8 Best Client Management Software for Small Business

An ideal and best client management software for small businesses can benefit your business by effectively tackling marketing and sales management processes. A customer management system can automate processes such as entering accurate lead information and tracking sales. It also boosts your processes' security, ensuring your client’s data is in safe hands. Furthermore, CRM can offer a vast range of integrations that can further improve functionality, helping you tailor the CRM to your business needs. The ultimate goal of the best client management software for small businesses is to boost sales with the help of proper automation processes implemented by CRM.

We have brought you the industry’s leading best client management software for small business tools for customer relationship management. To help you make an informed decision, we have provided details such as features, prices, and the downsides of each of these customer management solutions.

What is Client Management Software (CMS)?

Client management software is a program that helps you manage your client's contact information, services, and billing information. It can also help you track client interactions and create invoices for services rendered.

Many different best client management software CMS programs are available, but not all are the right fit for small businesses. The programs listed below are great options for small business owners who need to keep track of their clients and manage their businesses effectively.

How Does CMS Help You Manage Your Clients More Effectively?

The best client management software can help you manage your clients more effectively by providing a central location for all client data. It includes contact information, account status, order history, and more.

CMS offers a variety of reports that can help you track your clients’ activity and performance. You can use these reports to identify potential problems and take corrective action before they become serious.

Best Client Management Software for Small Business

Additionally, the CMS software provides an easy-to-use interface that makes it simple to manage your clients’ accounts and orders. You can access the CMS from any computer or device with an internet connection to stay up-to-date on your clients’ latest activities.

What to Look for in a CRM for Small Businesses?

Reasonable cost: Small businesses and startups constantly look for ways to save money. You may still be working with a limited budget and must allocate your resources as efficiently as possible. As a result, the CRMs we’ll mention here are all reasonably priced or even free, making them ideal for small-scale companies.

Customization: You’re probably operating your company as a small business owner. So, we recommend looking for customization capabilities that allow you to customize CRM software to meet your business requirements.

Usability: If you’re running a small business or startup, spending time learning a new complex platform is never a good idea. Ease of use and simplicity should be decisive factors. The optimal platform is the one that requires minimal training, easy to use, quick to access, and includes necessary features for a business.

Integrations with other tools: It’s always beneficial to use software that can integrate all of your tools and combine the data to produce the ultimate result. Every department can use the data in its ways and avail of its tools to create new strategies.

Customer support: You should find the best client management software for small businesses with good customer support features to quickly get assistance if there is any trouble. It will save much of your time instead of finding your way to solve the problem.

The Best Client Management Software for Small Businesses List Mentioned Below:

Are you a small business trying to make sense of all the customer information coming from different sources? Is your sales team struggling to retain customers and sustain sales growth? If so, you need the best client management software. It will enable you to build strong customer relationships and manage all relevant customer information and data. It will also allow you to collect, process, and analyze data from various interaction channels. Likewise, CRM software helps you adopt inbound marketing best practices to generate more leads.

There are many CRM products on the market. The only question is, how do you know which is right for you? Of course, we are here to help. We’ve picked the best CRM software for small businesses from our database based on their user-friendly features, functionalities, capabilities, benefits, affordability, and unique attributes.

1: Zoho CRM

With Zoho CRM, you get marketing automation, note-taking, performance management, remote work, and journey orchestration. However, Lead generation remains its most important feature. Furthermore, it is very customizable and simple to set up.

Zoho CRM - Best Client Management Software for Small Business
Zoho CRM – Best Client Management Software for Small Business

Zoho CRM is a freemium service that offers a free plan that never expires. Its paid plans also have a 15-30 day trial period. Businesses can schedule a demo with the Zoho CRM by reaching out to them at: [email protected] The price for the ZOHO CRM business plan starts at 12 USD.

Zoho: Sensational Software, Sensible Price

Free trial with no credit card required

Standard

$12

/Month​
Just automate and optimize your sales cycle with this plan.
Professional

$20

/Month
Improve customer acquisition and accelerate growth.
Enterprise

$35

/Month​
Manage global CX operations with complete CRM.

However, there is a steep learning curve for operating the CRM. Zoho is also a bit limited with its integration and needs to improve its customer support. Also, the best features are limited to the pricier plans, so Zoho isn’t the cheapest solution on this list.

2: Salesforce

Salesforce - Best Client Management Software for Small Business
Salesforce – Best Client Management Software for Small Business

In recent years, Salesforce has gained a lot of exposure and is today one of the leading CRM in the industry. It offers over 1000+ 3rd party integration, the highest number of integration available.

Like Zoho, it also provides a great range of customization options. With Salesforce, you get process automation, pipeline and forecast management, Opportunity management, lead management, and contact and account management.

Best Client Management Software for Small Business

The company offers several basic options for its software at a lower price for small businesses. With the Essentials package, you get an advanced contact manager that automatically captures customer data, integrates with email, and more. Salesforce also integrates with numerous other tools, and you can upgrade or add functionality as your company grows.

While Salesforce doesn’t offer a free version, it provides a 30-day trial. You can also fill out a Demo Request Form to see if Salesforce is the right fit for you. One of the most expensive business CRMs, Salesforce plans start at USD 25 per month.

The downside of Salesforce CRM includes a stale user interface with a steep learning curve. As we have mentioned, it is also not affordable for businesses on a fixed budget.

3: Monday.com CRM

Monday.com is a cloud-based CRM software platform. It has a simple interface, and you can get started in minutes. You can choose from over 200 pre-built workflow templates for designing forms to send communications. You can customize these templates per your requirements or create workflows from scratch.

Monday.com - Best Client Management Software for Small Business
Monday.com – Best Client Management Software for Small Business

monday.com is a complete project management tool. It helps in project management, marketing, task management, sales, design, software development, construction, HR and recruitment, IT, etc. It is a popular platform with a user base of over 100,000+. The support is 24X7 with a quick response time. It has in-depth tutorials to help you understand the process or how-to.

monday.com has many integrations and automation. You might, for example, inform a manager when a new lead is generated, automatically upload lead data into Monday.com, or remind account managers to check in at a specific time. You can also move clients from one group to another quickly.

All meeting recaps and calls notes, and you can access client emails in one place. Dashboards are available on Monday.com in the form of chart widgets for tracking sales and leads, board updates widgets for seeing all communications, and a board-to-globe widget for displaying clients' locations.

Key Features of monday.com CRM

  • Highly customizable
  • Over 200 pre-built templates
  • Slack integration for chat
  • Daily webinars to help you get the most out of monday.com
  • Support for all devices
  • Enterprise-grade security
  • Calendar sync
  • Over 30 customization column types
  • Due date reminder
  • Time tracking

monday.com Pricing Plans:

  1. Individual: This is a forever-free plan for two seats, and you can also store and visualize your contacts.
  2. Basic: The price is 10 USD/user/month. This plan requires at least three users, so the minimum fee is 30 USD/month. You will have unlimited boards, over 200 templates, 20 column types, iOS, and Android apps, etc.
  3. Standard: The price is 14 USD/user/month. This plan requires at least three users, so the minimum fee is 42 USD/month. Here, you have all the features from the Basic plan plus timeline and Gantt view, calendar view, guest access, 250 automation, 250 actions on integrations, can create a combination of three boards, etc.
  4. Pro: The price is 24 USD/user/month. This plan requires at least three users, so the minimum fee is 72 USD per month. Here, you have all the features from the Standard plan plus private boards, chart view, time tracking, formula column, 25,000 automation, 25,000 actions per integration, can create a board that combines up to ten boards, etc.
  5. Enterprise: You can use this plan if you need enterprise-level features and support. You will have to contact monday.com support for a quote.

You will get an 18% discount with a yearly plan.

4: EngageBay

EngageBay - Best Client Management Software for Small Business
EngageBay – Best Client Management Software for Small Business

Another well-known name in the industry, the EngageBay customer management system, is one of the best choices for small businesses everywhere. EngageBay’s free plan is forever free, and you don’t have to upgrade unless the needs of your business change.

The free plans offer live chat, contact management, 360-degree contact view, email tracking, tasks, deals, and G Suite integrations.

Best Client Management Software for Small Business

Compared to Salesforce, Engage Bay is more affordable. The premium plans start at 13.49 USD. With the paid plans, you can get features such as multiple deal tracking and 3rd party integrations, which improves the functionality of the CRM and helps you work efficiently. Staying true to its name, Engagebay offers excellent customer service.

However, there are a few things to remember when using Engagebay. Like most CRMs on this list, it takes time to learn the user interface. Some features, such as social posting, need a slight improvement. You might not find sufficient documentation with EngageBy and have to contact customer support. It’s a good thing that they are very responsive.

5: HubSpot

HubSpot CRM is a reliable client management software to organize contacts, get detailed insights, and monitor new leads. It’s a 1-stop solution for marketing, sales, and services to grow your business.

HubSpot - Best Client Management Software for Small Business
HubSpot – Best Client Management Software for Small Business

Hubspot CRM comes with tools and integrations to provide the best service to your customers. Connect these tools to generate new leads, automate communication, schedule meetings, and follow up on tickets.

You can quickly transform your customers’ buying experience with built-in payments powered by CRM features, including:

  • Unlock new revenue streams with more ways to collect payment.
  • Get paid faster with digital payments.
  • Give front office teams a 360-degree view of the customer.

Plus, HubSpot provides analytics and insights that help identify internal issues for client management. It streamlines the process of solving more problems and closing more deals online.

Starter

$45

/Month​
1,000 Marketing Contacts
Professional

$800

/Month
2,000 Marketing Contacts
Enterprise

$3,600

/Month​
10,000 Marketing Contacts

HubSpot offers discount pricing for eligible startups and nonprofits through the ​HubSpot for Startups and Nonprofits programs. If you work for a startup and want to determine your eligibility for the startup program and apply, visit HubSpot for Startups Program. If you are part of a nonprofit and want to determine your eligibility for the nonprofit program and use, visit HubSpot for Nonprofits.

6: Freshsales

Freshsales - Best Client Management Software for Small Business
Freshsales – Best Client Management Software for Small Business

Freshsales, an effective customer management system, is known for its intuitive AI assistance that offers advanced insights. It is a straightforward CRM that offers a free plan with functionality such as a mobile app, contact and account management, contact life-cycle stage, email and phone, and built-in chat. Its reliable customer support is available 24/5. You can add more features to the CRM with 3rd Party integrations.

Freshsales’ free plan doesn’t have hidden costs. So you have the option to use it for free forever. You can also get a 21-day free trial of the paid plans ranging from 15 to 69 USD.

Freshsales doesn’t offer a demo. You have to sign up for the CRM software to experience the features.

Best Client Management Software for Small Business

While free plans offer a lot, they don’t allow you to generate reports. And reports are essential for the survival of small businesses. It also lacks a few other important features you can get by upgrading to paid plans.

7: BitRix24 CRM

BitRix24 comes loaded with exceptional customers and client management tools such as pipeline management, 360-degree customer view, sales reports, sales funnel, sales, and automation. It is also highly adept and sends prompt notifications for new opportunities, activities, and tasks. Additionally, it also offers support for repeat sales.

Bitrix24 CRM does have a free version that you can use as a trial. The free version offers 5GB of storage. The free and professional pricing plans provided by BitRix24 allow you to add unlimited users. The price ranges from 49 to 199 US Dollars. Although the paid plans are pricier than Salesforce, they offer better features. The free version is also feature-packed.

Bitrix24 On-premise Edition: The on-premise edition of Bitrix24 offers supreme performance, enterprise-grade security, and complete customization to its users. This version of Bitrix24 has full access to the source code and API. It is an ideal choice for large enterprises and corporate entities.

While the support is reliable, BitRix24 doesn’t have a sales and support chatbot. That could be a dealbreaker for some small businesses. The UI is also a bit difficult to master.

8: Capsule CRM

Capsule CRM - Best Client Management Software for Small Business
Capsule CRM – Best Client Management Software for Small Business

While Capsule isn’t a heavyweight amid the leading champions on the list, it does have a lot to offer. Its extensive features include GDPR compliance, sales pipeline, Google Data Studio, task automation, and auto-enrich profiles. Additionally, it also provides more customization and integrations.

With Capsule CRM's timely reminders, you’ll never have to worry about missed opportunities.

Best Client Management Software for Small Business

With capsule CRM, you will receive an overview of all sales possibilities, potential values, current pipeline positions, and next steps. Use options to track potential sales with a customer and set the value and milestones to keep track and gather reports on your business deals. Capsule helps you forecast your sales pipeline value based on probability and total opportunity value.

Capsule CRM may offer a free version, but it isn’t as elaborate and feature-rich as Bitrix or Engagebay. The premium plans' features are limited, costing between 18 and 54 US dollars. The Capsule Customer Management System offers a 30-day free trial for all its plans.

Its services, while useful for small businesses, are better suited for large-scale companies. It also needs to work on improving the user interface.

Benefits of CRM Software for Small Businesses

Investing in cloud-based best client management software for small businesses can benefit businesses of all sizes. Here’s how online CRM benefits can renew and expand your business. Let's have a look.

Improve Customer Satisfaction: One of the key benefits of using CRM system software is improving customer satisfaction. Using the CRM approach, you can conduct all dealings involving marketing and selling your products and services to your customers in an organized and systematic way. You can also serve better service to customers through a better understanding of their pain areas.
Better Efficiency for Multiple Departments: A viable CRM system automatically stores communication with the customer and allows you to view emails, calendars, and phone call details in a single and easily accessible location. You can add that to the ability of multiple teams to access the same pieces of information. Each department can now tag a team to get the correct information to the right individual. With this, teams can seamlessly work together to boost the bottom line.
Better Analytics Data and Reporting: Reporting is necessary to analyze the progress and improve. Today’s CRMs also help you create aesthetic and insightful reports that help teams visualize the business performance. With this essential reporting data, you can make practical and resourceful decisions to reap customer loyalty and profitability rewards.
Increase in Profits: One of the significant benefits of CRM is that you can use the software to pull reports and identify which phases of your sales process work and where customers are falling off. You can weed out what isn’t working and turn more leads into paying customers. A CRM system can help prevent potential sales from falling through the cracks and ultimately boost your profit.
Integration With Other Software: The flow of information and data from other software to CRM is vital to utilize most of everything. With easy one-click integrations available, businesses can update their CRM database with information on all customers from popular project management, accountant, sales, and marketing tools. CRM tools can now integrate customer data from various social platforms to gather relevant information about potential customers. It will help your team in easily segment and target prospects.
Regulatory Compliance: Using a CRM, the intuitive settings can perform regular checks on your business to ensure it’s compliant with federal and state laws and industry standards. You can generate the necessary documentation or set up an alert to flag a high-risk client with only a few clicks. So finally, you can use that budget you set aside for compliance analysts to pay for your CRM system or invest it back into your business to meet your business goals.
Boost Sales Productivity: A CRM system software houses all crucial customer information centralized. A CRM system keeps your ear to the ground and allows you to track trends and change your sales strategy. You can use your CRM software to identify which lead you need to nurture or pull up customer contact information in seconds. An online CRM system helps you close more deals and improve sales productivity.
Better Internal Communication: CRM system offers collaboration so different departments can smoothly communicate and share information for better results. Your sales, marketing, and customer service teams can work in sync to provide a delightful experience to the customers.
Enhance Your Marketing: Cloud-based CRM software allows a more targeted and cost-efficient marketing program. By understanding your customer behavior and their needs, you will be able to identify the right time to promote your product. A CRM system software will also help you segment your customers and give insight into the more revenue-generating customer groups.
Retain More Customers: Attracting new customers is the most important thing you can do for your business. In truth, customer retention is where you’ll find the most significant impact. CRM systems let you retain more customers through Loyalty programs, Customer insight, performing surveys, and multi-channel supports.

Final Words on Best Client Management Software for Small Busines

So there you have it: the best client management software for small businesses options for you to consider. Frankly, all these options are plentiful and when it comes to selecting one, figure out what your business needs at the moment.

  • Do you need more sales force automation?
  • Have they personalized customer sales reports?
  • Email marketing campaigns?
  • Native integrations?

Whatever your needs may be, a CRM tool exists for you.

Most of the CRM as mentioned earlier tools have excellent campaign management and practical sales CRM software features that will put your startup on the map with an affordable price tag.

Hilary Smith
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