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What’s The Best CRM Software for Your Small Business?

Are you looking for a CRM for your business? With hundreds of CRMs on the market, we know how difficult it can be to make the perfect choice. Here, we’ve analyzed the best CRM tools so you can select the one that best suits your business. 

A CRM platform gives you the tools you require to manage and consistently elevate your organization’s relationship with individuals like customers, service users, colleagues, or suppliers throughout their lifecycle with your organization.

The better your customer relationship is, the more business success you’ll have. For this reason, businesses consistently find ways to improve their relationship. But with diverse options on the horizon, it is hard to decide which one is best for you. 

To help your customer relationship assistant make an educated decision, we’ve compiled a list of CRM software to consider. We’ve also added one special tool that’s completely free – for now, and provides all of the best features without any trade-offs. 

Best CRM Software For Your Business

Listed in no specific order, here is our choice of the best tools – see what makes each one special. You’ll also find the one free software that’ll perform all your tasks. Let me know when you find that one in the comment below. 

Tiger CRM

Right out of the gate, Tiger CRM is this list’s newest relationship management tool. It is a technicality-free system that is easy to set up and use no matter the size of your business. Tiger is a perfect daily driver for companies just starting their customer journey. It is customizable to each business’s needs, so you don’t have to pay for a feature you don’t need. Tiger even has an AI companion called Leo. 

Tiger CRM wrote the playbook as they have found a way to keep all the grease out of the user’s hands and help them enjoy the gloss. Since Tiger CRM is technicality-free, it has a mobile app that synchronizes with the desktop experience, so you don’t miss a beat while on other adventures. 

Tiger CRM is fitted with push notifications at every single portion of the automated process, with one-word triggers that can instruct users about what to do. Its power dialer allows business representatives to make calls without lifting a finger, logs every call, and provides access to the scripts from each call while highlighting the most significant bits. Businesses can keep tabs on call counts, durations, and frequency. 

Tiger also has sales prospecting functionality, which allows it to access over 50 million professionals. Companies use Tiger to create a targeted list of prospects with verified, robust, and accurate records. 

Some of the best features of Tiger include: 

  • Email tracking and automation
  • Activity reporting and analytics
  • Customizable sales dashboard
  • CRM mobile app
  • Out-of-the-box integrations
  • Contact and deal management
  • Centralized platform
  • Robust free plan 

Who’s Tiger CRM Best For?

You can’t miss Tiger CRM—unless you have exceptional expectations that no other CRM offers. Tiger is free for the first month, so you can play around with its features while assembling your “Tiger Den.” 

Once you have set features, you can use them and pay for your specific plan. If you need a gamified setup that makes the business-building process fun, Tiger is best for you. 

Hubspot

Source: Finances Online

Hubspot is great for businesses starting their customer journey and needing a hybrid with marketing and desk capabilities. Hubspot’s hybrid setup is excellent for companies looking to dip their toes into multiple ponds. 

While Hubspot’s hybrid setup is a great idea, its CRM functionality is not quite as brilliant as that of all the pure CRM software on this list. With a clean dashboard, Hubspot is easy to get used to, making data more accessible to find than “starting a meeting” on Google Meet. 

Some of the best features you get with Hubspot include: 

  • Reporting dashboard
  • Company insights
  • Deal tracking
  • Pipeline management
  • Email Tracking 

Who’s Hubspot Best For?

If you are a starter with a sense of adventure and love to use multiple tools, Hubspot is a great option. Because it has various integrated systems, Hubspot allows your team to switch from one functionality to another without changing tools. 

One thing you must consider with Hubspot is that it does not come cheap, so you must be sure you can get the most out of the tool before committing. 

Zoho CRM

Source: Zoho CRM Blog 

Just like Tiger CRM, Zoho is great for businesses of all sizes. Zoho embraces AI functionality full throttle, and its AI companion, Zia, is always with you at every point. The creators of Zoho are positive multitaskers, and their AI companion embraces some of that multitasking goodness. 

Zoho’s list of features include: 

  • Workflow automation
  • Deal management
  • Process management
  • Journey orchestration
  • Lead management 
  • Customer support 
  • Analytics and Reporting 
  • Sales pipeline management  

What Is Zoho For?

Zoho has many tools that can be of great use to any business. If you are already hooked on other Zoho tools like email management, then integrating into Zoho CRM is a no-brainer. Zoho CRM is generally more complex than some, but if you want a benign, dialed-down version with similar functionality, then Bigin by Zoho is a great idea. 

Salesforce

Source: Software Advice

Salesforce has been in the CRM game for quite a while. You could even call it a pioneer. This pioneer status means you can enjoy the stability of a long-standing provider. 

Salesforce, despite its pedigree, embraces artificial intelligence to a great extent. Salesforce’s AI capabilities allow users to automate several tasks and free their thoughts for creative purposes. 

From a long list of features, here are Salesforce’s best: 

  • Quote-to-cash automation
  • Opportunity management
  • Sales forecasting
  • Document management
  • Solid performance across the board 
  • Customization perks

Who Is Salesforce Best For?

If anything, Salesforce offers everything you need, and I’d argue it provides more. Since it’s been there and done, Salesforce has shown its capability to scale up to the most prominent organizations. But if you need something a little less robust and want to start a new order, you may consider Tiger. 

Insightly

Source: CPA Practice Advisor

If you’re searching for something cheap that delivers the best bang for your buck, consider 

Insightly. Insightly integrates into the Google App, so if you are already in that ecosystem, it’s a no-brainer. 

Insightly also has powerful AI functionality and can help you get things done at the snap of a finger. 

Despite Insightly’s benefits, its customer service could be more present. So, if you have questions, and of course you will, digging for answers may be an extra task. 

Insightly’s best features include: 

  • Automatic address book
  • Fast search
  • Web-to-contact forms
  • File sharing

Who Could Use Insightly? 

Insightly is foolproof to a great extent and requires little CRM experience to get a handle on things. Even if there are not too many glitters to tickle your fancy, Insightly’s UI provides all the information you need. Unlike most of the tools on this list, Insightly offers emailing and desk help facilities as paid add-on features rather than a whole package. 

Less Annoying CRM

Source: Less Annoying CRM

If you need a CRM tool that doesn’t involve much hassle, Less Annoying may be the one for you. If you had to guess what Less Annoying offers, you don’t have to think too hard—it is simple. 

Less Annoying’s foolproof UI makes it hard to make a mistake, but it is also less feature-rich than you’d like. Less Annoying is also designed for small businesses, so if you want to expand graciously, there may be other options. 

Some of Less Annoying’s features include: 

  • Calendar and tasks
  • Simple pipeline management
  • Customization
  • Mobile access – looks great on mobile

Who Is Less Annoying For?

If you are trying to find a budget-friendly solution and want something refined and without extra details, then Less Annoying may be the one for you. It does not require compliant setups and is a setup-and-leave option. 

Cheap is not always gold, and that is the case with Less Annoying. Its functionality is relatively weak compared to others, so it does not quite embrace the sophistication of the best. Although Zapier offers some walk-around through some of Less Annoying’s weaknesses, it is not guaranteed to make your experience “less annoying.”

How To Choose Your CRM Tool

When looking for a customer relationship management tool to make your business smooth-running, think about the factors below before making your decision. 

You have various tools to choose from, and while you educate yourself on each one’s benefits and caveats, you can choose what works for you. Use the checklist we have provided to make an educated decision. 

Ease of Setup

You don’t want to spend too much time setting up your CRM tool. The plan with your relationship management tool is to save you loads of time. If you spend so much time setting up and implementing tasks with your tool, it defeats the purpose of its use. 

Most businesses are constantly in motion. If you introduce revolutionary tools without putting workers through a learning curve, you can improve workflow without wasting some setup time. 

Reporting Features 

The effectiveness of a CRM tool lies in its ability to present results. It would help if you got a tool that churns out easy-to-understand reports. This way, you’ll spend less time interpreting reports and more time analyzing them to gain insights. 

The best tools need customizable reporting tools to satisfy your reporting needs. Some essential reporting features your CRM tool must have include: 

  • Accurate forecasting 
  • Pipeline analysis
  • Advanced analytics 
  • Summarisation dashboards 

Time to Value

No matter how big or small your business is, you must complete tasks without hassle. Spending lots of time trying to implement business procedures defeats the purpose of the CRM tool. 

When you choose an easy tool to set up, your business will start enjoying its benefits as soon as possible. To quantify the time-to-value ratio of your CRM tool, here are some factors you may consider: 

  • User-friendly interface 
  • Customisation ease 
  • Easy administration 
  • Processing time for work features 

Free Trials  

There is a reason most sellers allow buyers to test products before purchase—an example is a test drive. Even with lowly priced CRMs, you still need to undergo testing. CRMs take time to test, so testing features before committing to them is a great idea. 

Tools like Tiger CRM offer a free trial and supporting blueprints to help you build a model that suits you. This free trial doesn’t mean you get to test the tool alone; it means you get a healthy push toward successfully implementing business tasks. 

Mobile Sales Management

For most of us, mobile devices are our assistants. There is an app for every purpose, and CRM tools are no different. You cannot pass up the convenience of whipping out your mobile phone and accessing the right information. 

Mobile sales management is excellent for businesses with on-field representatives who sometimes have to leave their desks. With mobile access, workers can collaborate in real time, share updates, and tweak their applications. 

Customer Experience Features

The reason for your investment in CRM software is to enhance your customer experience. It would be best if you had a tool that permits your workers to refine aspects of customer experience and make it better. Some features that can elevate the customer experience in a CRM tool include: 

  • Centralized management of leads and account information 
  • A marketplace that allows users to connect with their favorite applications 
  • A customer’s view option that lets you understand how your business changes influence the customer 

The Bottom Line

Finding the right CRM software for your business depends on what features are most important to your company and how you want to appeal to customers. We’ve done the hard work for you and listed the highest-rated CRM software for you. 

If you are unsure what you need in a CRM tool, check out this article on customizing a CRM to your business’s refined taste. 

The best way to know if a CRM is right for you is to try it out. We have prepared a link to check out a custom CRM for free. It only requires your email address and basic information. There are also recommended guides to help you tailor the CRM to your needs and a two-month free trial. 

FAQs

What is CRM software, and why is it important for small businesses?

Customer Relationship Management (CRM) software is a tool businesses use to manage interactions with current and potential customers. It helps businesses organize customer data, track leads and sales, and improve customer relationships, which in turn leads to increased sales and revenue.

How can CRM software benefit my small business?

CRM software like Tiger CRM can benefit small businesses by centralizing customer data, automating repetitive tasks, improving communication and collaboration among team members, providing insights into customer behavior and preferences, and enhancing customer service and satisfaction.

What are some key features when choosing CRM software for a small business?

CRM software’s key features for small businesses include contact management, lead and opportunity tracking, email marketing integration, sales pipeline management, task and calendar management, reporting and analytics, and mobile accessibility.

How do you determine which CRM software best fits my small business?

To determine the best CRM software for your small business, consider your budget, specific business needs, and goals, ease of use, integration capabilities with existing tools and software, scalability, customer support options, and user reviews and recommendations. Tiger CRM provides a checklist to help you do this. 

Are there CRM software options specifically designed for small businesses?

Yes, there are CRM software options specifically designed for small businesses. These options in tools like Tiger CRM offer features and pricing plans tailored to smaller organizations’ needs and budgets. These options may include scaled-down versions of enterprise-level CRM software or specialized platforms for small business use.

Is CRM software customizable to suit the unique needs of my small business?

Many CRM software options offer customization features that allow businesses to tailor the software to their specific needs and workflows. This may include custom fields, modules, dashboards, and integration with other tools and software the business uses.

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