Sunday, 17 January 2021 16:47

CRM software for small businesses

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Relationships between people form the key to any business, whether a multi-million dollar multinational mega-corporation or a small mom-and-pop. Businesses grow as those relationships develop, and today, there are powerful software packages to help you do just that. Known as Customer Relationship Management Software, or CRM, these Software as a Service (SaaS) packages aim to streamline every aspect of client management. No matter how small, if your company is looking to grow and expand, you may find that CRM provides a path forward.


What is CRM software

Only in existence for the past few decades, CRM software allows a company to analyze and manage its approach with past, present, and future clients. With a goal of overall customer growth, CRM software supplies companies with a cohesive, understandable way forward. Today’s CRM can also be used in tandem with social media, providing the necessary data to underpin advertising efforts and outreach opportunities. What do I need in my CRM software?


What should a small business look for in any potential CRM? What should a CRM software for small businesses provide?

Sales Reporting

Sales reporting is more than just a glorified version of the month’s receipts. A good sales report lets you track sales vs. inventory, monitor and improve your product design, and plan promotions and advertising efforts. Some CRM packages even offer Point of Sale systems as well, integrating the CRM directly with your shops and giving you even more data on current and potential sales.

Contact Organization

Your customers are already giving you their business; while you do need to keep customer retention in mind, the way forward for most companies requires outreach. Both customer retention and attracting new customers relies heavily on communication and advertising and reaching out to individuals that you otherwise might have missed.


That’s why the contact organization provided by your CRM software for small businesses comes in. The earliest CRM software was essentially a giant Rolodex, tracking contact information and little else. Today’s CRM does that same task, but with vastly more information. From email addresses to phone numbers, websites, and social media profiles, CRM provides a one-stop location for customer contact information.


Customer Segmentation

Lastly, customer segmentation offers you as a business owner the opportunity to break down who your customers are and how to focus on them. By determining what your customers like, where they’re located, and other information, you can better cater to their needs and in return receive repeat and new clients which leads to better growth.


So whats the best CRM Software for Small Businesses

Now that you know what CRM software for small businesses are and what they do, here are some of the best crm software for small businesses packages out there on the market today:


Capsule CRM

One of the older CRMs out on the market, Capsule is popular because of it’s simple and easy to understand pipeline. Usable on both web and mobile with a five group interface, Capsule only lacks information in reporting and functionality of campaigns.


Pipeliner CRM

If you’re looking to customize your sales pipeline, Pipeliner CRM is here for you. An all-in-one program, it can be customized to Mailchimp and other helpful third party apps. It does offer a real-time visual on tracking sales and necessary integrations with social networks.


Sugar CRM

Best for small businesses, Sugar allows for customization and automation, making your job even easier. If your brand needs to improve from previous experience, Sugar helps you provide a consistent experience, so your customers will always be guaranteed consistency.



Recently revamped for a new era, FreshSales offers AI-intelligence, plenty of built-in and automated programs, and the ability to find sales leads easily. With a clean and simple interface, FreshSales emphasized online consumer engagement. If you’re looking to learn more about your customers, FreshSales is extremely helpful.



Created for people who want automated programs with minimal fuss, Salesflare is predominantly based on automation freeing you up for more sales. It also offers the ability to see who contacted which customer, which leads to a unified team mindset. Overall, SalesFlare is excellent for growth and those who want to spend more time interacting with the consumer, whether you’re a medium or small business.



Lastly, offering a personalized experience along with organization, Pipedrive caters specifically to small businesses. With the ability to offer a consistent and helpful experience every time, Pipedrive really emphasises the personal touch, which is evident in their email campaigns, and email and text templates. Additionally, an organized pipeline helps keep everything in place and in turn pushes the business growth forward.

Many small business owners have discovered that crm software for small businesses are an absolute necessity to help them stay on track. CRM allows small businesses to harvest and track a vast amount of information, giving them a growth pipeline that otherwise would require a large team of employees to create and manage.

CRM lets small businesses punch above their weight when it comes to data and client relations. Look around and decide which CRM is best for your small business.




Read 1050831 times Last modified on Sunday, 07 February 2021 21:38