From marketing automation to advanced analytics, CRM tools include a range of features tailored toward small business buyers. Most of the providers that offer CRM solutions allow a free trial of their products. Some even offer ‘free-for-life’ versions of their products.
Paid-for versions of these cloud-based CRM tools come with increasingly advanced features and allow SMBs to manage a large number of sales contacts. Here are some of the main CRM solutions available to SMBs.
Capsule CRM makes it easy to track and trace opportunities and a starter version of the CRM solution, with basic features for up to two users and room for 250 sales contacts, is available for free. Both the Professional version of the software ($18 per user per month), which allows 50,000 sales contacts and 10GB storage per user, and the Teams version of the software ($36 per user per month), which allows 100,000 sales contacts and 20GB storage per user, can be trialed free for 30 days.
Capsule CRM includes straightforward contact management features, allowing sales staff to segment their audiences. The CRM solution includes strong customization and personalization. Advanced sales reporting is an additional feature in the Teams version.
The Starter subscription for Salesmate CRM costs $12 per month on an annual basis and the price rises to $15 per month if you pay monthly. The same is true for the Growth plan, which is a version of the CRM solution that is set up for growing teams – subscription costs here are $24 per month on an annual subscription and $30 per month if you pay monthly.
Salesmate refreshes its offering regularly. It recently made what it refers to as “small but valuable updates” that aim to increase sales team efficiency. Customers can benefit from smoother ways to deal with both emails and chat. If you want to learn more about how to make the most of Salesmate CRM, you can also join a weekly product webinar.
Salesmate CRM offers strong features for sales pipeline and contact management. The Growth version of the software also includes some unique elements. These features include goal management for tracking the sales pipeline; email reminders, schedulers and metrics; and custom reports and analytics for checking sales results.
When it comes to CRM, Microsoft says Dynamics 365 can help sales and marketing teams to create seamless customer experiences through marketing automation, shared data, and connected business processes. Microsoft says Dynamics 365 for CRM works as a customizable, flexible service. SMBs can choose a stand-alone application to meet the needs of a specific line of business, or use multiple CRM tools.
Microsoft Dynamics 365 boasts some big-name customers and the tool is highly rated by market analysts, including Gartner, which positions Microsoft in the Leaders Quadrant of its CRM Magic Quadrant. Microsoft also understands how the world of work changed recently, and has made it possible for anyone in an organization to view and collaborate on Dynamics 365 records within the Teams platform.
Microsoft offers a huge range of pricing options that vary according to business function and number of users. Price per month for the Dynamics 365 app starts from $65 for the first sales professional user; subsequent sales users can expect to pay $20.
The company says it boasts more than 50 million users for its products globally, with Zoho CRM used by a global network of more than 250,000 businesses in 180 countries. The company offers a 15-day trial and a free edition of its CRM product for up to three users. Standard pricing starts at $14 per user per month, if billed annually.
Nucleus Research has named Zoho as a leader in the CRM Technology space, recognizing its ability to drive long-term value for businesses. Gartner, meanwhile, has named Zoho CRM as a visionary for its robust solution, exceptional customer experience, and increased market presence.
Features include, Sales Force Automation, which allows staff to automate routine sales, marketing, and support functions, and SalesSignals, which sends customer-facing teams real-time notifications when a customer interacts with your company on social media. Zoho CRM works with other popular products, including G Suite, Office 365, MailChimp, and Dropbox.
Salesforce’s CRM platform gives users across all departments — including marketing, sales, commerce, and service — a single, shared view of every customer. Salesforce offers a number of pricing options to SMBs. It’s Essentials package, which is good for up to 10 users, is an all-in-one sales and support app that costs $25 per user per month, if billed annually.
Its Sales Professional and Service Professional solutions both cost $75 per user per month, if billed annually. The top option – Pardot Growth – offers a suite of marketing automation tools for any size team. The cost here is $1,250 a month, billed annually, for up to 10,000 contacts.
The next-generation definition of Agile CRM comes from the fact it’s a cloud-based service that the software firm says is “trusted” by more than 15,000 customers. As for the third main reason to choose Agile CRM – affordability – then the tool is free for up to 10 users. Development work continues: Agile CRM says it has added 20-plus applications to the service during the past few years.
The Free edition of Agile CRM, which is good for up to 10 users, can hold up to 50,000 contacts and includes email tracking. It’s Starter product – offering email campaigns, analytics, and marketing automation – is $8.99 per user per month, so long as you sign up to a two-year deal. Monthly payment costs for Starter are $14.99. It’s Regular (from $29.99 per month) and Enterprise products (from $47.99 per month) offer increasingly advanced features.
The company draws attention to its enterprise-grade features, including security. It’s a scalable platform based on more tham 900,000 lines of code that includes advanced features, around sales pipeline management and workflow automation, that will help SMBs to keep track of deals in a secure manner.
CovergeHub Starter is priced at $9 per user per month, if billed annually ($11 quarterly). The Pro edition is $29 per user per month, if billed annually ($35 quarterly), while Premium is $59 annually ($65 quarterly). Like other specialists, it also offers a free trial – this time for 14 days.
Sugar CRM offers a range of plans for marketing, sales, and service teams. Professional starts at $52 per user per month, which is billed annually and for three users minimum. Sugar is designed to meet the needs of fast-growing small businesses. The firms’ other plans range from $85 per user per month and include a range of additional features, such as advanced workflow, SQL reporting, and accelerated support services.
The company says more than two million users in 120 countries are using SugarCRM to – in the company’s words – “fuel extraordinary customer experiences”. Those experiences are powered by the firm’s commitment to innovation, including the delivery of AI-based predictive insights, which is a feature that has been expanded during 2020 and 2021.
Pipedrive says its CRM software is used by more than 95,000 companies in 179 countries around the world. Reference customers like the ability to customize data fields and workflow, and it’s well-designed interface. The company also boasts 93% customer satisfaction rates.
Like other providers, Pipedrive offers a free trial. Prices start from $12.50 per user per month, billed annually, for Pipedrive Essentials. The Advanced plan starts at $24.90 per user per month, billed annually.
More than 40,000 customers use Freshworks, from smaller to larger enterprises, including Dyson and Best Western. The company says robust data-security and privacy practices form an integral part of its product-engineering and service-delivery principles.
Freshworks CRM comes in various flavors. For smaller teams, its Growth product starts from $29 per user per month, billed annually. The Pro product – which offers multiple views on sales piplelines and aims to help sales teams boost their efficiency – starts from $59 per user per month, billed annually. The company also offers a 21-day free trial.
Vtiger is proving a popular option for firms in all sectors. The provider says there have been more than five million downloads of its open-source CRM software. With in-depth features and thousands of developers working on the product, Vtiger CRM offers a marketplace with hundreds of plugins.
More than 400,000 businesses use Vtiger. The company’s Pilot edition, which holds up to 3,000 records, is free forever. For SMBs that want the benefits of continuous updates and software support, there’s also the paid-for Vtiger CRM versions. Prices for the One Professional version, which includes multiple sales pipelines, start at $30 per user per month, billed annually ($42 monthly).
After a free 14-day trial, paid-for packages start with Basic – which is for up to three users – and is priced at $25 per user per month, billed annually ($29 monthly). Professional – which offers more tracking, automation, and reporting functions for growing SMBs – is priced at $59 per user per month, billed annually.
As well as Google Workspace integration, Copper includes strong sales productivity features, such as lead, contact, and opportunity management.
Really Simple Systems’ Salesforce-automation feature gives SMBs visibility of its sales team’s pipelines. All versions of Really Simple Systems CRM come with contact management and custom reports. The amount of storage available to your business varies depending on the package you select.
The company says its Free tier offers everything an SMB needs to get going with CRM – although you’re limited to two users. Growing SMBs can opt for the Starter package, which is priced at $14 per user per month, billed annually. Professional, which offers advanced features, comes in at $30 per user per month, billed annually. Key features include two-way email integration, custom settings, user permission levels, and quotations.
More than 25,000 organizations use Insightly, from SMBs through to household names, such as Bloomberg, Sanofi, and Bosch. Like other CRM applications, Insightly offers a ’no-frills’ plan where two users at a small business can manage sales and contacts for free.
Insightly Plus, which includes 100 custom email templates and 10GB file storage, starts at $29 per user per month, billed annually ($35 monthly). Insightly Professional, which offers more features for finding and managing leads and full access to the firm’s business intelligence platform, is priced at $49 per user per month, billed annually ($59 monthly).
Sage says the aim of its CRM software is to help SMBs make informed business decisions. It expects sales and marketing professionals to use its data-led cloud software to help identify leads and opportunities. SMBs can send email campaigns in MailChimp and track their success with Sage CRM.
There’s very little in terms of pricing on the Sage web site. The company says it’s keen for interested SMBs to get in contact to find out more about its deals.
It’s also worth noting that some of the world’s biggest software firms are players in the CRM market, such as Microsoft and Salesfore, as well as a whole host of niche operators. But bigger doesn’t necesarilly mean better. If you’re making your first moves into CRM software, then it makes sense to tread carefully. As you can see above, the different providers offer a range of features with all kinds of integration options, so it makes sense to shop around.
Be wary of the hype. Analyse the CRM products and ask for a deonstration of the data-led features. Get some of your end users to test these features, too - if it works for them, it’s likely to work for your business and its customers.
Researcher Forrester says AI and automation will continue to improve CRM outcomes. AI-fueled CRM guides agents through the right actions and provides them with insights to help customers. Forrester also expects big data to power hyper-personalization through CRM. Customers expect engagement, tailored to their history, preferences, context, and intent – and that’s where future CRM services will use data to help companies succeed.
