One of the challenges that most small businesses face is resources. To grow their resources, and ultimately the business, they need customers. What if there were a way that they could create stronger customer relationships and use their resources more wisely at the same time?
This is where a CRM software enters the picture. A customer relationship management (CRM) software is a comprehensive tool that helps your business grow by organizing key information into a single convenient resource. This way, you can track and analyze all your interactions with your customers in one place.
使用CRM软件的企业所享有的ROI好处是巨大的。根据Forrester Research的说法，这些企业设法通过50％and reduce labor cost by as much as 40%. What’s more, SuperOffice found that more than60%of businesses believe that mobile CRM is now a mainstream method for tapping into their customer base. So, if your business is still completing many sales-related tasks manually, it's high time that you invest in a CRM.
小型企业最佳CRM软件的10个：
What to Look for in CRM software?
尽管我们在列表中只有10个CRM软件解决方案，但还有更多。那么，您如何选择最适合您的业务的产品？以下是要考虑的几个因素。
Intuitiveness
As you will be using your CRM on a daily basis, it is key that it is easy to understand and use. Also, be sure to check which level of support is offered before you sign up for a plan. Some plans offer little to no support. As small businesses are rarely blessed with their own IT departments, reliable customer support is critical.
Funnel Management
For small businesses with a sales team, funnel management is key. You are searching for a tool that will help you to stay up to speed with your customers from their first interaction till they become loyal brand ambassadors.
Customization
最好搜索提供自定义功能的软件解决方案。这样，您将能够调整软件，以便它适合您的业务的特定要求。
Automation
One of the main reasons why you are investing in a CRM is to save time. It is, therefore, key that it offers automation features to deal with repetitive tasks such as data entry and follow-up emails.
Affordability
不用说,pricing is a key factor for small businesses. Some of the CRMs in our list offer a free plan which might be worthwhile checking out first.
Social media tools
虽然不是破坏交易的人，但一些CRM提供了社交媒体功能，可以帮助您跟踪客户在社交媒体上发布有关您的业务的内容。随着社交媒体成为重要的营销支柱，从长远来看，此功能可能很有用。
10 Top CRMs for Small Businesses
1.Agile CRM
Trusted by more than 15,000 customers, Agile CRM is one of the bestsocial media marketing software以及针对小型企业的多合一CRM解决方案。虽然它确实为最多10个用户提供了免费计划，但对其包含的功能数量却相当限制。例如，对于联系级分析，电子邮件模板构建器，品牌电子邮件和表单构建器，您将需要注册其付费计划之一。
话虽这么说，即使您最终确定了其付费计划之一，它仍然比许多其他CRM解决方案更实惠。它的入门计划将使您仅返回14.99美元（每月用户），而其最受欢迎的计划（常规计划）的价格为49.99美元（每月用户）。如果集成对您来说是一个破坏交易的人，它还提供企业计划（每个用户每月79.99美元），可让您访问50多个插件和集成。
Key features:
- Email reports
- Canned responses
- Mobile marketing
- Automated voicemails
- 电子邮件跟踪
- 约会安排
2.Bigin by Zoho
Bigin拥有五星级的产品狩猎评级，专门考虑了小型企业。由于其简约的方法，其美感在于其用户友好性。有了它，您可以全面概述您的联系人，并在一个地方组织的所有关键信息。要与您的潜在客户建立联系，您可以通过内置电话在Bigin中与他们联系。如果电话太老了，您还可以在Bigin中添加自己的业务电子邮件帐户，以将传入的电子邮件自动链接到您的联系人。
Key features:
- Built-in telephony
- A pipeline view
- 自定义角色和个人资料
3.Freshworks CRM
Similar to Keap, Freshworks can easily be used just as anemail marketing automation工具。它提供了您所需的所有功能，可以通过电子邮件活动从订户参与和将目标受众转化为付费客户。
更好的是，凭借其CRM功能，您可以收集详细的客户见解，以将营销活动提升到一个新的水平。它最吸引人的功能之一是它使用人工智能（亲切地称为弗雷迪AI）来识别您的最佳潜在客户。同样的AI还将分析您的交易，以帮助您确定下一步的行动方案。
Trusted by brands like Honda and Cisco, it will help you to attract, engage, and nurture leads. Its cheapest plan starts at $35 per month per user. If you opt to be billed annually, you can get almost 20% off the pricing.
Key features:
- AI-powered chatbots
- Custom web forms
- 预测接触评分
- 拖放构建器
- 着陆页
- 视觉销售管道
- Custom reports
4.HubSpot
HubSpot提供了您所需的所有集成和功能，用于销售，客户服务，营销甚至内容管理。借助其Visual仪表板，您可以了解销售管道的最新概述。它对于跟进潜在客户也很有用。当潜在客户打开一封电子邮件时，您的销售代表将立即通知您，这使他们能够花费宝贵的时间跟进正确的潜在客户。
Unlike many of the other CRM solutions mentioned in our list, HubSpot actually offers a free version of its CRM. What's more, you will be able to add unlimited users with your free HubSpot account and you may add as many as 1 million contacts.
Key free tools:
- 联系人管理
- 票务
- Live chat
- Email scheduling
- Email marketing
- 电子邮件跟踪and notifications
- Email templates
- Reporting dashboard
- HubSpot移动应用程序
- List segmentation
5.克里普
2019年，Infusionsoft是最高的电子邮件自动化工具之一，重新命名为KEAP。因此，如果您主要依靠电子邮件营销，KEAP可能是一个不错的选择，因为它非常重视电子邮件营销。
For example, it offers a huge collection of email templates that you can customize for various needs. If you rely on SMS messaging as well, you will be happy to know that they are planning automated SMS messaging for later in 2021. For smaller businesses, its Lite plan ($79 per month) is the best option.
Key features:
- 联系人管理
- 接触细分
- Built-in A/B testing
- Lead capture
- 默认用户角色
6。Less Annoying CRM
Less Annoying CRM concentrates on small businesses by keeping it simple. In 2020, they redesigned the software completely and increased the monthly price for the first time since they started the business 11 years ago.
Trusted by more than 23,000 users, it offers powerful customization at affordable pricing. As mentioned, they are all about simplifying things. Thus, they have no complicated pricing plans. Instead, they have only one “plan” - $15 per user per month.
Key features:
- 联系人管理
- 导线和管道
- Mobile access
- Daily agenda emails
7。Salesmate
Salesmate is an award-winning CRM that is used by a wide range of industries including startups and small businesses. It's trusted by more than 4,000 sales teams and boasts the likes of Sony Music and Gadget Flow as clients.
它提供了一套参与，销售和管理功能，可帮助小型企业在客户旅程的每个阶段自动化与销售，销售和服务相关的任务自动化。其最大的卖点之一是一长串集成。它拥有700多个集成，消除了在应用程序之间切换的需求。但是，一个缺点是，自定义方面有改进的余地。
With regards to its pricing, it offers three paid plans and a free 15-day trial. Its Starter plan ($15 per month) is ideal for smaller teams. To unlock all the email automation features like email metrics and email scheduling, you will have to sign up for its Growth plan ($30 per month) or the Boost plan ($50 per month).
Key features:
- 联系人管理
- Notes and follow-up activities
- Calendar sync
- 电子邮件跟踪
- Call forwarding
- Call transfer
- 散装发短信
- Text templates
8。Salesflare
If you predominantly work in the B2B industry, be sure to check out Salesflare. It will collect all the information of clients automatically via emails, email signatures, and social profiles and store it in your address book.
Similar to Salesmate, Salesforce also offers many useful integrations. You can integrate it with G Suite, Outlook, Office 365, Slack, and Zapier to mention a few. Though, it is slightly more expensive than Salesmate, with its cheapest plan starting at $35 per user per month.
Key features:
- Mobile app
- 电子邮件跟踪
- Website tracking
9。销售队伍
Founded in 1999, Salesforce is one of the oldest CRMs and has helped more than 150,000 companies to date. With it, you can centralize and improve your sales, increase satisfaction retention, and gain insights into your marketing. They have been voted by the International Data Corporation (IDC), as the number one CRM for seven years in a row, while the company has also been recognized by Forbes as one of the most admired and innovative companies in the world.
Its award-winning technology is built for small businesses, but it is also used by big brands such as Aston Martin and Unilever. When it comes to pricing, it offers four plans. The Essentials plan is best for small businesses and starts at about $30 per user per month (when billed annually).
Key features:
- Email integration with Gmail or Outlook
- 移动应用程序
- 联系人管理
10.Streak
如果您是小型企业主并使用Gmail，则条纹是一个不错的选择。与提到的其他工具不同，它是浏览器插件。Streak为Gmail用户提供的优势在于，它允许您的团队通过其Gmail收件箱直接工作。有了它，您可以安排电子邮件，跟踪视图和管理联系人。
It also offers a basic Free plan that includes the core CRM features. This plan is best for individuals. For smaller businesses, their Pro plan (which is also the most popular) is better suited. The Pro plan costs $59 per month per user and includes its advanced CRM features such as reporting.
Key features:
- 票务
- Custom views of your pipeline
- Reporting
- Email scheduling
- More than 1,000 integrations via Zapier
