10 Top Sales CRM Tools for Small Businesses

Over the last week, we have consistently been concentrating as to how you could improve your sales. We started off with the list of Gmail apps and Chrome extensions that could be of use to you. Today we will look into a few CRM tools that can be used by small businesses across the world. Why is CRM important for small businesses? It is extremely important as it helps you stay up to date with your lead prospects, your potential clients and current client database. A Sales CRM system allows you to keep track of everything related to your customers. It keeps a record of their contacts, previous emails and calls, visits, the progress of individual sales or deals, and more.

Having all of this data will make it easier for you to deal with each of these people. You can target and segment them as you please and you can understand what keeps them happy. A customer relationship management system can also facilitate the use of tools such as mass emails and web form support could win you new orders.
It sounds interesting, doesn’t it? But aren’t most good things expensive? Not necessarily. We have a list of CRM software’s waiting to be seen by you which are not too expensive or complicated. We would like you to keep in mind that we have classified them as being expensive and simplistic after taking into consideration the reactions these tools have received by people from all walks of life.

It sounds interesting, doesn’t it? But aren’t most good things expensive? Not necessarily. We have a list of CRM software’s waiting to be seen by you which are not too expensive or complicated. We would like you to keep in mind that we have classified them as being expensive and simplistic after taking into consideration the reactions these tools have received by people from all walks of life.

1. Salesflare 

Salesflare is the perfect CRM for any small B2B business that wants to make more sales with less work.
The CRM is easy to use, visual and keeps most of your customer data automatically, so you can focus on your customers and on closing those deals.
Salesflare is perfectly integrated into G Suite and Office 365. It pulls in emails, meetings, email signatures, social data, … and runs in a nifty sidebar next to your emails, so you never have to leave your email program to manage customers.

It’s also the only CRM we’ve heard of that packs all its functionality in the mobile app. You can even send email campaigns on the go.

salesflare homepage

2. Insightly

Insightly primarily focuses on project management and the management of the sales pipeline. It allows you to set your own milestones, set and assign tasks, attach files and notes, define a schedule, produce reports, and more.

They have 5 plans that they a customer can make use of. For most small enterprises just starting off, the free or basic plan makes a lot of sense. However, for those established professionals, you have a lot more plans that you can make use of.

Since we are primarily talking about sales management, one should know that Insightly has plenty of supporting features. Insightly offers good contacts management, with social networking integration and mass email support. Their Sales CRM software has tools to collect leads and track sales opportunities. Another additional feature is that it can be tracked from your phone which increases your convenience.

insightly CRM Tool - Aeroleads

3. Instream

Instream is the ‘alternative to common CRM’ software’s. Their main focus is sales, contact management and relationship automation. They help you collect valuable information about your customer. For example, they connect your account with LinkedIn and other social platforms to automatically gather useful information. The software facilitates communication with the right people at the right time.

The software has been made easy to use because of its integrations. For instance, if you integrate it with your Gmail account and InStream, it will automatically download contacts and manage your email history.

InStream is not a cheap app to use and its free account can be used by a maximum of two users. From thereon, the pricing has an upward trajectory. You can take a look at what each plan has to offer according to your requirements on the aforementioned link provided.

instream CRM Tool - Aeroleads

4. Nimble

Nimble claims to be CRM software for small businesses which is great for those small business owners reading this article. Their main aim is to help users manage social, team and customer contacts on one screen. Don’t worry; there isn’t an overwhelming amount of data thrown at you. A search tool locates the data you need; searches may be saved for speedy recall, and Nimble’s Signal technology filters out the noise to help you concentrate on the fundamentals.

Their platform is something of a lightweight one wherein all the online conversations are easily visible. Nimbus also has many integration options, extensive task management and a number of sales and marketing tools.

nimble CRM Tool - Aeroleads

5. Streak

When a sales team is in sync with each other, it performs to the best of its ability. We believe in this attribute of a sales team. Hence, the next app we propose will help you achieve this attribute. Streak CRM helps you stay in absolute sync with the rest of your sales team. It helps you maintain your privacy but at the same time share contacts and track deals from their inbox. The best part of the app is that is completely free and is completely compatible with Gmail. That being said, it is able to use your personal, business and other accounts simultaneously as per your privacy settings.

Their mission is to help you run your entire business from your inbox. Their app is simple to collaborate with while at the same time being multi-purpose based in the cloud. It has a flexible structure and works with other Google apps.

streak CRM Tool - Aeroleads

6. Zoho CRM

Zoho CRM consists of a long list of tools that are useful and not so useful depending on how you utilise these tools. A few of their tools include leads and contact management, social media integration, tasks, marketing and sales automation, web forms and many more. What makes things even better is that it can be integrated with other Zoho software’s as well. For example, web forms and project management can be used by using other Zoho software’s.

Zoho has a mobile app that makes data accessible anywhere and at any point of time. The app has tools to locate leads on maps, log calls, take voice notes, record your customer visits, and more.

Now when it comes to price, Zoho fairs quite well. Their free plan is quite appealing with handy Google Calendar/Tasks integration. The free plan provides support for up to 10 users which makes it a good software to use as a start-up. It might not seem like a lightweight software but it most definitely is.

zoho CRM Tool - Aeroleads

7. Apptivo

Apptivo is an extremely comprehensive system that provides a simple way to manage your contracts, schedules, notes, communications, tasks and more. The app claims to provide a 360-degree view for you to access by using the CRM system. The system can be integrated with google apps, Dropbox, PayPal and many more apps. They have a Sales Pipeline feature which increases sales by following through on all prospects and closing deals. Their capture web leads allow you to unify your sales tracking systems and collect new leads from your website by integrating with WordPress or their developer API. They have a mobile app that allows you to access the CRM software from your mobile. Their unlimited custom field feature gives you an authority to take full control of how each app look.

apptivo CRM Tool - Aeroleads

8. Batchbook

When it comes to bringing a great communications system to the table, Batchbook is the CRM software that you are in search of. This software allows you to create a customised contacts database, extend it with the details you need, track calls, emails, your customer’s tweets and much more. It offers you the option to create your individual to-do lists. When you are working in a group, you have the option to build lists to share group related information together.

You can connect and synchronize the software to your mobile thus ensuring that you have accessibility at all times. Batchbook also provides an SMS feature notifying you about things that you wouldn’t be able to keep a track of if you were not using the internet to see what the software wanted to show you.

If your business deals with a lot of communication that has to be tracked then this app is a smart choice.

batchbook CRM Tool - Aeroleads

9. Bitrix24

Bitrix24 provides an arsenal of tools that can take a business to new heights, especially if it’s a small one. It has tools such as instant messaging, telephony, project management, document handling, scheduling, employee management, and more. It can be collaborated with over thirty-five tools for free. The software has been showcased in Forbes magazine, VB, PCWorld and many more renowned agencies.

Assuming that you want your CRM to be simple and stick to what it does best then this is the software that you would want to work with. Everything is kept up-to-date with this software and it seems to have a great future. Here is one of those heartfelt comments left by one of their customers that we managed to pull off their site.

“TCFM team manages approximately 38 million square feet of area (covering close to 75 buildings). At some point, we realised that Bitrix24 became our single tool for everything.”

– Tudor Marchis, Chief Executive Officer, TCFM (Technique Control Facility Management)

bitrix24 CRM Tool - Aeroleads

10. Capsule CRM

Capsule CRM is a simple smart CRM that helps you build stronger customer relationships and increase sales. This Sales CRM software helps you to do this and more while saving time simultaneously. Capsule CRM concentrates on the basics of what CRM software’s do. They mainly focus on contact management, collaboration, sales pipeline, scheduling and tasks.

The Sales CRM software allows you to be more organized, help collaborate your effort along with the rest of your team and make a lot more sales. They do not fragment customer information in spreadsheets and emails across your company but on the other hand, it gives you and your team one complete view of your customers. This gives you the much needed time to take care of customers and make more sales.

Capsule can be connected to many more of your favourite applications such as GSuite, MailChimp, Xero and many more.

“My favourite tool for any #startup has got to be @CapsuleCRM Check it out, plug it in, maximise every opportunity, sell more…easy “

-Anonymous Customer

capsule CRM Tool - Aeroleads

These are the 10 Sales CRM software’s that we believe can help your small business to become a large one. However, one must always remember that irrespective of the software’s and tools being used, the greatest asset to a company is its management. Don’t get us wrong, the software’s being used are extremely important. We were just trying to inform you about another integral component in the business world. Maybe we will write something about that soon. Speaking of writing, if you need us to write something for you or if you have any suggestions, don’t hesitate to get in touch with us.

 

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About Frank Spear

Frank is a writer by night, and a sales specialist by day from Pittsburgh, PA. He has worked in the writing field for 3 years, and in the sales field for 5 years. He loves learning about new information and believes that learning is the key to success.

6 Thoughts on “10 Top Sales CRM Tools for Small Businesses

  1. Victor Iryniuk on May 10, 2017 at 7:03 am said:

    A great round-up, Frank!

    Also, for those who like Streak, but would like some more flexibility for a smaller price, check out NetHunt CRM (https://nethunt.com/).

  2. Bhavya on May 10, 2017 at 11:32 am said:

    This is a great list of CRMs. Thanks for sharing. I’ve used a few of them and currrently using Zoho along with AeroLeads for lead generation and the combo is great.

  3. RobMcGio on May 11, 2017 at 8:32 am said:

    Wow, Bitrix24 looks really really good for a free CRM and I’ve tried a ton. Definitely better than Zoho, Insightly and others that charge you. Thanks for the article Frank.

  4. Felipe Génova on May 13, 2017 at 5:56 pm said:

    I’ve been trying Zoho and I like it although I’m not using all its potential. The best controller from my point of view is HUBSPOT in its free version. It would be very nice to have information about prices of each….

  5. Pingback: 10 Top Sales CRM Tools for Small Businesses - AeroLeads - marketingIO

  6. Bitrix24 is excellent. Best free CRM I’ve come across so far.

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