Best CRM for Small Business

Deciding what the best CRM for your business is

All businesses, large and small, depend on customer satisfaction. No matter how good, or novel, or innovative your product offerings are, the overall experience your company provides is just as important. But it's not simply a question of 'what' you deliver, but also 'how' you deliver it. Maybe that's where things get a little tricky for some business owners. Maybe after focusing all the company bandwidth on delivering the 'what,' hearing that an equal amount of focus must be paid to the 'how' seems like a nuisance. After all, shouldn't a good product sell itself? Luckily, there are businesses whose 'what' is a solution to everyone else's 'how.' Those are CRM companies.

CRM companies: Their ‘What’ Is Everyone Else’s ‘How’

According to Gartner, CRM is the fastest growing enterprise software category, and should retain the top position over the next few years. In fact, the CRM market hit $39.5 billion in global sales in 2017. A fair amount of that growth comes from CRMs for startups or those that service the small- to medium-sized business sectors. CRM is how any business can learn to improve customer relationships, and level the playing field between themselves and larger competitors with more resources. Properly configured, a quality CRM software for small business can seem almost magical in how transformative its benefits can be.

CRM Features and Benefits

The truth is, even the best CRM for small business is just a semi-automated database with a customisable user dashboard. That means customised processes must be set up with a high degree of diligence and attention to detail. Setting up a CRM solution for a small business is a heavily front-loaded process. The best simple-CRM software for small business is only as good as the methodologies its users put in place. But there’s no reason to be put off by the prospect of upfront labour, because the rewards make it all worthwhile.
It's important for small businesses to choose the CRM that best fits their needs. Large enterprises often go for total-package, turnkey solutions, and many CRM platforms are built to deliver that. Small businesses, on the other hand, often need a combination of customisability, affordability, user-friendliness, and scalability—including the ability to add features—to keep the ball rolling with all the growth they're hoping a CRM will create. That’s why choosing the correct CRM, not just any CRM, can play a key part in small business success.

Small businesses benefit from CRM systems by way of a few basic categories. Below, we’ll outline a few comparisons drawn from CRM’s on the market that target small and medium-sized businesses, focusing on the categories that help define what makes a CRM solution ‘effective.’


  • Rated the best CRM tool for small business by, the basic Salesforce package is a contact management platform that features accounts and contacts, task & event tracking, Microsoft Outlook sync, Salesforce mobile app, content library, customisable reports, and a company social network. Group packages add opportunity tracking, lead scoring, routing & assignment, and email templates & tracking in the $25 package. The $65 package adds mass email, campaigns, customisable dashboards, and Outlook Side Panel to all the lower package features. Taken together, these options provide a complete CRM solution.

  • Other packages may include features such as sales forecasting, reports and dashboards, document library, roles and profiles, mass email, call centre connectors, and up to 100,000 customer records. Additional features would be email integration, social CRM, Google AdWords integration, workflow automation, inventory management, macros, plus territory management, custom modules, custom applications, custom buttons, workflow approval processes, time-based actions, and multiple currencies.


Every small business has its own unique set of needs. However, there are certain needs that remain constant throughout—such as the need for a CRM software platform that offers everything to make closing sales faster and easier. Of course, pricing is always going to factor, but when CRM yields an ROI in the $8.00 ballpark, pricing becomes less of an issue. What’s most important is having the right package of tools to make businesses more organised and on top of activity tracking and gathering insights, allowing them to make informed business decisions about how best to serve customer needs. Which is why Salesforce comes out on top of the competition in helping your small business achieve your CRM desires.


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