How to Pick the Right CRM Software for Small Business

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Whether you’re just starting out or already a crafty veteran, the proper CRM software for small business is essential. CRM stands for Customer Relationship Management, and when implemented correctly, it can supercharge sales, drive exponential growth and let you provide incredible customer experiences.

Sounds too good to be true, right? Well, not necessarily.

With the right CRM software for small business, you can create a central hub of customer information that allows your team’s different departments to optimize their effort. CRMs can track sales, quickly organize analysis and encourage collaboration, getting everyone on the same page and putting all the elements of a successful business in one place.

In an increasingly data-driven world, this is a critical piece of the small-business puzzle, with the best options aiming for clarity – letting you spend less time cobbling insights together and more time engaging your community. But, the CRM landscape is large, and with so many options, getting started can feel daunting. Even deciding which type of CRM software for small business is right for you may not be easy.


Three types of CRM software for small business:

Collaborative – To help teams within your company work together more seamlessly

Operational – Automated, tactical solutions that make your customer experience better 

Analytical – Providing insight into customer behavior, helping you steer toward greater results 

Here at Cause Machine, we are all about optimizing your digital presence so you can take your cause to the next level – and sometimes that means explaining the landscape, so you can make an informed decision on what comes next. With that in mind, we’ve broken down 10 examples of CRM software for small businesses (in no particular order).

1. Salesforce

Salesforce is an all-in-one CRM with a sales focus, helping manage contacts, leads and more into an interactive dashboard. The result is a big-picture view of your business, and you can add features as you grow.

Cloud based platform with mobile app
Basic plan starts small, but can scale up

2. Zoho CRM

Zoho CRM is a popular choice for small startups looking to keep expenses down, because its free plan allows up to three users. You can create sales workflows and keep track of customers, and switch to a paid version for more features.

Free option for three users
Add-on apps to integrate marketing, inventory and accounting (paid version only)

3. Zendesk Sell

For small businesses relying heavily on customer support, Zendesk Sell funnels all customer interactions into a single interface, tracking leads and keeping your team informed. It even allows calls to be recorded, helping your help desk be its best.

High performance help desk features
Call recording 

4. Insightly

Insightly works best for small businesses with project-management needs. If you need to track a project from inception through implementation, delivery and review, this CRM can help keep things running efficiently.

Chart-view tracking of project workflow
Easily import date from other apps

5. Agile

Like its name suggestions, Agile is a CRM for small business which excels at being versatile – namely by adding top-notch marketing features. It’s ideal for shops where sales and marketing team members work closely together.

Streamlined sales and contact tools
Drag and drop marketing campaign builder

6. Keap

Keap is another CRM which combines sales and marketing prowess, where leads can be organized, tracked and turned into sales. Plus, it offers expert instruction to get the most of the platform.

Automated lead capture and organization
Expert coaching and support 

7. Less Annoying CRM

Knowing that complexity is a small-business turn off, Less Annoying CRM is exactly what it claims to be. It lets you manage your contacts, calendar and more without getting lost in the tech-feature weeds. 

Built for ease of use 
Only what you need focus


If you’ve got a fast-moving team who need to be in lockstep, could be your ideal CRM for small business. Those familiar with Kanban will find its visual organizer especially easy to use.

Kanban-style organizer boards 
Free option with robust features

9. Freshsales

For many small businesses, finding and developing leads is a key concern, and Freshsales is built to make that easier. Automatically capturing and tracking potential customers is the beginning of rising revenues.

Built-in lead capture 
Advanced analysis options

10. Creatio

Creatio can take a complicated, multi-step process and make it (relatively) simple, by automating the sales cycle, marketing approvals and more. And best of all, you don’t need to be a code wizard.

“Process library” of pre-built workflows
Intuitive customer record keeping 

Remember, with the right CRM software for small business, you can take your customer experience to the next level – along with your sales, revenue and more. That’s absolutely essential for the digital economy, so sign up for a free Cause Machine demo to learn about what’s right for you. 

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