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The Best CRM for Small Business: Top Picks Reviewed

Best CRM for Small Business

There is a popular belief that small businesses do not require a CRM system. There are spreadsheets, after all. We’d like to misspell this common misconception and put small businesses on a stronger footing.

Small companies are, in fact, in even greater need of CRMs than their larger peers. So, why do growing businesses need to use a CRM?

The best CRM for small business can make a big difference in the quality of communication between the brand and its customers.

But it’s easy to feel lost in a sea of choices when picking the best CRM software for small business. The Ergonized team has compiled a review of the most popular solutions to make the search easier for you. Stick with us, and you will find out which CRMs are the most suitable for your business.

The Nitty-Gritty of the Best CRM System for Small Business

Before you embark on the search process, you might be able to find answers to some of your questions regarding CRM tools for small business. So let us give you everything you want – both the insights and recommendations on a CRM solution.

What is CRM in management and other spheres of business?

A CRM, customer relationship management, is a set of strategies and actions taken towards managing the brand’s interaction with their customers with an aim toward building trust and driving more sales. We also define CRM as a tool for managing interactions between new and existing customers. We are convinced that every business dealing with customers, big or small, should take advantage of a CRM platform.

Why does every business need a CRM?

The answer is simple – if you want your business to grow in a smart way, you should implement a CRM. This solution helps your sales, customer support, and marketing teams do their jobs faster and more effectively by automating workflows, reducing the need to perform monotonous tasks, simplifying communication between departments, and keeping a centralized database with every lead. . All these things enable departments to have a better idea of what customers need, make personalized offers, and provide a more pleasing buying experience. Still curious on what are the benefits of CRM? Check out this article.

So, why is CRM important for small businesses? Considering the highly competitive market and customers valuing the quality of service they get, CRM software for small business is an indispensable tool that allows for managing relationships with customers, building effective marketing strategies for attracting more leads, tracking profitability, and improving the service quality.

Types of CRM for Small Business

CRM platforms are not created equal. Here are the three most common CRMs suitable for small businesses. What are the types of CRM?

Types of CRM

  • Operational CRMs help handle core processes connected with customer communication by automating workflows and helping teams stay in touch with customers throughout the whole journey.
  • Collaborative CRMs are meant to streamline communication between the company’s departments to deliver better customer service.
  • Analytical CRMs provide users with real-time metrics about how customers behave and interact with the brand.

What’s the Best CRM for Small Businesses?

Which is the best CRM for small business, and how do you know? We suggest considering several criteria:

  • Scalability - if the tool scales with you and allows for extended functionality as the business grows;
  • Integrations - the availability of integrations with the services your company uses;
  • Fees - whether the CRM app is within budget;
  • Modules - the integration of modules like sales, help desk, marketing;
  • Features - the presence of critical features like reports, sales forecasting, lead management, social media integration, and scheduling;
  • Setup and maintenance - what it will take your team to set up and maintain the CRM;
  • Mobile access - access to the software from mobile so that your employees can work on the go;
  • Data import - the option of importing data from the legacy CRM or spreadsheets;
  • Usability - how user-friendly the app is and whether the staff requires upfront training.

So, what is the best CRM for startups and small businesses?

Reviews of the Best CRM Programs for Small Business

As you are choosing a CRM for a small business, you’ve probably noticed hundreds of options. But which is the best CRM tool? Perhaps, we will disappoint you by saying that there is no one-fits-all answer. What works great for one business will not necessarily benefit another company. This makes the choice of the best CRM for small service business more complicated.

But we are here to be as helpful as possible. The Ergonized team has studied the question extensively and created a review of top CRM for small business to help you get familiar with the most popular options.


Is Zoho good for small business? Let’s see what’s inside this popular app.

Backed by one of the most prolific development teams on the CRM market, Zoho adopts the best emerging technology and frequently updates the app with new features to facilitate lead management. As a result, it has become one of the best cloud-based CRM for small business.

Along with standard CRM features like engagement with leads through email, social media, phone, or Webforms, pipeline management, and closing deals, You’ll also find some extra features like AI-driven contact and lead management systems, in-built instruments for internal communication between departments, customization, sales enablement, market automation, and form building tool,.

Zoho requires significant customization and offers limited customer support. This might be quite problematic for small businesses without an internal IT team.

This CRM is reasonably priced, making it a good CRM system for small business.

zoho pricing

Understanding the needs of small businesses, Zoho has released a solution for small companies only – Bigin, which also has a free plan to get your feet wet.

bigin pricing

So, what is the most cost-effective CRM? Zoho is one of the best free CRM for small business in terms of price.



  • Basic and advanced features for managing leads, marketing, and sales
  • Instruments for omnichannel connection
  • Tools for internal communication between the teams
  • AI-driven lead management features
  • Free plan for small companies (limited functionality)
  • Needs a lot of customization
  • Limited customer support
  • Might be hard to integrate with other tools (even Gmail)


What is the most popular CRM software? The first thing you are most likely to hear from different people is Salesforce. Indeed, as a feature-rich sales CRM software for small business, Salesforce proudly takes the leading position in the CRM market.

It comes with a wide range of tools and add-ons to carry your brand forward. Since your company might not need all the features at the outset, Salesforce offers a more cost-effective solution specifically for small businesses. As you use Salesforce, your team will get all the features they need to effectively communicate with customers and drive more sales. But the greatest advantage of this software is that you can customize the functionality by adding or removing features on demand.

salesforce small business pricing

At first glance, the prices look relatively affordable. But the flexibility in the functionality can bite you in the wallet. You will need to pay for add-ons, and the final monthly fee can be much higher than the initial price.

Another great perk of Salesforce is integration with major apps and compatibility with numerous browsers. However, configuring and setting up the app will require some skills. If your company needs assistance, the Ergonized team is always by your side to ensure a smooth transition from spreadsheets or legacy tools to a more advanced Salesforce app.



  • The Salesforce solution for small businesses includes all you need to automate workflows
  • Advanced customization
  • Intuitive interface for importing leads
  • Compatible with numerous tools and browsers
  • Numerous features might confuse you
  • You’ve got to pay for add-ons
  • Configuration is complicated

Microsoft Dynamics

Microsoft Dynamics is a comprehensive CRM app for businesses of all sizes, but there is also a solution tailored specifically for the needs of small and medium-sized businesses.

Microsoft Dynamics can be an overkill for small businesses due to its complicated functionality, interface, and configuration. New users may find it too difficult to add information to the app, and some flaws in navigation and layouts make things even more challenging. Thus, its implementation might require staff training and hiring qualified experts to get everything up and running.

This app is on the expensive side, even the modified version for small businesses. There are several solutions for businesses, depending on their needs and focus (sales, help desk support, marketing). But is a CRM worth it for a small business? This is an open question that will ultimately be determined by your needs and budget.

Microsoft Dynamics pricing

This app stands out from the aforementioned affordable CRM software for small business due to its seamless integration with Office 365. It also offers advanced analytics generated by PowerBI.

Microsoft Dynamics can be shared across marketing, sales, support, or tech departments, significantly improving the quality of customer service. But you might not be pleased with the customization capabilities. Compared to Salesforce’s unmatched customization, you may find this CRM lacks enough flexibility.



  • Various feature packs depending on business needs
  • Seamlessly integrates with Office 365
  • Accurate analytics generated with PowerBI
  • Allows smooth cooperation between different departments
  • Too complicated interface and configuration process
  • It may be too expensive
  • Minor flaws in navigation and layouts
  • Customization is not as advanced as in other apps


Pipedrive is an inexpensive CRM software for small business that offers great functionality, flexibility, and scalability. Unlike Zoho, Salesforce, and Microsoft Dynamics, Pipedrive was built with small businesses in mind.

Along with the basic features like contact and lead management, sales automation, email integration, Pipedrive also enables you to create custom sales pipelines. The interface is intuitive and simple, so your sales or support reps will quickly grasp how to use this CRM. There is also a mobile version of the app, so no matter where employees are, they will always have access to the data they need for effective work.

Pipedrive features

If you are looking for a CRM for managing social media communication with customers, Pipedrive is not the best solution. The reporting tools give valuable insights on customer performance, but they are not easy to pick up on. Moreover, even if you decide to master Pipedrive for your business, you will have difficulty finding a qualified trainer or reaching their support team.

Pipedrive has reasonable pricing plans (the cheapest plan is $15 per month/user), making it the best affordable CRM for small business.

Pipedrive pricing 2022

So, what is the simplest CRM to use?

Our answer is Pipedrive. It can automate cumbersome day-to-day busy work while enabling team members to focus on bringing in and retaining leads.



  • Includes basic and some advanced features that simplify work
  • Reasonable pricing plans
  • Mobile version to work on the go
  • Allows managing leads and deals
  • Communication tracking tools for checking the communication history with every lead
  • Reporting is cumbersome and might be hard to grasp
  • Lack of support from the company’s side
  • Don’t allow for managing social media communication


Automate repetitive tasks, bring in new leads, follow up with them effortlessly, and do much more with Keap. Being a simple CRM for small business, this app combines CRM, marketing automation, payments, and more in an integrated platform.

They offer a three-tiered plan, based on the range of features the team will get. The lite (and the cheapest plan) offers lead capture, email marketing, automation, schedules, payments, and invoicing. Your company also gets access to the mobile app for added convenience. More advanced plans enable setting up sales funnels, 1-click upselling and cross-selling, and issuing promo codes. You’ll also get advanced analytics, including metrics about customer engagement. But it might take time to figure out what the results mean as the analytics are mainly numeric (infographic is much more convenient).

Keap pricing

If you live outside of the USA, you will get access to limited functionality (for instance, text messaging is not available in Canada or Australia). The lack of social media integration and detailed reporting in the more affordable plans makes the use of this CRM slightly inconvenient.



  • Keyset of features small businesses need for growth
  • Allows for accepting payments and creating invoices
  • Supports email marketing
  • Mobile version for added convenience
  • Includes advanced analytics
  • Not the cheapest on the list
  • Mainly targets U.S.-based users
  • Inconvenient analytics and landing page

So, What Is the Best CRM Management Software for Small Business?

There you have it. We’ve taken the most popular CRMs on the market and laid out their most salient benefits and costs in the search for the best CRM software for very small business. Now it’s your turn to make the final decision.

Just remember. The choice of CRM is not cast in stone. Almost all CRMs offer free trials, which allow you to see whether the app lives up to your expectations. If there is anything you do not like, you can always try another.

If you are uncertain what CRM will work for your small business, or you need assistance with implementing the CRM, feel free to reach out to the Ergonized team. We’d love to help.

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Written by

Dmitriy Ogol

Experience in various CRM systems as Zoho, SugarCRM, Hubspot and Pipedrive helped to reach the right expertise level in the CRM systems, which, consequently, lead to significant Salesforce potential. So now, Dmitriy helps to create various solutions on the Salesforce platform.
Starting from 2008, Dmitriy helps in the development of CRM solutions for such industries as Real Estate, Marketing, Insurance and Healthcare.

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