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16 Best CRM for Small Business Options
-
Chloe Larson
CRMs are now ubiquitous for businesses across all industries with up to 91% using a CRM to grow and maintain their operations. In 2024, there are hundreds of options on the market, from general purpose CRMs to those specifically designed to service almost any industry. We know first hand how challenging it can be to find the best CRM that fits your specific needs/use case. In this list, we cover 16 general purpose CRMs that will work for any small business, no matter the industry. We provide a comprehensive small business CRM comparison with insights into the pros, cons, pricing plans, and features for 15 of the best CRMs for small businesses in 2024.
Hubspot
Modular all-in-one CRM with customizable features
$50-5000/mo
Pricing scales as you increase number of contacts and features
- Multiple products available for sales, marketing, and customer support teams
- Wide range of instructive video tutorials
- Exceptional in depth reporting and analysis
- 500+ integrations
Top Choice
Shape
Premier all-in-one CRM offering the greatest value for small business.
$119/user/mo
Fixed pricing plan
- CRM, lead management, and marketing suite all-in-one
- Over 500+ features included at no extra charge
- E-mail drip campaigns and marketing suite included
- Built-in phone system & SMS texting
Active Campaign
Well rounded CRM for small business
$19-149+/mo
Has several pricing tiers, the highest is on quotation
- Intuitive email automation capabilities
- Easy to segment and track customer behavior
- Built-in marketing email templates and email campaign tools
- Easy-to-use API can be embedded in websites or web appilications
What should you look for in a good CRM for small business?
While there are many business-specific factors you should keep in mind when choosing your customer relationship management tool, as a general rule, most small businesses benefit from the following:
- 1. Ease of use: An intuitive and easy-to-use CRM solution will reduce training time and increase software adoption saving money in the long run.
- 2. Affordability: As a small business, your budget may be limited. Most CRM providers offer many pricing tiers bundling different features. Choose one that has only the features you need, so you don't pay for anything you don't use. Lookout for hidden costs like limits on usage.
- 3. Integrations: Double-check what integrations your preferred CRM offers. The ability to sync with the tools and platforms you already use, such as email management or accounting software, shouldn't be underestimated.
- 4. Customization: Your small business may require a custom field or workflow, so ensure that the software offers sufficient customization capability.
- 5. Scalability: The CRM software should be able to support your business growth. That way, you don't have to switch systems as your needs evolve.
- 6. Support: Often an underappreciated facet of a business CRM software, good customer support and resources (such as training materials and user guides) can save your business from expending time and energy.
- 7. Security: Your CRM system must have robust security measures to protect customer data from breaches and other cyber threats. Also, the software should be compliant with regulatory requirements like GDPR
Quick Comparison of CRMs for Small Business:
| Software | Intro Price | Differentiator |
|---|---|---|
|
Shape |
$119 |
The best small business CRM for all industry types |
|
Active Campaign |
$19 |
A good, feature-packed CRM suitable for any small business |
|
HubSpot CRM |
Free |
An all-in-one platform for sales, marketing, CMS, customer service, and operations |
|
GIST |
Free |
Excellent value for money with a rich feature set |
|
Intercom |
$74 |
Incredible for customer support and onboarding features |
|
Pipedrive |
$10 |
The perfect CRM for sales teams |
|
Salesflare |
$29 |
A solid option for sales teams |
|
Close |
$25 |
Call automation with built-in predictive dialer |
|
FreshSales |
Free |
AI-powered analytics |
|
Engagebay |
Free |
Social media marketing suite |
|
Copilot |
$29 |
Branded client portal that streamlines messaging, payments, file-sharing, and more |
|
edrone |
$300 |
AI-powered CRM for eCommerce |
|
Prospect CRM |
$28 |
Inventory tracking tools |
|
Klaviyo |
Free |
Behavior-based automation for email and SMS |
|
Ortto |
Free |
Fully automated omnichannel marketing |
|
Campaign Monitor |
$29 |
User-friendly e-mail marketing automation tools |
The Top 16 Best CRM Softwares for Small Business in 2024:
1. Shape
| Founded: 1999 HQ: Irvine, California, United States | |
|---|---|
|
Key info |
Price: $119 per month
Free plan: No
Support: 24/7 (In-product support + email) |
|
Best for |
The best all-around Small Business CRM |
|
Pros |
+ Easy to configure
+ Allows you to manage all accounts, leave notes, and call/text/email them from one system |
|
Cons |
– Many features are built-in so lots of options to customize
– Advanced workflows and configurations available if needed |
|
Integrations |
Quickbooks, GMail, Outlook, Zapier, Calendly, WordPress, and more |
|
Pricing Model |
Fixed pricing plan |
Shape is an outstanding, cost-effective choice for small businesses striving to boost their efficiency and revenue without getting bogged down by redundant tasks. Its A.I. based lead distribution is a standout feature, ensuring that leads are prioritized and handled optimally to ramp up your team's performance.
The platform boasts over 1,000 ready-to-use marketing templates, coupled with a wealth of pre-built features such as pipeline management tools, a webphone dialer, and advanced e-mail and text automation capabilities, including bulk emails and texts. Setting up drip campaigns, video marketing, and text campaigns is uncomplicated, given Shape's all-in-one system architecture, offering numerous avenues to foster new business relationships.
But perhaps what sets Shape truly apart is its capability to offer advanced features — the kind that would usually cost businesses thousands of dollars per month on platforms like Hubspot. Shape provides these sophisticated tools at an astonishingly low price of just $119 per user per month, making it not only a powerhouse in functionality but also incredibly affordable.
The unique advantage of Shape is its custom branded customer portal. This portal empowers businesses to direct clients to a dedicated space where they can upload documents, furnish required information, and execute a myriad of automated tasks. Furthermore, the system's fully functional mobile application can potentially enhance productivity by a whopping 40%, empowering team members to stay effective even while on the move.
The platforms integreation options are wide ranging and impressive for a CRM at this price. Shape offers seamless integration with a multitude of software, allowing businesses to streamline and unify their workflow under one comprehensive system. And when it comes to its reputation? Shape impressively scores 4.7 on G2 and an even higher 4.9 on Capterra.
Our view? We're in alignment with thousands of satisfied users; Shape is undeniably among the top-tier CRMs for small businesses this year, offering unbeatable value.
2. Active Campaign
| Founded: 2003 HQ: Chicago, Illinois, United States | |
|---|---|
|
Key info |
Price: Starts at $19 per month
Free plan: No; Trial: 14 days
Support: 24/7 (phone + email) |
|
Best for |
Small businesses looking for a low-cost, feature-rich, all-in-one solution |
|
Pros |
+ The email automation capabilities are powerful, intuitive and easy to use
+ It’s great for email sign-ups and pop-up windows
+ Comes with built-in marketing email templates and email campaign tools |
|
Cons |
– The interface can be slow and buggy
– Reporting and analytics tools are basic – we recommend using third-party software
– The form builder is limited, compared to competitors |
|
Integrations |
Salesforce, Accounting Suite, Xero, Quickbooks, and 870+ others |
|
Pricing Model |
Lite: $19 per month
Professional: $49 per month
Enterprise: On quotation |
Active Campaign is an excellent, affordable option for small businesses looking to increase productivity while spending less time performing repetitive tasks. Its Smart Automation system is a key feature that allows you to build dynamic pipelines that branch off based on complex conditions you set.
It offers over 700 pre-built automated pipelines for marketing, transactions, communication, and other business activities. Setting up welcome flows, abandoned cart emails, SMS reminders and notifications is a breeze as the automation pipeline is strongly interwoven with the other Active Campaign capabilities. This allows you to create campaigns for your consumers that are ever more specifically targeted.
The ability to create custom forms is yet another key pro for Active Campaign. With the help of this tool, you can incorporate web forms into any website that has been granted permission to do so. It gives you the ability to enter several different components, such as text boxes, radio buttons, and even a Captcha if you want to.
In addition, this CRM has a client dashboard that shows a detailed overview of each of your customers/clients. Each individual or company on your client list has a dedicated page showing all associated tasks, automation, and activities.
The platform also provides event tracking, lead scoring, dynamic landing pages, predictive content, website tracking, and many more. These features, bundled in affordable subscription packages that start at just $9, make Active Campaign one of the best CRMs for small businesses this year. Over 180,000 users who have rated it 4.6/5 on G2 share our sentiment.
3. HubSpot
| Founded: 2006 HQ: Cambridge, Massachusetts, United States | |
|---|---|
|
Key info |
Price: Starts at $45 per month for two paid users
Free plan: Yes
Support: Knowledge base, community, email, chat & phone
|
|
Best for |
Businesses with a larger budget that want a comprehensive feature set |
|
Pros |
+ Scales easily
+ Several tutorials to easily learn Hubspot CRM
+ If you combine all of Hubspot’s tools, you’ll never need third-party CRM software |
|
Cons |
– Can get very expensive when you need additional features and bundles
– Difficult to implement
– Pricing tiers are not designed for small businesses |
|
Integrations |
Zapier, WordPress, Stripe, Better Proposals, and many more |
|
Pricing Model |
Starter: Starts at $45 per month for two paid users
Professional: $800 per month
Enterprise: $3200 per month
|
HubSpot’s appeal lies in the sheer number of features it offers, it is a comprehensive CRM platform. It has hundreds of tools to manage sales, marketing, customer service, CMS, and operations. As an all-in-one customer relationship management platform, HubSpot eliminates the need for multiple third-party apps.
Despite having numerous features, the platform is simple to use and optimizes your operations through automated workflows. HubSpot can be customized to suit even complex business processes, giving it the flexibility to be used in any industry.
Furthermore, this CRM's sales pipeline is an indispensable tool for small businesses. It provides real-time deal tracking and analysis. Small business owners can obtain detailed reports on productivity and team performance using the dashboard.
With robust automation and analytics, HubSpot scales easily to support the customer relationship needs of rapidly growing teams.
It also offers SEO and content creation tools, Video hosting and management capabilities, features missing in most other small business CRMs.
HubSpot’s features can be overwhelming for small businesses that only need a small feature set. In addition, HubSpot has a forever free plan that comes loaded with features, including automation and chatbots. However, costs can grow rapidly to as much as $3000 for the full range of its features. As such, it might be best to stick to the free CRM plan, as it contains most of the features needed to meet your small business CRM requirements.
4. GIST
| Founded: 2020 HQ: Newark, Delaware, United States | |
|---|---|
|
Key info |
Price: Starts at $0 per month
Free plan: Yes
Support: Email & chat
|
|
Best for |
Growing businesses looking for an affordable all-in-one platform for sales, marketing and communications |
|
Pros |
+ Behavioral targeted emails and messages
+ Saves money by not having to pay for many different apps
+ Has advanced marketing and automation tools to make onboarding and customer success flows incredibly simple and intuitive |
|
Cons |
– Limited customization available for reports
– Has many features that are not needed for a very small business
– Tends to have some bugs which are resolved quickly |
|
Integrations |
Google Calendar, WordPress, Gmail, Mailchimp, and many more |
|
Pricing Model |
Professional: $29 per month
Premium: $99 per month
|
Despite being one of the youngest CRMs on this list, GIST has quickly become a customer favorite among small businesses. This is hardly surprising, given that GIST has the longest list of features in its free plan. These features are designed to acquire, engage, and support your customers and leads. Moreover, GIST offers a 100 percent money-back guarantee on all its paid subscriptions.
If you're looking to grow your customer base, GIST offers a unique combination of forms, chatbots, and meetings. As such, you can create customized forms, control when they appear, and set their target audience. Using a simple and intuitive form builder, you can insert the forms into your website and run automation when customers interact with them.
Still, on automation, GIST's chatbot software can automatically qualify leads by asking questions based on customer behavior and preferences. It acts as a personal assistant, scheduling appointments, booking meetings, and routing important calls to the appropriate sales rep. The chatbot runs 24/7, requiring little to no supervision.
GIST's Visual Workflow is a customer engagement tool that you can use to send automated broadcasts and drip email campaigns to all your customers. You can set up automated campaigns with its intuitive visual flow graph. Alternatively, you can use the simpler Automation Rules to create campaigns in a more linear format. These tools run on autopilot, saving time and money.
All things considered, GIST is an affordable CRM for small businesses. Its free plan contains many features a small business or solopreneur requires for successful customer engagement. However, advanced features like Zoom integration and webhooks are only available in paid subscriptions. Fortunately, GIST offers price subsidies for small businesses, reducing the cost of the Premium plan from $499 to $99 per month. Better still, you can opt for the $29 plan that offers five additional support seats.
5. Intercom
| Founded: 2011 HQ: San Francisco, California, United States | |
|---|---|
|
Key info |
Price: Starts at $74 per month
Free plan: No; Trial: 14 days
Support: Email & chat
|
|
Best for |
Businesses that want multi-channel customer engagement |
|
Pros |
+ Integrated features and tools for fast, efficient communication
+ Has robust data-collecting functionalities
+ Keeps track of all customer conversations in one place |
|
Cons |
– The very expensive and complex pricing structure
– Customer support sometimes has long wait times
– Data analysis is limited |
|
Integrations |
Zapier, Mailchimp, Salesforce, Pipedrive, and many more |
|
Pricing Model |
Starter: $74 per month for two paid users
Other plans: Custom pricing based on usage
|
Intercom CRM is arguably the best CRM option for businesses looking to improve customer support and, by extension, customer experiences. Testament to this is Intercom's impressive list of over 25,000 clients, which include large enterprises like Meta, Amazon, and Microsoft.
Also known as the Engagement OS, Intercom creates an open channel between your small business and your customers. It offers a unified platform for managing customer relationships across messaging channels, including emails, SMS, and social media.
The platform's messenger app is more advanced than most competing products. It is highly customizable, providing a consistent branding experience. In addition, it is very flexible, requiring no technical or coding knowledge to embed in your apps and websites.
For SMBs, Intercom provides a six-step plan to acquire, engage and earn the loyalty of potential customers. It improves team efficiency through auto-messages, live chatbots, self-service, and centralized channels.
Despite its primary function as a customer support tool, Intercom offers several business management features. Its visual campaign builder allows you to orchestrate customer journeys quickly and efficiently. You can set up entry rules, branching conditions, and executions. What’s more, Intercom also provides visual analytics on team performance and customer engagement.
It also integrates with over 300 apps popular among small businesses, such as Slack, HubSpot, and G Suite.
Finally, Intercom's pricing model for small businesses is at a reasonable price of $74 per month. However, important features like surveys and product tours are locked behind paid add-ons. This pricing structure can get complicated and is expensive for most small businesses.
6. Pipedrive
| Founded: 2010 HQ: New York, United States | |
|---|---|
|
Key info |
Price: Starts at $9.90 per month (one user)
Free plan: No; Trial: 14 days
Support: Live chat, phone, help center
|
|
Best for |
Businesses looking to improve sales productivity |
|
Pros |
+ Keeps track of all customer information and interactions in one place. It helps to prioritize, track, and organize the day
+ It has a caller app, which is very helpful
+ It automatically tracks all calls and emails, creating reminders on the scheduled date and time |
|
Cons |
– Features are limited in lower-priced plans
– Needs to be connected with Zapier for most integrations, which is another subscription
– Limited functionality on some reporting and automation |
|
Integrations |
Zapier, Xero, Quickbooks, QuarterOne, and many more |
|
Pricing Model |
Essential: $9.90 per month (one user)
Advanced: $19.90 per user/month
Professional: $39.90 per user/month
Enterprise: $59.90 per user/month |
Pipedrive is a flexible, easy-to-use CRM for sales teams of all sizes. It promises to help small businesses make as many sales as possible within a short time. Pipedrive CRM claims to help users close 28 percent more deals after their first year using the software.
This simple CRM's functionalities revolve around the visual sales pipeline. It makes deal management easy by providing a visual representation of progress, ownership, and communication. The smart contact management creates a centralized database of all customer data.
In addition, Pipedrive's Live Chat complements the sales pipeline by facilitating communication with leads, clients, and prospects. This programmable chatbot can automatically respond to messages and answer questions intelligently.
Like many top CRM softwares, Pipedrive provides workflow automation features that allow you to execute complex actions based on dynamic triggers and conditions. Pipedrive goes a step further with its AI-powered sales mentor, which acts like a sales assistant providing relevant data and tips to optimize workflows.
The Insights tool helps you efficiently use your customers' data to grow your business and increase profits. It helps you forecast revenue and measure KPIs.
Pipedrive's $9 entry-level plan allows small businesses to manage up to 3000 open deals and scale up to higher tiers as needed. It also integrates with lead generation tools like Prospector and Leads Inbox, helping you to get the most benefits of CRM.
All in all, Pipedrive is among the highest-rated small business CRM solutions on review platforms like G2, Trustpilot, and Capterra. It receives special praise for affordability. Many customers have stated that Pipedrive is one of the easiest CRMs to use and customize.
7. Salesflare
| Founded: 2014 HQ: Antwerp, Belgium | |
|---|---|
|
Key info |
Price: Starts at $29 per user/month
Free plan: No; Trial: 7 days
Support: Phone, email & chat
|
|
Best for |
SMB B2B Businesses looking to automate sales tasks |
|
Pros |
+ Ease of use from a mobile phone or tablet
+ Availability of advanced features like tagging, lead enrichment, and custom fields
+ Can forecast sales based on users’ pipeline activity |
|
Cons |
– Pricing can be high for users who require advanced features
– It can be a bit confusing at times, especially when you have contacts with multiple businesses
– Has limited integrations for lead collection |
|
Integrations |
Better proposals, Emailable, Quickbooks, Mailchimp, and many more |
|
Pricing Model |
Growth: $29 per user/month
Pro: $49 per user/month
Enterprise: $99 per month (from 5 users) |
Salesflare is a fully autonomous CRM solution, requiring little human input to perform its primary functions. Its artificial intelligence contact management feature can build a detailed client profile with just their name and company, saving the sales rep time to focus on the deal.
Consequently, Salesflare boasts the most sophisticated automation features in any CRM software. It tracks how clients engage with you digitally and, provides real-time notifications to follow up. It also creates a smart overview of all the tasks that require your attention ensuring no opportunity is lost.
What's more, the CRM automatically logs meeting and phone logs and organizes all documents your team exchanges with customers.
This platform is popular for its time-saving sales tools. According to many customers on G2, Salesflare saves up to four hours a week for each member of the sales team.
Salesflare hardly has any faults, evidenced by 4.8 stars out of 5 on G2. The customer support team quickly addresses issues. While not the cheapest on this list, the pricing model is affordable for small businesses looking for a good CRM software with advanced automation features.
8. Close
| Founded: 2013 HQ: San Francisco, California, United States | |
|---|---|
|
Key info |
Price: Starts at $25 per month/user
Free plan: No; Trial: 14 days
Support: Phone, email & chat
|
|
Best for |
Best for scaling sales teams with high-volume outreach |
|
Pros |
+ The power dialer feature makes cold calling fast and efficient
+ Simple UI Layout with Smart views for a quick and easy understanding of where a lead is in the sales cycle
+ Can call any country from your computer |
|
Cons |
– Data filtering and searching don’t work properly
– Difficult to track call charges
– Some API integrations are difficult |
|
Integrations |
Zapier, Hubspot, Zoom |
|
Pricing Model |
Starter: $25 per month/user
Basic: $59 per month/user
Professional: $89 per month/user
Business: $129 per month/user |
Close is a powerful communications CRM for small-to-medium-scale businesses. Like most top CRM providers, it offers lead management, reporting and analytics, call coaching, and a sales pipeline. However, it stands out from the competition due to its ease of setup and customer support. So much so that several customers have abandoned their long-time CRMs in favor of Close.
The CRM's in-built caller app promises to double the volume of outbound calls. Using the predictive dialer, you can dial multiple numbers at once and automatically route responses to the nearest available sales rep. It uses a smart detection system to connect clients to reps only when a real human answers the call.
The caller app handles international and local calls so that you can contact customers in more than 200 countries. What’s more, the Zoom integration allows you to have video calls with clients.
With Close, you can automate email and call tasks to re-engage cold leads and lost opportunities, ultimately increasing revenue.
In addition, Close’s SMS features are similar to the caller app. It integrates with Gmail, Outlook, and other email apps, allowing you to synchronize your inbox and receive messages in-app. You can also record your history of conversations with clients using the timeline tracking tool. Additionally, the SMS tool allows you to send bulk messages to multiple clients and respond to synced messages.
9. FreshSales
| Founded: 2010 HQ: San Mateo, California, United States | |
|---|---|
|
Key info |
Price: Starts at $15 per month
Free plan: Yes
Support: Phone, email & chat
|
|
Best for |
Businesses that want an affordable full-featured CRM with robust analytics |
|
Pros |
+ Has all the basic functions in place that are required in a CRM
+ Has good support material, is easy to set up, and is intuitive to use
+ Cost-effective |
|
Cons |
– Difficult to scale
– Workflows are difficult to manage and lack features like conditional logic
– Feature restrictions in plans |
|
Integrations |
Zapier, Segment, Shopify, Typeform |
|
Pricing Model |
Growth: $15 per month
Pro: $39 per month
Enterprise: $69 per month |
Freshsales CRM is a highly-rated sales automation software offered as part of the Freshworks software suite. It helps sales teams find more business opportunities using a combination of AI-powered chatbots, web forms, and website tracking.
The activity tracking platform shows a chronological view of customer interactions across your websites and apps, providing you with the context of each client. Freshsales contact scoring helps you identify the best leads to pursue.
It also enables automated yet personalized client communications across multiple channels like email, chat, phone, and SMS.
The platform's intelligent workflow automates repetitive tasks that sales teams face every day. It follows up on leads, sends emails, generates invoices, updates leads, and many more. Workflow creation in Freshsales uses an intuitive point-and-click interface with a flat learning curve. It also offers many workflow templates saving you time.
In addition, Freshsales offers many more features and apps, including branded quotes and invoices, sales forecasts and reports, product catalogs, and territory management.
Despite being just one among many software in the Freshworks software suite, Freshsales has proved to be one of the best small business CRM solutions.
Freshsales has a free plan to get your small business started. It offers phone, email and chat support even on the free plan. The paid plans are also affordable.
10. EngageBay
| Founded: 2018 HQ: Wilmington, Delaware, United States | |
|---|---|
|
Key info |
Price: Starts at $12 per user/month
Free plan: Yes
Support: Phone, email & chat
|
|
Best for |
Businesses looking for CRM with social media tools |
|
Pros |
+ Affordable, flexible, and easy to use
+ EngageBay has all of the features and functionality to scale business
+ Automation functions are excellent |
|
Cons |
– Limited templates for emails
– Has limited documentation, knowledgebase, FAQs, etc.
– Has basic reporting and analytics, you’ll need third-party software |
|
Integrations |
DocuSign, Zapier, QuickBooks, Xero, Shopify |
|
Pricing Model |
Basic: $13.79 per user/month
Growth: $45.99 per user/month
Pro: $91.99 per user/month |
Engagebay is one of the most affordable CRMs for small businesses in 2024. It is a general-purpose platform for marketing, CRM, sales, and customer service. With a free plan and affordable subscription models, there's little wonder Engagebay is popular among startups.
This CRM offers unique features like a comprehensive social media suite and employee engagement to motivate the sales team.
It also makes it easy to monitor social media feeds, generate leads, and engage with audiences across different platforms from within Engagebay. Leads captured from social media are automatically added to the CRM.
In addition, EngageBay provides detailed and custom reports and metrics on customer calls, won and lost deals, tasks, and sales forecasts.
The robust CRM also offers free Live Chat software for real-time client communication. This tool is reminiscent of a social media text messaging apps, offering features like emojis, file attachments, chat requests, and chat categories. You can embed the live chat service on any website and customize its appearance. The live chat also integrates with the 360-degree customer view to help personalize your chat. Additionally, multiple team members can collaborate on a single chat to provide faster assistance to customers.
Engagebay's free CRM software has attractive features like contact scoring, customer segmentation, sales workflows, a landing page builder, video marketing and many more features. It is free for up to 15 users and 250 contacts.
The All-in-one bundle offers even more features like Automation, custom reports, A/B testing and email sequencing.
It is a good SMB CRM software and a top choice for more than 46,000 businesses, including Forbes, Neil Patel, and WebNovo. EngageBay has high ratings on G2 and Trustpilot and is considered a serious competitor to HubSpot in terms of the number of available features.
11. Copilot
| Founded: 2020 HQ: New York, United States | |
|---|---|
|
Key info |
Price: No; Trial: 14 days
Free plan: Yes
Support: Phone, email & chat
|
|
Best for |
Professional service companies looking for a fully-featured software |
|
Pros |
+ Very fast and easy to use
+ Excellent platform to manage client files
+ Streamlines workflows and improves customer communications |
|
Cons |
– There is no option to request signatures from multiple users at the same company
– It could benefit from more payment integrations |
|
Integrations |
Databox, Loom, Calendly |
|
Pricing Model |
Standard: $29 per user/month
Professional: $69 per user/month
Advanced: $119 per user/month |
Copilots’ core philosophy is to make customers feel like important components of your business. It provides a collection of modules, each designed to handle core aspects of client interaction. These software modules combine to make Copilot an all-in-one CRM for small businesses.
The messaging module offers secure communication between your team and clients. You can configure the messaging module to send periodic emails to existing clients, notifying them of new products and activities from your business. All conversations are captured in a central location.
Similar to how the messaging module replaces conventional communication media, Copilot’s file-sharing system aims to replace cloud storage services like Google Drive and DocuSign. It allows you to share sensitive documents like contracts, quotes, and billings through a secure client portal. It also has a sophisticated file management system that groups together all documents associated with a client. Clients can upload their files, append e-signatures, and receive notifications on new shared files.
The CRM also serves as a billings and quotation tool, allowing users to create branded invoices, quotes, and receipts.
In addition, Copilot's Knowledge Base module allows you to publish written and video blogs that provide information about your business and answer frequently asked questions.
All in all, this CRM is one of the highest-rated software on this list with a near-perfect score of 4.9/5 stars on G2 and Capterra. It’s flexible, easy to use, and full-featured. Some users have complained about the limited customization options. However, Copilot provides extensions and APIs that allow users to improve upon the software’s existing functionalities.
12. edrone
| Founded: 2015 HQ: Krakow, Poland | |
|---|---|
|
Key info |
Price: On quotation
Free plan: No
Support: Phone, email & chat
|
|
Best for |
Small and medium-sized online stores |
|
Pros |
+ Easy to integrate with e-commerce store
+ Has great tools for engaging customers – abandoned baskets, recommendations, dedicated messages, weblayers, etc.
+ Easy to use, simple to manage |
|
Cons |
– Limited segmentation possibilities within the proposed activities
– The price is high
– The dashboard doesn’t work properly on mobile |
|
Integrations |
Shopify, cs.cart, PrestaShop, Opencart, and many more |
edrone is an AI-powered CRM tool designed for e-commerce businesses, aimed at boosting sales and productivity. Using data as a key aspect, edrone creates personalized client experiences.
The platform claims to improve order values, purchase frequency, and customer retention within one month of use. With its AI capability to recognize clients' digital interactions and automate marketing pipelines, edrone offers comprehensive customer intelligence tools such as RFM analysis and behavioral profiles.
The CRM also automates on-site and off-site marketing tasks, including abandoned cart recovery and smart recommendations, and a loyalty program to restore lost leads and former customers.
edrone streamlines messaging management across multiple channels with custom templates and team member assignments. It provides inbox reporting to track team performance.
edrone stands out in e-commerce software integrations and offers robust support for social media, third-party websites, and other CRMs. Despite a smaller customer base, edrone has a loyal following and receives high ratings, particularly for its customer support team. However, edrone has faced criticism for its opaque pricing options.
13. Prospect CRM
| Founded: 2000 HQ: Oxford, England | |
|---|---|
|
Key info |
Price: Starts at $27.50 per month
Free plan: No; Trial: 14 days
Support: Phone, email & chat
|
|
Best for |
Growing Wholesale, Distributor and Manufacturing businesses |
|
Pros |
+ User-friendly interface
+ Keeps users up to date with tasks
+ Tracks current customers and their spending and engagement easily |
|
Cons |
– CMS editor can be problematic
– Overwhelming customization options
– Limited support hours for USA-based users |
|
Integrations |
Xero, QuickBooks, Zapier, MailChimp |
|
Pricing Model |
Start-Up CRM:: $27.50 per month
Professional CRM: $27.50 per month
Advanced CRM: $55 per month |
For businesses in the sales, distribution, and manufacturing industries, Prospect CRM is a game-changer. Designed to help you sell physical products, it's the best CRM for B2B sales. With key CRM tools like task management, serial number tracking, email templates, and inventory management, it offers features not found in traditional CRMs.
With Prospect CRM, you can stay on top of stock levels and display detailed product information with ease, thanks to its inventory tracking system. This system integrates with the quotation tool, allowing you to include product images and specifications in your quotes, and even keep track of equipment under lease.
RFM segmentation is another standout feature, helping you target customers with the right information at the right time. The automated segmentation system groups customers based on recency, frequency, and monetary value, allowing you to create tailored experiences for each group. The Magic Matrix Analysis takes things a step further, helping you increase customer lifetime value by encouraging them to buy more.
Quotation and order management is made simple with Prospect CRM. You can automatically generate quotes based on current inventory and customize them with your company's colors and logos. Quotes are also interactive, allowing customers to place orders with a single click. And with speedy order processing times, thanks to the Stripe payment integration, automated email responses, and order templates, you'll be able to close deals faster than ever.
With its opportunity tracking feature, Prospect CRM combines customizable pipelines, sales reporting, and leaderboards in one interface. It calculates lead scores and categorizes prospects into Worst, Best, and Likely. It also automatically tracks problems and generates support tickets, improving customer support efficiency.
This is why companies like LTT Vending, Beta Value, and Under Control Instruments choose Prospect CRM for its superior B2B reporting, B2C tracking and segmentation, earning it a 4.8/5 rating on G2.
14. Klaviyo
| Founded: 2012 HQ: Boston, Massachusetts, United States | |
|---|---|
|
Key info |
Free plan: Yes
Support: Phone & email
|
|
Best for |
E-commerce businesses |
|
Pros |
+ The ease of setting up and the ability to see results against the campaigns
+ Ability to create and import user-generated content into emails for aesthetically pleasing designs
+ Good customer support |
|
Cons |
– Very few drag-and-drop options in templates
– The workflow editor can be simpler and easier to understand |
|
Integrations |
Shopify, Okendo |
|
Pricing Model |
Email and SMS: $60 per month
Email: $45 per month |
Klaviyo is a simple, easy-to-use yet highly efficient email and SMS CRM designed specifically for eCommerce businesses. It excels at creating personalized behavior-based campaigns like abandoned carts and other essential email CRM flows.
Additionally, Klaviyo generates dynamic content based on items ordered, abandoned carts, recently viewed products, and other user activities and includes this content within email and SMS campaigns.
The SMS tool automatically captures phone numbers from contact lists, sign-up forms, and third-party forms, allowing you to reach even the most elusive customer. The professional looking email and signup form templates can be easily customized to match your brand and will save you hours of time and money trying to hire designers to build html email templates.
Klaviyo is consistently innovating and recently unveiled their new AI-powered SMS assistant that can automatically write texts and offer suggestions when you're stuck on what to say to a client. The form builder is also a standout feature. You can create interactive forms that display as pop-ups or fly-outs in the browser window, so they don't interfere with your customer's browsing activities. It also integrates A/B testing within its forms so you can test which colors, fonts, or logos work best for customer engagement.
Klaviyo excels in email and SMS but lacks other features offered by CRMs and is only suited for eCommerce. However, what Klaviyo lacks in functionality, it makes up for in hundreds of integrations with advertising, e-commerce, and helpdesk software. Nevertheless, customers have complained about the pricing model since these integrations mean they have to subscribe to a myriad of other platforms.
If you are running an eCommerce business there are few better options than Klaviyo.
15. Ortto
| Founded: 2015 HQ: Sydney, Australia | |
|---|---|
|
Key info |
Price: Starts at $99 per month
Free plan: Yes
Support: Email
|
|
Best for |
Businesses looking to automate every part of the customer journey |
|
Pros |
+ Offers startups a 30% discount off the Professional and Business plans for 12 months
+ Automates some processes, saving time spent on manual work
+ Provides good reports and analytics |
|
Cons |
– Needs a wider variety of integrations
– There is no central hub for reviewing and editing existing email templates
– Price can grow quickly |
|
Integrations |
Zapier, Salesforce, Stripe, Calendly, Slack, Hubspot |
|
Pricing Model |
Professional: $99/month
Business: $299/month
Startup: $199/month
Non Profits: $199/month
Enterprise: Quotation |
Ortto, formerly known as Autopilot, is a visual marketing software that automates customer journeys. Companies like Microsoft, Patreon, LiveChat, and Greenpeace trust Ortto to acquire, nurture, and convert leads into customers.
With its customer data platform, Ortto unifies customer data from multiple channels into one location, performs advanced segmentation, and selects the best communication channel for maximum engagement.
The customer journey builder personalizes content, automates tasks, and allows for the easy creation of sequences with multiple branching paths using its visual workflow tool. Choose from Ortto's templates to streamline common workflows.
With Ortto, you can create personalized dashboards displaying customer data using ten visualization options like pie charts, column charts, tables, and line graphs. Set team goals and receive notifications on Slack with these insightful reports.
Although Ortto's subscription plans may be slightly pricier, startups and small businesses can enjoy a 30% discount for the first year.
16. Campaign Monitor
| Founded: 2004 HQ: Nashville, Tennessee, United States | |
|---|---|
|
Key info |
Price: Free to get started
Free plan: Yes
Support: Email
|
|
Best for |
Businesses looking for email marketing automation |
|
Pros |
+ Saves time by automating email responses
+ Easy-to-use email editor with mobile-friendly templates. Easy to upload, preview and edit custom emails
+ Effective reporting on campaign outcomes in terms of reach and emails read |
|
Cons |
– Pricing tiers jump significantly for modest increases in subscribers. Charges multiple times for people that exist in several lists
– It can get expensive very quickly
– Support is only via email
Limited integrations with other software |
|
Integrations |
Salesforce, WordPress, Shopify, Intercom, AdRoll |
|
Pricing Model |
Basic: $9/month
Unlimited: $29/month
Premier: $149/month |
Campaign Monitor is a top-performing email marketing CRM for small business owners. Its central feature is the easy-to-use drag-and-drop email builder, which enables the creation of visually appealing campaigns in minutes.
This CRM solution also offers engagement-based segmentation for targeted marketing and an extensive template library with hundreds of presets. The smart designer extracts your company's branding, and you can save designs as templates for future use.
Real-time analytics and business reports track email campaign performance, and A/B testing on images, text, and colors helps optimize engagement. Integrations with third-party analytics tools let you accurately measure customer engagement and ROI impact.
Campaign Monitor brings marketing automation to life with its visual workflow builder. Customize workflows for individual customers or segments, and automate actions based on triggers and conditions. Respond to customer activities with ease, and expand your reach by CRM integrations to share email lists.
For a mere $9 per month, Campaign Monitor offers a budget-friendly option for SMBs, unlocking access to all its core features. As your business grows, simply pay for the number of customers you contact each month - a pricing model that's a true game-changer for growing businesses. Get creative with your marketing strategies and bring your vision to life with Campaign Monitor.
Conclusion
When choosing a tool to handle customer relationship management, navigating today's marketplace can make anyone dizzy! With countless CRMs available, dodgy affiliate schemes, and fake reviews, knowing how to separate the wheat from the chaff is no easy feat. The reason we provide such detailed analyses is to give you a clear vantage point; one from which you can rise above the noise and determine the perfect CRM for your small business needs.
However, while we have provided you with our expert opinions on the best CRMs in 2024, we always recommend you corroborate this with your own research. Make use of available demos and free trials and carefully assess your preferred CRM for yourself. Ultimately, we're here to help you make the optimal choice for your business. Good luck!
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