Top 5 BEST CRM For Small Business (2024) | Best Picks Reviewed!

Summary

This video script reviews the top five CRM solutions for small businesses, highlighting their features and pricing. It emphasizes the importance of CRM systems for saving time, preventing data loss, and understanding customer needs. The script details each CRM's unique strengths, from Salesforce's robust capabilities to Pipedrive's user-friendly interface, and offers discounts for viewers. The summary aims to help businesses choose the right CRM to enhance sales and customer relations.

Takeaways

• 😀 Over 90% of small businesses utilize CRM systems to save time, prevent data loss, and gain insights into customer needs.
• 📊 CRM software streamlines communication and enhances sales performance, making it crucial for business efficiency.
• 🔍 The video reviews the top five CRM solutions to help businesses find the perfect match for their needs.
• 🔗 Viewers are encouraged to use the provided links in the description for discounts on the featured CRM software.
• 🥇 Salesforce, known for its robust features, is a top choice for larger businesses but also offers Salesforce Essentials for smaller enterprises.
• 💼 Monday.com, primarily a work operating system and project management tool, offers essential CRM functionalities with a visually appealing interface.
• 🌐 HubSpot is popular for its marketing automation features within its CRM, providing a comprehensive toolkit for online marketing strategies.
• 📈 Zoho CRM is a well-rounded software with a free version and paid plans, integrating well with other Zoho apps and external services.
• 🏆 Pipedrive is the top-rated CRM for small businesses, offering a user-friendly interface, comprehensive tools, and affordable pricing plans.
• 💰 CRM pricing varies significantly, with some like HubSpot being expensive, while others like Zoho CRM and Pipedrive offer more budget-friendly options.
• 🔄 Automation is a key feature in CRM systems, helping to optimize manual data input and increase productivity.
• 📝 The importance of choosing the right CRM based on specific business needs and budget is emphasized, with a recommendation for Pipedrive based on its balance of features and cost.

Q & A

What is the main benefit of using a CRM system for small businesses?

Using a CRM system saves time and energy, prevents data loss, and provides insights into customer needs, which helps in streamlining communication and boosting sales.

What is Salesforce known for in the CRM industry?

Salesforce is known as a legend in the CRM industry, with a high recommendation rate of 86% and is used by major companies like Amazon, Adidas, and American Express.

What is the target audience for Salesforce Essentials?

Salesforce Essentials is designed for very small businesses, catering to those with up to 10 users.

What is the main feature of Salesforce's Einstein activity capture tool?

Einstein activity capture is an automation tool that optimizes manual data input, increasing the productivity of sales and service personnel by freeing up their time.

How does Monday.com differ from traditional CRM solutions?

Monday.com is primarily known as a work operating system and project management tool, but it includes essential CRM functionalities such as lead management and email integration.

What is the unique feature of HubSpot CRM in terms of marketing?

HubSpot CRM is particularly popular for its marketing automation features, providing extensive tools for inbound marketing, SEO, content creation, and social media marketing.

What does Zoho CRM offer that is different from other CRM solutions?

Zoho CRM offers a free version with basic features and integrates seamlessly with other Zoho apps, making it a smart choice for businesses already using Zoho's ecosystem.

What makes Pipedrive stand out among the CRM options discussed?

Pipedrive is known for its user-friendly interface, visual pipelines, and customizable workflows, making it a comprehensive solution for small businesses.

How does HubSpot CRM's pricing structure compare to other CRM solutions?

HubSpot CRM offers a free version with basic features and two paid plans, which are relatively expensive compared to other CRM solutions, especially for small businesses.

What is the significance of the regional pricing for Pipedrive?

Pipedrive's regional pricing offers discounts in certain countries like India, the Philippines, and Pakistan, making it more affordable for businesses in those regions.

What additional benefit does committing to an annual plan with Pipedrive offer?

Committing to an annual plan with Pipedrive offers a 70% discount, providing significant savings for businesses.

Outlines

00:00

🚀 Introduction to CRM Solutions for Small Businesses

This paragraph introduces the importance of CRM systems for small businesses, emphasizing the time and energy saved by using CRM software. It mentions the benefits of CRM, such as preventing data loss, understanding customer needs, and enhancing sales. The script also provides an overview of the video's content, which includes a review of the top five CRM solutions and a special discount offer for viewers. The call to action includes subscribing to the channel and starting the review with Salesforce CRM.

05:02

🏆 Salesforce Essentials: A CRM for Small Businesses

Salesforce is highlighted as a leading CRM solution, particularly with the introduction of Salesforce Essentials in 2017. Tailored for very small businesses, it offers features like lead and prospect management, sales funnel tracking, and support request handling. The system allows for data import and synchronization from various sources and provides a comprehensive contact overview. It also includes automation tools like Einstein Activity Capture and customizable reports for real-time sales data analysis. However, some users find the interface outdated and the system challenging to navigate, requiring significant training. The pricing is noted as being on the higher side for small businesses, with plans starting at $25 per month and scaling up to a more expensive digital marketing automation solution.

10:04

📊 Monday.com: A Work Operating System with CRM Capabilities

Monday.com is presented as a work operating system and project management tool that also includes essential CRM functionalities. It allows for lead collection, stage-by-stage management, and seamless email integration. Automation setup is straightforward, enabling focus on client relations rather than repetitive tasks. The CRM also supports sales forecasting and detailed report generation. The interface is visually appealing, with custom dashboards that transform raw data into understandable visuals. Pricing ranges from $12.50 to $30 per month, with a recommendation for the standard plan. However, the pricing model and lack of specialized CRM features may limit its suitability for businesses with complex CRM needs.

🎯 HubSpot CRM: Marketing Automation and Comprehensive Features

HubSpot is recognized for its strong marketing automation features within its CRM. It offers extensive tools for contact management, sales pipeline management, and inbound marketing strategies. The platform includes SEO, content crafting, and social media marketing tools, along with a marketing analytics dashboard for real-time tracking of marketing performance. HubSpot's email marketing capabilities are highlighted as being on par with dedicated email marketing tools. The pricing structure includes a free version with basic features and two paid options, one of which is considerably expensive for small businesses. Despite a learning curve, HubSpot offers an academy for training, and all plans come with a 14-day free trial.

🌟 Zoho CRM: A Feature-Rich and Affordable Option

Zoho CRM is introduced as a comprehensive tool for managing customer information, tracking interactions, and identifying new potential customers. It offers a user-friendly interface and the ability to customize workflows. Zoho CRM integrates well with other apps and provides detailed reports, though its visual appeal may not match other options. The free version is highlighted as a permanently free option with 1 GB of cloud storage, and paid plans start at $20 per month. The professional plan at $35 per user per month is recommended for its additional features like custom reports and sales signals. Zoho CRM is positioned as an affordable and flexible choice for businesses, especially those already using Zoho's suite of apps.

🏆 Pipedrive: Top-Rated CRM for Small Businesses

Pipedrive is crowned as the top-rated CRM for small businesses, lauded for its visual pipelines and timeline view that make sales tracking both practical and visually appealing. The software offers customizable workflows, smart contact data, and extensive integration options. The user interface is praised for its ease of use and clear reporting. Pipedrive's pricing starts at $11.90 per month, with an Enterprise plan available for larger scale needs. The pricing is noted to be regional, offering discounts in certain countries. A 14-day free trial is available, and committing to an annual plan comes with a significant discount. Pipedrive is recommended for small businesses seeking a user-friendly CRM with comprehensive tools and affordable pricing.

Keywords

💡CRM systems

CRM stands for Customer Relationship Management, which refers to the technology and strategies businesses use to manage their interactions with customers and potential customers. In the video, the script emphasizes that over 90% of small businesses are using CRM systems to save time, prevent data loss, and understand customer needs better. CRM systems help in streamlining communication and boosting sales.

💡Salesforce

Salesforce is a renowned CRM software company that offers a comprehensive set of tools for businesses to manage their customer relationships more effectively. The script mentions Salesforce as a 'legend in the game' with a strong recommendation rate and big-name clients. Salesforce Essentials is highlighted as a cloud-first CRM system designed for small businesses with up to 10 users.

💡Automation

Automation in the context of CRM refers to the use of technology to perform repetitive tasks without human intervention, thereby increasing efficiency and productivity. The script mentions Salesforce's 'Einstein activity capture' as an example of an automation tool that optimizes manual data input and frees up sales and service personnel's time.

💡User interface

User interface (UI) is the space where interactions between humans and digital systems occur, including how a system presents itself to the user and how the user interacts with it. The script discusses the user interface of Salesforce, noting that while some find it user-friendly, others feel it is outdated and requires significant training to navigate effectively.

💡Pricing plans

Pricing plans are the different options offered by a software company for using its product, usually at varying levels of features and costs. The script reviews the pricing plans of Salesforce Essentials, noting that they are on the higher side for small businesses, with a starter plan at $25 per month and more expensive plans for additional features.

💡Monday.com

Monday.com is a work operating system known for its project management capabilities but also offers CRM functionalities. The script describes it as having essential CRM tools, allowing for lead collection, management, and email communication. It also highlights Monday.com's visually appealing custom dashboards that make raw data more comprehensible.

💡HubSpot

HubSpot is a popular CRM platform that is particularly known for its marketing automation features. The script positions HubSpot as a powerful toolkit for inbound marketing, helping businesses with SEO, content creation, and social media marketing. It also emphasizes HubSpot's email marketing capabilities, which are considered on par with dedicated email marketing tools.

💡Zoho CRM

Zoho CRM is a customer relationship management software offered by Zoho Corporation, an Indian company that provides a suite of business tools. The script describes Zoho CRM as a comprehensive solution for storing customer information, tracking sales progress, and integrating with other apps. It also mentions Zoho CRM's free version and its paid plans, which start at $20 per month.

💡Pipedrive

Pipedrive is a CRM software that is highlighted as the top-rated CRM for small businesses in the script. It is praised for its visual pipelines, timeline view, customizable workflows, and smart contact data. The script also discusses Pipedrive's user-friendly interface and affordable pricing plans, which start at $11.90 per month.

💡Integration

Integration in the context of CRM refers to the ability of a CRM system to work seamlessly with other software applications, enhancing the overall functionality and user experience. The script mentions that CRMs like Salesforce, Monday.com, and Pipedrive offer integration options with various apps such as Google, MailChimp, Slack, and Zoom.

💡Discounts

Discounts are special offers or reductions in price provided by companies to attract customers or incentivize purchases. The script encourages viewers to use the links provided in the video description to avail of discounts on the featured CRM software, emphasizing the value of these offers for small businesses with limited budgets.

Highlights

Over 90% of small businesses use CRM systems to save time and prevent data loss.

CRM software provides insights into customer needs and enhances communication and sales.

Salesforce is a leading CRM, recommended by 86% of users and used by major companies like Amazon.

Salesforce Essentials is designed for small businesses with up to 10 users, offering comprehensive CRM features.

Salesforce's Einstein automates data input, increasing productivity for sales and service teams.

Monday.com is known as a work operating system with CRM capabilities, offering visual appeal and flexibility.

Monday.com's automation and forecasting tools help streamline sales processes.

HubSpot is popular for its marketing automation features within its CRM.

HubSpot's email marketing capabilities are on par with dedicated email marketing tools.

Zoho CRM offers a free version and integrates well with other business apps.

Pipedrive's visual pipelines and timeline view offer an intuitive way to track sales progress.

Pipedrive's smart contact data feature reduces the need for manual research on leads.

CRM pricing varies, with some offering free versions and others focusing on affordability for small businesses.

Pipedrive's regional pricing offers discounts in certain countries, making it budget-friendly.

CRM selection depends on specific business needs and budget considerations.

The video provides links for discounts on the reviewed CRM software.

Pipedrive is recommended as the top CRM for small businesses due to its comprehensive tools and user-friendly interface.

Transcripts

do you know that over 90% of small

businesses are using CRM systems and if

you're still stuck manually typing away

in Excel you're actually wasting your

time and energy because using a CRM

software not only saves you time and

prevents data loss but also gives you a

window into what your customers really

want it helps smooth out communication

and best of all it can supercharge your

sales and keep your customers grinning

but with so many CRM companies out there

it's easy to feel lost but don't worry

in this video we'll review the top five

CRM Solutions so you can choose your

perfect CRM match and in case you decide

to go with any of the software from our

list make sure to hit up the link that

we've dropped in the description for a

sweet discount before we dive in it

would be super cool if you could hit

that subscribe button if you haven't

already all right let's get started now

in our fifth place champ in the CRM

world is none other than Salesforce now

Salesforce isn't just any CRM it's

practically a legend in the game stats

say 86% of users would recommend it to

anyone who'd listen and when you've got

giants like Amazon Adidas and American

Express on board you know it's a big

deal now Salesforce usually caters to

big businesses but in 2017 they decided

to show some love to these small

businesses with Salesforce Essentials

it's their Cloud first CRM system

perfect for those super small businesses

with up to 10 users the CRM features

here are top-notch you can manage leads

prospects sales funnels and support

requests with ease plus you can import

and sync data from all over everywhere

spreadsheets calendars emails and others

and just like in the big version here

you can also see a complete overview of

contacts their related prospects and all

Associated documents across channels as

well as support cases additionally

Salesforce has this automation tool

called Einstein activity capture that

optimizes manual data input via

automation to increase the productivity

of sales and service Personnel by

freeing up their time then you can see

users real-time sales data via

customizable reports for all kinds of

scenarios like sales pipeline win loss

historical views and more now although

some users find the software quite

userfriendly others think that the user

interface and how the application works

feel old and need upgrading like it's a

bit tough to get around the system and

might require a lot of training but once

it's set up properly things will work

out for you then another hiccup is that

although Salesforce Essentials is meant

for small businesses its pricing is more

on the Enterprise side take a look here

the starter plan is $25 per month when

build annually then the next two plans

are $80 each which might be doable for

some small businesses but this

$1,250 one they call a digital marketing

automation solution well that's going to

be way too pricey for a small business

to handle because you know investing in

CRM can be profitable but still small

businesses don't have that much budget

and they also don't really need those

high-end features plus you can add only

10 users across the organization fer

sales and fer service there's also no

API support and customization

capabilities are also Limited in a nutsh

sh Salesforce isn't the easiest to learn

but if you stick with it and set it up

right you might find yourself gradually

moving up to their higher plans later on

so if you think that Salesforce will

suit your needs don't forget to use the

link that we have added in the

description box below to Avail maximum

discount on your purchase all right

folks let's talk about our fourth place

Contender monday.com now monday.com is

known more as a work operating system

and a project management tool than a

full-blown CRM solution but it has all

the essential CRM tools tools like you

can collect all your leads and manage

them stage by stages plus you can have

all the information about any client or

account in a single View and yes sending

and receiving emails right from this

Monday CRM is also very seamless then

setting up automations is also smooth

which means you can focus on your

clients more rather than doing the same

repetitive task additionally forecasting

sales in Monday CRM is a snap enter your

deal values and close your probability

and boom you've got those handy reports

it's like having a map for your sales

journey and if you want to dig deeper

monday.com lets you explore these

forecasts monthly Trends team

performance or any details you like it's

all there clear as day apart from all of

these things I just love how visually

pleasing its dashboard is I mean these

custom dashboards take boring raw data

and turn it into these vibrant and easy

to understand visuals now in terms of

pricing there are four pricing tiers

available so the cost range is from

$12.50 per month for a basic plan to $30

for the highest tier but I would

recommend that you go for its standard

plan because it offers a good balance of

features and affordability it goes for

$17 per user per month and has all the

features of the basic plan plus some

upgraded features like 250 action

automation activity management and

dashboard creation for up to five board

combination but remember that this

pricing is based on a per group seed

model with minimum three seats which

might not make sense for smaller teams

additionally each plan has a limit on

the number of actions between two

integrated apps per month for instance a

standard plan allows for 250 actions per

month while a Pro Plan allows for 25,000

actions per month and it's sad to see

there is no free trial available but you

can opt for a 14-day free trial to test

out its features but yes I agree with

people who say Monday CRM has confusing

pricing plans because of their three

user minimum requirements which can be a

real pain especially for startups or

small businesses and secondly while it

offers customizable boards and workflows

it may lack some of these specialized

CRM features found in dedicated CRM

software these features can include

Advanced lead scoring marketing

Automation and customer service

management capabilities that are crucial

for businesses heavily focused on sales

and customer interactions so I think

that monday.com can be adapted for CRM

purposes but organizations with complex

CRM needs might find it more limited

compared to Dedicated CRM Solutions like

Salesforce or HubSpot CRM but if you're

all about a visually attractive

interface and want to use a CRM in a

more flexible way Monday CRM could be

your cup of tea and if you're thinking

of trying it out check out the official

Link in the description for a special

discount next up ranking on number three

is a very popular name HubSpot now why

is HubSpot so popular well it's because

it has earned its name by providing the

best marketing automation features in a

CRM apart from providing extensive

contact management and sales pipeline

management tools HubSpot is packed with

loads of awesome features for marketing

agency it has got a super star in its

lineup inbound marketing with this

HubSpot helps companies with things like

SE so their website Shines on Google

crafting content and rocking social

media marketing it's like a powerful

toolkit to strengthen your online game

plus it's a pro at attracting potential

customers by giving companies slick

landing pages to generate leads for

their businesses and it has got this

cool marketing analytics dashboard it's

like your One-Stop shop for tracking

marketing performance in real time you

can keep an eye on important stuff like

website traffic lead generation email

campaign success and social media Buzz

all from one easy to ous dashboard so

this helps businesses make smart

decisions based on data find where they

can do better and fine-tune their

marketing game for top-notch results

furthermore out of all the crms we've

looked at in this video hubspot's email

marketing capabilities are truly Second

To None it might seem a tad complicated

at first but you'll soon find that

hubspot's email marketing engine

operates on the level of a dedicated

email marketing tool plus it can

integrate seamlessly with nearly all

major software Brands but hubspot's

pricing could be steep for an average

business and expensive as well like

although you get a free version which

has got basic lead and Sales Management

features and some limited marketing

features like email campaign gracium

reporting dashboard and limited website

building tools but although hubspot's

got a lot of features it might take some

time to get a hang of them all but

they've got the HubSpot Academy on their

website so while there's a learning

curve the academy makes it easier then

unlike some other CRM systems like pipe

drive or Zoho which give you a range of

paid plans HubSpot keeps it simple with

just two options the first one while

well it's pretty basic and cost $20 the

second one it's a Powerhouse no doubt

but it costs a whopping

$1,781 for a team of five which I

personally believe is quite expensive

for small businesses and the neat trick

about Hobs spots pricing is if you go

for the annual plan they give you a big

40% discount that definitely means a big

savings now you might be thinking why

commit to the whole year if I haven't

even tried out the software well the

good thing is all the hubs spots pricing

packages come with a 14-day free trial

so you can give it a spin before making

any long-term decisions so right now if

HubSpot seems like the right choice for

you then click the link that we've added

in the description box below to get some

sweet discount now the next CRM taking

the second spot is Zoho CRM so Zoho you

might have heard of it right it's this

company from India that offers all kinds

of tools for businesses like it has

different software for managing money

handling projects and keeping track of

customers now let's zoom in on one of

its products Zoho CRM it's a really

wholesome software you can store all of

your customer info in one place see who

you've talked to set reminders to call

back and even group your contacts by

things like people who like dogs it can

also find new potential customers send

out emails and keep an eye on deals so

you don't have to then sohoo reports

gives you lots of info but it might not

look as fancy as some others so if you

love colorful charts you might want to

check elsewhere but yes Zoho CRM plays

nice with other apps you can connect it

with Google MailChimp slack zoom and

more so this helps your apps work

smoothly together now about the money

Zoho has a free version and it's not a

trial it's free forever you can do a

bunch of things with it and they give

you 1 GB of cloud storage too and if you

want more they have paid plans starting

at 20 bucks a month but check out the

professional plan for $35 per person

each month it's loaded with cool stuff

like custom reports plus there's a

feature called sales signals that helps

you spot potential customer so I would

recommend you go with this one okay I

know it's not one of the cheapest

options out there but it's not crazy

expensive either and if you're not sure

try the free trial for 15 days to check

out before completely adopting it so

bottom line is Zoho CRM is a solid tool

it's easy to use lets you tweak it to

fit your needs and it won't break the

bank also if you're already using other

Zoho apps it's a smart choice as it

integrates seamlessly well with other

Zoho apps and if you want to give it a

go check out the link in the description

for a special deal and now it's time to

bring out the red carpet because we have

a winner our top rated CRM for small

businesses none other than pipe drive

now if I had to pick a favorite CRM it

would be pipe Drive why because it's

like the perfect example of a wholesome

solution first off those visual

pipelines they have they're not just

practical they're a work of art you'll

track your sales progress so

effortlessly that you'll want to frame

them and hang them in your office now

there's this called timeline view and

it's like a time machine for your deals

you get to see the whole history of each

deal or lead in a visual timeline that's

like watching your sales cycle in action

and it's customizable workflows helps

you getting a tailor made suite for your

sales pipeline so everything's how you

like and don't get me started on smart

contact data it's like your CRM doing

the research for you no more spending

ages Googling your leads it's all right

there oh and pipe Drive plays Super well

with others they've got integration

options Galore from Google meet to zoom

and everything in between now let's talk

about the cherry on top the user

interface it's super easy and you'll

have everything you need at your

fingertips like the reporting is easily

understandable and you can narrow them

down to specific pipeline stages and if

you're on a higher plan you can even

focus on a particular team and configure

the time intervals then talking about

its pricing if you're budget conscious I

mean who isn't then pipe drive has got

you covered they've got five premium

plans starting at just

$11.90 a month and for those big

dreamers there's also an Enterprise plan

for

$79.90 and the secret sauce is pipe

drives pricing is regional like if

you're in countries like India and the

Philippines or Pakistan you'll get a

sweet discount and that's more that you

can ask for now coming to the plan the

entry level plan is solid with deal and

Lead management calendar ERS and

pipeline tools and importing data but

for small businesses the professional

plan at $49.90 per user per month is

like hitting the jackp Pod you get

document management Revenue forecasting

and top-notch Reporting it's the whole

package not sure yet well there is no

free plan here but pipe Drive offers a

14-day free trial so dive in and see if

it fits and a pro tip if you commit for

a year you'll get a cool 70% off but I

want to add here that for large scale

businesses with complex needs hpe Drive

might feel like a bit basic so you can

look for another option like Salesforce

all in all in a nutshell pipe Drive is

perfect for small businesses that want a

userfriendly CRM with enough features

and flexible pricing simply it's a

winner in my book and here you go we've

just covered the best CRM options for

small businesses now when it comes to

picking the absolute best one it's a bit

like choosing your favorite flavor of

ice cream they all have their own unique

Specialties but if you want my

recommendation based on research and

experience it's got to be pipe Drive our

top ranked CRM it's loaded with

Comprehensive tools has a userfriendly

interface and won't break the bank with

its affordable pricing plans however our

runner up crms are no less either hub

spot shines if you need Advanced

marketing automation alongside CRM and

you're willing to pay a bit more for it

Salesforce well it's the reliable Giant

in the room and if you need an extensive

feature set and can handle a complex

setup and have a good budget then it's a

solid Choice as for Monday and zost CRM

perfect if you're already using other

software products from these Brands

ecosystems but Monday CR m is no doubt

the most visually appealing than all of

the others in our list so ultimately

picking the right CRM from this Bunch it

really comes down to your specific needs

and also budget but no matter whichever

you choose remember these generous

discounts waiting for you through the

links in this video so don't hesitate

check out those links and grab yourself

a sweet discount deal and that wraps it

up for me now it's your turn share your

experiences with any of these five CRM

in the comments once again thanks for

sticking around till the end you won't

want to miss our next video so here hit

that subscribe button and turn on the

notifications until then goodbye and

catch you later