This content is currently locked.

Your current McLean & Company subscription does not include access to this content. Contact your account representative to gain access to Premium SoftwareReviews.

Contact Your Representative
Or Call Us:
1-877-281-0480 (US/CAN) or
+1-519-936-2659 (International)

Customer Relationship Management - Small Business (CRM) Software

Customer Relationship Management - Small Business

What is Customer Relationship Management - Small Business Software?

Customer Relationship Management (CRM) software enables an organization to manage the complete customer lifecycle and capture, integrate and analyze data across all customer touchpoints. The best CRM software suites allow organizations to increase customer loyalty, improve marketing effectiveness and sales productivity. A successful CRM strategy starts with well-defined business objectives. It also includes detailed functionality requirements, a sound methodology for provider due diligence and selection, and a solid end-user training and support program. Choosing a software provider with a track record of strong customer relationships will improve your chances of CRM success.

Data collected from reviewers in: organizations with 1 - 10 Employees​; organizations with 11 - 500 Employees​, and organizations with 501 - 1000 Employees​.

Common Features

  • Collaboration
  • Mobile
  • Analytics and Reporting
  • Sales Management
  • Account and Contact Management
  • Activity and Workflow Management
  • Lead Management
  • Marketing Management
  • Customer Service Management
  • Quote Contract and Proposal
  • Telephony and Call Center Management

Top Customer Relationship Management - Small Business (CRM) Software

2024 Data Quadrant Awards

2024 Emotional Footprint Awards

At SoftwareReviews, we take pride in recognizing excellence. Each year, we present the Data Quadrant Awards to top-performing software products based solely on authentic user reviews, without any paid placements or analyst opinions. These awards highlight software products that excel in terms of features, vendor capabilities, and customer relationships, earning them the highest overall rankings.

At SoftwareReviews, we take pride in recognizing excellence. Each year, we present the Emotional Footprint Awards to top-performing software products based solely on authentic user reviews, without any paid placements or analyst opinions. These awards shine a spotlight on software vendors who excel in crafting and nurturing strong customer relationships.

Switch to Emotional Footprint
Products: 15
Next Award: Jul 2025

Top Customer Relationship Management - Small Business Software 2024

Filter by
Pipedrive

Pipedrive

Composite Score
8.6 /10
CX Score
8.8 /10

Founded in 2010, Pipedrive is the first CRM platform developed from the salesperson’s point of view. Inspired by proven methods of experienced sales people, Pipedrive engineers developed a platform that helps salespeople and teams focus on learning and repeating their most effective process to close deals. By bringing together the tools and data, the platform focuses sales professionals on fundamentals to advance deals through their pipelines. Pipedrive's goal is to make sales success inevitable - for individual sales people and teams.

Scorecard
Scorecard

Pros

  • Respectful
  • Reliable
  • Caring
  • Performance Enhancing
Badge Winner
Badge Winner
monday.com

monday.com

Composite Score
8.4 /10
CX Score
8.5 /10

A tool that works for you, Not the other way around. monday.com is a tool that transforms the way teams work together. Our mission is to help teams build a culture of transparency, empowering everyone to achieve more and be happier at work. We're obsessed with building an excellent product, and our goal is to create a tool that people will love to use—one that’s fast, beautiful, responsive, and makes your life easier.

Scorecard
Scorecard

Pros

  • Performance Enhancing
  • Respectful
  • Reliable
  • Enables Productivity
Badge Winner
Less Annoying CRM

Less Annoying CRM

Composite Score
8.3 /10
CX Score
8.6 /10

A simple CRM built just for small businesses. Thousands of small businesses use Less Annoying CRM to manage contacts, track leads, and stay on top of follow-ups.

Scorecard
Scorecard

Pros

  • Reliable
  • Performance Enhancing
  • Enables Productivity
  • Efficient Service
Badge Winner
ConvergeHub Inc

ConvergeHub

Composite Score
8.3 /10
CX Score
8.5 /10

ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and midsize businesses. With it, businesses can store contact lists, build and run targeted campaigns and manage sales activities and leads.

Scorecard
Scorecard

Pros

  • Helps Innovate
  • Reliable
  • Performance Enhancing
  • Trustworthy
Badge Winner
Badge Winner
Nimble

Nimble

Composite Score
8.2 /10
CX Score
8.6 /10

Nimble is a simple, intelligent sales force automation and social CRM solution for small and midsize businesses. It automatically populates rich customer profiles and interaction histories from contact lists, email conversations and social media activity across a range of popular platforms. In addition to contact management and pipeline management features such as deal tracking, tasks and alerts, Nimble includes integrated social listening to keep customer profiles updated. This allows businesses to track which contacts are mentioning, following or engaging with them, or who are celebrating milestones.

Scorecard
Scorecard

Pros

  • Saves Time
  • Helps Innovate
  • Trustworthy
  • Efficient Service
Badge Winner
Badge Winner
Salesforce.com Inc

Salesforce Starter

Composite Score
8.1 /10
CX Score
8.3 /10

Sell more at record speed with Starter (formerly Sales Cloud Essentials) — and leave data entry in the dust. With Salesforce, speed, intelligence, and personalization doesn't stop at the desktop. Access and update your data anytime with the Salesforce mobile app. Easily follow up on leads, identify key contacts, and more. See an easy, customizable view of of all your sales details in Lightning, the latest version of Salesforce.

Scorecard
Scorecard

Pros

  • Reliable
  • Performance Enhancing
  • Altruistic
  • Security Protects
Freshworks

Freshsales

Composite Score
8.1 /10
CX Score
8.2 /10

Freshsales provides a solution which allows you to make calls, send emails, schedule tasks and book meetings all from within the platform, enabling more sales throughout the process. Communicate with relevant context, personalize follow-ups, and automate routine tasks with Freshsales.

Scorecard
Scorecard

Pros

  • Reliable
  • Performance Enhancing
  • Acts with Integrity
  • Enables Productivity
Badge Winner
Badge Winner
ActiveCampaign

ActiveCampaign

Composite Score
7.9 /10
CX Score
8.2 /10

ActiveCampaign is a category-defining Customer Experience Automation Platform that meaningfully connects and engages with customers. It creates optimized customer experiences by automating many behind-the-scenes marketing, sales, and support processes. Businesses of all sizes have access to hundreds of pre-built automations that combine email marketing, marketing automation, CRM, and machine learning for powerful cross-channel orchestration, segmentation and personalization.

Scorecard
Scorecard

Pros

  • Acts with Integrity
  • Transparent
  • Includes Product Enhancements
  • Helps Innovate
Insightly , Inc.

Insightly CRM

Composite Score
7.8 /10
CX Score
7.9 /10

We designed Insightly as a simple to use yet powerful CRM system for small business. With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.

Scorecard
Scorecard

Pros

  • Fair
  • Enables Productivity
  • Friendly Negotiation
  • Respectful
Composite Score
7.8 /10
CX Score
7.9 /10

Keap is an all-in-one CRM and sales & marketing automation platform designed to grow your business. House all your client activity and communications in one place. Keap helps you create growth, profit and freedom with software that automates your entire business — from email follow-up to team task management. Plus, you get implementation services and expert strategy consulting to get you going from day one.

Scorecard
Scorecard

Pros

  • Performance Enhancing
  • Trustworthy
  • Caring
  • Respectful