The Best Sales CRM Software Platforms for Small and Midsize Businesses
The editors at Solutions Review have compiled a list spotlighting some of the best sales CRM software platforms that small and midsize businesses should consider working with. Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource.
With the right sales CRM software, businesses can improve their sales processes by managing and optimizing every touchpoint with prospects and customers. These solutions simplify the lead nurturing process by helping sales teams spend less time on data entry and more time developing relationships with prospects in the pipeline. However, selecting the right sales CRM software solution is easier said than done, especially for small and medium-sized businesses, where budget and functionalities are significant factors.
To help make your search easier, our editors have profiled some of the best sales CRM software platforms that SMBs should consider. The list has been organized in alphabetical order.
Best Sales CRM Software Platforms for Small and Midsize Businesses
ActiveCampaign
Description: ActiveCampaign provides companies of all sizes with a customer experience automation platform (CXA) designed to help automate and customize marketing efforts. Its product suite includes a sales CRM solution outfitted with automated contact management, lead prioritization, lead scoring, segmentation, deal monitoring, sales reporting, pipeline management, deal updates, and task assignments. These features help sales teams spend more time and energy developing lasting relationships with active and prospective customers.
Agile CRM
Description: Agile CRM offers an “all-in-one” CRM product suite that includes functionalities for sales, marketing, and customer service teams across the real estate, e-commerce, SaaS, and other small-to-midsize business markets. For example, its Sales CRM Automation software can help users automate their sales follow-ups, track deals with real-time alerts, score leads, and create in-depth timelines with up-to-date analytics. Other sales-centric features include appointment scheduling, project management, sales reporting, telephony, sales enablement, lead prospecting, and 360-degree customer views.
Bigin, by Zoho
Description: Zoho is a multinational company specializing in software development, cloud computing, and web-based business tools. It launched Bigin in 2020 as a pipeline-centric CRM solution built to help small and micro-businesses engage with prospects, manage their pipeline, boost growth rates, and close more deals. The solution has email marketing, built-in telephony, customizable workflows, pipeline management, automated tasks, pre-built dashboards, real-time alerts, data management, GDPR, data security, and other functionalities to help small businesses streamline and optimize their sales processes.
Capsule
Description: Capsule is a CRM solution for companies looking for a reliable, easy-to-use tool for staying organized, building customer relationships, minimizing user input, and maximizing sales opportunities. Alongside its ability to integrate with popular software like Mailchimp, Zendesk, Microsoft, and G-Suite, Capsule also has capabilities for contact management, sales analytics, data security, task management, customizable record-keeping, and sales pipeline management. The scalable platform is best suited for startups and SMBs but is also used for large-scale growth businesses.
Freshsales
Description: Freshworks provides business software solutions designed to be ready to go right “out of the box.” For example, the company’s AI-powered sales CRM platform, Freshsales, can help businesses identify loyal customers, improve engagement, personalize the shopping experience, and unify customer data. Specific features include sales sequences, custom pipelines, Configure Price Quote (CPQ), contact scoring, sales forecasting, visual data dashboards, role-based access, and more. Freshsales can also integrate with Freshdesk, a customer support platform that will help businesses offer a holistic experience to customers.
HubSpot
Description: HubSpot Sales Hub is an easy-to-use sales CRM platform designed to help sales teams close deals, manage sales pipelines, and improve customer relationships. HubSpot Sales Hub is equipped with sales engagement tools, reporting features, sales automation, quote functionalities, live chat, appointment scheduling, sales analytics, account-based marketing (ABM), and access to the hundreds of integrations available in the HubSpot App Marketplace. The software comes in four models (Free, Starter, Professional, and Enterprise), so companies of all sizes can work with a solution tailored to their needs.
Nutshell
Description: Nutshell is a user-friendly CRM platform best suited for small and medium-sized businesses across industries. The sales CRM solution provides users with automated administrative tasks, sales tracking tools, easy-to-read reports, mobile access, one-on-one customer support, email automation, and other features to help sales reps create stronger customer relationships. It offers several annual packages alongside an accessible monthly pricing option, so companies don’t have to pay for functionalities they don’t need.
Pipedrive
Description: Pipedrive is a clean, intuitive, and interactive CRM platform built around activity-based selling. This means it’s uniquely equipped with the tools sales professionals need to manage leads, track communications, automate tasks, measure performance with detailed metrics, and improve sales processes. Other features include visual sales pipelines, mobile apps, lead segmentation, revenue forecasting, web forms, pipeline management, reporting dashboards, email marketing campaigns, and integrations with other software platforms, including Slack, HubSpot, Zoom, Quickbooks, and more.
Pipeliner CRM
Description: Pipeliner is a CRM software for salespeople and sales management teams. With its unique visual interface, no-code workflow automation engine, and reporting tools, sales reps from companies of all sizes can improve how they extract actionable insights from their sales data. Other features include account management, sales insights, email tracking, guided selling, lead management, social selling, custom forms, sales reports, an AI-powered mobile app, pipeline management, revenue tracking, sales force automation, custom templates, and more.
Salesflare
Description: Salesflare is a cloud-based CRM solution tailored to the needs of startups and smaller businesses. It provides users with visual sales pipelines, email tracking, customizable reporting, relationship intelligence, document management, email sequences, sales funnel insights, an easy-to-use interface, and integrations with hundreds of productivity tools like Google Apps, MailChimp, and Slack. Sales teams can also use Salesflare’s automated data collection tools to automatically scan customer emails and social profiles to expedite the process of collecting customer information.
Salesforce
Description: Salesforce Sales Cloud is a sales performance management and CRM software for companies looking to improve sales processes and increase conversion rates. With Sales Cloud, companies of all sizes can grow their business with tools and features for contact management, dashboards, process automation, opportunity management, lead management, mobile CRM, pipeline management, forecasting, activity management, and more. Salesforce’s acquisition of Slack can also help Sales Cloud users improve customer interactions and sales rep productivity.
Salesmate
Description: Salesmate is an “all-in-one” cloud-based CRM platform to help startups and small and medium-sized enterprises simplify their sales processes, improve customer engagement, and boost the productivity of their sales teams. The platform provides users with lead engagement, visual sales pipelines, prospect management, activity tracking, sales automation, email campaigns, account management, sales sequences, activity automation, custom dashboards, and sales forecasting. Salesmate can also integrate with over 700 business apps, including Google Apps, Microsoft, and Zapier.
Spotler CRM
Description: Spotler CRM, formerly Really Simple Systems, is a CRM solution for small businesses and startups. Alongside its B2B marketing and customer service capabilities, Spotler CRM offers sales CRM tools to help teams identify, track, and nurture prospects as they move through the sales pipeline. Features include contact management, sales quotations, email integrations, sales pipeline management, drag-and-drop reports, sales forecasts, workflow automation, Google Calendar synchronization, task management, and integrations with other technology platforms.
VanillaSoft
Description: VanillaSoft is a sales engagement platform equipped with a suite of products to optimize business workflows, engage leads, and maximize revenue. Features include lead tracking, SMS marketing, logical-branch scripting, VoIP, auto-dialing, sales tracking, call recording, email marketing, content management, telemarketing, automated lead routing, appointment setting, sales cadence management, and integrations with other sales platforms like Salesforce and Zapier.
Zendesk
Description: Zendesk is a global provider of customer service and sales CRM software solutions. With Zendesk Sell, its cloud CRM platform, sales-centric organizations can maximize productivity, unlock complete pipeline visibility, set up triggers to automate tasks, grow revenue, deliver personalized conversational experiences, analyze processes, and more. Its capabilities include sales automation, pipeline visualization, deal management, sales engagement, email sequences, forecasting, mobile access, lead management, reporting capabilities, custom dashboards, employee management, live chat, and lead generation.
