The Best CRM Software Tools for Small Business

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Running a small business is no picnic. But despite the challenges, you still need to drive revenue, encourage customer loyalty and find ways to streamline so you can be more productive. That’s where CRM software enters the picture. And not just any CRM system — the best CRM for small business.

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Best CRM for Small Business


If you think a solid CRM is restricted to the companies with never-ending budgets, tech experts and complex software ecosystems, think again. There are plenty of options out there perfectly suited to your unique needs as a small business. With the proper system in place, you don’t have to remain captive in spreadsheet hell or suffer through repetitive, time-consuming manual tasks every day.

The journey to finding your perfect CRM match isn’t easy, and evaluating technology that plays such a pivotal role in your business can be overwhelming. We’ve put together a list of the best CRM software for small businesses to help you out. In this article, we’ll cover:

Maybe this is your first investment in a small business CRM, or maybe you have a current system that’s too burdensome, complex or expensive. Whatever your situation, there’s a better alternative. Let’s get started so you can begin reaping the rewards.

Benefits

Don’t think all those fancy benefits are reserved for the large companies who can pay for advanced systems. You can see a huge ROI from implementing a CRM platform that caters to your specific pain points and level of complexity.

A CRM for small business will help you:

1. Stay Organized

As a small business, keeping track of all your customer-related info can be a chore. Spreadsheets, sticky notes, random business cards — sound familiar? If you’re still handling data the old-fashioned way, a CRM will make a world of difference for your business.

By nature, a CRM system is a storage repository for all the data that flows into your business. Lead profiles, revenue numbers, meeting notes, metrics about marketing efforts — it all gets organized and neatly recorded. No more digging through spreadsheet tabs or looking through stacks of physical files.

2. Save Time

The beauty of CRM software tools is that they can support much of the work you’re used to doing manually, freeing you up to be more productive.

Workflow automation is one way this happens, and it can apply at any stage — marketing, sales or service. Instead of completing tasks yourself, you can program rules into the system, which then trigger automatic actions at the appropriate time.

Marketing automation and sales automation are two popular use cases. You can set up email sequences that send new emails automatically to groups of contacts or configure your sales process so leads are automatically assigned to sales reps and certain actions move the deal to the next stage in your pipeline.

3. Improve Communication

This benefit applies both internally and externally.

Internally, the disconnect between sales and marketing departments is an age-old battle. Add customer service and things can become muddled in a hurry. Even if you don’t have defined teams at your company, chances are your collaboration process could use some improvement. A CRM smooths out the process by providing historical info for each contact so everyone can operate with context. Some platforms even have built-in chat tools so teams can collaborate and work in the same application.

You can also streamline the tasks surrounding external communication. For example, you can run multiple marketing campaigns via an email marketing tool and integrate with social media channels that let you keep a pulse on what your audience is talking about.

4. Keep Customers Happy

Eight in 10 customers say the experience they’ll have with your company is as important as your product or service, according to Salesforce data. With such high expectations, keeping your current base satisfied is critical for long-term success.

CRMs let you measure customer satisfaction via surveys so you can always be improving. They also often include support tools, which let customers reach out on their preferred channels (social media, website, email) to provide greater convenience.

5. Focus On What Works

CRM products, as we discussed, are like data goldmines. But that data is worthless unless you can act on it. That’s where analytics and reporting tools come in.

Visual elements like dashboards, reports, charts and graphs help you get a grasp of your data, often in a way that’s much more user-friendly than fiddling with a clunky spreadsheet. You can view summaries or drill down for more analysis for all your customer-related activities.

Whether you’re looking at the performance metrics for your latest marketing campaigns or tracking sales pipeline data, having a clear view of your data will show you where your business stands. Such insight will help you do more of what’s effective and eliminate what isn’t.

6. Scale Growth

Everything else circles back to this goal. If you want to survive, you’ll have to scale. Automating tasks, getting your data in order — everything we just talked about contributes to this goal. In turn, you’ll have the tools needed to grow. And even if you start with a basic CRM package, you can always upgrade later so the capabilities you have access to align with your business needs.

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Features Checklist

No two companies are the same, so the capabilities you need will be unique to your business requirements and workflows. However, there are some common CRM features to look for.

Small Business CRM Features

User-Friendly Design

This is arguably the most critical aspect of a CRM for small business. Why? Because software is only helpful if you actually use it. A poorly designed interface with clunky navigation and a confusing layout will only make your job more difficult. At that point, you’re just wasting your hard-earned money. Look for intuitive placement of elements, easily understandable icons, logical navigation and an uncluttered UI.

Contact Management

The core component of any CRM system, contact management is the foundation for your CRM data, processes and operations. Ideally, this feature will automate data entry, ensure a database that doesn’t have duplicate records and capture all the contact info you need while displaying it in an easy-to-view manner.

Dashboards

Dashboards will give you high-level insights on a day-to-day basis so you can continuously monitor the health of your business. They pull critical pieces of information, like lead counts and revenue, for easy viewing. Some systems let you configure your dashboard to surface the metrics you care about the most.

Lead Management

Generating, nurturing and converting leads is a key part of business growth. Lead management provides tools like web forms for lead capture, which funnel into your pipeline.

A visual pipeline with the ability to define stages helps simplify tracking so you can easily see which stage leads are in, the number of leads in your funnel and more. Lead management also facilitates follow-up, and some systems offer lead scoring and automatic routing and further optimize and streamline your efforts.

Marketing Tools

Some CRMs have a built-in module to handle marketing activities, while others integrate with a marketing automation platform. In either case, these tools let you execute email campaigns, create segmented lists for more precise targeting, measure results and promote your product or service across multiple channels.

Reporting

Any CRM worth its salt will have at least some reporting capability, so you can keep tabs on business metrics. Reporting functionality levels vary depending on the product, making it critical to know what you’re looking for. Common features include graphs and charts, along with the ability to export reports in multiple formats.

Automation

The right CRM tools can automate plenty of tasks — data entry, database updates, email sequences, deal progression, lead assignment and more. Workflow automation options are different for each system, so we recommend listing the tasks you most want to automate so you can evaluate systems accordingly.

Vendor Support

In addition to the features we’ve covered, also consider a vendor’s support package in light of your needs.

  • Do they provide a customer success specialist?
  • What about data migration services?
  • If it’s a cloud solution, what’s the average uptime?

Asking questions like this in advance will ensure you receive the assistance you need.

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Best CRM for Small Business

So, what’s the best CRM software for small business? The CRM experts here at SelectHub have compiled a top five list so you don’t have to do the guesswork yourself. Let’s start on the path to improving your business with the right CRM.

Zoho CRM

Zoho often makes it into the top lists of software for small businesses, and their CRM product is no exception. Based in the cloud, it helps with lead conversion, customer engagement and revenue generation. Features include sales force automation, sales enablement, process management and omnichannel support.

It comes with highly-rated apps for iOS and Android devices, making it a good choice if you require easy mobile access. And if security is a concern, Zoho CRM has that covered as well. Your data is protected through encryption, two-factor authentication, IP restrictions and audit logs.

There’s also a free edition of the product in case you’re on a tight budget. It supports up to three users and offers limited functionality, including features for lead management and document management. The mobile apps also come with the free version. Read our article on free CRM for a full review of Zoho CRM’s free edition.

Pricing: Zoho CRM’s paid editions range from $12 – $100 per user per month for annual subscriptions.

Zoho CRM Leads Source

The leads source dashboard in Zoho CRM.

What We Love

  • Migration Support: If you’re switching from another CRM system, you don’t have to worry about getting bogged down in the migration process. A feature called Zwitch helps move all your existing data into Zoho CRM, saving you time.
  • Integration and Extension Development: A developer console lets you create integrations and extensions to enhance the system. Its point-and-click ability caters to users of any technical level.
  • Lead and Deal Prediction: You can harness the power of AI, which isn’t often found in CRM small business products. Zoho CRM’s Zia feature analyzes sales data to determine what contributes to closed or lost deals and then uses that to automatically generate lead scores for current opportunities.
  • Anomaly Detector: Another AI-based feature, this widget alerts you when sales performance doesn’t meet predicted sales trends. Knowing when sales are flagging when compared to expectations helps you take corrective action to keep revenue flowing in.
  • Multi-Language Support: This feature comes built in to the system, so you don’t have to integrate a third-party tool if you need to support more languages than English. It offers 26 languages, including Spanish, French, Italian and German.

Compare CRM Pricing & Costs with our Pricing Guide

Top Features

  • Web Form Editor: Generating leads from your website is easy with this feature, which offers drag-and-drop tools so you don’t have to know coding.
  • Lead Creation: Capture leads from a variety of content management systems, such as WordPress and Joomla, as well as from Unbounce pages. The code-free approach is good for non-technical users. You can also manually add lead information gained from offline sources like business cards and trade shows.
  • Business Process Automation: Looking to streamline repetitive tasks? The automation tools in Zoho CRM cover assignment rules, schedules, scoring rules, workflows, approval processes, case escalation rules and more.
  • Communication Management: This feature centralizes communication between your company and its leads and customers. You can access interactions from email, live chat, phone and social media conversations from one place.
  • Blueprint: This sales process guidance tool is handy if you have a sales team. It ensures sales reps are following the right procedures by providing guidance on what actions to take and when to take them.

What’s Lacking

  • Email tracking isn’t supported, so you can’t see opens, clicks or other metrics, for either individual or mass emails.
  • Items can’t be moved from one dashboard to another.
  • There’s no multi-currency support. You can’t compile a report using different currencies or set currencies based on territory.
Price: $$$$$
Deployment:
Platform:

Company Size Suitability: S M L

HubSpot CRM

No list of the best CRM for small business would be complete without HubSpot CRM. It’s made its mark on the industry as the go-to tool for marketers at small companies, a reputation that’s well-earned. Its cloud-based platform consists of Marketing Hub, Sales Hub and Service Hub — all of which offer free versions — providing tools that span the entire customer lifecycle.

With HubSpot CRM, you can manage sales pipelines, track key data on dashboards, report on sales activities, get your contacts in order and capture lead data. It also has a chatbot builder, ad management features and tools for building lead generation forms. If you need extra capabilities or want to connect with tools you already use, you can turn to the App Marketplace.

One of HubSpot’s hallmarks is its free forever option. The free version supports unlimited users and in addition to an expansive list of standard CRM features, it offers things like live chat, bulk email and website activity monitoring. Like Zoho CRM, we covered HubSpot CRM in our list of the top free CRM solutions.

Pricing: If you go the paid route, HubSpot costs anywhere from $40 – $1200. However, that’s not on a per-user basis, so it can still be a cost-effective choice if enough people need access to the system.

HubSpot CRM Contact Profile

A contact profile in HubSpot CRM.

What We Love

  • HubSpot Growth Platform: The software’s three hubs are built on one database. Every marketing, sales and service team member works in the same system of record, enhancing organization, visibility and communication.
  • Built-In Analytics: Find out which channels produce the most conversions with this native feature, which lets you track emails, offers, traffic and pages.
  • Sales Insights: Knowing where your sales pipeline stands at any given moment helps you optimize for the best results and gauge the overall health of your lead flow.
  • Contacts: The system captures data from forms and website activity and automatically inserts it into contact profiles, saving you time and reducing manual input errors.
  • Storage: Worried you might outgrow your CRM platform? With HubSpot CRM, you can rest easy, with the ability to store up to a million contact and company records.

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Top Features

  • Workflow Automation: The system retains clean data by automatically recording contact info. It provides details on email clicks and opens and lets you configure rules to automate activities like creating tasks and rotating leads.
  • Pipeline Tracking: Knowing where your sales pipeline stands at any given moment helps you optimize for the best results and gauge the overall health of your lead flow. You can see which deals you’ve won or lost, track their progress and view performance metrics for your sales team.
  • Reporting: HubSpot CRM offers off-the-shelf and customizable dashboards and reports, which can be shared with other business leaders and used to drill down for deep analysis of sales data.
  • Customer Filtering: Keep your prospects neat and tidy with this feature. It lets you filter them into groups based on number of site visits, location, company size and more. You can also use filters to generate unique contact views for different teams.
  • AI-Based Email Scheduling: This feature ensures you stay connected with leads and customers with the right messages at the right time. You can schedule email sequences and use machine learning to identify which prospects are engaging and deliver follow-up emails.

What’s Lacking

  • It doesn’t have a global activity feed, so sales reps can’t collaborate, share docs or view activities from a central location.
  • There’s no audit trail, meaning you can’t track the activities and actions users take.
Price: $$$$$
Deployment:
Platform:

Company Size Suitability: S M L

Freshsales

Freshsales is the cloud-based CRM solution from Freshworks, which offers a suite of products targeted at small businesses. This makes it a good choice if you want tools outside of CRM, like project management and accounting, all seamlessly integrated into one set of applications.

It delivers comprehensive lead and deal management, email tracking, push notifications, multi-language support, customer journey timelines and one-click phone calling. Mobile apps allow users to work from anywhere on Apple and Android devices. A Zapier integration facilitates connecting with third-party apps like Google Sheets and MailChimp.

Freshsales’ free Sprout version is a particular perk for small businesses and includes access to deals, contacts, leads, accounts, the mobile apps and more. There’s no limit on users. You can also expect robust technical support 24/5 via phone, email and chat.

Pricing: Aside from the free editing, Freshsales costs between $12 – $79 per user per month when billed annually.

Freshsales Deal Pipeline

The deal pipeline view in Freshsales.

What We Love

  • Multiple Sales Pipelines: Setting up multiple pipelines is a great feature if you have different processes or a diverse product mix that requires tracking different types of leads. You can configure the system with up to 10 pipelines, and it lets you import pipelines from another CRM.
  • Velocity Reports: Gain insight into the time it takes for qualified leads to convert into customers with this feature. Measuring this helps identify sales team performance and pinpoint specific stages that are creating bottlenecks.
  • Automatic Profile Enrichment: Want a more complete view of prospects and leads? Freshsales delivers extra data by pulling in public information such as photos, company details and social profiles.
  • AI-Based Lead Scoring: This native feature helps you make smarter choices and pursue the best leads based on how likely they are to convert. Ranking considers implicit and explicit lead data, and you can customize the scoring rules.
  • Phone Activity Reports: If sales calls are a staple at your company, this handy feature lets you create visual reports that show how many calls were made by each sales rep during a given timeframe.

Compare CRM Pricing & Costs with our Pricing Guide

Top Features

  • 360-Degree Customer View: All the information about your customers — interactions, appointments, website, social profiles, etc. — is housed on one screen for easy monitoring.
  • Smartforms: When embedded on your site, this code-based feature automatically creates new leads in the CRM when a visitor fills out a signup form. It captures profile data such as website activity, photo and social media profiles, saving you the task of manually entering the info yourself.
  • Deal Status: Keeping tabs on all your deals is easy with this feature. It also shows you the revenue value of each deal and which deals are in review.
  • Custom Reports: You can compile custom charts and tables into reports that track a range of metrics like sales performance, providing visibility into KPIs. A scheduling tool lets you specify when to deliver a report (daily or weekly, for example).
  • Revenue Analytics: Precise analysis is possible with metrics that slice and dice data based on territory, source, sales rep and other factors. This level of detail provides insight on which sales reps, campaigns and regions are responsible for the most sales so you can optimize your efforts.

What’s Lacking

  • You can’t sync Facebook leads in real-time — you have to use Zapier to support Facebook lead sync.
  • There’s no automated dialing system.
  • The platform doesn’t always trigger when you try to automatically import workflows and sent emails (over IMAP).
Price: $$$$$
Deployment:
Platform:

Company Size Suitability: S M L

Pipedrive

Pipedrive’s cloud-based CRM for small business provides critical functionality such as sales automation, lead management, reporting, revenue projections and tools to aid collaboration. You can automate workflows, build a product catalog and use Gmail from within the platform by adding a Chrome extension.

If you need extra capabilities, Pipedrive’s app marketplace has more than 150 third-party tools. Developers can use the system’s open API to build custom features and integrate with other software.

With Pipedrive, you also get peace of mind thanks to strong security measures. A dashboard lets you control user access, view suggestions for protecting data and monitor account activity. Daily backups, encryption and GDPR compliance are part of the package, and the system boasts several security certifications. You even have access to a data protection officer.

Pricing: Although Pipedrive doesn’t offer a free version, it’s still a highly affordable option, with plans ranging from $15 – $99 per user per month when billed annually.

Pipedrive Dashboard

Pipedrive’s dashboard provides tracking for key metrics.

What We Love

  • LeadBooster Chatbot: You can install this nifty tool on your site to automate lead qualification and meeting bookings. Settings let you determine responses to queries and load preset questions for the bot to ask. Once it qualifies a lead, it automatically routes that lead to the CRM.
  • Visual Pipeline: As the name suggests, Pipedrive focuses on providing an organized pipeline. It’s visual format lets you quickly see deals according to stage, while summary statistics reveal the health of your pipeline. Filters are available for in-depth analysis.
  • AI Recommendations: The system’s machine learning helps optimize your processes. It can offer tips personalized per user, send notifications, suggest performance enhancements based on behavior and more.
  • In-App Caller: This native feature makes calling easy since you can do so directly from the app. It will log calls, download recordings and allow you to take notes.
  • Audio Notes: You can take audio notes and the system will transcribe them automatically. It also supports voice recording notes.

Compare CRM Pricing & Costs with our Pricing Guide

Top Features

  • Data Import: If you already have data you need to move from another system, this feature has you covered. You can import from Salesforce, Zoho CRM, HubSpot and more. It even supports data import from a spreadsheet.
  • Contact Sync: Have contacts scattered across apps? This feature makes it easy to centralize them in Pipedrive. One-way sync enables the platform to pull contact segments from Google, Office 365, iCloud, Outlook or Microsoft Exchange. You can also turn on two-way sync, so contact updates in Pipedrive appear in your external apps.
  • Deal Probability and Rotting: This capability helps maximize the opportunities in your pipeline by measuring how likely a deal is to be closed. It also notifies you of idle deals so you can take action.
  • Lead Qualification: Pipedrive fetches contact information for prospects, along with any relevant details from social channels. This data lets you pre-qualify leads so you can fill the pipeline with opportunities that are more likely to convert.
  • Activity Calendar: This feature simplifies tracking tasks and activities. It syncs with other calendars, including Google and Outlook, so you have all the information you need in one place. It also sends reminders of scheduled items like meetings and calls, with notifications delivered via web, mobile or your inbox.

What’s Lacking

  • Lead scoring isn’t a native feature.
  • You can’t track opens and clicks for bulk emails.
  • The system doesn’t have a way to schedule reports.
Price: $$$$$
Deployment:
Platform:

Company Size Suitability: S M L

Nimble

Catering to small businesses exclusively, Nimble ensures data-rich customer profiles. It pulls online information from social channels and external databases, and it recommends contacts based on factors like company or job title. It also has email template tools and an extensive app marketplace where you can browse more than 100 product add-ons. An API enables development of custom apps for even greater functionality.

With a native mobile app for Android and iOS, Nimble allows users to take work anywhere. Capabilities include business card scanning, voice-based notes, reminders and a calendar. You can also track and update projects and deals, visit contacts’ social profiles and assign tasks.

Pricing: Nimble doesn’t have a free version, but its premium option comes in at a reasonable $19/user per month when billed annually.

Nimble Team Activity Tracking

Nimble’s activity tracking screen.

What We Love

  • AI-Based Contact Search: The AI-enabled Prospector tool keeps your CRM records up to date by capturing prospects’ data like address, email and phone number from social channels, cloud apps and websites. It also includes education, bio, location, experience, social media profiles and insights to provide a rich background on each of your contacts.
  • Live Profiles: You can easily build profiles using real-time insights while you’re browsing online or navigating your inbox. Hovering over a profile lets you see a host of contact and company details ranging from contact info and place of work to industry and revenue.
  • Group Messaging: If you struggle to connect with customers in a personalized way, this feature can help. You can send mass emails that appear as if they’re a 1:1 message. The system provides tracking and analytics, and you can use the reports to determine follow-up actions to create drip campaigns.
  • Smart Contact App: Save time searching for new contacts with this feature, which suggests social profiles of companies and individuals that you should connect with. The system will pull in the profile details and keep it updated in the database.
  • Contact Search and Segmentation: This feature ensures you fill your pipeline with the best leads by simplifying the process of determining which people and companies to reach out to. Filters make your search quicker by narrowing down options based on name, location, title, interests, education and other factors. You can also search for social profiles like Facebook, Twitter, Instagram and AngelList.

Compare CRM Pricing & Costs with our Pricing Guide

Top Features

  • Dashboards: This feature is your one-stop shop for deals, to-dos and events. A sales funnel makes it clear where each deal is at, and you can quickly pull up a contact’s engagement history and see details about everyone involved in the deal. You can also add notes, assign tasks and update the deal status.
  • Pipeline Management: Nimble lets you track the information associated with each deal, like interactions, tasks and events, giving everyone on your team insight and making it easy to stay on top of each opportunity.
  • Email Analytics: A report dashboard shows open and click rates so you can quickly tell which emails are performing the best. This data helps optimize your follow-up efforts.
  • Automatic Sync: The system offers auto-sync with contacts in Office 365 or Google apps, ensuring all your data is up to date.
  • Sales Forecasting and Analytics: Nimble combines historical sales data and pipeline analytics to project revenue and give you deal forecasts. It can also send updates if any deals need attention.

What’s Lacking

  • The deal management feature doesn’t let you categorize conversations and pipelines, instead displaying everything together.
  • You can only delete one page of messages at a time.
  • CIFS (Common Internet File System) and NFS (Network File System) protocols aren’t included, resulting in fragmented file servers.
Price: $$$$$
Deployment:
Platform:

Company Size Suitability: S M L

State of the Industry

The CRM industry is huge — expected to reach more than $40 billion USD by 2023. And with advances like AI, deep personalization, greater integration and expanded mobile capabilities, it’s an exciting space.

In addition to better functionality, the industry continues to shift to the cloud. Gartner anticipated SaaS deployment would account for 75% of software spend in 2019 (a hefty $42 billion in case you’re wondering).

For a full rundown of where the industry is headed, check out our articles on key CRM trends and the future of CRM.

Compare Top CRM Software Leaders

In Summary

When looking at the best CRM for small business, it’s clear you don’t need to sacrifice high-quality features even if you don’t have deep pockets. If you’ve never used a CRM software tool before, it can take your business to new heights. But only if you know what features you need and why you need them.

If you’re unsure where to start, grab our free CRM comparison report, which will help you build a list of ideal products based on your must-have features.

CRM software isn’t just for big companies. Make a wise choice today, and it will reap rewards for years to come.

What small business CRM software are you currently evaluating and why did you choose it? Are you struggling with the sheer amount of options? Let us know with a comment — we’d love to help!

Zachary TotahThe Best CRM Software Tools for Small Business

11 comments

Join the conversation
  • Emily Stone - September 20, 2016 reply

    A great CRM implementation should allow for quite a bit of integration and automation, and should give you complete visibility of your business.

  • Abi - March 10, 2017 reply

    Emily is right – CRM implementation should give you the best visibility for your business, and you need to give your team adequate training to know how to use it effectively, therefore benefiting your business!

  • Straits Logic - July 25, 2017 reply

    Using CRM software for small business is great. CRM software can take care of the majority of administrative tasks, keep records and make follow-up contacts for you. You have more time for the activities that have the most impact, running your business and meeting with clients that are ready to buy.

  • Patricia Jones - May 24, 2018 reply

    Customer relationship management (CRM) is an approach to manage a company’s interaction with current and potential customers. CRM software give more benefit for a business.
    Nice information for a business.

  • Chaitanya Bedi - June 6, 2018 reply

    Hey, Nice topic to discuss. One of the most trending topic among businesses and companies is CRM. Day by day companies realising the importance of customer relationship management tool like INDYDESK for their business and start shifting towards that.
    Most of the CRM are completely compile with the business requirement
    # compaines can define their tasks over there
    # assign work to their employess from there
    # get complete fully customized reports
    # manage remote teams
    # manage each minute of their work
    # and much more….

  • william - August 8, 2018 reply

    Nice Information, you have shared – I also want to include in brief-

    In every business set up the customer is the king. If you lose your customer you lose valuable business. So, It is very important to acquire new customers and retain the existing ones. Customer Relationship Management is what helps you with this entire process. Here are a few benefits of choosing a CRM for business.

    It helps you increase your sales
    It increases your business’s profitability and efficiency
    It helps you in making fast, reliable strategic and tactical business decisions
    You can easily reinforce data security
    The mobile-optimized CRM will increase your field team’s productivity.

  • Zivoke - March 27, 2019 reply

    Hi,

    It’s a good and trending topic to discuss. It very useful for to choose the best CRM for a successful business. Here you can find about the salesforce implementation for small business.

    Bergen Adair - March 27, 2019 reply

    Thanks for reading and contributing your thoughts Zivoke!

  • BLH HItech - May 30, 2019 reply

    A CRM application brings all this information into one cohesive unit. The customer’s complete history together with your business exists adjacent to a list of your deals; your emails, notes, and appointments board within one interface. In fact the on-time notifications the minute your customer performs a task of appropriate value to the business – like when they click on your email with the hyper link highlighting the price tags. Here we are talking about the goldmine of data points of your end customer available under one roof and one system.

  • YASSER HUSAIN DHANSAY - June 24, 2020 reply

    Hey, TODO is another app that is amazing for managing tasks as well as handling teams, especially now when we’re all working from home.

    Zachary Totah

    Zachary Totah - June 30, 2020 reply

    Thanks for the comment, Yasser. CRMs go beyond task management, even at the small business level, so while tools like ToDo might be great, they don’t really fit into the scope of this article. Thanks for the recommendation though!

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