CRMs for SMBs

If you are seeking CRM solutions for your small medium business (as opposed to small business), this page of the best SMB CRM software solutions is for you, but would generally be overkill and possibly beyond the budget of the small guys. A Small/Medium sized business is defined, in the US anyway, as a business of between 20 to 150 employees, or has revenues of under $500 million. That would constitute a large company in many other parts of the world!

The SMB CRM and sales automation products below are sophisticated products, and along with that comes a certain amount of complexity, often implying the need for consultants and pre and post sales support, and additional costs. So budget accordingly.

Good time to buy though, considering that, according to research by AMR Research into the SMB CRM market, only some 30% of SMB’s are currently deploying Customer Relationship Management software. The software market for CRM is predicted to grow to over $44 billion in sales over the next 8 years. An opportunity for you to get a head start on your competitors?

To find out more about what kind of CRM best suits your business, we suggest you try our CRM Finder. It will make actual recommendations for you, based on your answers. Go to our CRM Needs Analysis here…

Capsule CRM

4.9

Capsule CRM describes itself as “Simple yet powerful CRM”. That’s a big plus for SMBs that are looking to give …

Capsule CRM describes itself as “Simple yet powerful CRM”. That’s a big plus for SMBs that are looking to give their sales teams the benefits of CRM software without an overly technical approach. Capsule CRM makes it easy to track and trace opportunities and a starter version of the CRM solution, with basic features for up to two users and room for 250 sales contacts, is available for free.

Both the Professional version of the software ($18 per user per month), which allows 50,000 sales contacts and 10GB storage per user, and the Teams version of the software ($36 per user per month), which allows 50,000 sales contacts and 10GB storage per user, can be trialed free for 30 days.

Capsule CRM includes straightforward contact management features, allowing sales staff to segment their audiences. The CRM solution includes strong customization and personalization. Advanced sales reporting is an additional feature in the Teams version.

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Really Simple Systems

4.9

Really Simple Systems, an award winning CRM, s designed specifically for small businesses B2B. It includes everything you …

Really Simple Systems, an award winning CRM, s designed specifically for small businesses B2B. It includes everything you need to effectively manage your sales and marketing. Build long lasting relationships, save time and make more sales with the simple but very powerful CRM software that’s designed for growing teams working B2B. This CRM  software helps you to work smarter and provides everything you need to run your sales and marketing, in one eas-to-use yet powerful system. Watch this short video

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amoCRM

4.7

amoCRM offers enterprise-level CRM functionality with tools like marketing and sales automation in an easy-to-use design for …

amoCRM offers enterprise-level CRM functionality with tools like marketing and sales automation in an easy-to-use design that small businesses can afford and scale as they need. They have quite a diverse customer base, from dentists and cosmetologists to flower shops to retail and wholesale. These are often fairly small businesses where the CEOs or founders have been handling sales themselves, but now that they’re starting to grow their client base, they want to hand it over to a new sales team. amoCRM also get a lot of clients that switch because they couldn’t get their teams to adopt their previous solution, and they’re looking for something more user-friendly.

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Daylite

4.6

Daylite is a suitable CRM for SMB’s on the Apple Mac platform. The project management..

Daylite is a suitable CRM for SMB’s on the Apple Mac platform. The project management feature, designed for teams of 1 – 50 people, is suitable for use in a wide range of industries such as Real Estate, Legal Practises, Photographic Studios and Consultancies. Daylite allows users to see all the information on each customer, making it easier to view the client’s interaction history, retrieve important details and respond to queries faster. All the information is in one place making it possible to address the clients’ needs and react right away. This CRM also gives users more control over their business, access to solid facts for the reporting process and mobility as information can be accessed from laptops and mobiles. Daylite is suitable for start-up’s but can be customized to suit and accommodate changing needs as the user’s client list expands and the company grows. A free trial is offered along with three different price plans starting at $29 per user per month.

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OnePageCRM

4.6

Described as a Top Notch CRM for SMBs, OnePageCRM has the right approach to helping …

Described as a Top Notch CRM for SMBs, OnePageCRM has the right approach to helping small businesses. This cloud-based sales customer relationship management (CRM) solution that enables small and medium businesses to automatically schedule follow-ups with leads, generate a dashboard with sales actions for the day, and automate admin to increase efficiency. Built using Getting Things Done (GTD) principle and a proprietary Next Action sales method, OnePageCRM allows a salesperson to remove the clutter and focus on the task at hand. OnePageCRM can be accessed via any web browser or native iOS and Android apps.

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Method:CRM

4.6

A customizable CRM with robust QuickBooks integration. Affordable and easy to use.

Method:CRM, a CRM for QuickBooks, works well for small businesses and is especially powerful for verticals such as construction, field service, manufacturing, accounting. This is a great tool for managing your customers as it lets you view their estimates, invoices, and payments in one place. This customizable CRM is suitable for SMBs because it is easy to use and will not break the budget.

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monday.com

4.0
CRM for Small-Medium Business that is easy-to-use  and code free …

An Intuitive CRM for SMBs that is easy to use and code free to better track and manage leads, and close deals faster. monday.com works however you want it to, whether you need to manage leads, sales pipelines, or onboard customers, monday.com is totally customizable so your team can get started instantly—no training necessary.

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ConvergeHub

4.0

One of ConvergeHub’s core values as an organization is helping small …

One of ConvergeHub’s core values as an organization is helping small businesses grow so the company should be well-suited to the CRM software demands of SMBs. ConvergeHub’s cloud-based tool allows SMBs to manage sales, marketing, service, and billing from one platform.

ConvergeHub focuses attention on its enterprise-grade features, including security. It’s a scalable platform that includes advanced features, around sales pipeline management and workflow automation, that will help SMBs to keep track of deals in a secure manner.

This software is easy to use, affordable and offers a 14day free trial.

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WORKetc

4.6

A CRM business management platform is suitable for small to …

Founded in 2009 and headquartered in Australia this cloud based CRM business management platform is suitable for small to medium businesses. WORK[etc]  supports collaboration between sales, support, project finance and management teams for improved customer visibility. The software keeps track of each and every billable event across the business with company-wide billing, tracking overdue accounts, subscription billing, payment gateways, taxes and discount management. WORK[etc] also supports integration with accounting software, such as Quickbooks, Xero and CSV. The system also integrates well with Google Apps and Gmail. Pricing starts at $78 per month up to $395 per month. A free trial is available.

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Creatio

4.5

A multi award winning CRM Marketing Creatio is a robust marketing automation software …

A multi award winning CRM Marketing Creatio is a robust marketing automation software that helps to gain demand generation excellence through identifying customers’ needs and nurturing their interests until they are successfully transformed into opportunities.Marketing Creatio provides best practice processes for efficient lead management from demand generation to lead nurturing, to final hand-off to sales. e-Mail marketing tools are provided to establish and maintain personalized communications with every customer and analytics to track new leads, evaluate the level of engagement and efficiency of different channels. Enjoy working with the user-friendly, intuitive user interface that is free from redundant information, keeping you focused only on what’s relevant.

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Sage CRM

An integrated sales, marketing, customer support and call center…

An integrated sales, marketing, customer support and call center automation CRM solution. Sage CRM has strong Mobile CRM support, and is is fully internet and WAP enabled, providing users access anytime, anywhere via a Web browser or wireless device, such as a PocketPC or WAP enabled mobile phone. Sage CRM integrates with other ACCPAC products, of course, so is a good choice if you use ACCPAC Accounts or Next mobile CRM solution.

Sage is also one of the big players in the cloud software market, offering a range of applications for business functions. Sage CRM is a platform for small businesses to manage various elements of their customer relationships. SMBs can choose from fully integrated CRM or pick Sage Sales, Marketing, and Service modules to suit their business needs.

Sage says the aim of its CRM software is to help SMBs make informed business decisions. It expects sales and marketing professionals to use its data-led cloud software to help identify leads and opportunities. SMBs can send email campaigns in MailChimp and track their success with Sage CRM.

There’s very little in terms of pricing on the Sage web site. The company says it’s keen for interested SMBs to get in contact to find out more about its deals.

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SeoToaster Ultimate CRM

SeoToaster Ultimate CRM represents an innovative approach to CRM …

SeoToaster Ultimate CRM represents an innovative approach to Customer Relationship Management. All the smart automation features usually found only in Enterprise software versions are available out-of-the-box to SeoToaster Ultimate users. No complex nor costly integration, just open a free SeoSamba marketing OS account, and check a few boxes and bring phone calls records, lead browsing history and more right into your CRM!

Email and text messaging automation, lead intelligence, social and paid campaigns integration and more are available on the go with its companion mobile app or from the comfort of your desktop.

SeoToaster Ultimate CRM also combines a powerful Content Management System, a blog system and a Shopping Cart supporting both physical and digital products and comes with a set of landing pages to let you build lead generation campaigns, collect payments online or build your next full-fledged website or webstore.

SeoToaster Ultimate CRM is priced per contact, and free up to 250 named contacts.

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Zoho CRM

From lead generation to scoring and conversion, Zoho says  …

From lead generation to scoring and conversion, Zoho says its CRM software allows SMB sales teams to focus their efforts on the hottest leads. The cloud-based CRM is maintained by Zoho, rather than being run on-premise. And instead of requiring many customizations, Zoho says SMBs can dive into its CRM software quickly.

The company says it boasts more than 50 million users for its products globally. The company offers a 15-day trial and a free edition of its CRM product for up to three users. Standard pricing starts at $12 per user per month, if billed annually.

Features include SalesSignals, which sends customer-facing teams real-time notifications when a customer interacts with your company on social media. Zoho CRM works with other popular products, including G Suite, WordPress, MailChimp, Evernote, and Unbounce

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Siebel CRM OnDemand

Hosted CRM or web based CRM software delivered over the Web…

Hosted CRM or web based CRM software delivered over the Web and accessible from an Internet browser at a fixed price per user per month. Siebel CRM OnDemand delivers complete sales force automation, marketing automation, and customer service functionality.

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NetSuite Small Business

Web based or Hosted CRM. NetSuite offers several browser…

Web based or Hosted CRM. They offer several browser based CRM packages, but NetSuite Small Business is a complete application to integrate the front and back office and manage your sales, service, accounting and Web presence.

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Microsoft Dynamics CRM

0

Not to be confused with Microsoft BCM (Business Contact Manager)

Not to be confused with Microsoft BCM (Business Contact Manager). This is a highly customizable CRM application/platform. With a familiar Microsoft Outlook-like user interface it offers a robust reporting engine for sharing between users in a variety of formats, including Excel, HTML, PDF, XML and CSV.

Microsoft Dynamics 365 is a broad suite of cloud-based tools and the software giant offers versions of the tool for all manner of departments, from sales through to commerce and HR. When it comes to CRM, Microsoft says Dynamics 365 can help sales and marketing teams to create seamless customer experiences through marketing automation, shared data, and connected business processes.

Microsoft Dynamics 365 boasts some big-name customers and the tool is highly rated by market analysts, including Gartner, which positions Microsoft in the Leaders Quadrant of its CRM Magic Quadrant.

Microsoft offers a huge range of pricing options that vary according to business function and number of users. Price per month for the Dynamics 365 app starts from $65 for the first sales professional user; subsequent sales users can expect to pay $20.

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OnContact - WorkWise

0

OnContact CRM software is a full-featured, flexible, customizable…

OnContact CRM software is a full-featured, flexible and customizable Customer Relationship Management application. Offered as a cloud or on-premise deployment, this browser-based CRM application automates the sales, marketing and customer service areas of your company, delivering the power to create, cultivate and grow relationships.

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Atollon Lagoon CRM

0

Atollon is releasing a new CRM solution for SMBs, based on RIA…

Atollon is releasing a new CRM solution for SMBs, based on RIA technology Flash from Adobe. It is therefore quite comfortable to use, at any location, on any device supporting Flash platform. Future releases may include smart phone support, as Android or iPhone.

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Infusionsoft

4.8

Recently rebranded from InfusionCRM to InfusionSoft, in line with the products broader functionality, InfusionSoft is fast …

 Recently rebranded from InfusionCRM to InfusionSoft, in line with the products broader functionality, InfusionSoft is fast becoming the.. well eMarketing software solution of choice. If your business wants to leverage ecommerce internet sales, your reseller channels, email marketing and more, InfusionSoft is your comprehensive solution. Watch the InfusionSoft demo.

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GreenRope

4.6

GreenRope is an all-in-one sales, marketing and operations business platform designed to …

GreenRope is an all-in-one sales, marketing and operations business platform designed to help small to medium sized businesses streamline and grow. By having all of your business processes integrated into one customizable platform, small businesses are able to gain a highly accurate and comprehensive 360-degree view of the customer. This helps businesses design more personalized customer journeys resulting in better experiences and higher revenue. With Complete CRM, businesses save over 80% on total cost of ownership, allowing businesses to increase ROI and become more productive overall. GreenRope’s platform was built by entrepreneurs for entrepreneurs looking to transform the way they do business.

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Ontraport

4.7

Ontraport is an all-in-one small business automation platform built around a cutting-edge visual…

Ontraport is an all-in-one small business automation platform built around a cutting-edge visual campaign builder with built-in performance reporting. With award-winning support, no set-up fees, and a simple and transparent pricing model, Ontraport gives entrepreneurs all the basics they need to grow their businesses online. The Ontraport platform is a feature rich system. A few of the features offered are CRM Autoresponders, Webforms, Task management, Lead scoring, Payment processing and Affiliate Management.

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If you are using ERP Software, I would like to suggest you visit here, too.

Feel free to comment on these or any other SMB CRM applications you are, or have been, using.