Solopreneurs usually have an enormous workload. Starting a business may bring a degree of freedom but it also can restrict your free time if you are busy doing menial tasks. However, there are several apps, tools, and software available to lessen your workload and eliminate menial work.
CRMs are one of those tools. CRM is an acronym for customer relationship management software. CRMs help organize business and maximize productivity. Using them, you build your relationship with customers. This will result in more time to concentrate on your growing business. You can create even a personal CRM.
To decide which CRM fits your needs best you will have to consider a few factors. First, you have to weigh the cost with functionality. Second, you will have to consider the future growth of your business as CRMs are not customizable to scale as you grow.
This list created by our team at Trafft will help you decide which is the best CRM for solopreneurs and small teams.
Great CRM For Solopreneurs and Small Businesses
HoneyBook
HoneyBook is designed to be the best CRM for solopreneurs and freelancers. It helps your small business look more professional and will not let a client slip through the cracks.
HoneyBook does not just turn leads into customers, its services help you manage a lead from inquiry to booking and completion. You can send contracts, invoices, and manage online payments through HoneyBook for a frictionless client experience.
HoneyBook comes preloaded with templates or the user can create a customized template from scratch.
With all these features, HoneyBook can streamline your efforts into an organized, successful business.
Salesmate CRM
Salesmate is a cloud-based CRM for the active entrepreneur. It takes out the tedious labor of manual data entry. It is the best CRM for solopreneurs who like multitasking.
With cloud telephony already incorporated, this CRM satisfies the needs of busy, traveling solopreneurs. Some of its other services include email tracking and reciprocal email synchronization.
It is easily integrated with third-party applications like Gmail or Outlook. It is also compatible with Android and iOS systems for use when not in the office. With a customizable dashboard and minimal pricing, this CRM is productive and flexible.
Snov.io
If you are looking for a good CRM and online marketing tool for your organization that is straightforward to use, Snov.io CRM got you covered. The software is loaded with useful features, ideal for people seeking to gain verified and useful email addresses.
It also enables you to grab and validate emails from the internet. On top of that, Snov.io enables you to create email drip campaigns to get your message out easily to your new prospects. How amazing is that? In the end, your online marketing (particularly the HARO and email outreach specialists) and sales team will find that advantageous at the same time.
Less Annoying CRM
Less Annoying CRM is a straightforward and simple product for experienced users. Despite its minimalist approach, it has the tools needed to attract more customers.
Those tools help you manage marketing and pipelines. It also organizes contact information, tasks, events, leads, and notes. It sends email reminders of tasks to be done for the day to keep you organized and working efficiently.
It customizes the dashboard to fit better with your specific business. Any small business needs to watch expenditures so most importantly, this product is affordable.
Salesforce Essentials
Salesforce Essentials is affordable even though it offers advanced features commonly found in pricier software.
This customer relationship management tool helps you keep your customer information current and response time faster. Some of its advanced features include mass emailing and e-commerce tools. It also offers territory-based lead assignment and reporting which makes it well suited for small teams. It extends the desktop app to incorporate email and calendaring. These features will help your business become more adaptable.
Microsoft Dynamics 365
Microsoft Dynamics 365 is now offered as part of Microsoft’s cloud-based services under Office365. It is a very affordable service as a software (SaaS).
This platform covers sales, marketing, and services. As a Microsoft product, it comes with many advantages. One advantage is that it can be easily integrated with any other Microsoft products, such as Word and Excel. Another advantage is that you can get direct support from Microsoft. Or you can look to the many online resources to navigate efficiently through this CRM’s features.
Zoho CRM
Zoho CRM offers omnichannel communication. It’s easy to use and it allows you to interact with customers from any channel, be it email, live chat, social media, or on the phone.
Zoho will connect with your social media profiles and then monitor these profiles for customer interaction and feedback. Zoho can easily manage all your social profiles from Twitter, Instagram, LinkedIn, and Facebook. The app captures leads by creating customer profiles based on these social media sites. It updates these customer profiles with data received from any interaction with the customer.
Vtiger
Vtiger is a comprehensive CRM, but it also offers a sales-only CRM for those getting started. Its composite software includes sales, marketing, and a help desk.
It can link contacts to opportunities, quotes, cases, projects, and invoices. This application includes social media integration, telephony, project, and inventory management. This CRM encourages internal collaboration so your team can work harmoniously. It is designed to be customizable, flexible, and convenient.
This is the best CRM for solopreneurs looking for extensive, affordable software.
PipelineDeals
This is the best CRM for single users. It is designed for a quick and simple setup to get you started in an instant. Easily set up an account and import your contact list.
It keeps your contact data organized. Deals are visible in a customizable list. Each interaction with a customer can be customized to build lasting customer relations.
Freshsales
Freshsales is easy to use and manages customer relations, helping to attract, nurture, manage, and close leads.
This system incorporates phone and email as well as offering advanced features. Those advanced features are a highly intuitive UI, AI-based lead scoring, visual deal pipeline, and intelligent workflow automation.
You can customize the dashboard and the visual reports. You can set up and navigate even the advanced features with ease.
Zendesk Sales Suite
Zendesk has one of the best mobile CRM apps. What sets this CRM software apart from others is its VoIP (voice over internet protocol) built into the app. That makes it especially useful for salespersons on the go who need their phone calls to tie directly into their CRM.
Other features of Zendesk include deal and contact management, IT management, analytics, and a help desk.
Maropost
Maropost is popular with both small businesses and larger enterprises. Although it does not have an API interface, it offers comprehensive features to help get the job done.
It offers tools for marketing and for audience engagements to convert a potential customer into a happy customer. It also helps you to retain customers for a long-lasting customer relationship.
WORK(etc)
WORK(etc) is an entirely cloud-based CRM. There are several advantages of using this virtual work cloud CRM.
First, you can work from anywhere. Improve efficiency by training your team on one system. You can also easily collaborate with your customers and your work team.
It keeps your work team in contact with instantaneous data sharing. You can view every action each team member makes. This platform helps you sell, deliver, and maintain customer support. It manages the ordering, billing, and paperwork. The tools of this CRM software will help productivity and efficiency.
Hubspot CRM
Hubspot CRM is a free software program especially helpful for those whose business thrives on content strategy like blogging or vlogging because it provides a set of SEO and content optimization tools.
Hubspot gives you detailed reports on sales activity and productivity to have an instantview of your sales pipeline.
It captures leads and automates email marketing campaigns. It also organizes contacts and has an inventive system for scoring leads. Get more done with less work with this free CRM.
Capsule CRM
Instead of storing contact information on sticky notes or in a diary, use Capsule CRM. This CRM software stores and manages business contacts to help better manage customer relationships. It keeps track of conversations with customers allowing for the personalization of customer experiences.
Best of all, it was designed to be easy to set up and navigate.
Insightly
Insightly is a straightforward platform that manages sales and projects. It is ideal for businesses to keep their sales and delivery teams collaborating and working efficiently.
Its most unique feature is its clean interface. All functions are listed on a left side column. The settings and support menu are accessed in a drop-down menu on the right side. And it also has easily accessible buttons for tasks, contacts, projects, and more.
Really Simple Systems
Really Simple Systems is an affordable CRM that enables businesses to manage a customer’s entire journey. It includes marketing and service capabilities.
It also has tools for campaign management, case management, and service level agreements (SLAs). It features sales pipeline management. It also enables work teams to view product catalogs, access quotes, and even set custom pricing for prospective customers.
Ending thoughts on the best CRM for solopreneurs
Including a CRM program in your business is necessary to create and manage contact lists and produce longlasting customer relationships. They also save time by reducing data entry. The right CRM program can even be useful for marketing and project management.
From this list, you can decide which is the best CRM for solopreneurs and small businesses. Any of these will help you because they are accessible and economical. Hopefully, this list will help you make the right CRM choice for your business.
If you enjoyed reading this article about the best CRM for small teams and solopreneurs, you should read these as well:
- The Best Premium and Free Contact Management Software
- The Best Apps for Small Business Owners (Must-Have Tools)
- Work Apps That Will Make You and Your Team More Productive
FAQs
What is a good CRM for a small business? ›
- HubSpot Sales Hub.
- ActiveCampaign.
- Salesforce Sales Cloud.
- monday sales CRM.
- Pipedrive.
- Freshsales.
- Zoho.
- SharpSpring.
CRMs for freelancers are sales and marketing software that help solopreneurs and independent contractors nurture leads, onboard new clients, and manage ongoing projects effectively.
Is the best CRM for growing or small scale businesses? ›- Freshsales. Comprehensive and smart solution to discover leads, and boost engagement.
- Easy to implement CRM tool that helps focus on activities that close deals.
- Bigin by Zoho. Simple, pipeline-centric CRM solution designed for small businesses.
- HubSpot. ...
- Close. ...
- ClickUp. ...
- Salesmate. ...
- BenchmarkONE.
Even if your business is just starting out, customer relationship management (CRM) software should be the hub of your company's interactions with all of your current and future customers and clients. CRMs manage contacts, track sales, record activities, send emails, make calls, and dozens of other functions.
Which is best CRM? ›- Zoho CRM for scaling a business.
- Salesforce Sales Cloud for customizability.
- Bitrix24 for multi-channel communication.
- Pipedrive for being easy-to-use.
- Ontraport for automating online transactions.
- Nimble for customer prospecting.
- Nutshell for managing a sales team.
- Apptivo for business management.
- The Best Simple CRM of 2022.
- Zoho CRM.
- Freshsales.
- noCRM.io.
- Less Annoying CRM.
- OnePageCRM.
- Insightly.
- Pipedrive.
Free CRM Software With Something for Everyone
HubSpot CRM has free tools for everyone on your team, and it's 100% free. Here's how our free CRM solution makes your job easier ...
- Identify Your Goals. ...
- Understand the Implementation. ...
- Prepare For User Adoption. ...
- Understand Product Mobility. ...
- Layout Your Processes. ...
- Review Compatibility With Current Software. ...
- Dig Into the Product Demo. ...
- Ask About Reporting Capabilities.
Align customer needs and grow your business with Salesforce Customer 360, the world's #1 CRM.
How many small businesses use a CRM? ›92% of companies adopt a CRM to serve their customers
In today's business environment, keeping the focus on your customers and their overall experience is instrumental to your success and revenue growth.
What does CRM mean in business? ›
This is a simple definition of CRM. Customer relationship management (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers.
What is example of CRM? ›Sending out a thank you when a customer makes a purchase. Upsell or cross-sell a client if they purchase a particular product. Offering a birthday greeting with a promo code. Sending a discount to a customer that hasn't made a purchase recently.
What is the most commonly used CRM software right now? ›Undeniably the most popular name in the CRM industry, Salesforce has everything your business could ever need. Its Sales Cloud Professional edition offers features like rules-based lead scoring, campaign management, and unlimited custom applications.
What is an example of CRM software? ›The software also includes data mining modules and OLAP (online analytical processing) technology, which helps make forecasting, charts, graphs and reports possible. Examples of analytical CRMs include HubSpot, Zendesk and Zoho.
Is QuickBooks a CRM? ›Small businesses often use QuickBooks as their first CRM, since it stores customer contacts and buying histories. When your business is just getting started, being able to access customer contact information from your accounting software might be enough.
Is Google a CRM? ›While Google doesn't offer its own customer relationship management (CRM) software, many professionals need a CRM that integrates flawlessly with Google's software because they rely on Google apps for many of their business processes.
What is CRM full form? ›CRM is an acronym that stands for customer relationship management. Customer relationship management is any tool, strategy, or process that helps businesses better organize and access customer data.
Is there a totally free CRM? ›HubSpot is the free software stalwart for CRM and marketing software. The free HubSpot option is a combination of HubSpot's CRM, marketing, sales, and services tools. It's as well suited for sales teams in need of CRM, as it is suited for marketers to automate communications.
Is HubSpot good for small business? ›It's best for businesses with a strong focus on inbound marketing. HubSpot is also especially good for businesses with high-value conversions and long sales cycles, where it's realistic to spend a lot of time on each prospect. In general, this makes it better for B2B than B2C.
How much does HubSpot cost per user? ›HubSpot pricing can range from $23 per user per month to more than $120 per user per month for its Sales Hub and Service Hub plans. Add in one-time setup and onboarding fees, and a team of ten people might pay anywhere between $500 and $59,400 for an annual plan.
How do I select a CRM? ›
- Step 1: Identify your needs.
- Step 2: Check CRM features and tools.
- Step 3: Test drive the CRM.
- Not involving CRM users. Some companies only consult executives when choosing a CRM. ...
- Ignoring business needs. ...
- Implementing a CRM without a Sales Strategy. ...
- Believing a high price equals a better fit.
Finding the right CRM is essential because data shows that CRMs help businesses target their audience, enhance access to customer data, and shorten the sales cycle. In fact, a HubSpot report found that 61% of high-performing leaders used a CRM solution to automate their sales process.
What is CRM app? ›A CRM tool lets you store customer and prospect contact information, identify sales opportunities, record service issues, and manage marketing campaigns, all in one central location — and make information about every customer interaction available to anyone at your company who might need it.
Which company is the market leader in CRM? ›Salesforce is the leading vendor in the customer relationship management (CRM) applications market worldwide with a market share of 23.8 percent in 2021. The company leads the market with a big margin: next in line to Salesforce are SAP, Microsoft, and Oracle with around five percent shares of the market.
Why is Salesforce the best? ›Its proficiency in on-demand software helps reduce the costfor customers as it provides a common networking, hardware and software platform. Customers can improve sales and enhance communication through various SaaS offerings of Salesforce namely Salesforce Chatter, Sales Cloud, and Service Cloud applications.
Is Salesforce the best CRM? ›Salesforce is the CRM of choice for major companies like ADP, 3M, American Express, and Adidas. It's a great choice for large or growing businesses with a budget for CRM software because it's easy to scale up or add products based on your needs.
What is small CRM? ›A small business CRM is an easy-to-use, low-cost software to manage contacts, acquire leads, and handle deals.
What CRM tool would you recommended to a small b2b SAAS startup with 5 sales reps? ›Zoho. Another popular tool on our list of the best CRM software for small business is Zoho CRM. Zoho is a powerful cloud-based suite of software that has a wide range of features designed to help you run your small business with ease.
Is HubSpot better than Salesforce? ›Both platforms deliver essential CRM functionality, including sales forecasting, email marketing and contact and lead management. Salesforce shines when it comes to customization, analytics and advanced features. HubSpot trumps Salesforce when it comes to user-friendliness and low-cost plans.
How does a CRM help business to grow? ›A CRM system can help you identify and add new leads easily and quickly, and categorise them accurately. By focusing on the right leads, sales can prioritise the opportunities that will close deals, and marketing can identify leads that need more nurturing and prime them to become quality leads.
What are the benefits of using a CRM for customer service support? ›
Data organised and presented by a CRM platform leads to a better understanding of customers. This leads to better messaging and outreach, much of which can be done with automation, which helps you offer better, more efficient customer service. Furthermore, your teams can collaborate more easily and reduce siloes.
Who are the users of CRM? ›The support team and sales team are the main users of CRM Software. The entire customer interaction can be handled through the different applications offered in CRM Software. With this, all your agents can record and keep track of all the customer engagements.
What are CRM techniques? ›What is a CRM strategy? CRM is Customer Relationship Management. A CRM strategy is a company-wide plan for your business to grow revenues and profit, reduce costs and enhance customer relationships (putting them first).
Is Shopify a CRM? ›PRO TIP: Shopify is not a CRM. While it offers some features that may be helpful for managing customer relationships, it is not a full-featured CRM system. If you're looking for a CRM, you should consider other options. However, while Shopify does offer some CRM features, it is not a full-fledged CRM system.
Is Salesforce a CRM? ›Salesforce offers the world's leading cloud-based CRM software, offering a range of innovative and far-reaching CRM solutions that can be effectively customised to the requirements of businesses of all sizes, from global enterprises to start-up micro-enterprises.
What is CRM and its benefits? ›CRM—Customer Relationship Management—is a system that aims to improve the relationship with existing customers, find new prospective customers, and win back former customers. CRM software facilitates collecting, organizing, and managing customer information—all in one place.
What are the objectives of CRM? ›The fundamental purpose of a CRM system is to improve the customer experience. Executing on this objective is the most sure-fire way to see positive results across your business. When you make improved customer satisfaction the main goal for your CRM, all other objectives work to support this goal.
What is the role of CRM in marketing? ›The aim of a CRM is to allow businesses to better manage their customer relationships and ultimately drive more success. CRM software allows you to track and manage inbound leads automatically and provide a platform for sales and marketing to better understand their impact.
What is the best CRM for a startup business? ›- Zoho CRM. Zoho CRM is an all-in-one CRM for startups and small businesses. ...
- Salesforce. Salesforce has the best brand recognition when it comes to CRM software. ...
- Agile CRM. This one focuses more on lead management and marketing automation. ...
- Hubspot. ...
- Insightly.
Small businesses often use QuickBooks as their first CRM, since it stores customer contacts and buying histories. When your business is just getting started, being able to access customer contact information from your accounting software might be enough.
What is the best free or cheap CRM for a startup? ›
Bitrix24 offers everything you need in a single CRM system plus much more. Take a look and see why over 10 million teams have chosen Bitrix24 as the best free CRM for startups.
Do startups need CRM? ›Your startup needs a CRM system to flourish. The right one will help you scale, connect your business with customers, and offer a host of tools for marketing automation, sales forecasting, and lead generation.
What is CRM app? ›A CRM tool lets you store customer and prospect contact information, identify sales opportunities, record service issues, and manage marketing campaigns, all in one central location — and make information about every customer interaction available to anyone at your company who might need it.
Is there a free version of HubSpot? ›Free CRM Software With Something for Everyone
HubSpot CRM has free tools for everyone on your team, and it's 100% free. Here's how our free CRM solution makes your job easier ...
Your Customers page contains a list of customers with links to related activities. It also provides a color-coded row of bars that represent the status of invoices and estimates.
Does salesforce integrate with QuickBooks? ›Does Salesforce work with QuickBooks? Yes, Salesforce works with QuickBooks with the QuickBooks Salesforce integration. This integration helps businesses gain complete visibility into how their company is operating and where it can be improved.
Which is the No 1 CRM? ›World's #1 CRM - Salesforce IN.
What is the most successful CRM in today's market? ›- Best for Small Businesses: Salesforce.
- Best for Project Management: monday Sales CRM.
- Best for Visual Sales Pipelines: Pipedrive.
- Best for Complete Customer Life Cycle: Zendesk.
- Best for E-Commerce: Oracle NetSuite CRM.
- Best for Ease of Use: Keap.
- Best for Communication: Freshsales.
Undeniably the most popular name in the CRM industry, Salesforce has everything your business could ever need. Its Sales Cloud Professional edition offers features like rules-based lead scoring, campaign management, and unlimited custom applications.
What is small CRM? ›A small business CRM is an easy-to-use, low-cost software to manage contacts, acquire leads, and handle deals.
What is a business CRM? ›
Customer relationship management (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business.
What CRM tool would you recommended to a small b2b SAAS startup with 5 sales reps? ›Zoho. Another popular tool on our list of the best CRM software for small business is Zoho CRM. Zoho is a powerful cloud-based suite of software that has a wide range of features designed to help you run your small business with ease.