{"id":35036,"date":"2020-11-24T00:00:00","date_gmt":"2020-11-24T00:00:00","guid":{"rendered":"https:\/\/newrcblog.wpengine.com\/tuesday-tip-notification-settings\/"},"modified":"2026-02-22T23:08:20","modified_gmt":"2026-02-23T07:08:20","slug":"best-crm-for-small-business","status":"publish","type":"post","link":"\/us\/en\/blog\/best-crm-for-small-business\/","title":{"rendered":"The best CRM for small businesses\u2014at every price range"},"content":{"rendered":"<p><span style=\"font-weight: 400;\"><em>Updated April 2022<\/em><\/span><\/p>\n<hr \/>\n<p><span style=\"font-weight: 400;\">If you&#8217;re <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/small-business-management\/\" target=\"_blank\" rel=\"noopener noreferrer\">managing a small business<\/a>, you know all too well the importance of organization. From inventory management to customer pipelines, an organized business is a successful business. And as business continues to grow, it becomes more difficult to stay organized.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There are countless tools that promise to help you get (and stay) organized. But, honestly, adding more tools to the mix isn\u2019t always the best solution.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Instead, a customer relationship management (CRM) software might just be the workhorse your small business needs.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this guide, we\u2019re taking a look at the best CRMs for small businesses that fit every budget. Whether you\u2019re tired of your current CRM and looking for a change or are starting from square one, this guide will help you determine which CRM is right for you.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s jump right into it.\u00a0<\/span><\/p>\n<p>We\u2019ll cover:<b><br \/>\n<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><a href=\"#what\"><span style=\"font-weight: 400;\">What is a CRM?<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#benefits\"><span style=\"font-weight: 400;\">What are the benefits of a CRM?<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#how\"><span style=\"font-weight: 400;\">How to pick the right CRM<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#best\"><span style=\"font-weight: 400;\">The best CRM for small businesses at every budget<\/span><\/a>\n<ul>\n<li><a href=\"#low\">Low budget<\/a><\/li>\n<li><a href=\"#middle\">Middle-of-the-road budget<\/a><\/li>\n<li><a href=\"#high\">Let&#8217;s splurge<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<hr \/>\n<p class=\"p1\">\ud83e\udd14 Are you ready to boost productivity and purchase a sales app that integrates with your CRM? What should you consider during the buying process?<\/p>\n<p class=\"p1\">\n<div class=\"download-form-widget standart-download-form\" data-url=\"http:\/\/netstorage.ringcentral.com\/ebook\/the_buyer's_guide_to_sales_apps.pdf\" data-id=\"69d2c4e9cd61f\" id=\"69d2c4e9cd61f\">\n\t\t<button tabindex=\"on\"  on=\"tap:69d2c4e9cd61f.toggleClass(class='open')\" class=\"open-modal-download-action download-form-button\" type=\"submit\">\ud83d\udcd9  Grab the buyer's guide to sales apps<\/button><\/p>\n<div class=\"download-form-modal\">\n<div class=\"download-form-modal-body\">\n<div class=\"download-form-modal-content\">\n<div class=\"download-form-modal-title\">\ud83d\udc40 \u200a Get this free guide to purchasing the right sales apps for your business. <\/div>\n<form class=\"download-form SMB\" method=\"post\">\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Full Name\" aria-required=\"true\" aria-invalid=\"false\" type=\"text\" name=\"fullname\" placeholder=\"Full Name\" data-dl-events-hover=\"true\" data-dl-element=\"text\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Email (please enter a work email address)\" aria-required=\"true\" aria-invalid=\"false\" type=\"email\" autocomplete=\"on\" name=\"email\" placeholder=\"Email (please enter a work email address)\" data-dl-events-hover=\"true\" data-dl-element=\"email\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"popup_form\" value=\"1\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"Lead_Entry_Source__c\" value=\"RC Blog\" class=\"download-form-input\"\/>\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<button class=\"download-form-submit\" type=\"submit\" data-dl-element=\"button\" data-no-auto-dl=\"true\" data-dl-additional-info=\"download form\" data-dl-name=\"Get it now\">Get it now<\/button>\n\t\t\t\t\t\t<\/div>\n<\/p><\/form>\n<p> \t\t\t\t\t<button on=\"tap:69d2c4e9cd61f.toggleClass(class='open')\" role=\"button\" tabindex=\"0\"  class=\"download-form-modal-close\"><\/button>\n\t\t\t\t<\/div>\n<div class=\"download-form-modal-thank\">Enjoy! <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p>\n<hr \/>\n<h2><span style=\"font-weight: 400;\"><a id=\"what\"><\/a><br \/>\nWhat is a CRM?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Imagine a scenario where your team is completely aligned. Sales, marketing, and customer service are functioning as one well-oiled machine. Nothing falls through the cracks. Everyone knows what they\u2019re responsible for doing each day. Productivity is through the roof.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sounds like a dream, right? That\u2019s the power of the right CRM for your small business at work.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, how does this magical tool function?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Customer relationship management software is a collective of tools and relationship information that work together to make teams more productive, efficient, and collaborative. CRMs help business owners keep track of various aspects of business so they can make better decisions.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A typical CRM includes features like:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customer relationship history<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Notes<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Tasks<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reports and forecasts<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">A tool that syncs these features in one place helps teams keep track of projects, <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/customer-relations\/\" target=\"_blank\" rel=\"noopener noreferrer\">nurture customer relationships<\/a>, identify opportunities, collaborate better, and much more. Plus, a CRM that integrates with other software your team already uses, like Google Workspace and your <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/find-best-phone-service-for-small-business\/\" target=\"_blank\" rel=\"noopener noreferrer\">phone system<\/a>, for example, will allow your team to do even more in less time.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But not all CRM software is the same. To determine the best solution for your business, you need to understand the different types of CRMs.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Operational<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Operational CRMs are the most popular. When you think of CRM, this is likely the tool that comes to mind. Operational CRMs focus on simplifying customer interactions with your sales and marketing teams. With this kind of CRM, you can automate various parts of your day-to-day operations, like cataloging customer data when they sign up for your email newsletter, for example. Operational CRMs take a lot of the busywork (and guesswork) out of customer management and help you work smarter.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Analytical<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Unlike, operational CRMs, analytical CRMs don\u2019t typically handle any customer-facing engagements. Instead, they\u2019re busy crunching numbers and finding relevant patterns in your business data so you can make smarter decisions. Analytical CRMs are super important because, let\u2019s face it, it can be challenging to make sense of customer data. Plus, who has time to do so, anyway? Analytical CRMs help your team with things like forecasting, so you spend more time implementing and less time scratching your head.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Collaborative<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Last, but not least, is the collaborative CRM. This kind of CRM is designed to improve communications across your business\u2014from stakeholders and partners to fellow employees. People prefer to communicate in various ways, and collaborative CRMs give you those options in one tool. Whether your customers would rather chat via email or on the phone, collaborative CRMs make it simple to communicate with each customer over each of these channels. This type of CRM also makes sharing the latest customer updates with other team members easier, so everyone is always on the same page.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\"><a id=\"benefits\"><\/a><br \/>\nWhat are the benefits of having a CRM?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Think of a CRM as the lifeblood of your small business. It\u2019s a way to sync your most important business information together in one place to help you grow.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s look at some of the most significant benefits of using a CRM.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">It creates organizational harmony across your business<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">As a small business owner, you\u2019re juggling multiple things at any given time. You\u2019re trying to keep up with customers, manage finances, oversee marketing campaigns, and so much more. It\u2019s enough to make anyone\u2019s head spin.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In fact, a recent study found that 47%<\/span><span style=\"font-weight: 400;\"> of people find it challenging to understand the status of a project as a whole.<sup>1<\/sup><\/span><\/p>\n<p><span style=\"font-weight: 400;\">A CRM serves as your business\u2019s centralized hub. All information, customer interactions, data, and tasks are accessed from one dashboard, making it easy to see a telescopic view of your business.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This way, you\u2019re not having to switch between multiple tools while you work and nothing slips through the cracks.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">It automates tedious (yet important!) tasks<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">No matter the role, there are bound to be tasks you and your team dread doing. It could be something as straightforward as data entry or as time-consuming as adding new leads to a list for your next Facebook ad campaign.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Many CRM tools enable you to <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/task-automation\/\" target=\"_blank\" rel=\"noopener noreferrer\">automate tasks<\/a> like:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sending personalized follow-up emails to new leads<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sending reminders to team members regarding projects, due dates, etc.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Starting automatic workflows for new leads<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This is great news for small business owners short on time (let\u2019s be honest\u2014who isn\u2019t?) who may forget to complete these tasks or push them off to another day. Automation for the win!<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">It helps you identify trends in your customer data<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Whether or not you consider yourself to be a \u201cdata nerd\u201d or not, the reality is that many small businesses don\u2019t have the time to analyze their own data without the help of software or AI.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s where CRM tools, specifically Analytical CRM software, can pick up the slack. Your CRM can dissect your data and present it in a way that not only makes sense but that offers the best way to leverage it. For example, your CRM can help detect anomalies within your business or where your team is thriving with lead conversions.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">It improves communication and teamwork<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">More than ever, communication should be a top priority, whether your team works in an office or is distributed across the world. Without proper communication, getting anything done will feel nearly impossible.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A CRM simplifies your team\u2019s communication by serving as a focal point for business operations.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">At a glance, you can view things like:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What projects each team member is working on<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Who has followed up with specific customers<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What\u2019s in the queue project-wise for next month<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">A CRM brings clarity to any team. Gone are the days of wondering if Jerry from business development followed up with that new lead, or if Elaine from marketing launched the new round of Instagram ads.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\"><a id=\"how\"><\/a><br \/>\nHow to pick the right CRM<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Software this powerful can seem overwhelming to use, and just deciding which software to try might be difficult in itself. But if you have a good strategy, picking the right CRM may not be as complicated as you may think.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s take a look at what you need to consider when researching CRMs.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Integrations<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">One of the first things to consider when shopping around for a CRM is if it will integrate with your existing tools. Think about it: Having to switch between tools due to a lack of compatibility is counterproductive and time consuming.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Plus, what team wouldn\u2019t want a tool that makes doing daily tasks, like demos, quoting, and following up with customers easier?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, London-based Auction Technology Group (ATG) <\/span><a href=\"https:\/\/www.ringcentral.com\/whyringcentral\/casestudies\/auction-technology.html\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">found a match in RingCentral<\/span><\/a><span style=\"font-weight: 400;\"> and its CRM, Zendesk. ATG wanted a communications system that integrated with Zendesk so they could continue to maintain their high standard of customer service. They ultimately chose RingCentral because of its renowned reputation and features.\u00a0<\/span><\/p>\n<blockquote class=\"quote\"><p><span style=\"font-weight: 400;\">\u201cFrom receptionists to the executives, everyone is delighted with our new system,\u201d Marika Clemow, Director of Operations says. \u201cMigrating communications to RingCentral was the best move we have made.\u201d<\/span><\/p><\/blockquote>\n<p><span style=\"font-weight: 400;\">Powered by both Zendesk and RingCentral, ATG is able to communicate more efficiently\u2014both with fellow team members and customers, save money, and get the information they need faster.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s clear that for your team to be your most productive, collaborative selves, you have to use tools that work together. Keep this top-of-mind as you\u2019re demo-ing different CRM tools.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Usability<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Your team is likely short on time. Therefore, it\u2019s essential to choose a CRM that is easy to use and quick to learn.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">After all, how many times have you found yourself <\/span><i><span style=\"font-weight: 400;\">not<\/span><\/i><span style=\"font-weight: 400;\"> using a tool to its fullest potential because it was either too complicated to learn or use on a daily basis?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The last thing you need is a tool that slows your team down.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s why <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/product-demo\/\" target=\"_blank\" rel=\"noopener noreferrer\">doing product demos<\/a> of various CRMs are so important. As you\u2019re checking out each CRM, take note of how long it takes to complete a certain action.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Also, pay attention to how the system is set up. Is it easy to understand? Do you think your team will be able to adopt this tool quickly and easily?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As you demo various CRMs, make sure you factor in all these aspects of usability.\u00a0\u00a0\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Features<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Another consideration, which goes hand in hand with usability, is the different features of the CRM you\u2019re considering. Knowing which features are most important to your team will help you with your CRM research.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If your team needs a solution that simplifies your <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/email-marketing-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">email marketing strategy<\/a>, be sure to consider that. Or, if your team needs a tool that will help automate sales workflows, make sure that\u2019s top-of-mind.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You may find that your team doesn\u2019t need every feature in a CRM. During the demo, ask if they offer customized plans for select features. You may be able to save money and reduce potential choice paralysis that can come with software that\u2019s too complicated.\u00a0<\/span><\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>\ud83d\udca1 Pro-tip:\u00a0<\/b><\/div>\n<p>Select a CRM that will grow with your business. A fixed CRM will only hold you back, and you\u2019ll likely be on the hunt for a new CRM eventually because of it.<\/p>\n<\/div>\n<h3><span style=\"font-weight: 400;\">Pricing<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Last, but not least, is pricing. Small business owners are budget-conscious, and business software can get expensive fast\u2014especially if you look at tools with tons of features.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Popular CRMs with numerous features, like Salesforce, were excluded from this list due to their price point. While it is a great CRM, it\u2019s a cost that might be prohibitive for many small businesses, even in the high-end range.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, we&#8217;ve chosen CRMs that would be excellent options for your budget and highlighted features that you might be interested in. This guide will give you a comprehensive idea of how much CRM tools typically cost, organized for every budget.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\"><a id=\"best\"><\/a><br \/>\nThe best CRM for small businesses at every budget<\/span><\/h2>\n<h2><span style=\"font-weight: 400;\"><a id=\"low\"><\/a><br \/>\nLow budget\u00a0<\/span><\/h2>\n<h3><span style=\"font-weight: 400;\">Zoho CRM<\/span><\/h3>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-45358\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2010\/04\/zoho-crm.png\" alt=\"zoho crm\" width=\"922\" height=\"482\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Zoho CRM helps small businesses with things like engaging with customers across channels, managing leads, and automating tasks.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But Zoho CRM goes beyond the typical CRM checklist of features. Not only can you create custom fields and rearrange modules to fit the needs of your business, but you can build blueprints for your sales reps to follow. This makes sure your whole team is aligned from the start.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Zoho CRM is also a multichannel CRM, meaning you can reach your customers on whatever platform they choose. SalesSignals notifies your team when a customer interacts with your brand on any channel, helping you catch every opportunity.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Zia, Zoho CRM\u2019s AI-powered <a href=\"https:\/\/woodpecker.co\/sales-assistant\/\">sales assistant<\/a> helps your team determine the best time to contact customers and provides other insights to help you optimize.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Best of all, with the Zoho CRM and RingCentral integration, you can start or create meetings instantly, so there\u2019s no need to switch between platforms.\u00a0<\/span><\/p>\n<p><b>Integrations:<\/b><span style=\"font-weight: 400;\"> Some of Zoho CRM\u2019s most popular integrations include Google Workspace, PandaDoc, and Microsoft 365, but they have a trove of others to work with as well. See how Zoho CRM <\/span><a href=\"https:\/\/www.ringcentral.com\/apps\/zoho-crm-ringcentral\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">integrates with RingCentral<\/span><\/a><span style=\"font-weight: 400;\"> to make team communication easier:<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-45359\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2010\/04\/zoho-crm-ringcentral-integration.png\" alt=\"zoho crm ringcentral integration\" width=\"520\" height=\"456\" \/><\/p>\n<p>If you pair a CRM like this with RingCentral&#8217;s Engage Digital platform, it pretty much covers all your customer relationship needs:<\/p>\n<div class=\"rc_custom_video\"><a class=\"rc_custom_video__link\" href=\"https:\/\/www.youtu.be\/PZC3o5YN90E\">\n\t\t            <picture><source srcset=\"https:\/\/i.ytimg.com\/vi_webp\/PZC3o5YN90E\/maxresdefault.webp\" type=\"image\/webp\"><img decoding=\"async\" class=\"rc_custom_video__media\" src=\"https:\/\/i.ytimg.com\/vi\/PZC3o5YN90E\/maxresdefault.jpg\" alt=\"\">\n\t\t            <\/picture>\n\t\t        <\/a><br \/>\n\t\t        <button class=\"rc_custom_video__button\" aria-label=\"Play video\"><svg width=\"68\" height=\"48\" viewBox=\"0 0 68 48\"><path class=\"rc_custom_video__button-shape\" d=\"M66.52,7.74c-0.78-2.93-2.49-5.41-5.42-6.19C55.79,.13,34,0,34,0S12.21,.13,6.9,1.55 C3.97,2.33,2.27,4.81,1.48,7.74C0.06,13.05,0,24,0,24s0.06,10.95,1.48,16.26c0.78,2.93,2.49,5.41,5.42,6.19 C12.21,47.87,34,48,34,48s21.79-0.13,27.1-1.55c2.93-0.78,4.64-3.26,5.42-6.19C67.94,34.95,68,24,68,24S67.94,13.05,66.52,7.74z\"><\/path><path class=\"rc_custom_video__button-icon\" d=\"M 45,24 27,14 27,34\"><\/path><\/svg><br \/>\n\t\t        <\/button>\n\t\t    <\/div>\n<p><b>Great for:<\/b><span style=\"font-weight: 400;\"> Small business owners who want a no-frills yet impactful CRM to help them grow.<\/span><\/p>\n<p><b>Pricing (billed annually):<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Standard: $12\/month per user<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Professional: $20\/month per user<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enterprise: $35\/month per user<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ultimate: $45\/month per user<\/span><\/li>\n<\/ul>\n<p><b>Takeaway:<\/b><span style=\"font-weight: 400;\"> Zoho CRM is a customizable CRM that will help businesses scale and win more business.<\/span><\/p>\n<hr \/>\n<p class=\"p1\"><span class=\"s1\">\ud83d\udd79\ufe0f<\/span> Get a hands-on look at how RingCentral integrates with a whole range of CRMs by booking a product tour:<\/p>\n<p class=\"p1\"><button data-href=\"#leadform-popup\" class=\"js-open-popup-activator btn primary\" >Choose a time<\/button><\/p>\n<p class=\"p1\"><span class=\"s1\">\ud83d\udcb0<\/span> You can also <a href=\"http:\/\/www.ringcentral.com\/roi-calculator\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"s2\"><b>use this calculator<\/b><\/span><\/a><b> <\/b>to see roughly how much your business could save by using RingCentral to support your team&#8217;s communication with each other\u2014and clients.<\/p>\n<hr \/>\n<h3><span style=\"font-weight: 400;\">Pipedrive<\/span><\/h3>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-43976\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/pipedrive-sales-analytics-1024x657.gif\" alt=\"pipedrive sales analytics\" width=\"1024\" height=\"657\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Pipedrive was built by real sales people, which means it\u2019s designed with the nuances sales teams face at top-of-mind\u2014including a simple interface. In fact, it\u2019s so easy to use that the <\/span><i><span style=\"font-weight: 400;\">Motley Fool<\/span><\/i><span style=\"font-weight: 400;\"> awarded it as the \u201cEasiest to Use\u201d CRM.<\/span><span style=\"font-weight: 400;\">. <sup>2<\/sup><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Accolades aside, Pipedrive allows teams to customize their sales pipelines and pipeline views to fit their needs and preferences. Workflow automation takes care of repetitive and tedious tasks like sending follow-up emails.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Plus, Pipedrive comes with a full customer support team to help you along the way and make the most of Pipedrive.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Lastly, Pipedrive integrates with cloud communications platforms, like RingCentral, which allows you to take advantage of features like click-to-call, contacts sync, RingCentral video, and <\/span><a href=\"https:\/\/www.ringcentral.com\/apps\/pipedrive\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">more:<\/span><\/a><\/p>\n<p><a href=\"https:\/\/www.ringcentral.com\/apps\/engage-voice-pipedrive-for-ringcentral\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"alignnone size-large wp-image-45360\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2010\/04\/pipedrive-ringcentral-integrations-1024x471.png\" alt=\"pipedrive ringcentral integrations\" width=\"1024\" height=\"471\" \/><\/a><\/p>\n<p><b>Integrations:<\/b><span style=\"font-weight: 400;\"> Pipedrive works with popular apps like Zapier, QuickBooks, Leadjet, <\/span><a href=\"https:\/\/www.ringcentral.com\/apps\/engage-voice-pipedrive-for-ringcentral\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">RingCentral<\/span><\/a><span style=\"font-weight: 400;\">, and many other tools.<\/span><\/p>\n<p><b>Great for:<\/b><span style=\"font-weight: 400;\"> Small businesses focused on growing their sales team and pipeline.<\/span><\/p>\n<p><b>Pricing (billed annually):<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Essential: $12.50\/month per user<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced: $24.90\/month per user<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Professional: $49.90\/month per user<\/span><\/li>\n<\/ul>\n<p><b>Takeaway:<\/b><span style=\"font-weight: 400;\"> Pipedrive is an effective tool for small businesses that want a CRM that is powerful but not overwhelming or difficult to learn.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Monday<\/span><\/h3>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-45361\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2010\/04\/monday-crm-1024x504.png\" alt=\"monday crm\" width=\"1024\" height=\"504\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Monday is equal parts project management tool and sales management software. Those platforms together make Monday one powerful CRM.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Monday lets teams create customized tables to fit every department or need, whether it be HR, sales, marketing, or customer service. The color-coded, simplified interface makes it easy to learn, visualize, and use.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Choose from a library of table templates or create your own. Teams can also use automation recipes\u2014or templated automations\u2014to get things moving as soon as they\u2019re set up in Monday. For example, if a project status changes, you can create an automation that will trigger an SMS message or an email.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Monday gives teams a comprehensive view of how things are going\u2014from project statuses to budgets. You can also view bottlenecks within each project, so things never stall again.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Monday helps teams break through communication silos and ensures everyone is always on the same page.\u00a0<\/span><\/p>\n<p><b>Integrations:<\/b><span style=\"font-weight: 400;\"> With just a few clicks, you can connect your Monday account to all the other apps you already use. And with Zapier, you can connect your Monday account to cloud-based communications solutions like RingCentral.\u00a0<\/span><\/p>\n<p><b>Great for:<\/b><span style=\"font-weight: 400;\"> Small businesses that need a robust project management system in addition to a complete sales CRM.\u00a0<\/span><\/p>\n<p><b>Pricing (billed annually):<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Basic: $24\/month for 3 seats<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Standard: $29\/month for 3 seats<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pro: $48\/month for 3 seats<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enterprise: Contact them for a quote<\/span><\/li>\n<\/ul>\n<p><b>Takeaway:<\/b><span style=\"font-weight: 400;\"> Monday embraces project management and CRM all in one. It\u2019s a great tool for small businesses who need an equilibrium.\u00a0<\/span><\/p>\n<h4 class=\"heading h3 h4\">EngageBay<\/h4>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-54074\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/11\/11-1024x576.png\" alt=\"\" width=\"1024\" height=\"576\" \/><\/p>\n<p><span style=\"font-weight: 400;\">EngageBay is an affordable all-in-one marketing, sales, and customer support CRM software designed specifically for small businesses and startups.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The all-in-one approach lets you do everything within one platform, and this eliminates data siloes, reduces data inconsistencies, and reduces cost. However, the more glaring benefit is that it offers a 360\u2013degree customer view across all customer touchpoints throughout the entire journey \u2013 something you don\u2019t get in point solutions.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Plus, EngageBay\u2019s omnichannel marketing lets you connect with your audience across multiple modes (email, phone, SMS, social media, web, and push). You also get <\/span><a href=\"https:\/\/www.engagebay.com\/marketing\/email-marketing\"><span style=\"font-weight: 400;\">email marketing<\/span><\/a><span style=\"font-weight: 400;\">, drip campaigns, A\/B testing features, and time-based email delivery optimization to help you nurture your leads into customers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sales reps can streamline their pipelines, set up 2-way email sync, schedule appointments, and even place and receive calls within the CRM.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In addition, customer support reps get live chat, helpdesk, canned responses, autoresponders, and more with EngageBay.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Finally, the multistep visual automation builder lets you design both simple and complex automations with ease. With marketing automation, you can automate lead capture and generation, assign lead scores, and send emails based on user behavior.\u00a0<\/span><\/p>\n<p><b>Integrations<\/b><span style=\"font-weight: 400;\">: EngageBay offers a suite of integrations, including Zapier, Shopify, SendGrid, Xero, Amazon SES, Stripe, MightyCall, DocuSign, WooCommerce, Asana, Google Meet, Trello, Integrately, and a lot more.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-54076\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/11\/12-1024x510.png\" alt=\"\" width=\"1024\" height=\"510\" \/><\/p>\n<p><b>Great for<\/b><span style=\"font-weight: 400;\">: Small businesses, startups, and solopreneurs that need an all-in-one CRM at a highly affordable price. <\/span><\/p>\n<h4><b>Pricing (billed annually):<\/b><\/h4>\n<p>Free: $0\/month per user \u2013 for up to 15 users<br \/>\nBasic: $13.79\/month per user<br \/>\nGrowth: $45.99\/month per user<br \/>\nPro: $91.99\/month per user<\/p>\n<p><b>Takeaway<\/b><span style=\"font-weight: 400;\">: EngageBay is an all-in-one modular CRM perfect for SMBs that want to grow without complex, expensive CRM solutions.\u00a0<\/span><\/p>\n<p><strong>Flowlu<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-60838\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/11\/crm-screen-m-1024x585.png\" alt=\"\" width=\"1024\" height=\"585\" \/><\/p>\n<p><a href=\"https:\/\/www.flowlu.com\/features\/crm\/\"><span style=\"font-weight: 400;\">Flowlu<\/span><\/a><span style=\"font-weight: 400;\"> packs many tools to help small businesses operate better, bringing your CRM, projects, and even invoicing into one workspace.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">CRM forms the core of Flowlu. You can start by importing existing contact data from spreadsheets, adding custom fields unique to your business, and breaking down sales processes into stages with visual pipelines for at-a-glance tracking.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Everything related to a contact can be viewed in their card; all interactions, deals, projects, tasks, and payment documents. Add in collaborative features like comments, chats, and notifications, and you can confidently take in more clients with a small-sized team.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Automation rules handle routine parts of your day like sending client follow-ups and assigning tasks for your team. Leads move through the funnel on their own, with you taking on the role of an enterprise-level supervisor.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Small business reporting is done through flexible dashboard widgets and detailed reports covering anything from sales team performance and workload management to project profitability and business cash flow.<\/span><\/p>\n<p><b>Integrations:<\/b><span style=\"font-weight: 400;\"> Flowlu integrates natively with 40+ essential business apps. You can also use Make.com and Pabbly for more connections, as well as create custom apps for your Flowlu workspace.\u00a0<\/span><\/p>\n<p><b>Great for:<\/b><span style=\"font-weight: 400;\"> Small service-based businesses, agencies, and consultants wanting to handle client journeys from lead to invoice.<\/span><\/p>\n<p><b>Pricing (billed annually):<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Free: $0\/month for up to 2 users<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Essential: $9\/month per user<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Advanced: $17\/month per user<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Ultimate: Contact for custom pricing<\/span><\/li>\n<\/ul>\n<p><b>Takeaway:<\/b><span style=\"font-weight: 400;\"> Flowlu is a small business CRM with projects and automations built for small teams who don\u2019t want to overspend on app subscriptions.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b>The winner:<\/b><span style=\"font-weight: 400;\"> Zoho CRM is our top pick for this budget category. The others are excellent, don\u2019t get us wrong, but Zoho CRM has all the tools small businesses need to grow without distracting bells and whistles.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\"><a id=\"middle\"><\/a><br \/>\nMiddle budget<\/span><\/h2>\n<h3><span style=\"font-weight: 400;\">Copper<\/span><\/h3>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-45362\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2010\/04\/copper-crm.png\" alt=\"copper crm\" width=\"944\" height=\"555\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Copper is an excellent middle-tier option for small businesses who primarily work out of their inboxes\u2014specifically Gmail inboxes. If your team uses Google Workspace, you\u2019ll definitely want to consider Copper.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Copper simplifies managing contacts, projects, tasks, and employee performance while working with tools you already use, like Google Docs and Sheets. This quick-setup CRM offers features like task and data-entry automation, reporting, project management, visual sales pipelines, and more.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What\u2019s more, you can view customized sales pipelines and team analytics so you\u2019re always aware of each rep\u2019s performance as well as where you stand with customers.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Copper works with cloud-based communications platforms (<\/span><a href=\"https:\/\/www.ringcentral.com\/apps\/copper-ringcentral\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">like RingCentral!<\/span><\/a><span style=\"font-weight: 400;\">). That way, you never miss a call or a meeting:<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-45363\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2010\/04\/copper-ringcentral-integration-1024x341.png\" alt=\"copper ringcentral integration\" width=\"1024\" height=\"341\" \/><\/p>\n<p><b>Integrations:<\/b><span style=\"font-weight: 400;\"> In addition to Google Workspace, Copper integrates with some of the most popular tech solutions such as RingCentral, Xero, DocuSign, and more.\u00a0<\/span><\/p>\n<p><b>Great for:<\/b><span style=\"font-weight: 400;\"> Agencies, real estate, consulting firms, tech, and corporate development<\/span><\/p>\n<p><b>Pricing (billed annually):<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Basic: $25\/per user per month<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Professional: $59\/ per user per month<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Business: $119\/per user per month<\/span><\/li>\n<\/ul>\n<p><b>Takeaway:<\/b><span style=\"font-weight: 400;\"> Copper is a great CRM for teams looking to supercharge their existing Google Workspace workflows with automation, reporting, and more. It\u2019s a simple tool designed to help your team work smarter without changing too much of what you\u2019re already doing.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Zendesk<\/span><\/h3>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-43970\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/zendesk-1024x640.png\" alt=\"zendesk crm\" width=\"1024\" height=\"640\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Zendesk is a support-centered CRM. Though it does offer the typical sales features like <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/customer-interactions\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer interaction history<\/a>, <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-pipeline\/\" target=\"_blank\" rel=\"noopener noreferrer\">sales pipelines<\/a>, and more, where Zendesk shines is with its customer support features.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With Zendesk, your team can find whatever customer information they\u2019re looking for all from one place. This way, your team is always in sync and nothing gets forgotten. For example, if a customer inquires about a product or service of yours, that ticket can be transferred to the sales or marketing team with ease.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">One of the best parts about Zendesk is its ability to take customer interactions and turn them into actionable insights. Plus, <\/span><a href=\"https:\/\/www.ringcentral.com\/apps\/ringcentral-zendesk\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Zendesk integrates with RingCentral<\/span><\/a><span style=\"font-weight: 400;\">, so you can create the best possible customer experiences all from one place:<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-45364\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2010\/04\/zendesk-ringcentral-integration-1024x524.png\" alt=\"zendesk ringcentral integration\" width=\"1024\" height=\"524\" \/><\/p>\n<p><b>Integrations:<\/b><span style=\"font-weight: 400;\"> Zendesk integrates with a whole fleet of apps. You can search their integrations based on three categories\u2014support, chat, and sell\u2014or in the search bar.\u00a0<\/span><\/p>\n<p><b>Great for:<\/b><span style=\"font-weight: 400;\"> Small businesses that need a support-heavy CRM that helps organize and keep track of customer interactions with ease.<\/span><\/p>\n<p><b>Pricing: <\/b><span style=\"font-weight: 400;\">Starting at $19 per seat. To check out the specifics of Zendesk\u2019s plans, check out their pricing page.<\/span><\/p>\n<p><b>Takeaway:<\/b><span style=\"font-weight: 400;\"> This CRM is great if your business needs a solution that has advanced customer support tools, like automations, multichannel communication abilities, and a ticketing system. The sales CRM component of Zendesk is also comprehensive and offers a range of excellent features to get your team organized.\u00a0<\/span><\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>\ud83c\udfc6 Did you know:\u00a0<\/b><\/div>\n<p>RingCentral is a <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/pc-mag-ringcentral-editors-choice\/\" target=\"_blank\" rel=\"noopener noreferrer\"><i>PCMag<\/i>\u2019s Editors\u2019 Choice Award<\/a> winner because of its reliable service and easy-to-use app (among other reasons)!<\/p>\n<\/div>\n<h3><span style=\"font-weight: 400;\">Capsule<\/span><\/h3>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-43293\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/08\/Capsule-CRM-app-1024x697.png\" alt=\"Capsule CRM app\" width=\"1024\" height=\"697\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Think of Capsule like the eyes and ears of your team. Rather than offering an overwhelming number of features, Capsule sticks to the basics. But it\u2019s not a basic tool by any means.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Capsule will help your team keep the ship afloat with features like custom sales pipelines, synced contact management system, and a simple, easy-to-learn interface. Capsule also offers robust security measures, including two-factor authentication, so your data is always safe and sound.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Enhanced reporting capabilities give you all the insight you need to fix gaps in your business. You can pull reports like Lost Sales Reasons, which quite literally point out what went wrong during a sale, and several other powerful reports.\u00a0<\/span><\/p>\n<p><b>Good for:<\/b><span style=\"font-weight: 400;\"> Small businesses with agile sales teams who move quickly and need access to customer information at their fingertips.<\/span><\/p>\n<p><b>Integrations:<\/b><span style=\"font-weight: 400;\"> Capsule syncs with 50+ apps and tools, and can be connected to other software, like RingCentral, with Zapier.\u00a0<\/span><\/p>\n<p><b>Pricing:<\/b><b><br \/>\n<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Free: 2 users and 250 contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pro: $18\/month per user<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Teams: $36\/month per user<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enterprise: $72\/month per user (billed annually)<\/span><\/li>\n<\/ul>\n<p><b>Takeaway:<\/b><span style=\"font-weight: 400;\"> Capsule is perfect for nimble sales teams. Depending on your business, you may be able to work with the free version for a while. But as soon as you hit that 250 cap, you\u2019ll need to upgrade.\u00a0<\/span><\/p>\n<p><b>The winner:<\/b><span style=\"font-weight: 400;\"> While these middle-tier options are all excellent, we deem the winner to be Zendesk. Zendesk\u2019s powerful sales and support system make this CRM a great choice for small businesses who are looking for a happy medium.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">NetHunt CRM<\/span><\/h3>\n<p><img decoding=\"async\" class=\"size-large wp-image-51752 alignnone\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/11\/NetHunt-1024x524.png\" alt=\"\" width=\"1024\" height=\"524\" \/><\/p>\n<p><a href=\"https:\/\/nethunt.com\/\">NetHunt<\/a> is a CRM system for sales and marketing teams integrated with Gmail and LinkedIn. You\u2019ll hardly find any other CRM system with this level of Gmail integration, which makes it a perfect tool for companies that used to work in the Google ecosystem.<\/p>\n<p>The tool allows its users to organize the customer base, automate data entry, visualize a sales pipeline, and build custom reports to track sales activity. On top of that, it\u2019s possible to automate sales processes &#8211; lead capture and distribution, drip campaigns, tasks and notifications.<\/p>\n<p>With NetHunt CRM, your team doesn&#8217;t need a separate email marketing tool, as it has in-built advanced emailing features. With this solution, you can save email templates (both plain and HTML), send test emails, send mass emails, add unsubscribe links, and monitor the performance of every campaign.<\/p>\n<p>Their Customer Success team is very helpful and easy to access, earning a lot of positive feedback on independent review platforms, like G2.<\/p>\n<p><strong>Integrations:<\/strong> direct integration with Gmail and other Google apps, LinkedIn, Intercom and Facebook. Lots of other tools can be connected with Zapier.<\/p>\n<p><strong>Great for:<\/strong> Sales and marketing teams of small and medium businesses that work in Gmail.<\/p>\n<p><strong>Pricing (billed annually): <\/strong><br \/>\nBasic: $24\/month per user<br \/>\nBusiness: $48\/month per user<br \/>\nAdvanced: $96\/month per user<\/p>\n<p><strong>Takeaway:<\/strong> NetHunt CRM is a perfect tool for businesses who want to optimize their time by having access to the full-featured CRM from a single Gmail tab and for those who don\u2019t want to spend a lot of time on CRM implementation.<\/p>\n<h2><span style=\"font-weight: 400;\"><a id=\"high\"><\/a><br \/>\nLet&#8217;s splurge<\/span><\/h2>\n<h3><span style=\"font-weight: 400;\">Keap<\/span><\/h3>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-45365\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2010\/04\/keap-crm.png\" alt=\"keap crm\" width=\"925\" height=\"519\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Keap is an all-in-one CRM designed for small businesses and self-employed persons. From automated follow-ups and reminders to invoicing clients, Keap is a great solution for the business owner who wishes there were more hours in the day.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Where Keap really shines is its automation capabilities. Set up Easy Automations to simplify actions like sending a welcome email after a form submission\u2014you know, things that are easy in theory but tend to fall off a busy entrepreneur\u2019s radar. To kick things up a notch, Advanced Automations let you automate important tasks like sending emails based on client actions, booking appointments, and more.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What\u2019s more, Keap makes it easy to get paid. Create and send invoices directly from your Keap dashboard. Never wrack your brain about whether you sent that invoice again.<\/span><\/p>\n<p><b>Good for:<\/b><span style=\"font-weight: 400;\"> Small business owners who need a clone of themselves (or two).\u00a0<\/span><\/p>\n<p><b>Integrations:<\/b><span style=\"font-weight: 400;\"> Keap works with tons of widely used apps, like Gmail, Leadpages, and Privy. This CRM can also connect with your RingCentral account, so creating meetings and taking calls is a breeze.<\/span><\/p>\n<p><b>Pricing:<\/b><b><br \/>\n<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Keap Grow: $64\/month for the first 6 months<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Keap Pro: $120\/month for the first 6 months<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Infusionsoft: $160\/month for the first 6 months<\/span><\/li>\n<\/ul>\n<p><b>Takeaway:<\/b><span style=\"font-weight: 400;\"> Keap is a wonderful tool for small and scrappy business owners who need to free up time on tedious or recurring tasks. Because of its invoicing, automation, and connectivity features, it goes the extra mile. However, it\u2019s on the pricier side. So it might not be the best solution for the budget-conscious business owner.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">HubSpot<\/span><\/h3>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-44868\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/10\/hubspot-social-media-crm-1024x605.png\" alt=\"hubspot social media crm\" width=\"1024\" height=\"605\" \/><\/p>\n<p><span style=\"font-weight: 400;\">HubSpot is a <\/span><i><span style=\"font-weight: 400;\">massive<\/span><\/i><span style=\"font-weight: 400;\"> platform. Sales, marketing, customer service, and now, content, there isn\u2019t much HubSpot can\u2019t do. HubSpot has two platforms: the Free CRM and the Full CRM Platform. Each platform has the same \u201cbuckets\u201d\u2014Marketing, Sales, Support, and Content.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The question is, what makes the most sense for your business?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The Free CRM includes tons of tools that would help any business owner move the needle. Some of the most notable features on the Free CRM include contact, deal, and task management, reporting, ticketing, traffic and conversion analytics, and more.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The Full CRM, on the other hand, has a fully loaded set of features. This version of HubSpot has likely everything a business owner could ever possibly need\u2014from SEO and <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/social-crm\/\" target=\"_blank\" rel=\"noopener noreferrer\">social media tools<\/a> to sales automation, eSignatures, multiple deal pipelines, live chat, ticketing, and so much more.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What\u2019s more, if you use RingCentral, you can <\/span><a href=\"https:\/\/www.ringcentral.com\/apps\/hubspot\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">easily connect your account<\/span><\/a><span style=\"font-weight: 400;\"> to HubSpot for a seamless communication and workflow experience. Features like click-to-call, call SMS log sync, and more help your team stay connected no matter where you\u2019re working.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">HubSpot is such a robust tool no matter which version you choose. You\u2019ll definitely want to schedule a demo to see which platform is right for you!\u00a0<\/span><\/p>\n<p><b>Integrations:<\/b><span style=\"font-weight: 400;\"> The HubSpot App Ecosystem offers a huge library of apps. Some are free while others have different monthly costs.\u00a0<\/span><\/p>\n<p><b>Great for:<\/b><span style=\"font-weight: 400;\"> Small businesses looking for a comprehensive CRM that goes beyond typical CRM functionality with added marketing and content features.\u00a0<\/span><\/p>\n<p><b>Pricing:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The Free CRM: Free<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The Full CRM:\u00a0<\/span>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Starter: $45\/month (billed annually)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pro: $450\/month (billed annually)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enterprise: $1,200\/month (billed annually)\u00a0<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><b>Takeaway:<\/b><span style=\"font-weight: 400;\"> You can\u2019t go wrong with HubSpot. However, this CRM is quite the giant and may be overwhelming to some business owners.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Freshworks CRM<\/span><\/h3>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-45366\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2010\/04\/freshworks-crm.png\" alt=\"freshworks crm\" width=\"637\" height=\"583\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Freshworks CRM is part of the Freshworks suite of apps, and like Hubspot, it\u2019s a pretty robust tool. What makes Freshworks CRM so unique is that it\u2019s powered by AI-based technology. Therefore, insights, reports, optimizations, and more are compiled with the help of AI technology.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Freshworks CRM serves as a centralized place for your team to run things. This software is built to give you a complete look at each customer\u2014from the first interaction to the close and everything in between.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your sales team can build Kanban board\u2013style sales pipelines and create things like reminders, calendar invites, and more all within the pipeline. Your sales team can also check out relevant metrics like lead scoring and qualifying, as well as view actionable insights per each customer.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s a powerful platform that is customizable to fit the needs of your business.\u00a0<\/span><\/p>\n<p><b>Integrations:<\/b><span style=\"font-weight: 400;\"> Freshsales CRM integrates with apps like Mailchimp, Calendly, Trello, and Magento. With Zapier, you can connect your Freshworks CRM account to a cloud-based communications system, like RingCentral in just a few clicks.<\/span><\/p>\n<p><b>Great for:<\/b><span style=\"font-weight: 400;\"> Small businesses who want a CRM that will easily scale with them.<\/span><\/p>\n<p><b>Pricing:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Growth: $29\/per month (billed annually)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pro: $69\/per month (billed annually)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enterprise: $125\/per month (billed annually)\u00a0<\/span><\/li>\n<\/ul>\n<p><b>Takeaway:<\/b><span style=\"font-weight: 400;\"> Freshsales CRM is a great platform for small business owners who want a high level of customization. It is a fully loaded tool, though, so it might take some time to learn how to use it fully!\u00a0<\/span><\/p>\n<p><b>The winner: <\/b><span style=\"font-weight: 400;\">Keap is our favorite of this group. It seems to have exactly what a small business owner needs\u2014nothing more and nothing less. HubSpot and Freshsales are incredible tools, but they might have too many bells and whistles for small business owners or self-employed persons.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">The best CRM for small businesses: communication + simplicity<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">With remote work taking over the modern workforce, staying connected to your team while also staying productive is vital for businesses to survive. The right CRM will help your team do all that and more.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Integrations make CRMs such powerful tools, and with the right tech stack, your business will take off in no time. We hope this guide helps you find the right CRM for your business! Be sure to schedule demos with each CRM provider you\u2019re considering so you can see them in action before you make a decision.<\/span><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p><span style=\"font-weight: 400;\"><sup>1<\/sup>project.co\/communication-statistics-2020<\/span><\/p>\n<p><sup>2<\/sup><span style=\"font-weight: 400;\">prnewswire.com\/news-releases\/pipedrive-awarded-easiest-to-use-crm-by-the-motley-fool-301035141.html <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Updated April 2022 If you&#8217;re managing a small business, you know all too well the importance of organization. From inventory management to customer pipelines, an organized business is a successful business. And as business continues to grow, it becomes more difficult to stay organized. There are countless tools that promise to help you get (and &#8230;<\/p>\n","protected":false},"author":29,"featured_media":45302,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17901],"tags":[27376],"class_list":["post-35036","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-leadership","tag-best-crms"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>The best CRM for small businesses\u2014at every price range | RingCentral Blog<\/title>\n<meta name=\"description\" content=\"Shopping for a new CRM for your business? 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