Ultimate Guide to Finding the Best Small Business CRM Software

Strong customer relationships are at the core of every thriving business. Whether you’re just starting as an entrepreneur or have been running your business for a while, managing customer relationships effectively can be key to your growth and success. That’s where CRM (customer relationship management) software comes into play. Let’s have a look at the main criteria for choosing the best small business CRM and the top CRM solutions to consider.

Why Small Businesses Need CRM Systems

Managing customer relationships effectively is complex and time-consuming, but it’s essential for businesses to thrive and grow. Since small businesses often struggle to keep track of all processes, contact information, communications, sales opportunities, and customer preferences, implementing a CRM solution can make a world of difference. 

Customer Management Relationship (CRM) tools help businesses keep track of essential customer data, interactions, and notes. They have a specific purpose; they’re designed to simplify and streamline key business processes, such as marketing and sales efforts, customer service, accounting, etc.

Small businesses require CRM software to stay organized and on top of their game when it comes to customer relationships and lead generation. Ultimately, a CRM is more than a tool for your business; it’s your trusted partner.

How to Choose the Best Small Business CRM

Choosing the best small business CRM is more than just about weighing out the options; it’s about finding the perfect fit for your business needs and goals. Essentially, this is a strategic decision, so it’s important to consider the main factors when picking a CRM for your small business. Here are the key criteria:

  • Affordability – The right CRM should align with your company’s budget and not put undue strain on your financial resources;
  • Scalability – The chosen CRM should also seamlessly evolve as your company grows, as well as accommodate increased data and customer requirements; 
  • Simplicity – It should be user-friendly and simple to use so that it maximizes team productivity and improves effectiveness; 
  • Integration – An integration-ready CRM can seamlessly work with your existing tools and apps, thereby streamlining operations, ensuring data accuracy, and ultimately improving your business performance;
  • Alignment with Business Needs – Finally, tailoring your CRM to your specific business needs ensures that it can effectively address the unique challenges and goals of your business, resulting in improved efficiency, customer satisfaction, and overall success.


Top 5 Small Business CRM Solutions

There are plenty of CRM solutions to choose from that can fit any business needs. But to make life easier for you, we’ve picked the top 5 that are worth checking out.

Salesforce Essentials

Salesforce Essentials is one of the best small business CRMs because it’s tailored specifically for small businesses. It’s simplified and user-friendly, offering the power and reliability of the Salesforce platform but in a scaled-down version. It provides essential CRM tools for managing contacts, automating key processes, and tracking leads. One standout feature of Salesforce Essentials is its remarkable flexibility. That means the software can be adapted to your specific needs and grow as your business grows. There’s also a convenient mobile app available for business owners to use on the go.

Pricing: Starting at $25 per user per month

Hubspot CRM

One of the most popular small business CRMs is Hubspot CRM, particularly due to its user-friendly interface and robust features. There’s a free version, so it’s ideal for businesses with limited budgets. HubSpot CRM allows you to manage contacts, track customer interactions, automate tasks, and gain valuable insights into your sales and marketing efforts. Its integration capabilities with other HubSpot tools and third-party apps make it a versatile choice for small businesses.

Pricing: Free version is available. Pricing for their additional sales and marketing tools varies, with packages starting at around $45 per month per user.


Freshsales, by Freshworks, is another great CRM for small businesses because it’s a user-friendly CRM solution that offers powerful features such as contact management, email tracking, and lead scoring. It’s designed to help small businesses engage with leads and customers effectively. Since it’s highly intuitive, Freshsales is also accessible even for those new to CRM software. Freshsales also provides AI-driven insights to help you prioritize leads and close deals faster while seamless email tracking and automation simplify customer communication.

Pricing: There’s a free 21-day trial option available. The standard pricing starts at $12 per user per month, with higher-tier plans also available.

Zoho CRM

Zoho CRM is one of the best small business CRM solutions on the market. With its user-friendly interface and affordable pricing, it’s considered a smart choice for small businesses looking to simplify their customer relationship management. Zoho CRM provides various functionalities, such as contact management, lead tracking, sales automation, email marketing, and analytics. What sets this software aside and makes it appealing to users is its ability to scale and adapt. This helps small businesses use it as their company grows and personalize the software to their specific needs.

Pricing: Zoho CRM offers a free version. Paid plans start at around $12 per user per month for the Standard plan.


Insightly is a CRM and project management platform designed for small businesses. Using this tool, you can effectively manage your contacts, stay updated on leads, and engage in team collaboration for multiple projects. Furthermore, it has powerful reporting and analytics capabilities, offering valuable insights into your customers and business operations. With its integration options, you can connect Insightly to your preferred email and productivity apps.

Pricing: A free 14-day trial is available. There are several plans to choose from, and pricing starts at $29 per user per month.

Elevate Your Business with the Best CRM Solution

Picking the best small business CRM is a critical strategic decision that can significantly impact your business growth and trajectory. For this reason, make sure you consider the factors we’ve covered above. Criteria such as cost-effectiveness, integration capabilities, scalability, simplicity, and alignment with your business requirements can help you make a well-informed decision and choose the most fitting CRM for your organization.

Finally, remember that a CRM is more than just another tool in your business arsenal. A strong CRM will actually play a pivotal role in driving your small business growth and overall success. So, take your time to choose wisely so that you can elevate your business with the right CRM solution.