live CRM data in real time, fully respecting every user's role-based permissions, with zero custom middleware. And it all runs on a promise the company calls "Win Together" — because Coevera only succeeds when its customers do. That means transparent, fair pricing with no lock-in contracts, no hidden fees, and no forced implementation consulting. It means support from real humans, not a chatbot maze. It means technology built to empower users, not trap them in admin dependency. And critically, your data is never used to train AI.... [Read more](https://www.softwareadvice.com/product/113892-Coevera/) ### Best rated features: Reminders 5.0 Forecasting 5.0 Source Tracking 5.0 Lead Nurturing 5.0 ### Worst rated features: Collaboration Tools 3.0 Prospecting Tools 3.0 [See all features](https://www.softwareadvice.com/product/113892-Coevera/#key-features) ### Basic $65.00/month [See full pricing details](https://www.softwareadvice.com/product/113892-Coevera/#pricing-and-plans) [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.31 [(6978)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary 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 support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/) ### What users love - Intuitive and flexible usability - Affordable plans and free options - Comprehensive and customizable features ### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Limited and complex email tools ### Best rated features: Client/Property Matching 5.0 Remote Access/Control 5.0 For Financial Institutions 5.0 Customer Activity Tracking 5.0 ### Worst rated features: Chatbot 2.0 Social Marketing 3.0 Sales Forecasting 3.0 [See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features) ### Free Custom Pricing available upon request Up to 3 Users ### Standard $14.00/month ### Professional $23.00/month [See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans) [SalesOutlook CRM](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/) 4.25 [(71)](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database. SalesOutlook Outlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as 'opportunity' or 'customer inquiry' directly from the email interface. By right-clicking on a customer name, users can access contact information, providing instant visibility into all the necessary information related to any particular buyer. The Outlook CRM is a specialized system that builds upon a frequently used email medium to create a CRM that will optimize user efficiency and boost customer satisfaction.... [Read more](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/) ### Best rated features: Mobile App 5.0 Segmentation 5.0 Contact Database 5.0 Forecasting 5.0 ### Worst rated features: Referral Tracking 3.5 Territory Management 3.7 Internal Chat Integration 4.0 Email Marketing 4.0 [See all features](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#key-features) ### Basic $40.00/month [See full pricing details](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#pricing-and-plans) [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) 4.23 [(2046)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/) Best for:Features ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises. NetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights. NetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management. The platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics. NetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.... [Read more](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) ### What users love - Flexible system tailoring options - Comprehensive and scalable functionality - Centralized financial process management ### To take in mind - Steep learning curve and complexity - Complex and rigid reporting tools - Slow and inconsistent support experience ### Best rated features: "What If" Scenarios 5.0 Aging Tracking 5.0 Vendor Master Data Management 5.0 Project Tracking 5.0 [See all features](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/#key-features) [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) 4.79 [(653)](https://www.softwareadvice.com/crm/less-annoying-crm-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary 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 nowhere near needing the complexity of big CRMs. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you \*won’t\* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. Start your no-hassle, 30-day free trial today -- no credit card needed.... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) ### Best rated features: For Real Estate 5.0 Activity Tracking 5.0 Commission Management 5.0 Client/Property Matching 5.0 ### Worst rated features: Prospecting Tools 3.5 Data Security 4.0 [See all features](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#key-features) ### Core $15.00/month Get all our features at our single price tier. No more having to choose between complicated pricing models!... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans) [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.71 [(735)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focused on greater ease-of-use, Bigin brings spreadsheet-like simplicity to CRM and allows anyone to get started immediately. With options to create multiple pipelines to manage different business processes, Bigin allows small businesses to streamline customer-centric operations more easily and manage their day-to-day activities better. Bigin also comes with built-in telephony and email, workflow automation, no-code forms, product tracker, customizable dashboards, and real-time notifications. Bigin integrates with third-party tools such as G Suite, Microsoft 365 (Formerly Office 365), Zapier, Zoho Desk, Zoho Campaigns, Zoho Meeting, Zoho Flow and Zoho CardScanner. Bigin's mobile apps for iOS & android offer seamless access to customer information anytime, anywhere so that businesses can close deals even on the go.... [Read more](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) ### What users love - Straightforward setup and operation - Intuitive and clean interface design - Affordable pricing with strong value ### To take in mind - Limited third-party integration options ### Best rated features: Drag & Drop 5.0 Onboarding 5.0 Commenting/Notes 5.0 Task Progress Tracking 5.0 ### Worst rated features: Activity Tracking 3.0 Email Templates 3.0 [See all features](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/#key-features) ### Express $7.00/year $7 per user per month when billed annually. ### Premier $12.00/year $12 per user per month when billed annually. ### Bigin 360 $18.00/year $18 per user per month when billed annually. [See full pricing details](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/#pricing-and-plans) [HoneyBook](https://www.softwareadvice.com/crm/honeybook-profile/) 4.72 [(683)](https://www.softwareadvice.com/crm/honeybook-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, payments, and projects. It is suitable for professionals such as event service providers, marketing specialists, designers, creative professionals, consultants, coaches, personal service providers, and real estate professionals. The platform supports businesses in maintaining client relationships and organizing operational workflows. The system includes tools for tracking client interactions, creating proposals and contracts, processing invoices and payments, capturing leads through customizable forms, and managing projects. Its AI features assist with tasks such as generating email drafts, creating project summaries, analyzing business trends, and taking meeting notes. Additional features include a client portal, scheduling tools, and automation options. HoneyBook offers mobile access through iOS and Android apps, enabling professionals to manage operations remotely. It centralizes business processes and client communications to simplify workflows.... [Read more](https://www.softwareadvice.com/crm/honeybook-profile/) ### What users love - Centralized client organization tools - Intuitive and user-friendly design - Streamlined invoicing and contracts ### To take in mind - Email limitations and deliverability issues - Slow deposits and limited options - Expensive for small businesses ### Best rated features: Dashboard 5.0 Content Library 5.0 Task Progress Tracking 5.0 For Startups 5.0 ### Worst rated features: Status Tracking 3.0 Employee Scheduling 3.0 Business Process Automation 3.0 Customizable Forms 3.0 [See all features](https://www.softwareadvice.com/crm/honeybook-profile/#key-features) ### Starter $36.00/month ### Essentials $59.00/month ### Premium $129.00/month [See full pricing details](https://www.softwareadvice.com/crm/honeybook-profile/#pricing-and-plans) [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) 4.65 [(908)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary 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 over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships. Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more. EngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.... [Read more](https://www.softwareadvice.com/crm/engagebay-profile/) ### What users love - Responsive and helpful support team - Affordable plans and strong value - Intuitive and user-friendly interface ### To take in mind - Email deliverability and limitations - Limited reporting and analytics depth ### Best rated features: Responsive Web Design 5.0 Multi-Campaign 5.0 Customer Engagement 5.0 Service Level Agreement (SLA) Management 5.0 [See all features](https://www.softwareadvice.com/crm/engagebay-profile/#key-features) [noCRM](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/) 4.65 [(491)](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary 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 actually sell, noCRM is an action-driven lead management tool that keeps you focused on real opportunities. Whether you’re a solopreneur, growing a sales team, or running a high-performance outbound operation, noCRM helps you capture leads from any source, follow up consistently, advance deals with clarity, and close faster. Why salespeople love noCRM: ⚡ Action-driven: stay focus on what matters the most: turning leads into deals. 👥 Flexible: built for solo sellers, scaling teams, or outbound telesales crews. 🚀 Easy: quick to set up, simple to adopt, and ready to grow with you.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/) ### Best rated features: Calendar Management 5.0 Sales Activity Management 5.0 Email Templates 5.0 Real-Time Notifications 5.0 ### Worst rated features: Collaboration Tools 1.0 Call Logging 3.0 Calendar Sync 4.0 [See all features](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#key-features) ### Starter $13.00/month Shift your attention to what truly drives revenue: converting prospects into customers. ### Expert $26.00/month Organize your sales flow, streamline follow-ups, integrate your favorite tools, and boost your business momentum.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans) ### Dream $39.00/month Unlock complete oversight, premium capabilities, and the flexibility you need to expand and elevate your sales operations.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans) [VipeCloud](https://www.softwareadvice.com/crm/vipecloud-profile/) 4.86 [(163)](https://www.softwareadvice.com/crm/vipecloud-profile/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary 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 includes CRM, Email Marketing, Social Posting, Texting, Video Email, Integrations, and More. With VipeCloud's single solution + rapport building, your business will increase efficiency and accelerate growth. It's no surprise 99% of customers rate our support at 4+ stars. Empower your sales team to prioritize the hottest leads with pipeline management, workflow automation, lead scoring, estimates, QuickBooks integration, and more. Our industry-leading support team has your back every step of the way. Designed for small and midsize businesses across various industries, VipeCloud is a cloud-based sales and marketing customer relationship management (CRM) solution that allows businesses to push marketing and sales budget farther. With email marketing, marketing automation, and a sales CRM, VipeCloud's easy to use app will rapidly accelerate team growth and streamline sales processes. Key features include task management, lead scoring, email marketing, document storage, social media integrations and mobile access. VipeCloud’s marketing suite helps sales team prioritize the hottest leads with workflow automation and lead scoring. Users send and keep track of emails, define and automate the cadence of outreach campaigns, manage and segment contact lists, and connect email marketing to websites visitor activity. The sales suite lets users send personalized video messages to leads, scan business cards, and automate contact detail entry. Additionally, VipeCloud features a performance stack module that lets users add and update contacts, manage the quantity and type of team activities, create alerts based on user actions and add tags to contacts, companies, and opportunities.... [Read more](https://www.softwareadvice.com/crm/vipecloud-profile/) ### Best rated features: Customizable Reports 5.0 CRM Integration 5.0 Web-based Deployment 5.0 Territory Management 5.0 ### Worst rated features: Quotes/Estimates 2.5 Engagement Tracking 4.0 [See all features](https://www.softwareadvice.com/crm/vipecloud-profile/#key-features) ### Community $15.00/month This plan offers a free trial and allows up to 1 user. ### Plus $25.00/month This plan offers a free trial and allows up to 1 user. ### Pro $50.00/month This plan offers a free trial. [See full pricing details](https://www.softwareadvice.com/crm/vipecloud-profile/#pricing-and-plans) [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) 4.69 [(463)](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/) Best for:Popular ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary 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 communications, manufacturing, financial services, consumer goods, and healthcare services. The platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously. monday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.... [Read more](https://www.softwareadvice.com/marketing/monday-crm-profile/) ### What users love - User-friendly and intuitive interface - Customizable workflow automation tools - Efficient client relationship management ### To take in mind - Expensive for small teams ### Best rated features: Opportunity Management 5.0 Lead Scoring 5.0 Prioritization 5.0 Project Management 5.0 ### Worst rated features: Dashboard 2.0 Meeting Management 3.0 Campaign Management 3.0 Data Security 3.5 [See all features](https://www.softwareadvice.com/marketing/monday-crm-profile/#key-features) ### Basic $12.00/month ### Standard $17.00/month ### Pro $28.00/month [See full pricing details](https://www.softwareadvice.com/marketing/monday-crm-profile/#pricing-and-plans) [Teamgate](https://www.softwareadvice.com/crm/teamgate-profile/) 4.81 [(155)](https://www.softwareadvice.com/crm/teamgate-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Available Software Advice Summary 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 execution across the entire sales cycle. With an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential.... [Read more](https://www.softwareadvice.com/crm/teamgate-profile/) ### Best rated features: Interaction Tracking 5.0 Third-Party Integrations 5.0 Calendar Sync 5.0 Opportunity Management 5.0 [See all features](https://www.softwareadvice.com/crm/teamgate-profile/#key-features) ### Starter $0.00/month All the basic contact and communication tools to get you started. ### Teams $39.90/month Boost sales efficiency and process management with our scalable and complete toolkit for SMBs. ### Growth $59.90/month Take your sales team to the next level, with deeper insights, extensive analytics, integrations and enhanced sales tools.... [Read more](https://www.softwareadvice.com/crm/teamgate-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/teamgate-profile/#pricing-and-plans) [OnePageCRM](https://www.softwareadvice.com/crm/onepagecrm-profile/) 4.83 [(102)](https://www.softwareadvice.com/crm/onepagecrm-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary 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 simplicity and unique to-do list functionality. You can use this CRM to add tasks/reminders next to every contact and receive automatic notifications when the next follow-up is due. Unique CRM features: — Action Stream: In OnePageCRM, you can add tasks and reminders with due dates to every contact in your database. You can sort your contacts by alphabet, company name, and task’s due date. You can run your whole business from OnePageCRM without switching between spreadsheets and to-do apps. — Contact management: All contact information is on one scrollable page, including past and future interactions and touchpoints. With OnePageCRM, you can also visualize relationships between contacts (e.g. who’s a decision maker, and so on). If you work with freelancers, you can share only specific contacts with them by giving them Focused User access to your database. — Email management: Send emails in bulk from within your CRM, keep all email templates in one place, attach files to templates, track email opens, fully sync your email client with OnePageCRM, and much more. This is your ultimate Email Hub! — Lead generation: Use unique lead generation and lead capture tools for free. Capture contact details from any web page with Lead Clipper and automatically create new contacts in your CRM account. Build free and simple online forms with unlimited submissions. More CRM features: — Pipeline & deal management: Drag-and-drop functionality, automatic sales revenue prediction, Kanban view, and in-built sales quote management tool. — Sales & workflow automation: Automated workflow process and custom automations built via the Autoflow feature. — Free mobile CRM apps: mobile CRM, AI-powered Route Planner for field sales, Speed Dialer, and Business Card Scanner. — CRM reporting features: View real-time activities across the whole CRM account, build custom reports, mention team members in notes, and assign tasks to colleagues. — CRM integrations: Integrate with apps, such as Mailchimp, Xero, Google apps, Skype, Evernote, WhatsApp, and many more. You can also build custom integrations with our open API.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/) ### Best rated features: Customizable Reports 5.0 Dashboard 5.0 Customizable Forms 5.0 Calendar Management 5.0 ### Worst rated features: Referral Tracking 3.0 [See all features](https://www.softwareadvice.com/crm/onepagecrm-profile/#key-features) ### Professional $9.95/month The monthly billing plan is also available. $15/month if billed annually. You can also avail a free 21-day trial. No credit card required.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans) ### Business $19.95/month The monthly billing plan is also available. $29/month if billed annually. You can also avail a free 21-day trial. No credit card required.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans) [Sage Sales Management](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) 4.63 [(168)](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary 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, efficient sales activity measurement and management. Key features include: - AI-powered analysis for real-time sales impact measurement. - Geolocated opportunity information for strategic planning. - Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. - Customizable real-time data fields and stages to match unique sales processes. - AI-driven insights to minimize errors and misunderstandings. - Easy integration with your favorite apps. - Enhanced collaboration across departments, fostering a unified approach to sales success. Available on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.... [Read more](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) ### Best rated features: Marketing Automation 5.0 For Insurance Industry 5.0 Document Storage 5.0 Quotes/Estimates 5.0 ### Worst rated features: Product Catalog 3.0 [See all features](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#key-features) ### Basic €19.00/month [See full pricing details](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#pricing-and-plans) [Daylite for Mac](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/) 4.58 [(361)](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Running a service-based business means balancing clients, projects, and relationships while still finding time to grow. Too often, that work is scattered across multiple apps, emails buried in inboxes, follow-ups forgotten, projects delayed, and important details lost. The result is wasted time, inefficiency, and stress. Daylite is the all-in-one app designed to help service-based businesses manage the entire client lifecycle in one place. From first contact to repeat and referral business, Daylite connects every step so you can deliver exceptional service without losing time to disconnected tools. Who Daylite is for Daylite is built for service-based businesses where time and trust are the product. Consultants, coaches, lawyers, real estate professionals, financial planners, and other professionals use Daylite to manage clients, new client opportunities, projects, tasks, notes, and email in one system designed for Apple users. Whether you’re a solo professional or leading a team, Daylite helps you stay organized, efficient, and focused on your clients. Why Daylite is different Unlike generic CRMs, Daylite integrates email directly into your workflow. Mail in Daylite turns messages into action by linking them to clients, new client opportunities, or projects, and by allowing you to create tasks, appointments, or even new client opportunities right from your inbox. Your inbox is no longer where work gets stuck, it becomes the place where work moves forward. Daylite is also built specifically for the Apple ecosystem, with native apps for Mac, iPhone, and iPad. It works seamlessly offline, syncing automatically when you’re back online, so you can rely on it wherever you are. Collaboration and visibility Daylite helps teams stay aligned by sharing calendars, delegating tasks, and tracking progress. Business owners gain visibility into workloads and upcoming deadlines, while individuals stay accountable and focused. For solo professionals, it provides the same clarity and organization without the need for extra staff. Security and trust We know your client data is sensitive. Daylite is ISO 27001 certified, uses secure cloud sync, and provides flexible permission controls so you decide who sees what. You can feel confident that your business and your client relationships are protected. Customer service that puts fit first At Marketcircle, we know that choosing software isn’t just about features it’s about finding the right fit for your business. That’s why we put so much effort into helping every customer succeed. We also recognize that effort is best spent on businesses that will truly benefit from Daylite. Our approach saves everyone time and money: you avoid investing in a tool that won’t serve you well, and we focus our resources on customers who can get the most out of Daylite. To make that decision easier, our team is available for calls to talk through your goals and challenges and to see if Daylite is the right match. If it is, we’ll guide you through getting started with personalized onboarding, one-on-one support, and a library of educational resources. If it isn’t, you’ll walk away knowing sooner rather than later with no wasted effort on either side. The outcome Daylite helps you run your service-based business more efficiently, so you get time back to focus on what matters most, like working with more clients, delivering great service, and growing your business with confidence. With everything connected, clients, new client opportunities, projects, tasks, notes, and email, you’ll avoid missed opportunities, streamline your workflows, and gain clear visibility into the bigger picture. That means fewer things slipping through the cracks and more confidence in how you operate your business every day.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/) ### Best rated features: Workflow Configuration 5.0 Team Assignments 5.0 File Sharing 5.0 Idea Management 5.0 ### Worst rated features: Data Import/Export 2.0 Reporting/Analytics 2.8 [See all features](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#key-features) ### CRM $25.00/month Keep track of all the important details and interactions about your clients in one place, so you can spend less time managing your client list and spend more time building stronger relationships with them.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans) ### Sales $40.00/month Stay on top of every deal and streamline your sales process efficiently in one place, so you can spend less time managing your sales opportunities and spend more time closing your deals.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans) ### Projects $40.00/month Stay on top of all the crucial details and organize all the moving pieces of your projects in one place, so you can spend less time managing your projects and spend more time completing your deliverables.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans) [AutoRaptor CRM](https://www.softwareadvice.com/crm/autoraptor-crm-profile/) 4.62 [(273)](https://www.softwareadvice.com/crm/autoraptor-crm-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Rev up your dealership's sales with AutoRaptor, the easiest yet most powerful automotive CRM on the market. AutoRaptor empowers dealerships with cutting-edge productivity and automation tools, enabling your team to connect with leads swiftly and convert them into loyal customers. Our comprehensive CRM solution helps you market your inventory effectively, streamline communication, and retain customers. With seamless integration into your existing systems and unparalleled support from the industry's top training team, AutoRaptor ensures you stay ahead of the competition. Discover the power and simplicity of AutoRaptor — schedule a demo and see how we can drive your dealership's success.... [Read more](https://www.softwareadvice.com/crm/autoraptor-crm-profile/) ### Best rated features: Customer Database 5.0 Email Management 4.9 Email Templates 4.8 Lead Capture 4.8 ### Worst rated features: Buy Here, Pay Here 1.0 Alerts/Notifications 1.0 Third-Party Integrations 3.0 Inventory Management 3.0 [See all features](https://www.softwareadvice.com/crm/autoraptor-crm-profile/#key-features) [Close](https://www.softwareadvice.com/crm/close-io-profile/) 4.66 [(164)](https://www.softwareadvice.com/crm/close-io-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation in one place — so they can move faster and close more deals. With built-in calling, email, SMS, automation, and AI, Close eliminates tool sprawl and manual logging so teams can focus on selling, not admin. Close embeds calling, email, and SMS natively inside the platform. Every conversation is automatically logged, searchable, and connected to the contact record it belongs to, so sales teams can increase their follow-up discipline without juggling tools or letting leads slip through the cracks. Core capabilities include: - Built-in calling with Power Dialer and Predictive Dialer so reps reach more leads without manual dialing - Inbox for managing two-way email conversations with open and click tracking - Smart Views for dynamically filtered lead lists based on activity, status, or custom criteria - Pipeline management with Opportunities and deal tracking across stages - Workflow Automation for multi-step follow-up sequences across calls, email, and SMS — without technical setup - Web Forms for capturing and routing inbound leads directly into the CRM - Call coaching tools including listen, whisper, and barge Close automates the sales activities that happen between conversations: - Notetaker joins calls and meetings to record, transcribe, and summarize every conversation - AI Drafts writes follow-up emails after each call - AI Summaries give reps instant context on any lead - AI Enrich pulls live company and contact data from public sources - A native MCP server lets your team use Close data directly inside ChatGPT, Claude, Cursor, n8n, and VSCode These features are part of Chloe, Close's built-in AI sales assistant — with expanded capabilities, including AI voice, coming in Spring 2026. Close is used by small to mid-sized sales teams (typically 1 to 100 reps) in SaaS, fintech, real estate, insurance, recruiting, staffing, and professional services — particularly by founders and sales managers running relationship-driven sales at companies that prioritize speed and follow-up discipline. Plans start at $9/user/month with built-in calling, email, and SMS included. Plans scale as your team grows: Solo ($9), Essentials ($35), Growth ($99), and Scale ($139). Custom pricing available for teams of 10+. No contracts required. 14-day free trial — no credit card, no obligation.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/) ### Best rated features: Call Recording 5.0 Lead Notifications 5.0 Customizable Templates 5.0 Third-Party Integrations 5.0 ### Worst rated features: Data Import/Export 1.0 Real-Time Notifications 1.0 [See all features](https://www.softwareadvice.com/crm/close-io-profile/#key-features) ### Solo $9.00/month Solo is perfect for individuals organizing leads, managing pipelines, and keeping communication in one place.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans) ### Essentials $35.00/month A great plan for small teams. ### Growth $99.00/month Automation to help your team move faster. [See full pricing details](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans) [Salesflare](https://www.softwareadvice.com/marketing/salesflare-profile/) 4.70 [(139)](https://www.softwareadvice.com/marketing/salesflare-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Salesflare is an intelligent CRM and email outreach platform used by thousands of small and medium-sized B2B businesses, who want to sell more with less work. It automates the data entry user would normally have in a CRM by gathering data from social profiles, emails, calendars, phones, company databases, and professional email signatures. Salesflare's customers use its CRM primarily to generate and follow-up leads at scale, assisted by its sales tracking and automation features. It has built-in email tracking, capabilities for sending personal emails at scale, lead scoring, social integrations, sales analytics, and an automated address book. Salesflare's full functionality is available across all devices used: Windows, Mac, Linux, iPhone, iPad, Android phones and tablets, ... and even inside Gmail or Outlook inboxes. The software is focused on accelerating B2B sales and is primarily used by marketing agencies, software companies, startups, consulting companies, commercial real estate agencies, non-profits, pharmaceutical, and manufacturing companies.... [Read more](https://www.softwareadvice.com/marketing/salesflare-profile/) ### Best rated features: Customizable Fields 5.0 Event Triggered Actions 5.0 Performance Metrics 5.0 Sales Activity Management 5.0 [See all features](https://www.softwareadvice.com/marketing/salesflare-profile/#key-features) ### Growth $29.00/month [See full pricing details](https://www.softwareadvice.com/marketing/salesflare-profile/#pricing-and-plans) [OA Mobile](https://www.softwareadvice.com/crm/oa-mobile-profile/) 4.98 [(48)](https://www.softwareadvice.com/crm/oa-mobile-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary 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 how to make a CRM work for you. OA Mobile is a CRM designed for the mobile phone first. It works exactly the same on your mobile phone as on your desktop computer. Reducing training costs and make it easy to make phone calls and send texts. It is the Best Mobile CRM for Small Business. It is a Signup-and-Go experience. Unlike other CRM’s, there are no startup costs. No consultants are needed. No training is needed, and you can cancel at any time if you are not happy with the product. OA Mobile was created by Baseline Data Systems. Baseline Data Systems has been selling CRM software for over 33 years. With the Who’s Who of clients such as the NFL, the White House, Walt Disney and more. Since 1990 we have provided contact management, calendaring, prospect management, lead development, activity logging for all our customers. OA Mobile will give you an immediate Return on Your Investment (ROI). With OA Mobile you are up and running immediately. There is no learning curve. You are immediately productive. You only pay a monthly subscription that you can cancel at any time. OA Mobile’s primary function is contact and prospect management, calendaring, lead generation and activity logging. OA Mobile allows team members to assign each other tasks and share information. After using OA Mobile for a while, you will discover additional features such as email marketing that will help you boost your sales and productivity even more. OA Mobile is backed by a company with over 33 years’ experience of software support. With OA Mobile, you get free unlimited phone and email support. We also provide a comprehensive online user guide and helpful videos. Also, with OA Mobile your information is secure and safe. Your data is yours and is not sold or shared with anybody else.... [Read more](https://www.softwareadvice.com/crm/oa-mobile-profile/) ### Best rated features: Territory Management 5.0 Forecasting 5.0 Sales Reports 5.0 Campaign Management 5.0 ### Worst rated features: Social Media Integration 4.0 Quotes/Estimates 4.0 [See all features](https://www.softwareadvice.com/crm/oa-mobile-profile/#key-features) 1 [2](https://www.softwareadvice.com/category/489-small-business-crm/?page=2)[3](https://www.softwareadvice.com/category/489-small-business-crm/?page=3)[4](https://www.softwareadvice.com/category/489-small-business-crm/?page=4)[5](https://www.softwareadvice.com/category/489-small-business-crm/?page=5) ... [10](https://www.softwareadvice.com/category/489-small-business-crm/?page=10) ## Popular Comparisons [ HubSpot CRM vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[ EngageBay CRM vs Mailchimp ](https://www.softwareadvice.com/crm/engagebay-profile/vs/mailchimp/)[ Bigin by Zoho CRM vs Zoho CRM ](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-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/) ## 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: **Top Insightly Comparisons** **Top Zoho CRM Comparisons** Insightly vs. Base [Insightly vs. Nimble](https://www.softwareadvice.com/compare/2667-Insightly/vs/4225-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 **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/)