Top CRM Software for Small and Medium Businesses in 2024 [Updated]

Published on August 29th, 2023

Running a successful business is just like having a huge fan following that you need to keep track of somehow. Of course, you can’t handle these things on the papers, so you need CRM software Customer Relationship Management that will help you stay on top of your clients’ list. CRM software is designed to help businesses manage their customers and potential customers using an automated solution while focusing on other business-related strategies.

List of Top CRM software for Small and Medium Businesses

1. Monday.com

This is the most effective solution to manage your customer data, interactions and processes to automate your sales and customer-relationship process to capture leads online and do a lot more. This is a flexible, easy rollout and customizable tool, ideal for start-ups. It’s not any other CRM software but offers businesses a robust workflow management capabilities to do everything.

2. Zoho CRM

If you are running an online business, you are likely to already know about Zoho CRM software that is a customer-centric CRM with tools to automate processes, manage customer information, and do a lot more. It offers customers with complete visibility and control over the sales process so you can focus on delivering stellar customer experiences and building brand loyalty.

3. HoneyBook

This is a cloud-based CRM software that is easy-to-use and allows businesses to manage projects, book clients, send invoices, accept payments and more. This also offers the facility to view and track various stages of a project in one place while responding to clients quickly and professionally with automated follow-ups.

4. Agile CRM

This comes equipped with advanced features like automated sales, marketing, customer service workflows, etc. With Agile CRM, businesses can easily combine the online and offline world of CRM, allowing businesses to tracking online sales, face-to-face communication instigation, and other data-based customer service optimization. Some popular functions include Facebook, Twitter, LinkedIn, Google Apps, QuickBooks etc.

5. Salesmate CRM

This is a customized CRM solution, designed to manage your sales effortlessly while enjoying the advanced features like workflow automation, built-in-calling, sequences, etc. This is carefully crafted for small and medium size businesses to track their sales process without any additional customization. Some of its prominent features include product management, Shared Team Inbox, auto-profile enrichment, etc.

6. Freshworks

A customer-support software, designed with a strong focus on engaging website visitors and buyers, while having the capabilities like monitoring sales prospects, streamlining IT services, recruitment, call center, etc. It’s a great solution for small and medium size businesses, with its “free forever” plan.

Whether you are looking for a new CRM software or want to change the current one, the above-mentioned list is sure to help you find the right CRM software for your business.

7. Zendesk

It is difficult to outshine Zendesk as a leading CRM software with its one-of-a-kind ticketing system. Through Zendesk’s single dashboard, you can optimally manage and allot multiple customer requests and generate relevant leads by efficient issuance of tickets. You can also enable recording and surveillance of customer support calls for the purpose of quality improvement.

8. Pipedrive

Simplicity lies at the core of the working principle of Pipedrive. As one of the strong contenders in the CRM software market, Pipedrive aims to deliver some fundamental CRM solutions with regard to the management of leads and deals through easy-to-use and innovative dashboard applications. Besides, it enables you to offer relentless support to your consumers via email and video call scheduling feature.

9. Freshsales

If you describe your potential CRM software as all-inclusive, you should definitely get your business Freshsales. Lead management, engagement generation, marketing, sales management, customer relationship management – Freshsales does it all with ease through intuitive support from its Freddy AI. Not just that, you get this all-in-one CRM software through one of the most affordable subscription plans.

10. HubSpot

As a highly intuitive CRM software, HubSpot is born to rule. It is entirely focussed towards skyrocketing your sales through dynamic sales management tools, such as consumer-price-quote (CPQ) functionality and top-notch analytics. You can make use of these tools to devise tactical and elaborate sales, marketing, and CRM solutions to offer wholesome experience.

11. Nutshell

Nutshell combines proficient CRM with strategic marketing inorder to enable you to deliver your customers with a one-of-a-kind sales experience. You can make use of Nutshell’s vast storage, versatile management tools, and perceptive reports for higher sales generation. Other than its user-friendly interface, Nutshell offers its users 24/7 support.

12. Salesforce

You need not deploy multiple CRM tools for diverse purposes when you have Salesforce with you. As a versatile CRM platform, Salesforce performs broad CRM functions, such as lead management, opportunity management, customer support, etc. A highly scalable CRM tool, Salesforce offers cloud-based, extensive dashboard applications to small and medium-sized businesses.

13. ClickUp

If effectiveness and A-rate quality is what you are looking for in your project execution, take no time to avail ClickUp’s services. Irrespective of the size of your project team, ClickUp makes sure that your projects are executed seamlessly via its distinct and customised features, such as chat, docs, whiteboard etc., that encourages collaboration. ClickUp’s user-friendly services are available at cost-effective prices.

14. Insightly

If what you are seeking is a well-structured management and execution of your projects, then look no further than Insightly. As an efficient CRM software, Insightly assists you in keeping a keen eye on the working of your projects via concerned parameters and customised analysis. It also allows you to generate, assign, manage, and track sales leads for faster project development.

15. Capsule CRM

A robust CRM on the top of a credible project management – Capsule is a dream come true for any small and medium-sized business. Its interactive dashboard application allows you to organise, allot, and execute tasks in a streamlined manner. With its diligent analysis and reporting, you can keep an eagle’s eye onto the management of all your projects and customers. Want to know the difference Mobile App Development vs Software Development, must read the article.

16. EngageBay

Take your business skywards with an all-encompassing and dynamic CRM software named EnageBay. With small businesses forming its major clientele, EngageBay generates and manages web leads via its striking features which include live chat, feature-rich help desk, web forms, efficient marketing tools, etc. Through EngageBay, you get to have a bird’s eye view of your customers’ activities and accordingly strategise marketing.

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