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monday.com is a cloud Work OS, where teams run their projects and everyday work, whether they are in the office, home or on-the-go. Learn more about monday.com
monday.com is an incredible CRM software for small business sales teams. The visual and flexible software enables teams to capture leads, nurture their sales pipelines, and retain customers, all in one easy to use platform. You can use smart and visual boards to assign items, gain valuable insights, keep track of your KPIs, share files, and a ton more. Learn more about monday.com
monday.com is an incredible CRM software for small business sales teams. The visual and flexible software enables teams to capture leads, nurture their sales pipelines, and retain customers, all in...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 95,000+ paying customers spanning across 179 countries, sales teams are drawn in by our CRMs simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with CRM that is both agile and powerful. Learn more about Pipedrive
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 95,000+ paying customers spanning across 179 countries, sales teams are drawn in by our...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Used in agile sales teams to increase sales productivity, clear bottlenecks in processes, and ultimately hit revenue targets. Learn more about Vtiger CRM
Vtiger is an easy-to-use and customisable CRM built for Small Businesses. Vtiger enables marketing teams to capture and nurture leads, sales teams to score, track and close deals, and support teams to access complete customer history and provide exceptional support. Vtiger provides your sales, customer support, and marketing teams with one view of customers - past interactions, campaigns, wins, losses, responses, invoices, cases, projects and more without switching between screens and products. Learn more about Vtiger CRM
Vtiger is an easy-to-use and customisable CRM built for Small Businesses. Vtiger enables marketing teams to capture and nurture leads, sales teams to score, track and close deals, and support teams...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business. Learn more about Freshsales
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. Learn more about Freshsales
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Manage & grow your business with one app that does It all. Goodbye endless phone calls, so-long paperwork, hello client loyalty! Learn more about vcita
Grow your client relationships with a powerful CRM designed for small businesses: > Store, manage and label your leads, contacts and clients in one centralized online hub. > Get a birds-eye view of your clients history appointments, payments, invoices, documents and conversations. > Have all the information handy wherever you are and whenever you need it with a friendly mobile app. > Easily collaborate with your team, assigning clients, appointments and incoming requests to staff members. Learn more about vcita
Grow your client relationships with a powerful CRM designed for small businesses: > Store, manage and label your leads, contacts and clients in one centralized online hub. > Get a birds-eye view of...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Salesflare is an intelligent CRM for small B2B businesses and startups, who want to sell more with less work. Learn more about Salesflare
Salesflare is an intelligent CRM for small B2B businesses and startups, who want to sell more with less work. Salesflare automatically fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from email, social media, company databases, phone, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Learn more about Salesflare
Salesflare is an intelligent CRM for small B2B businesses and startups, who want to sell more with less work. Salesflare automatically fills out your address book and keeps track of all interactions...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
EngageBay CRM helps growing companies organize all their customer information in one place to run targeted and personalized campaigns. Learn more about EngageBay
All your emails, calls, notes and lead progress are tracked automatically. Never spend another moment of your time on the mundane admin tasks. Let EngageBay handle these activities while you focus on selling.Use goal-setting, self-reflection and feedback to drive the sales behavior you need and enhance the overall sales performance. Learn more about EngageBay
All your emails, calls, notes and lead progress are tracked automatically. Never spend another moment of your time on the mundane admin tasks. Let EngageBay handle these activities while you focus on...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs. Learn more about Bigin by Zoho CRM
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs. Learn more about Bigin by Zoho CRM
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs.

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Customer relationship management solution that helps businesses manage contact lists, schedule follow-ups, maintain notes, and more. Learn more about TOCA CRM
Customer relationship management solution that helps businesses manage contact lists, schedule follow-ups, maintain notes, and more. With cross platform functionality, TOCA CRM allows for total CRM access from anywhere at anytime with the mobile app for IOS and Android. Learn more about TOCA CRM
Customer relationship management solution that helps businesses manage contact lists, schedule follow-ups, maintain notes, and more. With cross platform functionality, TOCA CRM allows for total CRM...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
A visual collaboration tool that creates a shared perspective for your team on any project in a fun, flexible, and rewarding way.
From sales and marketing to HR and operations, teams can design and customize Trello to fit their unique needs and work styles. And with over 100+ integrations with other key tools like Google Drive, Slack, Jira and more, Trello is a living, breathing project hub of cross-team collaboration no matter where your work needs to happen. Trello brings joy to teamwork by making it transparent and easily shareable across boards and teams.
From sales and marketing to HR and operations, teams can design and customize Trello to fit their unique needs and work styles. And with over 100+ integrations with other key tools like Google Drive,...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Drive growth with Sales Cloud 360, the best-in-class sales solution that drives rep productivity on the world's #1 CRM platform.
Drive growth with Sales Cloud 360, the best-in-class sales solution that has helped power the world's best sales teams on the world's #1 CRM platform. Firms of all sizes, industries, and geographies, realize value faster with Sales Cloud 360. Increase rep productivity with data driven selling by quickly deploying industry-specific apps and best practice processes. You also get access to 150,000+ sales organizations and a 2 million user-strong community that are passionate about sales growth.
Drive growth with Sales Cloud 360, the best-in-class sales solution that has helped power the world's best sales teams on the world's #1 CRM platform. Firms of all sizes, industries, and geographies,...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster.
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster. As the backbone for your customer relationships, they provide AI-powered, user-friendly tools anyone can use to be successful. Mailchimp puts your audience at the center so you can send marketing emails and automated messages, create targeted ad campaigns, build landing pages, send postcards, facilitate reporting and analytics, and sell online.
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster. As the backbone for your customer relationships, they provide AI-powered, user-friendly tools...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Zoho CRM empowers small SMBs with a 360º customer relationship lifecycle management solution.
Zoho CRM empowers SMBs with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrate with 500+ popular business apps in a single business system.
Zoho CRM empowers SMBs with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you -- everywhere you work.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+ SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Keap's platforms, Grow, Pro, Max and Max Classic provide all-in-one CRM, sales, and marketing automation software
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business.
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Insightly CRM is for growing teams that want a flexible, easy-to-use, yet powerful CRM to centralize and manage customer data from the
With more than 1.5 million users across all industries, Insightly is a leading CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. Use Insightly to manage customer data, leads, and projects at every stage of customer relationships, monitor sales pipeline, and measure performance against your sales and business goals.
With more than 1.5 million users across all industries, Insightly is a leading CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. Use Insightly to...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.
Copper is the easy-to-use CRM for small businesses that need to manage more sales leads & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Don't waste hours on typing things out. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place.
Copper is the easy-to-use CRM for small businesses that need to manage more sales leads & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools....

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Small business software to manage leads, customer information, contact history and reminders, and emails.
Less Annoying CRM is a simple contact manager built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free through the phone and email if users have questions.
Less Annoying CRM is a simple contact manager built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
An open-source suite of integrated apps to manage CRM, PoS, Website, eCommerce, Sales, Accounting, Warehouse, HR, Marketing, and more.
Odoo is a fully integrated, customizable, open-source software packed with expertly designed, user-friendly business applications. Odoo's intuitive database is able to meet a majority of business needs, such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of any company, regardless of size (or budget).
Odoo is a fully integrated, customizable, open-source software packed with expertly designed, user-friendly business applications. Odoo's intuitive database is able to meet a majority of business...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Agile CRM is a complete sales, marketing and service suite designed to let SMBs to sell and market like the Fortune 500.
Agile CRM is a All-in-One CRM with Sales, Marketing and Service automation in single platform. It has sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony, and helpdesk with a simple, clean and modern interface.
Agile CRM is a All-in-One CRM with Sales, Marketing and Service automation in single platform. It has sales tracking, contact management, marketing automation, web analytics, two-way emails,...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Not just a CRM: proposals, contracts, payments, and more. Get 7 days free when you're ready.
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. Small business owners and freelancers have tripled their bookings and saved multiple hours a day using HoneyBook tools. Start a free trial today!
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With our business management software, you can automate your busy work and...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Sugar helps sales, marketing and service teams to reach their full potential in everything they do.
Deployed by 2 million individuals in over 120 countries, and PC Mag Business Choice Best CRM Software Award for the fourth year running, the only CRM software that readers would strongly recommend to their peers. Sugar is for the disruptors, the innovators and the visionaries. Sugar offers an industry-leading customer experience, a simple interface and an intuitive customization platform.
Deployed by 2 million individuals in over 120 countries, and PC Mag Business Choice Best CRM Software Award for the fourth year running, the only CRM software that readers would strongly recommend to...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
End-to-end client experience platform built for small businesses.
Meet Thryv, the end-to-end client experience platform built for small businesses. Thryv integrates essential business functions like estimates and invoicing, appointment scheduling, payment processing, text and email campaigns, managing customer lists, social media, and more.
Meet Thryv, the end-to-end client experience platform built for small businesses. Thryv integrates essential business functions like estimates and invoicing, appointment scheduling, payment processing...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Small Business CRM for teams on Mac & iOS. Great for teams of 1-100 employees that want to keep clients happy.
Daylite is a CRM for small businesses of 1-100 employees that love Macs. If you're struggling to keep track of communication with clients, follow-ups on deals, and next steps on projects, Daylite will be your best friend! Daylite is flexible and easy to customize. Plus it works with Apple Mail, Apple Contacts, iCal, Siri, Reminders and more of the Apple features you love! Save time and grow your small business with Daylite.
Daylite is a CRM for small businesses of 1-100 employees that love Macs. If you're struggling to keep track of communication with clients, follow-ups on deals, and next steps on projects, Daylite...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Sales Hub provides email tracking, prospect database searching, presentation sharing, auto dialer with call recording and logging.
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. Sales Hub is built on the leading HubSpot CRM platform, where you can bring your customer data, tools, and teams together in one central system of record. Whether its strategies, services, or software, HubSpot has everything you need to grow better.
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...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
An easy to use CRM that helps you work smarter by managing and tracking your sales leads and customers.
Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for small and mid-sized organizations yet also perfect for larger teams, our CRM is super-easy to set up and simple to use. There’s a customizable Sales CRM, plus options for Marketing and Service tools and integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.
Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for small and mid-sized organizations...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
All-in-one LinkedIn software that allows users to create automated sales funnels on LinkedIn and improve sales prospecting.
Willing to send a connection request on LinkedIn, shoot a thank you message after the request is accepted, then send a sales message and continue with follow-ups? Then Octopus CRM is the right tool for you, which allows to: - send connection requests in bulk - mass message connections - auto endorse skills - auto view profiles - build a sales funnel on LinkedIn. - and view analytics page that shows LinkedIn daily performance, campaign conversion rates, and more.
Willing to send a connection request on LinkedIn, shoot a thank you message after the request is accepted, then send a sales message and continue with follow-ups? Then Octopus CRM is the right tool...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
CRM Add-in for Outlook that helps manage Contacts, Sales, Projects and Mail Merges. Available now as a web app and on iOS / Android.
The best CRM Add-in for Outlook, also available as a web app and on iOS / Android. It helps manage Customers, Sales, Projects and Mail Merges. With eWay-CRM, you can share your Outlook with your team, track communication history, plan follow-ups, automate company processes and thus, run your business efficiently. The software is also highly customizable - it allows you to create user fields, design form layouts, customize workflows and user permissions.
The best CRM Add-in for Outlook, also available as a web app and on iOS / Android. It helps manage Customers, Sales, Projects and Mail Merges. With eWay-CRM, you can share your Outlook with your...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
SaaS software built for salespeople to stay on top of their sales pipeline and close more deals.
If you're looking for a CRM for your sales team, noCRM is the right choice. Unlike a traditional CRM system, noCRM boosts productivity by allowing sales reps to create leads in seconds (email, mobile, business card, websites, spreadsheet) and manage their sales cycle from end to end. Managers and reps can monitor the health of their pipeline with our visual sales pipeline and synchronize reminders with their calendars ensuring no follow-up is missed and no important lead is dropped.
If you're looking for a CRM for your sales team, noCRM is the right choice. Unlike a traditional CRM system, noCRM boosts productivity by allowing sales reps to create leads in seconds (email,...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Pipeliner CRM drives exceptional user engagement through its sales-friendly interface resulting in high adoption rates and faster ROI.
Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI. Plus users can easily customize what they see to make the system their own. Pipeliners administration backend is also visual and easy to use with drag n drop, in-line editing and other non-technical tools plus Pipeliner has the marketing leading Mobile CRM app included.
Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Workiz provides an easy-to-use platform which allows service pros to manage their scheduling, invoicing, payment processing, and more.
With Workiz, home service pros can grow their business by ditching antiquated business management methods such as pen and paper, Excel spreadsheets and Google Calendar. Workiz provides an easy-to-use platform which allows you to manage your scheduling, invoicing, payment processing, and much more.
With Workiz, home service pros can grow their business by ditching antiquated business management methods such as pen and paper, Excel spreadsheets and Google Calendar. Workiz provides an easy-to-use...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Got a business problem? Fix it with Claris FileMaker the leading low-code platform. Create apps to meet all your unique business needs.
Claris FileMaker is the leading low-code platform that allows you to build custom solutions that solve your unique business problems. Quickly create apps to manage and track projects, events, contacts, inventory, assets, invoicing, and to automate workflows and more. With built-in templates, a drag-and-drop design, and an intuitive graphical UI, you can create your own custom apps in no time that work on every device and platform. Trusted by 50,000+ of the world’s greatest companies.
Claris FileMaker is the leading low-code platform that allows you to build custom solutions that solve your unique business problems. Quickly create apps to manage and track projects, events,...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Get started on the #1 CRM with Salesforce Essentials, the all-in-one sales and service solution, for just $25 per user per month.
Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. Essentials also includes a ton of customer service productivity tools to help make every new customer a loyal one.
Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain. Essentials ensures...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Major web update in 2020 | A service management CRM. Renowned for service management, scheduling, sales and exceptional mobile apps
Major web update in 2020 | A service management CRM, renowned for service management, scheduling and sales. Delivers exceptional iOS + Android apps to businesses who need to manage field workflow within a customer or project context. Includes robust desktop platform and amazing Google, QuickBooks, Xero and online form integrations. Solve is also used to surface real-time equipment data onto customer records and dispatch workflow. Ask us how. Recognized for outstanding support by thousands.
Major web update in 2020 | A service management CRM, renowned for service management, scheduling and sales. Delivers exceptional iOS + Android apps to businesses who need to manage field workflow...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Accelo is the smartest sales tool, seamlessly managing all your sales-related communication in one place.
Accelo is designed specifically for small business and is the easiest way to keep all of your sales-related communication in one place. Unify your team by automatically tracking and sharing contact emails, attachments, appointments, notes, and custom fields to accurately view your lead's entire sales journey. This smart technology platform lets you experience powerful sales forecasting and insights from anywhere and on any device.
Accelo is designed specifically for small business and is the easiest way to keep all of your sales-related communication in one place. Unify your team by automatically tracking and sharing contact...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Close is the all-in-one sales engagement CRM designed to help SMBs turn more leads into revenue.
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads, all without add-ons. Packed with productivity tools like task reminders and Power Dialer, you'll reach more leads and follow up more often.
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
amoCRM is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more.
amoCRM is the worlds first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails, and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love our powerful analytics, reporting and automation tools. Its the perfect messenger-based sales solution for entrepreneurs and SMBs.
amoCRM is the worlds first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails, and calls from a single app. Now every interaction with your customers can...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Capsule is an easy-to-use CRM that helps businesses stay organized, know more about their customers & build better relationships.
Capsule is an easy-to-use CRM that helps businesses of all sizes stay organized, know more about their customers, build strong relationships and make the most of sales opportunities. Keep your contacts all in one place, manage sales opportunities and create sales. It integrates with popular apps such as Google G Suite, Google Data Studio, MailChimp and Zapier. Free account available for up to 2 users, or paid accounts starting at $18/month.
Capsule is an easy-to-use CRM that helps businesses of all sizes stay organized, know more about their customers, build strong relationships and make the most of sales opportunities. Keep your...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Zendesk Sell is sales CRM software that helps you close more deals.
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Teamgate is an easy-to-use customer relationship management software specifically designed for small businesses with growth potential.
A simple and transparent full process Sales CRM system, Teamgate offers the functionality that your small business actually needs. Everything from clever lead capture and management, up to powerful sales pipeline and advanced analytics, it is all there for you. Equipped with essential integrations for additional activities, Teamgate combines it all to be a complete CRM solution for your business.
A simple and transparent full process Sales CRM system, Teamgate offers the functionality that your small business actually needs. Everything from clever lead capture and management, up to powerful...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Real estate CRM system that contains MLS data, lead management, follow-up prompts, compelling content, and drip campaigns
Updated for 2021 real estate, checkout our recent reviews! The new Top Producer X gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. With integrated websites, texting, 'X' factor insights, and automated marketing we help agents use simple follow up tools to build lifelong relationships. Updates include search & save MLS properties, auto-update contacts, email tracking and calendar sync!
Updated for 2021 real estate, checkout our recent reviews! The new Top Producer X gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. With...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Intuitive. Customizable. Powerful. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.
Claritysoft CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Claritysoft was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Claritysoft CRM gives you enterprise power and functionality at a fraction of the cost.
Claritysoft CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
As the #1 rated CRM by QuickBooks users, Method:CRM streamlines your business from lead to repeat and everything in between.
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line.
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Gold-Vision is an affordable, fully customisable Sales & Marketing CRM for mid-market business looking to improve their efficiencies.
Gold-Vision is a fully customisable and budget-friendly CRM system that supports your business needs. Our system lets you manage customer data, integrate with business tools and manage teams - all in one place, wherever you are, on any device. Gold-Vision streamlines your processes and boosts team efficiency, optimising the opportunity to increase revenue. With dedicated in-house software authors and support teams, we believe there’s no one better to provide you with a great CRM solution.
Gold-Vision is a fully customisable and budget-friendly CRM system that supports your business needs. Our system lets you manage customer data, integrate with business tools and manage teams - all in...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
A CRM where memberships, classes, events, retail + more can be purchased by customers through your app, website, in person, and online.
MyStudio enables customers to buy from you, anywhere and at any time. Memberships, events, trials, classes and retail can be purchased by customers through a customized member app, custom website, on all social media channels, and anywhere there is internet. Everything can be set up and launched within minutes of creating a MyStudio account.
MyStudio enables customers to buy from you, anywhere and at any time. Memberships, events, trials, classes and retail can be purchased by customers through a customized member app, custom website,...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Improve your company by empowering your people to capture in-field intelligence that will help you grow and save you time.
Wingmate engages your field staff, on the go, to generate new sales, improve service & communicate in real-time. Our solution is comprised of a Mobile App for your staff on the move to capture/report intel and send it back to your team at the office. Our Simple CRM - management dashboard (Web-based CRM) enables two-way communication & tracking between both your sales staff and team in the field.
Wingmate engages your field staff, on the go, to generate new sales, improve service & communicate in real-time. Our solution is comprised of a Mobile App for your staff on the move to capture/report...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
The Sales CRM With Marketing Suite That Builds Rapport With You. The Better You're Supported The Faster You Can Grow Your Business.
Rated #1 in Usability and Customer Satisfaction by Software Advice, VipeCloud's All-In-One Sales And Marketing CRM allows you to push your marketing and sales budget farther. With email marketing, marketing automation, and a sales CRM all in one easy to use app, you and your team will rapidly accelerate growth. Empower your sales team to prioritize the hottest leads with workflow automation and lead scoring. Our industry-leading support team has your back every step of the way.
Rated #1 in Usability and Customer Satisfaction by Software Advice, VipeCloud's All-In-One Sales And Marketing CRM allows you to push your marketing and sales budget farther. With email marketing,...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
We help teams get everything in one place, work more collaboratively to get more done, and track and improve performance.
FreeAgent is a complete CRM platform with robust work management. FreeAgent empowers leaders to optimize sales, marketing, customer success, project management and more -- so every employee has workdays full of impact. Designed for the new world of work, remote teams thrive with complete visibility into day-to-day activity, real-time collaboration, and powerful code-free customization.
FreeAgent is a complete CRM platform with robust work management. FreeAgent empowers leaders to optimize sales, marketing, customer success, project management and more -- so every employee has...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management
Collect and store lead and customer data using Ontraport's full suite of CRM tools. Then leverage it in your marketing to convert more.
Ontraport CRM allows you to collect and store more data about your audience than other systems so you can keep better track of your prospects and customers. It features the full suite of tools every business owner needs to compete, including custom fields, importing, custom objects, sales pipelines, lead scoring and routing, task automation, and more. And, since Ontraport's also a marketing automation suite, you can leverage all that invaluable data to make better marketing decisions.
Ontraport CRM allows you to collect and store more data about your audience than other systems so you can keep better track of your prospects and customers. It features the full suite of tools every...

Features

  • Marketing Automation Software
  • Calendar/Reminder System
  • Task Management Software
  • Lead Qualification
  • Live Chat Software
  • Segmentation
  • Territory Management

Small Business CRM Buyers Guide

What is small business CRM software?

Small business CRM software allows small and midsize businesses to manage relationships with customers and prospects. This software helps manage client information, track customer interactions, and automate marketing and sales processes. By facilitating better management of customer business data, small business CRM software helps businesses make decisions about which products and services they should offer to each customer.

The benefits of small business CRM software

  • More leads and enhanced sales performance: Automated CRM software helps small businesses showcase their products/services on multiple channels and capture more leads. It also helps track leads through their lifecycle, and convert quality leads into customers.
  • Data-driven decision-making: Small business CRM software provides insights into customers and their buying behavior by gathering data from multiple sources. It deciphers trends and patterns in customer behavior, which helps businesses build strategies, improve brand loyalty, and launch customer-focused products/services.
  • Improved customer management: Small business CRM software provides insight into the status of every customer/lead, meaning businesses can better manage their customers by tracking their interactions and activities at each stage of the sales cycle.

Typical features of small business CRM software

  • Contact management: Store and find contact information such as names, addresses, and social media accounts in a searchable database.
  • Interaction tracking: Add notes and document conversations with customers across multiple channels, including email, phone, live chat, and social media.
  • Lead management: Track and manage leads throughout the sales process, from capture to conversion. 
  • Task management: Create tasks, add descriptions, set start and due dates, estimate required effort, and assign users. 
  • Reporting/analytics: View and track pertinent metrics related to customers and prospects. Generate custom reports on leads, sales figures, and sales reps in various formats.  
  • Sales pipeline management: View and track lead status in each stage of the sales funnel. 

Considerations when purchasing small business CRM software

  • Carefully evaluate your feature requirements: The features offered by different software products can vary widely depending on the vendor. While the ones listed above are some of the basic features a small business will need to support its CRM function, your organization may have unique requirements. Before investing in any tool, study your needs carefully to determine what features are essential to your business.  
  • Integration with other applications: Most businesses seeking a CRM tool already utilize standard systems such as accounting , project management , and email marketing software. If your business uses these or other systems, be sure the CRM software you choose integrates with your existing tools to streamline data flow between tools and eradicate redundant data entry in multiple systems. 
  • Total cost of ownership: With the variety of CRM software available in the market, choosing one that meets your budget and business requirements is crucial. Unlike enterprises, small businesses can’t shell out a huge amount of money for software tools. It’s important that such buyers determine the total cost of ownership for any tool they’re considering purchasing, which goes beyond one-time licensing fees or monthly/annual subscriptions to include the cost of support services, data migration, implementation, etc.
  • Artificial intelligence (AI) is accelerating automation: AI-driven software and AI chatbots are increasing in popularity, and can help small businesses through automation of tasks such as email personalization, lead management, customer service, and sales forecasting. For example, AI can help personalize emails for specific customers based on previous interactions. Statista predicts that this sector in the U.S could gain an additional $396 billion by 2021 by adopting AI.
  • Social CRM will boost customer relationships: Small businesses are connecting with customers via social media and other virtual communities in a more personalized manner. This not only helps businesses gain insights into customer buying behavior and nurture quality leads, but also lets them engineer customer experiences to offer greater value and increase ROI.