Scaling Your Business: 8 Best CRM Tools for Small Businesses

As a small business owner, scaling your business can be a challenging yet rewarding endeavor. With the right tools and strategies, you can take your business to the next level and achieve sustainable growth.

One essential tool for scaling your business is a customer relationship management (CRM) system. A CRM system helps you manage your interactions with customers, track leads, and streamline your sales process. By centralizing customer data and automating tasks, you can improve customer relationships and drive sales.

Monday.com: Best for CRM and Pipeline Management. It’s also recommended for teams.

• Task Management: Boost team alignment, efficiency, and productivity by customizing workflows.
• Collaboration: Improve cross-team collaboration with easy-to-use automations and real-time notifications.
• Customizable Dashboards: Get a high-level overview of your organization and make confident decisions.
• Support: Access support to maximize the use of monday.com and focus on working without limits.

Bigin by Zoho CRM: Best for Sales Pipelines and simple CRM for solo users.

• Streamlined CRM: Bigin by Zoho CRM helps streamline customer operations, from sales to after-sales processes, in one platform.
• Ease of Use: Users can get started in under 30 minutes with pre-defined templates or by customizing the CRM.
• Integration: Bigin can connect with over 5,000 apps through Zapier and Zoho Flow.
• Free Trial: Offers a 15-day free trial with no credit card required.

Capsule CRM: Best for Small Sales Teams and great entry-level CRM.

• Free Trial: Capsule offers a 14-day free trial with no credit card required.
• Customer Management: Organize customer information in one place, track conversations, and deliver personalized experiences.
• Sales Pipeline: Tailor your sales pipeline, spot deals needing attention, and make informed business decisions with insightful reports.
• Automation: Automate sales workflows and connect Capsule to your favorite software for a complete customer view.

Freshsales CRM: Best for Basic CRM Needs1 and multichannel selling.

• Lead Management: Freshsales offers tools for lead generation, nurturing, and management, including auto-assignment and predictive scoring.
• Plans and Pricing: There are three main plans: Growth ($9/user/month), Pro ($39/user/month), and Enterprise ($59/user/month), each with increasing features.
• AI Integration: Freddy AI enhances lead profiles, scores contacts, and provides insights.
• Free Trial: A 21-day free trial is available with full access and no credit card required.
• Less Annoying CRM: Best for Budget-Conscious Start-Ups.
• Salesforce Starter: Best Entry-Level CRM1. Salesforce is also known as the most comprehensive CRM platform.

Vtiger: Best Affordable CRM for Small Businesses.

• Unified Customer Data: Vtiger provides a 360-degree view of customer data, enabling marketing, sales, and support teams to work together seamlessly.
• Ease of Use: The platform is simple to use, customizable, and suitable for any team size or industry.
• Integration: Connects with over 500 apps to extend functionality and streamline workflows.
• Recognition: Consistently rated highly by industry review sites like Gartner Magic Quadrant, G2 Crowd, and Capterra.

Pipedrive CRM: Best for Pipeline Organization. It’s also known for its sales automation tools.

• Sales Pipeline Management: Pipedrive helps track sales pipelines, manage leads, and automate sales processes.
• Features: Includes email tracking, workflow automations, real-time sales reports, forecasting, goal-setting, and advanced sales metrics.
• Customization: Offers custom fields, smart formulas, and integration with various apps to tailor the CRM to business needs.
• User Testimonials: Users report significant improvements in sales processes and administrative efficiency.

HoneyBook: Best for Solo Entrepreneurs and Freelancers.

• Easy Invoicing: HoneyBook makes getting paid simple and fast.
• Professional Proposals: It offers professional proposals and streamlined processes.
• Paperless Contracts: Clients can sign contracts online, eliminating the need for paper.
• Efficiency: Integrates with existing tools, cutting workflow time in half and handling everything in one platform.

Onpipeline CRM: Best for CRM Novices.

• CRM Features: Onpipeline offers sales pipeline management, quote management, online appointment scheduling, and custom fields for deals and contacts.
• Ease of Use: The interface is intuitive and user-friendly, making it easy to configure and use without technical support.
• Team Collaboration: Enhances teamwork by providing a clear communication platform and real-time updates through the virtual assistant, Hey!
• Trial Offer: Free 30-day trial with no commitment or credit card required.