5 Best CRM for SMB's

So, you are looking for a CRM that suits SMB’s.

Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you. 

If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers. So, that’ll be the “can’t go wrong” option. 

Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.

Enjoy the list!

What CRM would you recommend?

In short, It's Monday.com CRM.

It's very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. You can't go wrong with Monday.com. It's the software we use with our clients at our ad agency.

"🚀Try Monday.com CRM For Free, It's my favorite CRM to use and recommend." -Scott Max

Monday.com is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Monday.com has you covered for your: Service, Sales, CMS, Operations, and Marketing needs.

For more details, read our Monday.com CRM Review.

The best CRM specifically for SMB's

As an SMB, you need to have a clear projection of customer expectations, devise effective marketing strategies and integrate your business operations. A CRM that provides insights into marketing campaigns, 360⁰ customer view and a unified platform with enough features to digitize your entire business into a single database will be the perfect match for this category. Have a look at the products below to choose the best CRM for SMB's:

1. Zoho CRM

Zoho CRM is a tool quite similar to Salesforce, integrated by different tools and functionalities that you can use according to the needs of your company. It has a number of free options and paid PRO versions, which you can evaluate according to your needs. One of its great advantages is that it can be integrated with a multitude of other tools that are not necessarily complementary to its use.

Zoho CRM Features

Zoho CRM is a robust software that fulfills all your business requirements, from closing the deal and managing company data to collaborating with your colleagues. It provides CRM solutions according to the niche and size of your organization for an ideal sales experience which makes it one of the most coveted CRM tools in the market. Zoho CRM thrives in solving unique business scenarios with a quick turnout time and produces compelling results.

Here’s a wide range of features offered by Zoho CRM:

• Canvas design studio: Every business has different requirements, so it's weird why you should not be able to personalize your software experience. Zoho CRM allows users to makeover their homepage, tabs and menu bar with Canvas design studio. You can add aesthetic background to your CRM software and work efficiently by placing the frequently accessed; tabs on your homepage.
• Journey orchestration: Zoho CRM allows users; to create flowcharts that will determine the next step in the customer journey depending upon the response. Zoho Command Centre provides a unique interactive experience to potential clients and existing customers by analyzing the customer’s intentions.
• Omnichannel: Zoho CRM integrates all of your communications sources in one platform and smoothens proceedings with incoming leads. Moreover, you can hold web conferencing, set up service portals and live chat, collaborate with colleagues, and get real-time updates within the Omnichannel.
• Sales Enablement: Zoho CRM provides surfeit options for sales tools and lets you conduct every sales-related activity with comfort. It increases visibility into the client interactions and empowers your business portal by constantly adhering to the pre-entered commands. You can prioritize specific leads, get alerts regarding opportunities and build up a document library to assist the sales rep in negotiations.
• Performance management: Zoho CRM allows you to set targets for your employees to provide added motivation and track their performance with the SPM tool. You can also classify clients according to region, budget, and services required. Moreover, it lets you deal with multiple currencies and see exchange rates that can bolster your business.
• Developer platform: Zoho CRM’s developer platform helps you make custom solutions; for your business needs without much coding. You can integrate and unify your data from various applications, create automation, and run deluge codes to configure the CRM. It’s a perfect platform to help your developers get familiar with CRM services and build exciting products.

Zoho CRM Pricing

Zoho CRM offers subscription plans for every business, whether small, medium, or large.

The " Standard" plan is priced: at ₹1300/month/user. It offers custom dashboards, multiple pipelines, and 1 canvas design creation.

The "Professional" plan is priced: at ₹2100/month/user. It offers SalesSignals, validation rules, and inventory management.

The "Enterprise" plan is priced: at ₹3000/month/user. It offers CommandCenter, a Multi-user portal, and advanced customization.

The "Ultimate" plan is priced: at ₹3200/month/user. It offers Enhanced feature limits, Zoho Analytics, and 25 customizable canvas designs.

Small businesses can opt for “Bigin” by Zoho, priced at ₹550/month/user.

There’s also a free edition of Zoho CRM which offers essential management tools.

2. Bitrix24

Bitrix24 is a free CRM full of customer management tools, support and marketing automation features. Available in the cloud and locally, for mobile devices and desktops. Includes all essential tools: sales funnels, channel management, sales reporting, 360 degree customer view, repeat sales support and sales automation.

In addition, it comes with dozens of available integrations, and you can also create your own applications using its REST API.

Bitrix24 Features

In the corporate world, most of the marketing-related work is done collectively, and using different software for each task can be costly as well as inefficient. Bitrix24 offers all necessary tools for businesses within a single platform and makes it easier to collaborate with your team members. Bitrix24 has its virtual ecosystem where you can tackle every task with ease on an interface.

 Here are some exclusive features of Bitrix24:

• Activity stream: It is the most happening place inside the Bitrix24 and is a perfect tool for communicating the project details with your employees. Think of it as a social media platform; where you can post project updates, create polls, follow relevant tags, and comment on posts.
• Virtual workspace: It is a great collaborative tool that helps you connect with the employees through video conferencing. Each call can have up to 48 members, and you can invite participants who don’t use Bitrix24. Moreover, you can track each employee’s work hours and progress through a Virtual workspace.
• Project Management: Bitrix24 offers the ability to create workgroups based on projects and assign tasks in several ways. You can approach each project differently, sort them according to the deadlines, and cumulate reports.
• Bitrix24.Drive: You can use the virtual drive inside the Bitrix24 to keep all your business-related files organized inside the system. Moreover, you can decide who gets access to each file and create new documents.
• CRM Space: It is your one-stop for all sales and marketing-related activities. You can customize the existing process templates or create a new one with the “Smart Process automation” without programming. CRM Space is designed: specifically to help you organize leads and lucidly automate processes.
• Sales Intelligence: Here, you can manage the traffic sources and see the ROI for each platform. It’s a perfect tool to assess your marketing strategy and see which sources generate more traffic. Users can connect their business website and get information on every lead through Sales Intelligence.
• Bitrix24.Sites: Bitrix24 has an inbuilt website creation tool that is easy to access and offers several templates to choose from. You can browse through the layouts according to your business niche or use an empty template to design a website from scratch.
• Marketing Campaigns: Bitrix24 allows you to target a specific audience through social media, Phone and E-mail. CRM marketing tool will identify genuine clients and help you connect with potential customers.

Bitrix24 Pricing

Bitrix24 currently offers 4 pricing options for users interested in getting the most out of CRM services.

The “Free” plan is best for the new users who want to get accustomed to CRM software and costs absolutely nothing.

 The “Basic” plan is priced at €49/month and offers customer support service along with some simple collaboration tools. 

The “Standard” plan offers advanced collaboration tools and an increase in user capacity. It is priced: at €99/month.

The “Professional” plan is worth €199/month and unlocks all features of Bitrix24. You can add unlimited users, which makes it suitable for established businesses.

3. amoCRM

The specialization, and the detail that makes it peculiar, of amoCRM is the messaging. Thanks to its technology it adds a complete set of messaging applications to its arsenal, allowing it to respond quickly to potential customers and generate more sales. You can identify the progress of each potential customer, get a preview of the task status and get an overview of the overall sales status. It also has a mobile app.

amoCRM Features

amoCRM stores contact information regarding potential customers and leads, allowing businesses to increase their clientele base. It offers a plethora of options to simplify the tasks related to sales and marketing; while also providing analytical tools to keep track of every lead.

Here’s a list of features that you can use inside amoCRM:

• Pipeline: It allows you to arrange leads based on how advanced the negotiations are. Whenever you create a new lead, it gets added to the "Initial Contact" section and can be moved; to further stages later on. Also, you can use the Digital pipeline to add lead sources like messaging applications, Email addresses, and Web forms, which will automatically move any inquires on the added source to the "Incoming Leads" section.
• Salesbot: It gives an automated response to all inquiries and is customizable so you can pre-enter the instructions. Salesbot is a great tool to engage with potential customers during off-hours and is accessible in every section of the Pipeline.
• Analytics: It provides a detailed assessment of all sales leads with an option to filter out the results you don’t want to see. You can check the Win-Loss record of every sales rep and generate client reports with the advanced filter options. Moreover, you can see what happens to negotiations at various stages and get a detailed analysis, which forecasts your future sales.
• Digital Pipeline: It saves you the trouble of cold-calling by automatically nurturing the client towards making a purchase and keeps you in touch with the latest advancements. You can add automated actions such as email responses or social media advertisements to every stage and set a reminder to call the client if the negotiations move swiftly. 
• WebForms: You can create web forms on amoCRM without any programming knowledge and customize every detail; as per your company's requirements. This webform will integrate amoCRM with your website and move every submission to the "Incoming leads" section.
• Business Card Scanner: It's a great tool to automatically add client information to the leads: from business cards. All you need to do is click an image of the card, and the system will automatically add it to the "Leads" section after recognizing it.
• Collaboration: Some of your business partners or employees may not use amoCRM, so for such instances, you can communicate through Lead cards by sending mail. The receiver will get a link that redirects to the lead card and gives access to the amoCRM.

amoCRM Pricing

amoCRM has 3 pricing options available depending on your requirements: Base Plan, Advanced Plan and Enterprise Plan. The Base plan offers intrinsic features and is priced: at $15 per month; The Advanced subscription is worth $25 per month and offers added benefits like widget creation, whereas The Enterprise Plan allows you to use amoCRM to its maximum capabilities: and is worth $45 per month. All these prices are applicable only for a subscription period of 6 months or longer.

4. Efficy

Efficy is a CRM solution that adapts to all the needs and size of each company. Its software allows you to grow and develop commercial activities in a structured manner through integrated actions such as: document management, customer relationship management, marketing campaign and contract management, sales staff management and motivation, and collaborative project management.

Efficy features

Efficy provides CRM solutions for businesses looking to streamline the workflow and manage all client-related tasks on a single platform. Moreover, you can connect with your customers anytime through Efficy as it stores all leads in an organized manner. It gives a platform to employees where they can work together on tasks and update results in real-time.

Here are some integral features of Efficy:

• 360⁰ customer view: Efficy allows all employees to access centralized information at one place without any bias. Everyone must have permission to make changes when necessary to maintain efficient functionality. Efficy gives everyone a 360⁰ customer view so they can track details and proceed with negotiations without any delay.
• Product Catalogue: You can store product-related details on Efficy and assign a manager to follow up on any claims. Your clients can do business anytime, and a product catalog allows your sales team to view all the relevant information before making a sales pitch.
• Marketing Campaigns: Your company’s sales and marketing ventures affect each other directly. Efficy provides optimal collaboration between the employees from different sectors, so everyone is aware of the ongoing negotiations and directed campaigns. It ensures there’s no conflict of interest among your sales and marketing teams regarding possible business commitments.
• Segmentation: It is a perfect tool for developing individual communication with your clients and making them aware of new offers or products. Mass communication can only help to an extent; Segmentation allows you to target a criterion-based population and make a sales pitch accordingly. You can set access rights to avoid any confusion and enable smooth exchange with the customers.
• Gamified CRM: Efficy’s revolutionary feature deploys game-like strategies to reward the employees upon meeting specified targets. It boosts morale and builds up a healthy work environment for your business. You earn badges after completing the objectives and can view your progression to get an idea of your growth.
• Interaction log: Efficy's CRM platform keeps a record of all customer interactions regardless of the medium. It’s crucial to know the context before moving to the negotiation stage as it shows sincerity towards the clients. You can add notes under each file as a pointer for other team members and easily reassign tasks.

Efficy Pricing

Efficy offers 4 subscription plans to choose from depending upon your business requirements and client network. The "Starter" plan is priced: at 20€/month for 1 user with the minimum users being 2, The “SMB” plan costs 40€/ month per user with a minimum of 5 users, The “Enterprise” plan requires at least 5 users too and is priced: at 60€/month, and the "Corporate" package is priced at 80€/month starting with a minimum of 10 users. You can choose a suitable subscription to match your client interactions.

5. amoCRM

The specialization, and the detail that makes it peculiar, of amoCRM is the messaging. Thanks to its technology it adds a complete set of messaging applications to its arsenal, allowing it to respond quickly to potential customers and generate more sales. You can identify the progress of each potential customer, get a preview of the task status and get an overview of the overall sales status. It also has a mobile app.

amoCRM Features

amoCRM stores contact information regarding potential customers and leads, allowing businesses to increase their clientele base. It offers a plethora of options to simplify the tasks related to sales and marketing; while also providing analytical tools to keep track of every lead.

Here’s a list of features that you can use inside amoCRM:

• Pipeline: It allows you to arrange leads based on how advanced the negotiations are. Whenever you create a new lead, it gets added to the "Initial Contact" section and can be moved; to further stages later on. Also, you can use the Digital pipeline to add lead sources like messaging applications, Email addresses, and Web forms, which will automatically move any inquires on the added source to the "Incoming Leads" section.
• Salesbot: It gives an automated response to all inquiries and is customizable so you can pre-enter the instructions. Salesbot is a great tool to engage with potential customers during off-hours and is accessible in every section of the Pipeline.
• Analytics: It provides a detailed assessment of all sales leads with an option to filter out the results you don’t want to see. You can check the Win-Loss record of every sales rep and generate client reports with the advanced filter options. Moreover, you can see what happens to negotiations at various stages and get a detailed analysis, which forecasts your future sales.
• Digital Pipeline: It saves you the trouble of cold-calling by automatically nurturing the client towards making a purchase and keeps you in touch with the latest advancements. You can add automated actions such as email responses or social media advertisements to every stage and set a reminder to call the client if the negotiations move swiftly. 
• WebForms: You can create web forms on amoCRM without any programming knowledge and customize every detail; as per your company's requirements. This webform will integrate amoCRM with your website and move every submission to the "Incoming leads" section.
• Business Card Scanner: It's a great tool to automatically add client information to the leads: from business cards. All you need to do is click an image of the card, and the system will automatically add it to the "Leads" section after recognizing it.
• Collaboration: Some of your business partners or employees may not use amoCRM, so for such instances, you can communicate through Lead cards by sending mail. The receiver will get a link that redirects to the lead card and gives access to the amoCRM.

amoCRM Pricing

amoCRM has 3 pricing options available depending on your requirements: Base Plan, Advanced Plan and Enterprise Plan. The Base plan offers intrinsic features and is priced: at $15 per month; The Advanced subscription is worth $25 per month and offers added benefits like widget creation, whereas The Enterprise Plan allows you to use amoCRM to its maximum capabilities: and is worth $45 per month. All these prices are applicable only for a subscription period of 6 months or longer.

Why use a CRM at all?

You can no longer depend upon disjointed sales, marketing and service solutions that create a drag on the business. Working more hours to manage the everyday tasks and paperwork is not an efficient strategy and can decrease your employee's productivity.

A CRM provides a database that stores your entire business activities, allowing your employees to refer to a source where they can find relevant customer details, details about the marketing campaigns and financial projections. It provides better visibility into operations, enabling you to make better business decisions.

Why should SMB's use a CRM?

Small and medium businesses have to constantly look for new clients, market their products or services, provide quality customer support and maintain steady progress in each aspect. The key to scaling your business is fully understanding your client's expectations and developing a business approach to fulfil them.

A CRM assists you in generating more leads by integrating website, social media and email accounts. You can access every inquiry according to its priority status within the CRM database and automate responses to interact with prospects till a customer representative is available. It enhances data mobility and makes information more easily accessible for your employees.

CRM adoption allows you to integrate other fundamental business solutions and automatically update relevant fields everywhere whenever you edit an account. You can add new capabilities or features as needed in an incremental way to match your increasing business requirements.

With a CRM solution, you can launch your SMB to a new level of relationship development and customer retention with a clear view of your sales and marketing pipelines. You can analyze every sale, calculate the profit margins and sort accounts based on several parameters.

SMB's need to convert maximum opportunities into sales; a CRM provides that. It increases your revenue generation by cutting extra costs and improving the quality of your services.

CRM for SMB's, A Summary

Small and medium businesses do not have a large market presence, meaning they need an edge over the large scale companies that provide similar products or services. A CRM ensures you do not miss out on leads and work as a unit to execute tasks swiftly and meet objectives regularly.

Zoho CRM provides several features to manage all business activities within a single platform, making it out suggested pick for a CRM that suits small and medium businesses. Visit the website to get started.