Top 3 CRM software for Small Businesses
By Sarah Meyers
“Fail Hard or Win Big”
Why small businesses fail and what can you do about it?
The main reason why so many startups fail is that they do not properly keep track of customer interactions. Hence, they are not able to provide exceptional customer service which is the cornerstone of every successful business. What can be done to confront this challenging issue? Get a Customer Relationship Management (CRM) software. Simple… Well, it’s not that simple as there are dozens of options available in the market and you have very limited time in researching and finding the most appropriate solution for your business.
Small business owners are busy as they have to manage all aspects of their business be it sales, marketing or customer service. With limited time and money at their disposal, they would like to get hold of a CRM system that would give them a holistic view of their business operations. Here, we recommend three such options which will save you from the hassle of looking up various options and make it easier for you to choose the right CRM. And hey, they are just recommendations- if you do not like any of them, you can always do your own research to opt for the CRM software that best aligns with your business model.
Let’s begin, shall we?
A hot favorite among small business owners, SugarCRM has sales, marketing and customer support platforms, ensuring that businesses stay well connected with their customers on all fronts. The integrated marketing, sales, and support activities result in positive customer experiences, leading to a robust business growth. SugarCRM has three editions but the one that is most suited for small businesses is Sugar Professional which costs a user $40/month and has the following features:
- Sales automation and forecasting
- Marketing lead management
- Support automation
- Call center automation
- Reporting & Dashboards
- SugarCRM Mobile
- Cloud or on-premise deployment
- 15GB storage
- Unlimited Studio customizations
- Unlimited online support
- Support for MySQL and SQL Server (On-Site)
SuiteCRM has managed to surpass the expectations of everyone in the CRM industry. It has emerged as the leading choice for small business owners as it is completely FREE and due to its open source nature can be seamlessly configured to serve the exact needs of a business operating in any industry vertical. Suite provides actionable insights into customers, helps conversions from leads to accounts, boosts sales via analytics and helps you provide customers an incomparable experience. The main features of SuiteCRM are:
- Customer self-service
- Sales portal
- Flexible workflow
- ROI calculator
- Finance management
- Billing and invoicing
- Flexible modeling of business processes
- Template quotations
- Pricing strategy control
- Contract renewals servicing
- Q&A support
An open source CRM that aims to provide a comprehensive low cost yet user friendly sales, marketing and customer service solution to small business owners. Businesses can customize on an open-source CRM to leverage on essential business functionalities such as marketing automation, process management etc. X2CRM is centered on two key objects of customer relationships: Contacts and Actions. It successfully condenses the core features of today’s complex and commercial CRM systems into two high-performance modules, resulting in a powerful and flexible CRMs application. X2CRM is easily customizable, business can easily tailor it to suit their business needs and requirements. The key features of X2CRM have been listed below:
- Marketing automation
- Sales automation
- Quotes & Invoices
- Documents and media
- Mobile CRM
- User management and access roles
- Reporting & Analytics
The Bottom Line:
All the three choices listed above are excellent and will help small business owners get a bird’s eye view of their customer interactions. However, an out of the box solution would always fall short of meeting your expectations and would prompt you to get it customized in order to increase the functionality of the system. Once fully customized, all three are guaranteed to increase customer satisfaction and drive profitability.