{"id":20971,"date":"2020-10-06T21:34:11","date_gmt":"2020-10-06T21:34:11","guid":{"rendered":"https:\/\/staging-mondaycomblog.kinsta.cloud\/?post_type=marketing&#038;p=20971"},"modified":"2026-05-18T12:27:20","modified_gmt":"2026-05-18T17:27:20","slug":"4-leading-crms-for-small-businesses","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/teamwork\/4-leading-crms-for-small-businesses\/","title":{"rendered":"4 leading CRMs for small businesses in 2021"},"content":{"rendered":"<p>To prove that small businesses really need a CRM, like, <em>yesterday<\/em>, picture this&#8230;<\/p>\n<p>It\u2019s 8 a.m. on a Monday. You\u2019re armed with a cup of coffee and have just sat down at your desk.<\/p>\n<p>You planned to tackle your inbox, but a quick peek reveals 267 unread emails. You have second thoughts and are starting to regret waking up this morning.<\/p>\n<p>Half of them are likely customers, but you can\u2019t tell which \u2014 and their details exist in another application anyway (Outlook? Gmail? An old-school rolodex? Who can tell anymore).<\/p>\n<p>At this point, 2 things are clear:<\/p>\n<ul>\n<li>Your small business <strong>needs<\/strong> a system to help you organize your work<\/li>\n<li>You need a bigger cup of coffee<\/li>\n<\/ul>\n<p>Luckily, there\u2019s an app for that \u2014 or, rather, a CRM. It can\u2019t make you that venti, but CRM platforms <em>can<\/em> manage all aspects of customer information and relationships.<\/p>\n<p>In this article, we&#8217;ll break down 4 leading CRM applications designed specifically for small businesses, as well as outline what features are crucial to your small biz success.<\/p>\n<h2>Why do you need a CRM for your small business?<\/h2>\n<p>It\u2019s called &#8220;Salesforce stigma&#8221; (trademark-pending).<\/p>\n<p>When small businesses hear the words, \u201c<a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-management\/\" target=\"_blank\" rel=\"noopener\" title=\"Customer Relationship Management\" data-wpil-keyword-link=\"linked\">Customer Relationship Management<\/a>,\u201d they instantly think of the enterprise-level CRM behemoth, Salesforce. Given its market share, the notoriety isn\u2019t surprising.<\/p>\n<p>What <em>is surprising<\/em> (and downright wrong), however, is that this makes most small business owners say \u201cCRM software is not for us<em>.<\/em> We\u2019re tiny, so we don\u2019t need a sales pipeline.\u201d<\/p>\n<p>But that\u2019s precisely why you need \u2014 and stand the most to gain \u2014 from a CRM.<\/p>\n<p>A small business has 2 main competitive advantages:<\/p>\n<ol>\n<li>It&#8217;s easier to retain a true, personal relationship with your customers, and help them feel like more than a dollar sign on your annual income report.<\/li>\n<li>Your size gives you flexibility. You can make changes <em>fast<\/em> and reap the positive results of those changes just as quickly.<\/li>\n<\/ol>\n<p>And since the right small business CRM platform can <a href=\"http:\/\/nucleusresearch.com\/downloads\/2018_enterprise_technology_buyers_guide.pdf\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">help<\/a> reduce costs, build relationships, improve employee productivity, and boost sales, you should be able to see these benefits in your business far more quickly than a massive enterprise would.<\/p>\n<blockquote><p>We\u2019re no longer sitting in a world where sales, marketing, customer service, and growth initiatives exist in separate <a href=\"https:\/\/monday.com\/blog\/teamwork\/break-functional-silos-organization\/\" target=\"_blank\" rel=\"noopener noreferrer\">silos<\/a>. No matter the size of your operation, these functions require integration into a seamless system.<\/p><\/blockquote>\n<h2>Which CRM features are most important to small businesses?<\/h2>\n<p>Small business, big impact.<\/p>\n<p>That\u2019s <em>if<\/em> you\u2019re using the right strategies, platforms, techniques, and tools.<\/p>\n<a class=\"twitter-box\" arial-label=\"Tweet\" target=\"_blank\" onclick=\"window.open(this.href,'targetWindow','toolbar=no,location=no,status=no,menubar=no,scrollbars=yes,resizable=yes, width=800,height=450'); return false;\" href=\"https:\/\/x.com\/intent\/tweet?text=\">The magic of using a <a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/blog\/project-management\/crm-for-small-business\/\" target=\"_blank\" rel=\"noopener\" title=\"small business CRM\" data-wpil-keyword-link=\"linked\">small business CRM<\/a> solution is that it can instantly elevate your client&#8217;s perception of you \u2014\u00a0from a 3-person show to a 50-staff firm.<span><\/span><\/a>\n<p>With a <a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-system\/\" target=\"_blank\" rel=\"noopener\" title=\"CRM system\" data-wpil-keyword-link=\"linked\">CRM system<\/a> in place, a small business can manage the customer base of a larger business.<\/p>\n<p>But not if the tool overwhelms you with too many features you don\u2019t need, don\u2019t understand, and shouldn&#8217;t have to pay for.<\/p>\n<p>That&#8217;s why we recommend you make sure your chosen small business <a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-app\/\" target=\"_blank\" rel=\"noopener\" title=\"CRM app\" data-wpil-keyword-link=\"linked\">CRM app<\/a> has these 5 essential features&#8230;<\/p>\n<h3>#1: Pipeline management<\/h3>\n<p>You need a platform that helps you easily visualize your sales process.<\/p>\n<p>You need to be able to spot exactly where a prospect is in their buyer&#8217;s journey, when they got there, and how long they\u2019ve spent there.<\/p>\n<p>Here&#8217;s a snapshot of <a href=\"https:\/\/monday.com\/templates\/sales-pipeline-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">monday.com&#8217;s sales pipeline<\/a>, which enables you to track prospects throughout the process.<\/p>\n<p>Once you have this information, you can use it to track customers, automate notifications to sales reps, and tailor your communication for follow-up or customer support.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-20982 size-full\" title=\"Sales pipeline template\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/10\/Sales-Pipeline-Template.png\" alt=\"Screenshot of monday.com's sales pipeline template\" width=\"1600\" height=\"835\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Sales-Pipeline-Template.png 1600w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Sales-Pipeline-Template-300x157.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Sales-Pipeline-Template-1024x534.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Sales-Pipeline-Template-768x401.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Sales-Pipeline-Template-1536x802.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<h3>#2: Interaction tracking<\/h3>\n<p>Speaking of communication, your chosen CRM platform needs interaction tracking and contact management.<\/p>\n<p>You need to access and search through communication history. This includes:<\/p>\n<ul>\n<li>Customer support call transcripts (or <a href=\"https:\/\/www.liveagent.com\/blog\/best-live-chat-plugins-for-wordpress\/\" target=\"_blank\" rel=\"noopener\">live chat<\/a>)<\/li>\n<li>Emails<\/li>\n<li>Support tickets<\/li>\n<li>Other forms of messaging history<\/li>\n<\/ul>\n<p>Informed communication is the best way to use data to then drive decision-making.<\/p>\n<h3>#3: Team collaboration<\/h3>\n<p>No platform is complete without empowering back-end operations \u2014 or, ideally, connecting internal and client-facing actions together.<\/p>\n<p>A small business CRM platform should be able to:<\/p>\n<ul>\n<li>Assign, track, and manage sales activities<\/li>\n<li>Communicate within tasks (messages, updates, file sharing)<\/li>\n<li>Share information and boards with clients\/customers<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone wp-image-20987 size-full\" title=\"Screenshot of task sharing\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/10\/Screenshot-of-Task-Sharing.png\" alt=\"Screenshot on monday.com's Bloom Room template with task sharing illustration.\" width=\"1600\" height=\"820\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Screenshot-of-Task-Sharing.png 1600w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Screenshot-of-Task-Sharing-300x154.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Screenshot-of-Task-Sharing-1024x525.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Screenshot-of-Task-Sharing-768x394.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Screenshot-of-Task-Sharing-1536x787.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p>(<a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/115005310685-How-to-Assign-Tasks-to-Your-Teammates\" target=\"_blank\" rel=\"noopener noreferrer\">Image Source<\/a>)<\/p>\n<h3>#4: Reporting and analytics<\/h3>\n<p>You have to be able to make sense of the data your CRM captures. Better yet, you need to be able to use incoming data as a method of predicting trends.<\/p>\n<p>Look for a platform that helps you:<\/p>\n<ul>\n<li>Visualize important data and metrics through dashboards<\/li>\n<li>Track and display the number of leads generated<\/li>\n<li>Give you insight into how your leads are converting<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone wp-image-20992 size-full\" title=\"CRM dashboard\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/10\/CRM-Dashboard.png\" alt=\"Screenshot of monday.com's CRM dashboard\" width=\"1135\" height=\"698\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/CRM-Dashboard.png 1135w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/CRM-Dashboard-300x184.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/CRM-Dashboard-1024x630.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/CRM-Dashboard-768x472.png 768w\" sizes=\"(max-width: 1135px) 100vw, 1135px\" \/><\/p>\n<p>(<a href=\"https:\/\/monday.com\/s\/crm\" target=\"_blank\" rel=\"noopener noreferrer\">Image Source<\/a>)<\/p>\n<p>Intuitive, data-driven dashboards are the key to managing your business\u2019s revenue and scaling up your operations.<\/p>\n<h3>#5: Automations and integrations<\/h3>\n<p>Finally, a CRM tool should be able to automate repetitive tasks and offer integration options so that it plays nicely with the tools you already work with.<\/p>\n<p>Automations will save you time and make your team more efficient. Integrations will help your CRM solution work with your operations, workflows, and tools as they stand right now.<\/p>\n<h2>4 leading CRMs for small businesses in 2020<\/h2>\n<p>Here are 4 of the leading CRM platforms you can choose from to run your business in 2020 and grow it into the future:<\/p>\n<h3>#1: monday.com<\/h3>\n<p>When monday.com burst on the scene, its lightweight, yet highly customizable platform transformed the way small and medium-sized companies organize both internal and external aspects of their business.<\/p>\n<p>The secret sauce to monday.com is in the platform\u2019s familiarity and flexibility.<\/p>\n<p>Tracking dashboards look and feel very intuitive, with a clean, spreadsheet-like interface. Yet, the granular custom fields and workflows help you keep track of whatever <em>your<\/em> team thinks is relevant.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-20997 size-full\" title=\"monday.com CRM\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/10\/monday.com-CRM.png\" alt=\"screenshot of monday.com's sales pipeline template\" width=\"1999\" height=\"1160\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/monday.com-CRM.png 1999w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/monday.com-CRM-300x174.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/monday.com-CRM-1024x594.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/monday.com-CRM-768x446.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/monday.com-CRM-1536x891.png 1536w\" sizes=\"(max-width: 1999px) 100vw, 1999px\" \/><\/p>\n<p>(<a href=\"https:\/\/monday.com\/use-cases\/sales-crm\" target=\"_blank\" rel=\"noopener noreferrer\">Image Source<\/a>)<\/p>\n<ul>\n<li>View pipeline status through a variety of views, including Kanban, timeline, and more<\/li>\n<li>Functionality that supports internal team task scheduling, along with external, client-facing marketing initiatives and sales pipelines.<\/li>\n<\/ul>\n<h3>Powerful <a href=\"https:\/\/www.youtube.com\/watch?v=JBIuxyQ_S60\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">forms<\/a> that help streamline a broad range of uses, such as customer experience feedback, work requests, and so much more.<\/h3>\n<h3>#2: Hubspot<\/h3>\n<p><a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/hubspot-vs-salesforce\/\" target=\"_blank\" rel=\"noopener\" title=\"Hubspot\" data-wpil-keyword-link=\"linked\">Hubspot<\/a> aims to be an all-in-one platform that carries out multiple goals at once. As it\u2019s matured over the years, Hubspot clearly divides these functionalities into \u201chubs\u201d:<\/p>\n<ul>\n<li>Marketing campaigns<\/li>\n<li>Sales activity and sales automation<\/li>\n<li>Customer relations and service<\/li>\n<li>CMS<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone wp-image-21002 size-full\" title=\"Hubspot marketing dashboard\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/10\/Hubspot-Marketing-Dashboard.png\" alt=\"Screenshot of the Hubspot marketing dashboard\" width=\"1436\" height=\"792\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Hubspot-Marketing-Dashboard.png 1436w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Hubspot-Marketing-Dashboard-300x165.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Hubspot-Marketing-Dashboard-1024x565.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Hubspot-Marketing-Dashboard-768x424.png 768w\" sizes=\"(max-width: 1436px) 100vw, 1436px\" \/><\/p>\n<p>(<a href=\"https:\/\/www.hubspot.com\/product-updates\/a-slew-of-new-reports-for-your-hubspot-dashboards\" target=\"_blank\" rel=\"noopener noreferrer\">Image Source<\/a>)<\/p>\n<ul>\n<li>Offers a wide knowledge-base that helps you cut down onboarding time and helps users educate their own clients<\/li>\n<li>Tracks activity across multiple functions including follow-up communication, email, ad campaigns, and more<\/li>\n<li>Can help you gain insight into customer interaction and behavior, so you can use automation to grow a <a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-funnel\/\" target=\"_blank\" rel=\"noopener\" title=\"sales funnel\" data-wpil-keyword-link=\"linked\">sales funnel<\/a> or convert free users to paid members<\/li>\n<\/ul>\n<h3>#3: Pipedrive<\/h3>\n<p>As a web-based sales CRM platform and pipeline management solution, <a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/pipedrive-vs-monday\/\" target=\"_blank\" rel=\"noopener\" title=\"Pipedrive\" data-wpil-keyword-link=\"linked\">Pipedrive<\/a> focuses on activity-based selling.<\/p>\n<p>When every action is trackable, a sales rep can map these activities to view how a potential deal converts into a successful sale.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-21007 size-full\" title=\"Pipedrive CRM\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/10\/Pipedrive-CRM.png\" alt=\"Screenshot of Pipedrive dashboard\" width=\"1999\" height=\"1042\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Pipedrive-CRM.png 1999w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Pipedrive-CRM-300x156.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Pipedrive-CRM-1024x534.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Pipedrive-CRM-768x400.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Pipedrive-CRM-1536x801.png 1536w\" sizes=\"(max-width: 1999px) 100vw, 1999px\" \/><\/p>\n<p>(<a href=\"https:\/\/www.pipedrive.com\/en\/academy\/courses\/product-walkthroughs\/chapters\/webinar-capturing-and-qualifying-leads\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Image Source<\/a>)<\/p>\n<ul>\n<li>It features a <a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/simple-crm\/\" target=\"_blank\" rel=\"noopener\" title=\"simple CRM\" data-wpil-keyword-link=\"linked\">simple CRM<\/a> interface that users can run without complicated onboarding.<\/li>\n<li>Keeps leads front and center by highlighting contacts that need follow-up, based on the criteria you select.<\/li>\n<\/ul>\n<h3>#4: Salesforce<\/h3>\n<p>Salesforce is a web-based enterprise CRM and <a href=\"https:\/\/monday.com\/blog\/project-management\/project-management-software\/\" target=\"_blank\" rel=\"noopener noreferrer\">project management tool<\/a> designed to maintain and manage a massive database of clients. All its features revolve around this one, overarching goal.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-21012 size-full\" title=\"Salesforce dashboard\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/10\/Salesforce-CRM.png\" alt=\"Screenshot of Salesforce dashboard\" width=\"913\" height=\"874\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Salesforce-CRM.png 913w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Salesforce-CRM-300x287.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/10\/Salesforce-CRM-768x735.png 768w\" sizes=\"(max-width: 913px) 100vw, 913px\" \/><\/p>\n<p>(<a href=\"https:\/\/developer.salesforce.com\/docs\/atlas.en-us.salesforce_dashboard_samples.meta\/salesforce_dashboard_samples\/salesforce_sample_dashboards_sales_and_marketing_SPD.htm#salesforce_sample_dashboards_sales_and_marketing_SPD\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Image Source<\/a>)<\/p>\n<ul>\n<li>Salesforce is designed for (and uniquely adaptable to) large teams or teams spread across large enterprises.<\/li>\n<li>It has a variety of options and flexibility for customization at the organizational level <em>and <\/em>at the level of individual views.<\/li>\n<li>Excellent customer service and constant support through a high-touch ticketing system. That\u2019s good news because users constantly have questions about the platform.<\/li>\n<\/ul>\n<h2>Conclusion<\/h2>\n<p>Don\u2019t break your head against the wall trying to get emails and spreadsheets to handle all your vital customer information.<\/p>\n<p>A platform <em>specifically <\/em>intended as a CRM for small businesses will save your head. And your wallet, thanks to the boost in sales many companies achieve after adoption.<\/p>\n<p>One of the most useful side effects of these 4 CRMs for small businesses is that they instantly cut out clutter.<\/p>\n<p>For example, using monday.com&#8217;s <a href=\"https:\/\/monday.com\/templates\/sales-pipeline-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">sales pipeline template<\/a> will help you keep track of your prospect\u2019s and customer&#8217;s journey and stay on top of every interaction.<\/p>\n<p>That helps you build, maintain, and develop your relationships with customers \u2014\u00a0which means you convert them more successfully, make them happier, and retain them for longer.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Try our <a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/go-templates\/sales-pipeline\" target=\"_blank\" rel=\"noopener\" title=\"sales pipeline template\" data-wpil-keyword-link=\"linked\">sales pipeline template<\/a> now!\" href=\"https:\/\/monday.com\/templates\/sales-pipeline-template\/\" target=\"_blank\">Try our <a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/go-templates\/sales-pipeline\" target=\"_blank\" rel=\"noopener\" title=\"sales pipeline template\" data-wpil-keyword-link=\"linked\">sales pipeline template<\/a> now!<\/a><\/p>\n","protected":false,"raw":"To prove that small businesses really need a CRM, like, <em>yesterday<\/em>, picture this...\r\n\r\nIt\u2019s 8 a.m. on a Monday. You\u2019re armed with a cup of coffee and have just sat down at your desk.\r\n\r\nYou planned to tackle your inbox, but a quick peek reveals 267 unread emails. You have second thoughts and are starting to regret waking up this morning.\r\n\r\nHalf of them are likely customers, but you can\u2019t tell which \u2014 and their details exist in another application anyway (Outlook? Gmail? An old-school rolodex? Who can tell anymore).\r\n\r\nAt this point, 2 things are clear:\r\n<ul>\r\n \t<li>Your small business <strong>needs<\/strong> a system to help you organize your work<\/li>\r\n \t<li>You need a bigger cup of coffee<\/li>\r\n<\/ul>\r\nLuckily, there\u2019s an app for that \u2014 or, rather, a CRM. It can\u2019t make you that venti, but CRM platforms <em>can<\/em> manage all aspects of customer information and relationships.\r\n\r\nIn this article, we'll break down 4 leading CRM applications designed specifically for small businesses, as well as outline what features are crucial to your small biz success.\r\n<h2>Why do you need a CRM for your small business?<\/h2>\r\nIt\u2019s called \"Salesforce stigma\" (trademark-pending).\r\n\r\nWhen small businesses hear the words, \u201c<a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-management\/\" target=\"_blank\" rel=\"noopener\" title=\"Customer Relationship Management\" data-wpil-keyword-link=\"linked\">Customer Relationship Management<\/a>,\u201d they instantly think of the enterprise-level CRM behemoth, Salesforce. Given its market share, the notoriety isn\u2019t surprising.\r\n\r\nWhat <em>is surprising<\/em> (and downright wrong), however, is that this makes most small business owners say \u201cCRM software is not for us<em>.<\/em> We\u2019re tiny, so we don\u2019t need a sales pipeline.\u201d\r\n\r\nBut that\u2019s precisely why you need \u2014 and stand the most to gain \u2014 from a CRM.\r\n\r\nA small business has 2 main competitive advantages:\r\n<ol>\r\n \t<li>It's easier to retain a true, personal relationship with your customers, and help them feel like more than a dollar sign on your annual income report.<\/li>\r\n \t<li>Your size gives you flexibility. You can make changes <em>fast<\/em> and reap the positive results of those changes just as quickly.<\/li>\r\n<\/ol>\r\nAnd since the right small business CRM platform can <a href=\"http:\/\/nucleusresearch.com\/downloads\/2018_enterprise_technology_buyers_guide.pdf\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">help<\/a> reduce costs, build relationships, improve employee productivity, and boost sales, you should be able to see these benefits in your business far more quickly than a massive enterprise would.\r\n<blockquote>We\u2019re no longer sitting in a world where sales, marketing, customer service, and growth initiatives exist in separate <a href=\"https:\/\/monday.com\/blog\/teamwork\/break-functional-silos-organization\/\" target=\"_blank\" rel=\"noopener noreferrer\">silos<\/a>. No matter the size of your operation, these functions require integration into a seamless system.<\/blockquote>\r\n<h2>Which CRM features are most important to small businesses?<\/h2>\r\nSmall business, big impact.\r\n\r\nThat\u2019s <em>if<\/em> you\u2019re using the right strategies, platforms, techniques, and tools.\r\n\r\n[twitter]The magic of using a <a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/blog\/project-management\/crm-for-small-business\/\" target=\"_blank\" rel=\"noopener\" title=\"small business CRM\" data-wpil-keyword-link=\"linked\">small business CRM<\/a> solution is that it can instantly elevate your client's perception of you \u2014\u00a0from a 3-person show to a 50-staff firm.[\/twitter]\r\n\r\nWith a <a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-system\/\" target=\"_blank\" rel=\"noopener\" title=\"CRM system\" data-wpil-keyword-link=\"linked\">CRM system<\/a> in place, a small business can manage the customer base of a larger business.\r\n\r\nBut not if the tool overwhelms you with too many features you don\u2019t need, don\u2019t understand, and shouldn't have to pay for.\r\n\r\nThat's why we recommend you make sure your chosen small business <a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-app\/\" target=\"_blank\" rel=\"noopener\" title=\"CRM app\" data-wpil-keyword-link=\"linked\">CRM app<\/a> has these 5 essential features...\r\n<h3>#1: Pipeline management<\/h3>\r\nYou need a platform that helps you easily visualize your sales process.\r\n\r\nYou need to be able to spot exactly where a prospect is in their buyer's journey, when they got there, and how long they\u2019ve spent there.\r\n\r\nHere's a snapshot of <a href=\"https:\/\/monday.com\/templates\/sales-pipeline-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">monday.com's sales pipeline<\/a>, which enables you to track prospects throughout the process.\r\n\r\nOnce you have this information, you can use it to track customers, automate notifications to sales reps, and tailor your communication for follow-up or customer support.\r\n\r\n<img class=\"alignnone wp-image-20982 size-full\" title=\"Sales pipeline template\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/10\/Sales-Pipeline-Template.png\" alt=\"Screenshot of monday.com's sales pipeline template\" width=\"1600\" height=\"835\" \/>\r\n<h3>#2: Interaction tracking<\/h3>\r\nSpeaking of communication, your chosen CRM platform needs interaction tracking and contact management.\r\n\r\nYou need to access and search through communication history. This includes:\r\n<ul>\r\n \t<li>Customer support call transcripts (or <a href=\"https:\/\/www.liveagent.com\/blog\/best-live-chat-plugins-for-wordpress\/\" target=\"_blank\" rel=\"noopener\">live chat<\/a>)<\/li>\r\n \t<li>Emails<\/li>\r\n \t<li>Support tickets<\/li>\r\n \t<li>Other forms of messaging history<\/li>\r\n<\/ul>\r\nInformed communication is the best way to use data to then drive decision-making.\r\n<h3>#3: Team collaboration<\/h3>\r\nNo platform is complete without empowering back-end operations \u2014 or, ideally, connecting internal and client-facing actions together.\r\n\r\nA small business CRM platform should be able to:\r\n<ul>\r\n \t<li>Assign, track, and manage sales activities<\/li>\r\n \t<li>Communicate within tasks (messages, updates, file sharing)<\/li>\r\n \t<li>Share information and boards with clients\/customers<\/li>\r\n<\/ul>\r\n<img class=\"alignnone wp-image-20987 size-full\" title=\"Screenshot of task sharing\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/10\/Screenshot-of-Task-Sharing.png\" alt=\"Screenshot on monday.com's Bloom Room template with task sharing illustration.\" width=\"1600\" height=\"820\" \/>\r\n\r\n(<a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/115005310685-How-to-Assign-Tasks-to-Your-Teammates\" target=\"_blank\" rel=\"noopener noreferrer\">Image Source<\/a>)\r\n<h3>#4: Reporting and analytics<\/h3>\r\nYou have to be able to make sense of the data your CRM captures. Better yet, you need to be able to use incoming data as a method of predicting trends.\r\n\r\nLook for a platform that helps you:\r\n<ul>\r\n \t<li>Visualize important data and metrics through dashboards<\/li>\r\n \t<li>Track and display the number of leads generated<\/li>\r\n \t<li>Give you insight into how your leads are converting<\/li>\r\n<\/ul>\r\n<img class=\"alignnone wp-image-20992 size-full\" title=\"CRM dashboard\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/10\/CRM-Dashboard.png\" alt=\"Screenshot of monday.com's CRM dashboard\" width=\"1135\" height=\"698\" \/>\r\n\r\n(<a href=\"https:\/\/monday.com\/s\/crm\" target=\"_blank\" rel=\"noopener noreferrer\">Image Source<\/a>)\r\n\r\nIntuitive, data-driven dashboards are the key to managing your business\u2019s revenue and scaling up your operations.\r\n<h3>#5: Automations and integrations<\/h3>\r\nFinally, a CRM tool should be able to automate repetitive tasks and offer integration options so that it plays nicely with the tools you already work with.\r\n\r\nAutomations will save you time and make your team more efficient. Integrations will help your CRM solution work with your operations, workflows, and tools as they stand right now.\r\n<h2>4 leading CRMs for small businesses in 2020<\/h2>\r\nHere are 4 of the leading CRM platforms you can choose from to run your business in 2020 and grow it into the future:\r\n<h3>#1: monday.com<\/h3>\r\nWhen monday.com burst on the scene, its lightweight, yet highly customizable platform transformed the way small and medium-sized companies organize both internal and external aspects of their business.\r\n\r\nThe secret sauce to monday.com is in the platform\u2019s familiarity and flexibility.\r\n\r\nTracking dashboards look and feel very intuitive, with a clean, spreadsheet-like interface. Yet, the granular custom fields and workflows help you keep track of whatever <em>your<\/em> team thinks is relevant.\r\n\r\n<img class=\"alignnone wp-image-20997 size-full\" title=\"monday.com CRM\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/10\/monday.com-CRM.png\" alt=\"screenshot of monday.com's sales pipeline template\" width=\"1999\" height=\"1160\" \/>\r\n\r\n(<a href=\"https:\/\/monday.com\/use-cases\/sales-crm\" target=\"_blank\" rel=\"noopener noreferrer\">Image Source<\/a>)\r\n<ul>\r\n \t<li>View pipeline status through a variety of views, including Kanban, timeline, and more<\/li>\r\n \t<li>Functionality that supports internal team task scheduling, along with external, client-facing marketing initiatives and sales pipelines.<\/li>\r\n<\/ul>\r\n<h3>Powerful <a href=\"https:\/\/www.youtube.com\/watch?v=JBIuxyQ_S60\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">forms<\/a> that help streamline a broad range of uses, such as customer experience feedback, work requests, and so much more.<\/h3>\r\n<h3>#2: Hubspot<\/h3>\r\n<a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/hubspot-vs-salesforce\/\" target=\"_blank\" rel=\"noopener\" title=\"Hubspot\" data-wpil-keyword-link=\"linked\">Hubspot<\/a> aims to be an all-in-one platform that carries out multiple goals at once. As it\u2019s matured over the years, Hubspot clearly divides these functionalities into \u201chubs\u201d:\r\n<ul>\r\n \t<li>Marketing campaigns<\/li>\r\n \t<li>Sales activity and sales automation<\/li>\r\n \t<li>Customer relations and service<\/li>\r\n \t<li>CMS<\/li>\r\n<\/ul>\r\n<img class=\"alignnone wp-image-21002 size-full\" title=\"Hubspot marketing dashboard\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/10\/Hubspot-Marketing-Dashboard.png\" alt=\"Screenshot of the Hubspot marketing dashboard\" width=\"1436\" height=\"792\" \/>\r\n\r\n(<a href=\"https:\/\/www.hubspot.com\/product-updates\/a-slew-of-new-reports-for-your-hubspot-dashboards\" target=\"_blank\" rel=\"noopener noreferrer\">Image Source<\/a>)\r\n<ul>\r\n \t<li>Offers a wide knowledge-base that helps you cut down onboarding time and helps users educate their own clients<\/li>\r\n \t<li>Tracks activity across multiple functions including follow-up communication, email, ad campaigns, and more<\/li>\r\n \t<li>Can help you gain insight into customer interaction and behavior, so you can use automation to grow a <a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-funnel\/\" target=\"_blank\" rel=\"noopener\" title=\"sales funnel\" data-wpil-keyword-link=\"linked\">sales funnel<\/a> or convert free users to paid members<\/li>\r\n<\/ul>\r\n<h3>#3: Pipedrive<\/h3>\r\nAs a web-based sales CRM platform and pipeline management solution, <a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/pipedrive-vs-monday\/\" target=\"_blank\" rel=\"noopener\" title=\"Pipedrive\" data-wpil-keyword-link=\"linked\">Pipedrive<\/a> focuses on activity-based selling.\r\n\r\nWhen every action is trackable, a sales rep can map these activities to view how a potential deal converts into a successful sale.\r\n\r\n<img class=\"alignnone wp-image-21007 size-full\" title=\"Pipedrive CRM\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/10\/Pipedrive-CRM.png\" alt=\"Screenshot of Pipedrive dashboard\" width=\"1999\" height=\"1042\" \/>\r\n\r\n(<a href=\"https:\/\/www.pipedrive.com\/en\/academy\/courses\/product-walkthroughs\/chapters\/webinar-capturing-and-qualifying-leads\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Image Source<\/a>)\r\n<ul>\r\n \t<li>It features a <a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/simple-crm\/\" target=\"_blank\" rel=\"noopener\" title=\"simple CRM\" data-wpil-keyword-link=\"linked\">simple CRM<\/a> interface that users can run without complicated onboarding.<\/li>\r\n \t<li>Keeps leads front and center by highlighting contacts that need follow-up, based on the criteria you select.<\/li>\r\n<\/ul>\r\n<h3>#4: Salesforce<\/h3>\r\nSalesforce is a web-based enterprise CRM and <a href=\"https:\/\/monday.com\/blog\/project-management\/project-management-software\/\" target=\"_blank\" rel=\"noopener noreferrer\">project management tool<\/a> designed to maintain and manage a massive database of clients. All its features revolve around this one, overarching goal.\r\n\r\n<img class=\"alignnone wp-image-21012 size-full\" title=\"Salesforce dashboard\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/10\/Salesforce-CRM.png\" alt=\"Screenshot of Salesforce dashboard\" width=\"913\" height=\"874\" \/>\r\n\r\n(<a href=\"https:\/\/developer.salesforce.com\/docs\/atlas.en-us.salesforce_dashboard_samples.meta\/salesforce_dashboard_samples\/salesforce_sample_dashboards_sales_and_marketing_SPD.htm#salesforce_sample_dashboards_sales_and_marketing_SPD\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Image Source<\/a>)\r\n<ul>\r\n \t<li>Salesforce is designed for (and uniquely adaptable to) large teams or teams spread across large enterprises.<\/li>\r\n \t<li>It has a variety of options and flexibility for customization at the organizational level <em>and <\/em>at the level of individual views.<\/li>\r\n \t<li>Excellent customer service and constant support through a high-touch ticketing system. That\u2019s good news because users constantly have questions about the platform.<\/li>\r\n<\/ul>\r\n<h2>Conclusion<\/h2>\r\nDon\u2019t break your head against the wall trying to get emails and spreadsheets to handle all your vital customer information.\r\n\r\nA platform <em>specifically <\/em>intended as a CRM for small businesses will save your head. And your wallet, thanks to the boost in sales many companies achieve after adoption.\r\n\r\nOne of the most useful side effects of these 4 CRMs for small businesses is that they instantly cut out clutter.\r\n\r\nFor example, using monday.com's <a href=\"https:\/\/monday.com\/templates\/sales-pipeline-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">sales pipeline template<\/a> will help you keep track of your prospect\u2019s and customer's journey and stay on top of every interaction.\r\n\r\nThat helps you build, maintain, and develop your relationships with customers \u2014\u00a0which means you convert them more successfully, make them happier, and retain them for longer.\r\n<p style=\"text-align: center;\">[cta-button url=\"https:\/\/monday.com\/templates\/sales-pipeline-template\/\" target=\"_blank\"]Try our <a class=\"wpil_keyword_link\" href=\"https:\/\/monday.com\/go-templates\/sales-pipeline\" target=\"_blank\" rel=\"noopener\" title=\"sales pipeline template\" data-wpil-keyword-link=\"linked\">sales pipeline template<\/a> now![\/cta-button]<\/p>"},"excerpt":{"rendered":"<p>To prove that small businesses really need a CRM, like, yesterday, picture this&#8230; It\u2019s 8 a.m. on a Monday. You\u2019re armed with a cup of coffee and have just sat down at your desk. You planned to tackle your inbox, but a quick peek reveals 267 unread emails. You have &#8230;<\/p>\n","protected":false},"author":5,"featured_media":20977,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"monday_item_id":12069239823,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[13903],"tags":[],"class_list":["post-20971","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teamwork"],"acf":{"lobby_image":"","post_thumbnail_title":"","hide_post_info":"0","hide_bottom_cta":"0","hide_from_blog":"1","cluster":"","banner_url":"","main_text_banner":"","sub_title_banner":"","sub_title_banner_second":"","banner_button_text":"","below_banner_line":"","display_dates":"default"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>4 leading CRMs for small businesses | monday.com Blog<\/title>\n<meta name=\"description\" content=\"Find the right CRM software for your small business. 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