Are you using CRM software for your small business? Regardless of the size of your company, one thing is certain: the customer experience should be a priority.

That’s where CRM (customer relationship management) comes in, allowing you to focus different aspects of your business on a single system and control multiple functions.

Planning and organization are essential to staying in business and achieving your goals. CRM can simplify a process, for example, by automating part of the process.

To enjoy the most of its tools, analyze the available software according to your needs. Get started with your business growth by perusing the key features and plans offered and staying up-to-date with the latest technology in customer relationship management.

What is Customer Relationship Management, or CRM ?

Customer Relationship Management, or CRM, is a tool that helps you manage customer data and provide simplified customer services to your business.

Most companies require a contact manager to handle the contact details of their customers and prospects. In the early stages of most companies, this is done manually through spreadsheets or simple contact management tools.

However, as your business grows, these processes become ineffective, and if you don’t solve the problem quickly, it can lead to a huge loss of opportunities and sales.

CRM helps solve the problem by storing all aspects of a customer relationship in a database and making it easily accessible. This allows your marketing, sales and customer support teams to have all the data they need at their fingertips.

CRM software is incredibly useful in increasing sales, building customer relationships and providing amazing customer services. Your customers get more personalized, more attentive and highly effective service.

Best CRM software for small businesses

Sendin Blue

CRM Software

With Sendinblue, you can manage all your customer relationships in one place. It’s very easy to get started, you just need to subscribe and upload your contact information. For example, notes from previous calls and meetings, and documents that you can add to each contact’s profile.

You can organize your contacts using different lists to develop a more effective communication system. For example, the stage of the buyer’s journey, the source, or the criteria that are best for you.

Within the CRM dashboard, you have the ability to organize what each member of your team needs to do, insert deadlines, and assign tasks that track each step.

In this way, you can see the broader versions of the actions implemented and how they affect customer relationships.

Highlighted features:

  • user friendly
  • Segment contacts
  • Assign tasks to team members
  • Add a deadline
  • Attach documents and notes to each contact

Pipe drive

CRM Software

“Controlling the actions that drive a transaction to complete” is part of Pipedrive’s motto. Its CRM software allows small businesses to automate repetitive management tasks so they can focus on what’s important.

With Pipedrive, you can track each contact’s communication history, such as email or phone, learn where you can improve using artificial intelligence, and access your sales pipeline directly.

In addition, the platform offers customized metrics that can be analyzed according to the company’s short-term and long-term goals. You can also integrate Pipedrive with your sales app, which makes it easy to manage everything.

You can create activity reminders, sync with Google Calendar, and customize activity types to organize your schedule and team tasks. Dashboard sales pipelines allow you to add, search and update data, insert new contacts and transactions, and organize buyers as they move.

Highlighted features:

  • Track communication
  • Automate tasks
  • Receive a customized report
  • Integrate with other apps
  • Set activity reminders
  • Centralized dashboard

Fresh sales

CRM Software

Freshsales is CRM software that allows you to view your customer’s steps 360 degrees to help deliver a completely personalized experience. A centralized dashboard that lets you manage your entire sales process and automate time-consuming tasks.

With the Activity Timeline tool, you can easily understand customer behavior, identify opportunities, and understand the best strategies to sell more. Freshsales AI helps by providing transactional insights based on data analysis.

To make it even easier for small businesses to manage the sales process, Freshsales allows you to customize the phases of your sales activities and approach lifecycle to suit your company’s characteristics.

CRM can also be integrated with other important tools such as PayPal, DocuSign and Gmail.

Highlighted features:

  • 360 views of customers
  • Custom sales activities
  • Create a contact lifecycle stage
  • Automate tasks
  • Integrate with several tools
  • Activity timeline
  • AI-based trading insights

RD station

CRM Software

RD Station is an all-in-one tool that allows you to manage your customer experience, manage marketing campaigns, develop personalized journeys for your customers, automate tasks and identify the best trading opportunities through a variety of communication channels.

The platform provides professional support to help you make the most of your system. Access educational materials and support for technical customer success experts.

It also uses marketing and sales data to help you predict results, track each process, and analyze strategy performance.

The functions of the RD station are organized according to the sales funnel. This makes it easier to move around in the system.

You can share it with your team, assign tasks to each member, and set deadlines, including a to-do list for the platform. In addition, you can define goals so that you can compare results and understand what needs to be changed.

Highlighted features:

  • All-in-one tool
  • Create a personalized journey
  • Develop a marketing campaign
  • Professional support
  • Access to customer and behavioral data
  • Create a to-do list with your project


Want to have a complete overview of your sales pipeline in an easy way? With HubSpot CRM software, you can do this with a clean dashboard.

You will have access to detailed reports on your sales activities. You can also follow up on team actions and individual performance.

Adding new contacts automatically increases the data of over 20 million companies. Connecting with prospects is very easy as the sales team is notified every time an opportunity is identified.

Integrate with over 875 apps, manage marketing campaigns and sales in the same location, and get 24/7 customer support.

Highlighted features:

  • Centralized dashboard
  • View of the entire sales pipeline
  • Unlimited users
  • Company insights
  • Transaction tracking
  • Meeting schedule


Zoho CRM was developed to provide solutions for businesses of all sizes and types. As a small company, you will surely find the tools to move your business processes forward in a much simpler, faster and easier way.

For example, you can reach your customers through multiple channels, email, social media or phone. To avoid missing out on opportunities, the platform will notify you when a customer contact occurs.

You can also analyze the data to measure the effectiveness of each communication strategy.

Zoho also has several automation tools that allow you to set up follow-up actions for your customers, such as sending a welcome email when you subscribe to our newsletter. In addition, you can track key performance indicators, so that you can take advantage of real-time analytics.

Zia is another resource provided by Zoho, an AI-powered sales assistant, to help you quickly find all the information you need in your CRM system. AI will also send task reminders to suggest the best time to contact the lead.

Highlighted features:

  • Rapid implementation
  • Reach customers through multiple communication channels
  • Real-time notifications from customer interactions
  • Automate tasks
  • Trigger an instant action
  • Real-time reports and insights
  • Sales assistant utilizing AI

Agile CRM

Automating sales and marketing on one platform saves time and increases the chances of implementing effective actions. With Agile CRM, you’ll be able to do just that and have multiple solutions for managing your company’s operations.

A single page to manage contacts allows you to visualize opportunities to interact with your customers and close deals in an easy way. You can follow each step of the buyer’s journey to make the sales process run smoothly.

Want to be more productive? There is no problem. Agile allows you to integrate with many apps focused on it, such as Cloakfy (time tracking software) and Projectly (project management tool). You can also integrate Agile CRM with your marketing app.

Highlighted features:

  • All-in-one CRM
  • Easy implementation
  • Contact management
  • Track the sales process
  • Integrate with multiple apps


Salesforce provides CRM software with many features for small businesses. This platform helps in integrating sales, marketing, commerce, services and IT teams. They work together to provide their customers with a better experience wherever they are.

Through Salesforce, you can leverage customer data from multiple sources, trigger messages based on customer behavior, and personalized messaging to implement effective marketing strategies.

For sale, there are features for B2C and B2B models. You can use the platform AI Help to create a personalized shopping experience. It manages all communication channels in one dashboard to improve response time.

To improve the performance of each department, you can automate certain tasks and integrate Salesforce management processes with other apps.

Highlighted features:

  • All-in-one platform
  • Marketing tools
  • Connect commerce to all departments
  • Personalize your shopping with artificial intelligence
  • Consolidate communication channels
  • Manage all channels from one view

Benefits of using CRM software for small businesses

Easy to implement

CRM software for small businesses can be quickly and easily implemented into your and your team’s daily routine. Simply select the platform that works best for your company and start using that feature.

From the start, there’s an intuitive dashboard and technical support to guide you. In a few days all the teams will be connected to the same online service.

Cloud-based management system

With a cloud-based CRM, you and your employees don’t need to be in your company’s office to access your customer’s contact database or follow up on sales and marketing tasks. You can coordinate tasks across teams while working remotely.

Lead and customer data organization

CRM software can store, import, update and analyze all the information about your customers. This allows you to track every step your contacts take in the sales funnel and develop more personalized interactions.

For example, send an email containing product recommendations based on the pages that person visits on your website. Synchronizing everything on one platform makes it much easier to find those opportunities and automate actions.

Customer segmentation

You can segment your customers according to criteria that meet your company’s needs so that you can easily identify them.

For example, location, age, gender, buyer’s travel stage, and so on. Marketing and sales teams can develop campaigns based on these criteria.

Automation tool

As their business grows, many small business owners are faced with the challenge of managing an increasing number of tasks.

CRM software enables you to automate activities from different departments. Therefore, you and your employees can focus on the strategic part.

Coordination between teams

Imagine someone sending the same message to a customer who is already talking to another member of the sales team. It can give your customers the impression of a disorganized company and poor internal communication.

CRM software for small businesses prevents this from happening. Before doing anything, employees can see previous interactions with each customer.

Function to search by CRM software for small and medium-sized enterprises

As you can see from the CRM software that works best for small businesses, each has certain advantages, but some important features must be present in all.

When deciding which CRM software to use, be aware of the following:

  • Import and add contact profiles
  • Track customer activity
  • Creating and assigning tasks
  • Set reminders for meetings and other important events
  • Create a sales process and divide it into steps
  • Automate tasks
  • Keep your data up to date
  • Automatically save sales activities
  • Use analysis tools to access specific metrics

How to choose the best CRM software for your small business

In addition to analyzing the basic functionality that CRM software for small businesses should have, it is also necessary to capture the needs of the company and define the budget that can be spent on CRM.

Some platforms offer additional services, such as AI Assistant, that identify opportunities, notify you, and suggest steps to take next.

Also, be aware of apps that can be integrated with CRM software for small businesses. Does it contain everything you need? After defining it, it will be easy to choose the best service for you.

Soon, you’ll see how CRM can optimize your company’s day-to-day operations and increase your bottom line.

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