Are you looking for the best CRM for your small business?
A CRM (customer relationship management) software will help you manage customers and potential customers, freeing up your time and energy to focus on growing your business.
But, what is a CRM, what can you expect of a CRM software, and how do you pick the right one?
Lucky for you, we’re here to help you out. Keep reading for everything you need to know about how CRM systems can help and how you can choose the right CRM for you.
Plus, we share details on the 3 best CRM software for small businesses, so you can get started off right.
What Is CRM Software? (& How to Pick the Best CRM Software)
Customer relationship management (CRM) software is an all-in-one tool to manage customer info, add notes, send emails, customer satisfaction, and so much more. And, you can do it all without leaving the CRM software platform.
As your business grows, manual processes become increasingly inefficient and costly. If you’re not careful, it could easily cost you customers and sales.
CRM software for small businesses helps keep everyone in your company on the same page, bringing marketing, sales, and customer support together with all the data they need to succeed in their roles.
There are tons of CRM software companies, so knowing what to look for in the best CRM software is super important. Here are a few things to keep in mind:
- Ease of Use: You’re going to be using your CRM software a lot, every single day. You’ll be living in it. If it isn’t easy to use, you won’t use it. And that won’t help you reach your goals.
- Cloud-Based Client Management Systems: Having a cloud-based CRM means your team will be able to access client details from anywhere, in real-time, increasing productivity. Nucleus Research found that 65% of companies using mobile-friendly CRMs exceeded their sales targets.
- Funnel Management: If you have a sales team, this one’s vital. You must be able to track your contacts all the way from “just browsing” to “brand evangelist” without missing a beat.
Remember your CRM is more than just a contact list. It needs to integrate lead generation with marketing and sales. Let’s say you’re using a tool like Constant Contact to generate more leads from your website. Once a site visitor engages with your Constant Contact lead capture forms, you want to make sure the information is easily synced with your CRM. You might also want CRM software that can send emails automatically based on behavior, make follow-up phone calls, and more. In other words, the best CRM software will help you stay on top of the entire customer journey.
Best CRM Software for Small Business
Now that you have a general idea of what you’re looking for in a CRM, let’s take a closer look at the best CRM software for small business, as chosen by us, your friends (and resident marketing experts) at Viewsprout.
1. Constant Contact
Constant Contact is a wildly popular email marketing service, but you can also use it as a CRM. It’s great for small businesses, with a simple and easy-to-use dashboard, marketing automation, reporting, sales funnels, and a useful drag and drop tool for creating emails.
You can also store contacts, manage customer information and add 3rd-party integrations (including eCommerce integrations) from Constant Contact’s huge marketplace. The number of integrations makes it easy to build just the right platform for your business.
- Email scheduling
- Easy list segmentation and list cleaning
- Marketing automation to make lead nurturing a breeze
- Drag and drop builder to easily create stunning emails
- 100+ email templates
- Easy integration with eCommerce platforms
- Run Facebook and Instagram ads to grow your email list
Plans start at $20/month for the Email plan, but you’ll want to go for Email Plus (starting at $45) to get all the features that will make this a good CRM software option.
HubSpot is hands down the best CRM software for small businesses looking for a cost-effective CRM solution when they’re getting started.
HubSpot is easy to use and offers a wide range of CRM tools to manage the customer journey. It even offers forever free plans with limited features for their CRM, Marketing, Sales, and Service Hubs.
The CRM has a nice interface, letting you see your entire sales pipeline right on your dashboard. If you want more data (and who doesn’t?), you can view all contact and sales activity, detailed reports, and performance on a user or team basis.
HubSpot has a mobile app for both iPhone and Android, email templates, real-time notifications, email tracking, scheduling, phone calls, and more.
It also integrates with more than 300 apps and services like WordPress, email marketing companies, lead generation software like OptinMonster, and on and on. You can also connect HubSpot to Gmail or Outlook to log activity automatically, capturing every single email.
- Personalize email sequences for leads and existing customers
- Place phone calls right from the CRM
- Get real-time notifications about lead behavior
- Integrate with popular tools like Salesforce, Shopify, and Microsoft Dynamics
- Store unlimited users, customer data, and up to a million contacts
- Integrate 300+ apps
- Create custom filters to sort contacts
- Schedule emails, tasks, and create tickets
3. Thryv Best CRM Software
Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and streamline payment processing. Features include an integrated CRM system, appointment scheduling, billing and invoicing, contact management, marketing automation, reputation management, social media management, automated reminders, and more.
As a cloud-based marketing and CRM software solution, Thryv helps any small business owner manage interactions with their clients, run marketing campaigns with email marketing and manage activities on various social media platforms such as Facebook, Instagram, Twitter, LinkedIn, and Google+. The solution also features an appointment booking module that enables users to manage team schedules, synchronize calendars, and book appointments from a single location.
Additionally, Thryv features a payment module that helps users to send customized quotes, estimates, and invoices to clients and accept payments via credit card. Thryv integrates with multiple third-party applications such as QuickBooks, Gmail, Slack, MailChimp, Yelp, and more and also offers a mobile app for iOS and Android devices.
with the help of customer relationship management (CRM) tool like Thryv, you can sit back and relax as your business is being automatically managed for the fullest ROI.
Irrespective of your business field, choosing Thryv can help manage your business in any areas not limited to the list below:
- Auto service
- Animal Services
- Beauty Salon
- Business Services
- Child Care Services
- Cleaning Services
- Government & Nonprofit
- Health Wellness
- Home Improvement & Maintenance
- Legal Services
- Locks & Locksmiths
- Moving & Storage
- Pest Control Services
- Real Estate
- And Much More…
However, there are 5 main business categories that are restricted from purchasing Thryv.
Thryv Restricted Companies
- Pharmaceutical companies
- Cannabis-related businesses (includes CBD and marijuana-related businesses)
- Adult Services (includes escorts and overtly sexual-oriented businesses)
- Dangerous product businesses (includes guns/weapons, explosives/ fireworks, tobacco/vape products, and drugs/drug paraphernalia)
- Non-US Business or Businesses that target Non-US Customers.
This review includes a comprehensive breakdown of what Thryv can do and cannot for your business.
It’s a software built for small business and in this review, we’ll look at the pros and cons and every other thing to expect while using Thryv.
Choosing the best CRM software for your small business will make your life so much easier. Any of the platforms we’ve mentioned in this post will be a massive improvement from scribbled notes or digital files that offer no real way of using the information you spent time getting.
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