Top 10 CRM Tools That Can Help Small Businesses Succeed

Sales is always a hot topic in business. After all, you wouldn’t be able to grow your company or make any money without sales. The general rule of thumb is that the higher your revenue grows, the more sales you’ll need to support it. This can lead small businesses to struggle on the front lines. However, several SaaS tools for small businesses are available that can help them out immensely. These tools are known as customer relationship management (CRM) software, and they have a range of features that can make managing clients easier than ever before.

A good CRM tool is essential to help any business, especially a small one, keep track of its customer interactions, marketing activities, and sales data.

What is CRM?

CRM (Customer Relationship Management) software is used by businesses to manage their relationships with customers. The software can automate and streamline processes, enabling you to track your customers’ actions and speed up responses to their needs.

The best CRM software is designed to help you work smarter by automating repetitive tasks and making it easy to share information across your organization. The right SaaS CRM for small businesses will also help you connect with your prospects and customers in real-time, making it easier than ever before to nurture relationships and develop stronger connections with your audience.

Reasons Why You Should Implement a CRM System in Your Business

  • Better Customer Services
  • Improved Sales Processes
  • Increased Sales Volume
  • Increased Conversion Rates
  • Reduced Marketing Costs

The following is a list of the top 10 CRM tools for small businesses, listed in no particular order:


Pipedrive is a sales management software that helps salespeople manage the entire sales process, from prospecting and pipeline management to closing deals. Pipedrive is a built-in CRM, sales automation, and productivity tool for small businesses. The platform is cloud-based which means it’s accessible from anywhere at any time on any device — whether you are on a desktop computer or mobile devices such as an iPad or iPhone.

Pipedrive allows you to create leads and track their progress through the entire sales funnel until they become customers who pay for your products or services. It has tools for tracking emails and connecting with prospects through social media channels, such as LinkedIn & Twitter, along with Google Analytics integration so that you can measure how many leads are generated from each social media channel (affiliate link).


Keap is a cloud-based CRM tool that allows you to record customer data and track your sales pipeline. It has a freemium model and paid version, so your business can start small or grow as it expands.

One of Keap’s best features is its ability to create custom fields for each stage of the sales process. You can add information, such as products or services purchased, the amount spent on each order, contact information for the buyer and seller, and more. This will help you stay organized during all stages of selling a product or service.

You can also use Keap by creating a customer profile for each person who buys from you. This will help keep track of customers’ preferences so that they’ll get what they want when they come back next time (and maybe even buy some extra stuff!). If someone ever has problems with their purchase, this feature allows them access through social media accounts like Facebook Messenger, which means no more waiting around on hold with customer service representatives.

Additionally, there are tools within this platform designed specifically for helping small businesses manage their contacts effectively using spreadsheets, back-office systems like Google Drive worksheets, etcetera. However, these types require advanced knowledge across multiple disciplines, including but not limited to Sales Management, Marketing Communications, Customer Service, Human Resources Management, Accounting, Budgeting, Legal Taxation Laws, Corporate Governance, Ethics, Ethical Standards, Non-Profit Organizations, Entrepreneurship, and Sustainability.


Salesforce is a cloud-based platform that offers small businesses CRM and contact management tools.

Contact Management

Salesforce is a contact management tool. You can keep up to date with your contacts’ personal information like their name, phone number, and email address.

Customer Relationship Management

Salesforce also offers you the opportunity to manage your customer’s interactions through its CRM feature. This gives you all of the necessary tools in one place so that you will never miss an important detail when it comes to your customers or leads.


Insightly is another excellent example of SaaS for small businesses that need to do a lot of basic tasks with minimal effort. It’s easy to use, affordable, and flexible enough to fit into your workflow. If you’re looking for something that combines the ease of use of Salesforce with the affordability of Zoho, Insightly might be the answer for your business.

It has several built-in fields, so you don’t have to build them from scratch or copy from another tool like Zoho or HubSpot. In addition, you can create custom fields if needed, but since it comes preloaded with so many out-of-the-box features, this should rarely be necessary unless your company has very specific needs

HubSpot CRM

CRM tools are often expensive, complicated, and difficult to use. HubSpot CRM is not one of them. In fact, it’s one of the most user-friendly CRMs on this list.

HubSpot CRM offers a free trial for up to 14 days and has a low barrier to entry for businesses who want to try it out before making a purchase decision. The software offers impressive integration capabilities with other popular apps like Google Analytics or Mailchimp (among others), which helps you keep track of your leads from every angle so you can be sure that they don’t slip through the cracks when they need your help most.

The interface is clean, simple, and intuitive – meaning anyone can learn how to use it within minutes (even if they’re not so tech-savvy). But don’t let its ease-of-use fool you: It’s also highly customizable; if there’s something specific that needs changing about how things work around here – say no more than 15 minutes worth of tweaking and re-configuring before getting back into business as usual again.


Streak is a CRM tool that lets you manage your sales process in one place. You can keep track of all your leads, contacts, and deals in one place. It also lets you manage your emails and calendar right from the same dashboard. Streak is cloud-based, so there’s no need to set up hardware or software on your computer or mobile device.

Zoho CRM

Zoho CRM is a cloud-based solution loaded with features that make it ideal for small businesses. It has a simple and easy-to-use interface that can be used on mobile devices, such as smartphones and tablets. Moreover, it has a free version (with some restrictions) that can easily integrate with other services, such as Gmail, Google Calendar, and Dropbox.

Lastly, its pricing structure makes it very affordable for smaller companies.


Copper is a cloud-based CRM tool that’s affordable and easy to use. It’s also a top pick among small businesses because it allows you to easily set up multiple contacts, manage your leads, create tasks, and keep track of important dates. Copper offers many tools to help you succeed in your business, whether that means making more sales or simply knowing who referred a customer.

Zendesk (Formerly Base CRM)

Zendesk is a cloud-based solution that’s easy to use and affordable. It’s a good fit for small businesses looking to track customer interactions, manage lead generation and follow up on sales leads. The software tracks all your sales opportunities, manage contacts, and helps you keep track of important details like contracts and invoices. Zendesk also supports email marketing, so you can easily send out emails with personalized content based on the information in your database, which can help increase conversions.

Zendesk is one of the most affordable solutions available today at just $19 per user per month (or $99 per month if paid annually). There’s no limit to the amount of data stored in Zendesk; as long as you have enough storage space available on your server or local computer, it doesn’t matter how much data you have!


Apptivo is a cloud-based SaaS for small businesses, meaning you don’t have to download or install anything.

Apptivo is incredibly easy to use. It works with Google and Salesforce and has its own app store where you can find several apps to make Apptivo more functional for your business. Because of its ease of use and functionality, Apptivo is an excellent option for small businesses as well as startups and entrepreneurs who aren’t necessarily experienced in using CRMs but need a tool that will help them track their customers effectively.


If your business has more than 10 employees who need to stay on top of customers and prospects, a CRM system is necessary. Even if you run a small business, CRMs can help you keep track of the most important relationships for your business—regardless of where they happen. They can even help you build better relationships with customers by reminding you what they like and dislike about your products or services.

We hope this article has given you some ideas about which tools might be right for your needs