Best CRM software for SMBs in 2020
Capsule, Salesmate, Dynamics 365, and more
If you want to make the most of your sales pipeline, customer relationship management software allows your business to monitor customer interactions, track deal progress, and analyze financial performance.
CRM software can be just what a growing small to mid-sized business (SMB) needs. If you want to make the most of your sales pipeline, then customer relationship management software allows your firm to monitor customer interactions, track deal progress, and analyze financial performance.
From marketing automation to advanced analytics, CRM tools include a range of features tailored toward small business buyers. Most of the providers that offer CRM solutions allow a free trial of their products. Some even offer ‘free-for-life’ versions of their products.
Paid-for versions of these cloud-based CRM tools come with increasingly advanced features and allow SMBs to manage a large number of sales contacts. Here are some of the main CRM solutions available to SMBs
Simple yet powerful
Capsule CRM describes itself as “Simple yet powerful CRM”. That’s a big plus for SMBs that are looking to give their sales teams the benefits of CRM software without an overly technical approach. Capsule CRM makes it easy to track and trace opportunities and a starter version of the CRM solution, with basic features for up to two users and room for 250 sales contacts, is available for free.
Both the Professional version of the software ($18 per user per month), which allows 50,000 sales contacts and 10GB storage per user, and the Teams version of the software ($36 per user per month), which allows 50,000 sales contacts and 10GB storage per user, can be trialed free for 30 days.
Capsule CRM includes straightforward contact management features, allowing sales staff to segment their audiences. The CRM solution includes strong customization and personalization. Advanced sales reporting is an additional feature in the Teams version.
Analytics and integrations
Salesmate CRM boasts more than 2,500 customers and its software offers an intuitive approach to customer relationship management. The company says its smart features use analytics and integrations to save your business time at all stages of the sales cycle. Salesmate CRM can be trialed free for 15 days.
The Starter subscription for Salesmate CRM costs $12 per month on an annual basis and the price rises to $15 per month if you pay monthly. The same is true for the Growth plan, which is a version of the CRM solution that is set up for growing teams — subscription costs here are $24 per month on an annual subscription and $30 per month if you pay monthly.
Salesmate CRM offers strong features for sales pipeline and contact management. The Growth version of the software also includes some unique elements. These features include goal management for tracking the sales pipeline; email reminders, schedulers and metrics; and custom reports and analytics for checking sales results.
Microsoft Dynamics 365
Huge range of pricing options
Microsoft Dynamics 365 is a broad suite of cloud-based tools and the software giant offers versions of the tool for all manner of departments, from sales through to commerce and HR. When it comes to CRM, Microsoft says Dynamics 365 can help sales and marketing teams to create seamless customer experiences through marketing automation, shared data, and connected business processes.
Microsoft Dynamics 365 boasts some big-name customers and the tool is highly rated by market analysts, including Gartner, which positions Microsoft in the Leaders Quadrant of its CRM Magic Quadrant.
Microsoft offers a huge range of pricing options that vary according to business function and number of users. Price per month for the Dynamics 365 app starts from $65 for the first sales professional user; subsequent sales users can expect to pay $20.
From lead generation to scoring and conversion, Zoho says its CRM software allows SMB sales teams to focus their efforts on the hottest leads. The cloud-based CRM is maintained by Zoho, rather than being run on-premise. And instead of requiring many customizations, Zoho says SMBs can dive into its CRM software quickly.
The company says it boasts more than 50 million users for its products globally. The company offers a 15-day trial and a free edition of its CRM product for up to three users. Standard pricing starts at $12 per user per month, if billed annually.
Features include SalesSignals, which sends customer-facing teams real-time notifications when a customer interacts with your company on social media. Zoho CRM works with other popular products, including G Suite, WordPress, MailChimp, Evernote, and Unbounce
Shared view of every customer
One of the key benefits of using Salesforce is that you’re using a popular, well-known product. The firm refers to researcher IDC, who suggests Salesforce is the “world’s most trusted solution and #1 CRM”. Over 150,000 companies, both big and small, use Salesforce.
Salesforce’s CRM platform gives users across all departments — including marketing, sales, commerce, and service — a single, shared view of every customer. Salesforce offers a number of pricing options to SMBs. It’s Essentials, which is good for up to 10 users, is an all-in-one sales and support app that costs $25 per user per month, if billed annually.
Its Sales Professional and Service Professional solutions both cost $75 per user per month, if billed annually. The top option — Pardot Growth — offers a suite of marketing automation tools for any size team. The cost here is $1,250 a month, billed annually, for up to 10,000 contacts.
Best CRM software for SMBs in 2020