{"id":61129,"date":"2021-05-04T13:59:20","date_gmt":"2021-05-04T13:59:20","guid":{"rendered":"https:\/\/staging-mondaycomblog.kinsta.cloud\/?post_type=pm&#038;p=61129"},"modified":"2026-03-15T07:20:44","modified_gmt":"2026-03-15T12:20:44","slug":"crm-for-small-business","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/crm-and-sales\/crm-for-small-business\/","title":{"rendered":"Top 10 CRM for Small Businesses"},"content":{"rendered":"<div class=\"text-block\" id=\"text-block-1\">\n<p><span style=\"font-weight: 200\">Small business owners spin many plates to keep their customers front and center. From marketing and sales to customer support and retention, it\u2019s a constant juggling act that requires a robust customer relationship management (CRM) platform to keep everything organized.<\/span><\/p>\n<p><span style=\"font-weight: 200\">This blog covers the best 10 CRMs for small business owners, the main features to look for, and how to differentiate between different CRM systems so you can find the best one for your team.\u00a0 We\u2019ll also introduce monday CRM to explore why it might be the perfect solution for your small business.<\/span><\/p>\n<p class=\"p1\" style=\"text-align: left\"><a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new#soft_signup_from_step\" target=\"_blank\">Try monday CRM<\/a><\/p>\n<p><\/p>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-2\">\n<h2 class=\"h2 text-block__title\">What is a CRM for small business?<\/h2>\n<p><span style=\"font-weight: 200\">A CRM for small business is just like a regular CRM \u2014 a customer relationship management platform that centralizes and tracks all client information and interactions in one digital place.<\/span><\/p>\n<p><span style=\"font-weight: 200\">But a CRM for small business differs in that it offers specific features and capabilities well-suited for smaller businesses. It\u2019s essentially a CRM that isn\u2019t overly complicated, and offers the tools that small businesses need to effectively manage their customer relationships, so they can thrive.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200\">Many of the typical CRMs used by large enterprises can also be considered as a CRM for small business because of their overall ease of use, and specific plans targeted to the needs of small businesses.<\/span><\/p>\n<p><\/p>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-3\">\n<h2 class=\"h2 text-block__title\">What are the benefits of using a CRM for small business? <\/h2>\n<p><span style=\"font-weight: 200\">There\u2019s a common misconception that only big businesses with hundreds of clients can benefit from a CRM to manage an overwhelmingly large list of customers. But this is far from true. According to <\/span><span style=\"font-weight: 200\">a recent study by business.com, <\/span><a href=\"https:\/\/www.business.com\/categories\/crm-software\/crm-market-usage-study\/#our-data\" target=\"_blank\" rel=\"nofollow noopener\"><span style=\"font-weight: 200\">83% of small businesses<\/span><\/a><span style=\"font-weight: 200\"> reported that their spending on a CRM resulted in a positive ROI.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200\">This stat isn\u2019t all that surprising: it\u2019s only logical that a business, regardless of its size, will benefit from a tool that organizes and consolidates all customer information\/ interactions in one place.<\/span><\/p>\n<p><span style=\"font-weight: 200\">Apart from <\/span><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-revenue\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 200\">boosting sales revenue<\/span><\/a><span style=\"font-weight: 200\"> The same study found that CRM software gives small businesses a competitive advantage by increasing reporting accuracy, customer data access, and productivity.\u00a0<\/span><\/p>\n<p>Here are some key benefits that a good CRM offers:<\/p>\n<h3><b>Single source of truth for your small business<\/b><\/h3>\n<p><span style=\"font-weight: 200\">Small and medium enterprise (SME) workers routinely waste time searching for information across different tools, leading to discrepancies, inaccuracies, and poorer business outcomes. With a CRM, everything you need lives on a single platform.<\/span><\/p>\n<h3><b>Enhanced data and reporting<\/b><\/h3>\n<p><span style=\"font-weight: 200\">The business.com study found that seventy-six percent of small businesses experienced an increase in reporting accuracy after implementing a CRM.<\/span><\/p>\n<p><span style=\"font-weight: 200\">A CRM aggregates all your sales and customer data into an easily accessible dashboard. With a <\/span><a href=\"https:\/\/monday.com\/crm\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 200\">customizable CRM<\/span><\/a><span style=\"font-weight: 200\"> you can configure sales dashboards to pull customer data from any specific part of your system, from lead and contact management to your sales pipeline and beyond, providing your team with instant performance insights.<\/span><\/p>\n<h3><b>Increased efficiency and productivity<\/b><\/h3>\n<p><span style=\"font-weight: 200\">Every minute counts in an SME. With centralized, accurate data, your team will get more done in less time. They can also use workflow automation features to boost efficiency and productivity.<\/span><\/p>\n<h3><b>Lower business expenses<\/b><\/h3>\n<p><span style=\"font-weight: 200\">When your team works more efficiently, business expenses decrease. It\u2019s a no-brainer \u2014you\u2019ll close deals faster, generate more revenue, and create breathing room to let your business grow.<\/span><\/p>\n<h3><b>Better customer experience<\/b><\/h3>\n<p><span style=\"font-weight: 200\">When your sales, marketing, and customer service activities are more efficient, they deliver a better experience, ultimately leading to increased <\/span><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/customer-loyalty\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 200\">customer loyalty<\/span><\/a><span style=\"font-weight: 200\">.<\/span><\/p>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-4\">\n<h2 class=\"h2 text-block__title\">Essential qualities to look for when choosing a CRM for your small business<\/h2>\n<p><span style=\"font-weight: 200\">Certain qualities are non-negotiables when choosing a tool to grow your small business operations. All the top CRMs we\u2019ll feature in this guide check off all the following functionalities, though some may excel more in specific areas than others.\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Fully customizable: Your CRM should match your business processes, not the opposite. A quality CRM solution will let you manage sales activity, marketing campaigns, and any other facet of your customer experience in a way that makes sense for your business.<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Intuitive interface: No one wants to spend weeks learning a new tool. The right CRM will have a shallow learning curve that gets employees up to speed quickly.<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Flexible: Whether you need to manage more leads and sales or update your entire pipeline, your CRM should seamlessly adapt to your business. For instance, as you develop your sales funnel, you may find a need for tracking sales documents.<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Collaborative: A good CRM empowers your employees to work well together by providing simple methods of communication between teams to deliver the best customer experience. It should also play nicely with the rest of your tech stack to keep everything in one place.<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Cloud-based: A cloud-based system allows you to access your data from anywhere while providing ample storage as you add more leads and customers to your database.<\/span><\/li>\n<\/ul>\n<aside class=\"polls\" data-voted=\"0\" data-name=\"poll_124376_monday_com_blog\"><h3 class=\"polls-question\">Is your small business using a CRM system?<\/h3><div class=\"polls__action\"><div class=\"polls-btn-wrapper\"><button data-answer=\"1\" class=\"polls-btn\"><span class=\"polls-btn__text\">Yes<\/span><span class=\"polls-btn__result\"><\/span><\/button><\/div><div class=\"polls-btn-wrapper\"><button data-answer=\"2\" class=\"polls-btn\"><span class=\"polls-btn__text\">Not yet<\/span><span class=\"polls-btn__result\"><\/span><\/div><\/div><\/aside>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-5\">\n<h2 class=\"h2 text-block__title\">Top 10 best CRMs for small businesses <\/h2>\n\n<table id=\"tablepress-207\" class=\"tablepress tablepress-id-207\">\n<thead>\n<tr class=\"row-1\">\n\t<th class=\"column-1\">Software name<\/th><th class=\"column-2\">Best for<\/th><th class=\"column-3\">Best feature<\/th><th class=\"column-4\">Price starting from<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-striping row-hover\">\n<tr class=\"row-2\">\n\t<td class=\"column-1\">1. monday CRM<\/td><td class=\"column-2\">Highly-visual, intuitive, and customizable software<\/td><td class=\"column-3\">monday AI<\/td><td class=\"column-4\">$12 per user\/month<\/td>\n<\/tr>\n<tr class=\"row-3\">\n\t<td class=\"column-1\">2. Pipedrive<\/td><td class=\"column-2\">Ease of use<\/td><td class=\"column-3\">Intuitive interface<\/td><td class=\"column-4\">$14 per user\/month<\/td>\n<\/tr>\n<tr class=\"row-4\">\n\t<td class=\"column-1\">3. Salesforce<\/td><td class=\"column-2\">Comprehensive features and high levels of customization<\/td><td class=\"column-3\">Customizable integrations<\/td><td class=\"column-4\">$25 per user\/month<\/td>\n<\/tr>\n<tr class=\"row-5\">\n\t<td class=\"column-1\">4. Zoho CRM<\/td><td class=\"column-2\">Attractive pricing for scaling businesses<\/td><td class=\"column-3\">Advanced AI<\/td><td class=\"column-4\">$14 per user\/month<\/td>\n<\/tr>\n<tr class=\"row-6\">\n\t<td class=\"column-1\">5. FreshSales<\/td><td class=\"column-2\">Making data-focused decisions<\/td><td class=\"column-3\">Lead capture forms<\/td><td class=\"column-4\">$11 per user\/month<\/td>\n<\/tr>\n<tr class=\"row-7\">\n\t<td class=\"column-1\">6. HubSpot CRM<\/td><td class=\"column-2\">A scalable, all-in-one solution<\/td><td class=\"column-3\">Detailed list segmentation<\/td><td class=\"column-4\">$20 per user\/month<\/td>\n<\/tr>\n<tr class=\"row-8\">\n\t<td class=\"column-1\">7. SugarCRM<\/td><td class=\"column-2\">Advanced, high-level features<\/td><td class=\"column-3\">Customization tools for developers<\/td><td class=\"column-4\">$19 per user\/month<\/td>\n<\/tr>\n<tr class=\"row-9\">\n\t<td class=\"column-1\">8. Zendesk Sell<\/td><td class=\"column-2\">Sales automation<\/td><td class=\"column-3\">User-friendly mobile app<\/td><td class=\"column-4\">$19 per user\/month<\/td>\n<\/tr>\n<tr class=\"row-10\">\n\t<td class=\"column-1\">9. Keap<\/td><td class=\"column-2\">Simple marketing and  automation<\/td><td class=\"column-3\">Automated lead capture<\/td><td class=\"column-4\">$249 \/ per 2 users\/month<\/td>\n<\/tr>\n<tr class=\"row-11\">\n\t<td class=\"column-1\">10. Less Annoying CRM<\/td><td class=\"column-2\">Simple pricing options<\/td><td class=\"column-3\">Calendar integration<\/td><td class=\"column-4\">$15 per user\/month<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-207 from cache -->\n<p>Looking for a CRM to bolster your business operations and strengthen customer relationships? Check out the 10 best CRM platforms and explore the main features, pricing, and benefits of each.<\/p>\n<h3>1. monday CRM<\/h3>\n<p><span style=\"font-weight: 200\"><strong>Best for<\/strong> small businesses that want highly visual, customizable, and intuitive software.<\/span><\/p>\n<p><span style=\"font-weight: 200\">monday CRM offers a user-friendly interface with boards to organize projects and track customer activities. You can communicate with team members, visualize and analyze customer data, and use templates to simplify operations. monday CRM offers tons of scalability, enabling small businesses to run and manage any workflow as they grow.<\/span><\/p>\n<p><strong>Key features<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Built-in monday AI assistant to whip up customer emails in a flash<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Intuitive dashboards to view sales forecasting, performance, and team goals<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">CRM item page with a deal stages widget to give you a<\/span><span style=\"font-weight: 200\"> 360\u00b0 view of your opportunities and exactly where they stand in your pipeline<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Customizable templates to make getting started easier<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200\"><strong>Pricing<\/strong>: From <strong>$12<\/strong> per user\/mo with annual plan. Free trial available.<\/span><\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new#soft_signup_from_step\" target=\"_blank\">Try monday CRM<\/a>\n<h3>2. Pipedrive<\/h3>\n<p><span style=\"font-weight: 200\"><strong>Best for<\/strong> small businesses that want a simple, easy-to-use software.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200\">Pipedrive is a CRM solution popular with small businesses because It\u2019s user-friendly and easy to set up. The interface features drag-and-drop functionality to quickly respond to essential tasks and customizable fields to streamline existing systems and optimize processes. It also offers a mobile app that allows for convenient <\/span><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/customer-engagement\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 200\">engagement with customers<\/span><\/a><span style=\"font-weight: 200\"> and team members from anywhere.<\/span><\/p>\n<p><strong>Key features<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Customizable chatbot that can be used to generate leads<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Minimalistic and intuitive UI<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Automatic call logging<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200\"><strong>Pricing<\/strong>: From <strong>$14<\/strong><\/span><span style=\"font-weight: 200\">\u00a0per user\/month with an annual plan. Free trial available.<\/span><\/p>\n<h3><b>3. Salesforce<\/b><\/h3>\n<p><span style=\"font-weight: 200\"><strong>Best for<\/strong> small businesses that want an advanced CRM with comprehensive features and high levels of customization.<\/span><\/p>\n<p><span style=\"font-weight: 200\">Salesforce is a household name in the <\/span><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-industries\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 200\">CRM industry<\/span><\/a><span style=\"font-weight: 200\">, known for its robust features and extensive customization options. However, it comes at a higher price point than other CRMs in the market.<\/span><\/p>\n<p><strong>Key features<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Over 1000 app integrations\u00a0<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Pop-up wizard AI to personalize the user experience<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Intuitive app layout<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200\"><strong>Pricing<\/strong>: From <strong>$25<\/strong> per user\/month with an annual plan.<\/span><\/p>\n<h3><b>4. Zoho CRM<\/b><\/h3>\n<p><span style=\"font-weight: 200\"><strong>Best for<\/strong> small businesses looking to scale their company at a low price.<\/span><\/p>\n<p><span style=\"font-weight: 200\">Zoho enables users to increase leads, accelerate sales, and accurately measure performance with its CRM platform. The mobile app and customizable dashboard allow for easy access to relevant data, making it easier to make informed decisions on the go.<\/span><\/p>\n<p><strong>Key features<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Built-in AI assistant Zia to predict leads and deals<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Badges and trophies ideal for for establishing camaraderie in teams<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Charts available to display customer reports<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200\"><strong>Pricing:<\/strong> Free version available for up to 3 users. The Standard Plan is <strong>$14<\/strong> per user\/ month for the annual plan.\u00a0<\/span><\/p>\n<h3><b>5. FreshSales<\/b><\/h3>\n<p><span style=\"font-weight: 200\"><strong>Best for<\/strong> small businesses that need to make data-focused decisions.<\/span><\/p>\n<p><span style=\"font-weight: 200\">FreshSales CRM software offers a variety of tools to enhance customer communication. It\u2019s great for keeping track of and scoring leads intuitively. It also has an AI assistant, Freddy, to help businesses gain insights into their customer base by analyzing historical sales data, activities, and engagement.<\/span><\/p>\n<p><span style=\"font-weight: 200\">Key features<\/span><\/p>\n<ul>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Cards to highlight activities, calls, and meetings for actionable insights<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Custom chatbots to reduce chat drop-off<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200\">AI assistant for lead scoringPricing: Free plan available for 3 users, Growth Plan <\/span><b>$11 <\/b><span style=\"font-weight: 200\">\/user\/month, billed annually.<\/span><\/p>\n<h3><b>6. HubSpot CRM<\/b><\/h3>\n<p><span style=\"font-weight: 200\"><strong>Best for<\/strong> B2B and B2C businesses looking for a scalable, all-in-one solution.<\/span><\/p>\n<p><span style=\"font-weight: 200\">HubSpot CRM grows with small businesses to offer additional features like marketing automation and customer service. The CRM also integrates seamlessly with HubSpot\u2019s suite of tools, making it easy to manage all aspects of the customer journey in one place.<\/span><\/p>\n<p><strong>Key features<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Ad management to track which promotions generate customers<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Predictive lead scoring<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">List segmentation to personalize emails<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200\"><strong>Pricing<\/strong>: Free plan available for up to 5 users, and Starter Customer Platform starts at <strong>$20<\/strong>\/month\/ per seat.\u00a0<\/span><\/p>\n<h3><b>7. SugarCRM<\/b><\/h3>\n<p><span style=\"font-weight: 200\"><strong>Best for<\/strong> small businesses looking for a more complex CRM solution.<\/span><\/p>\n<p><span style=\"font-weight: 200\">SugarCRM is a long-established platform founded in 2004. While more popular with big businesses because of its complex nature, it also offers advanced features embraced by small businesses with decent in-house technical skills.<\/span><\/p>\n<p><strong>Key features<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Advanced AI analysis\u00a0<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Ad-ons to connect with other tools<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Geo-mapping<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200\"><strong>Pricing<\/strong>: From <strong>$19<\/strong> per user\/month with an annual plan.<\/span><\/p>\n<h3><b>8. Zendesk Sell<\/b><\/h3>\n<p><span style=\"font-weight: 200\"><strong>Best for<\/strong> small businesses focused on sales automation.<\/span><\/p>\n<p><span style=\"font-weight: 200\">Zendesk Sell is a web and mobile-based CRM system that helps small businesses manage customer relationships and sales processes. It has an intuitive interface, customizable views, and automation tools to streamline workflows.<\/span><\/p>\n<p><strong>Key features<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Intuitive smart lists to store customer data<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Built-in dialer and call recording<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Advanced mobile app<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200\"><strong>Pricing<\/strong>: From <strong>$19<\/strong> per user\/mo. Free trial available.<\/span><\/p>\n<h3><b>9. Keap<\/b><\/h3>\n<p><span style=\"font-weight: 200\"><strong>Best for<\/strong> easy-to-use marketing and sales automation.<\/span><\/p>\n<p><span style=\"font-weight: 200\">Keap is a CRM specific for small businesses, and offers startup and CRM automation software that saves time on repetitive tasks. The platform offers visibility into leads and opportunities and the ability to send personalized emails and follow-up tasks.<\/span><\/p>\n<p><span style=\"font-weight: 200\">Key features<\/span><\/p>\n<ul>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Automated appointment booking<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Automated lead capture<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Mobile and desktop app<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200\">Pricing: From <strong>$249<\/strong> per 2 users a month with an annual plan. Free trial available.<\/span><\/p>\n<h3><b>10. Less Annoying CRM<\/b><\/h3>\n<p><span style=\"font-weight: 200\"><strong>Best for<\/strong> teams requiring simplicity and ease of use.<\/span><\/p>\n<p><span style=\"font-weight: 200\">Less Annoying CRM is an uncomplicated software with only one price plan and no annual contract required. Contact, calendar, task details, and more are accessible from a single location.<\/span><\/p>\n<p><strong>Key features<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Simple user interface<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Responsive Customer support options<\/span><\/li>\n<li style=\"font-weight: 200\"><span style=\"font-weight: 200\">Customizable pipelines<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200\"><strong>Pricing<\/strong>: From <strong>$15<\/strong> per user\/month plus tax. Free trial available.<\/span><\/p>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-6\">\n<h2 class=\"h2 text-block__title\">monday CRM: A feature-rich yet easy-to-use CRM for your small businesses<\/h2>\n<p><span style=\"font-weight: 200\">monday CRM has a bit of everything. Our software is colorful and intuitive, built with customization in mind so we can adapt to the needs of any unique business \u2014 whether it\u2019s just starting or scaling at lightning speed. Our goal is to empower any business to build the precise tools they need to work effectively.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200\">Not every small business will require the same features, so turning to a fully customizable CRM like monday CRM makes it easy to get the functionality you need without sacrificing usability.<\/span><\/p>\n<p><span style=\"font-weight: 200\">Here\u2019s a closer look at some of the core features you can adapt to suit the specific needs of your small business.<\/span><\/p>\n<h3><b>Customizable dashboards<\/b><\/h3>\n<p><span style=\"font-weight: 200\">Every small business needs a cohesive overview of its performance. With monday CRM you can customize your dashboards using 25+ widgets to gain visibility into your projected revenue, real-time deal updates, and see how your team\u2019s performance stacks up against company goals.<\/span><\/p>\n\n<img width=\"1024\" height=\"635\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/02\/Sales-analytics2-1024x635.png\" class=\"attachment-large size-large\" alt=\"Sales analytics\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/02\/Sales-analytics2-1024x635.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/02\/Sales-analytics2-300x186.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/02\/Sales-analytics2-768x476.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/02\/Sales-analytics2-1536x953.png 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/02\/Sales-analytics2-2048x1271.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<h3>Customer activity management<\/h3>\n<p><span style=\"font-weight: 200\">It\u2019s easy to track every interaction with your client base by syncing Gmail and Outlook to your CRM. From <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-for-call-center\/\">logging calls<\/a>, emails, and meetings to receiving a response when a lead opens your email, you\u2019ll understand the success of your customer communications.<\/span><\/p>\n\n<img width=\"1024\" height=\"635\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/02\/Main-board-1-1-1024x635.png\" class=\"attachment-large size-large\" alt=\"sales team onboarding\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/02\/Main-board-1-1-1024x635.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/02\/Main-board-1-1-300x186.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/02\/Main-board-1-1-768x476.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/02\/Main-board-1-1.png 1080w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<h3>Integrations<\/h3>\n<p><a href=\"https:\/\/monday.com\/integrations\" target=\"_blank\" rel=\"noopener\">CRM integrations<\/a> create a centralized hub for your small business, compiling everything in a single application and saving you time from switching back and forth between windows. monday CRM integrates with 72+ external tools, including:<\/p>\n<ul>\n<li>Communication tools like Slack, Outlook, and Microsoft Teams<\/li>\n<li>Sales tools like Salesforce, Shopify, and <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/pipedrive-vs-monday\/\" target=\"_blank\" rel=\"noopener\">Pipedrive<\/a><\/li>\n<li>Marketing and social media tools like MailChimp, Hubspot, and Facebook Ads<\/li>\n<li>Project management tools like Asana, Trello, and Toggl<\/li>\n<li>File-sharing tools like Dropbox, Google Drive, and Box.com<\/li>\n<\/ul>\n<p>You\u2019ll also find integrations for creative design processes, software development, and more. Depending on your needs, you can use these integrations to conduct your work from a single application or use them to import historical data from your old CRM or sales management software.<\/p>\n<p>Read also: <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/data-enrichment\/\" target=\"_blank\" rel=\"noopener\">Data enrichment: Benefits and best practices<\/a><\/p>\n\n<img width=\"1024\" height=\"290\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/integrations_CRM-1024x290.png\" class=\"attachment-large size-large\" alt=\"Integrations in monday sales CRM for startups\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/integrations_CRM-1024x290.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/integrations_CRM-300x85.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/integrations_CRM-768x218.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/integrations_CRM-1536x435.png 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/05\/integrations_CRM-2048x580.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<h3>Automation<\/h3>\n<p><span style=\"font-weight: 200\">monday CRM enables small businesses to create their own custom automation to cut down on time and put manual tasks on autopilot. For example, you can use the <\/span><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-with-gmail-integration\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 200\">CRM Gmail integration<\/span><\/a><span style=\"font-weight: 200\"> to trigger a desired action when a new email is opened or received. Alternatively, you might automate a workflow, such as updating your task list when a lead moves through the pipeline or setting reminders based on your timeline and milestones.<\/span><\/p>\n\n<img width=\"1024\" height=\"518\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/06\/CRM_Automations2-1024x518.jpg\" class=\"attachment-large size-large\" alt=\"Best CRM automations for small business\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/06\/CRM_Automations2-1024x518.jpg 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/06\/CRM_Automations2-300x152.jpg 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/06\/CRM_Automations2-768x389.jpg 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/06\/CRM_Automations2-1536x777.jpg 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/06\/CRM_Automations2.jpg 2041w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<h3>Team collaboration<\/h3>\n<p>Team collaboration is essential, especially in small businesses where individuals perform multiple roles. Use @ mentions, real-time board updates, and integrations with email and Slack channels to keep everyone in the loop.<\/p>\n\n<img width=\"1024\" height=\"576\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/08\/asana-vs-monday_com-planning-collaboration-1024x576.jpg\" class=\"attachment-large size-large\" alt=\"monday CRM collaboration planning\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/08\/asana-vs-monday_com-planning-collaboration-1024x576.jpg 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/08\/asana-vs-monday_com-planning-collaboration-300x169.jpg 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/08\/asana-vs-monday_com-planning-collaboration-768x432.jpg 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/08\/asana-vs-monday_com-planning-collaboration-1536x864.jpg 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/08\/asana-vs-monday_com-planning-collaboration-2048x1152.jpg 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<h3>Pipeline management<\/h3>\n<p><span style=\"font-weight: 200\">monday CRM displays your entire sales process so you can spot exactly where a prospect is in their buyer\u2019s journey, when they got there, and anticipate what they might do next.\u00a0 Once you have this information, you can track customers, automate notifications to sales reps, and tailor your communication for follow-up or customer support.<\/span><\/p>\n\n<img width=\"1024\" height=\"761\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/04\/pipeline-software-monday-sales-crm-1024x761.jpg\" class=\"attachment-large size-large\" alt=\"monday sales crm, the best crm for small business including pipeline software\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/04\/pipeline-software-monday-sales-crm-1024x761.jpg 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/04\/pipeline-software-monday-sales-crm-300x223.jpg 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/04\/pipeline-software-monday-sales-crm-768x571.jpg 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/04\/pipeline-software-monday-sales-crm.jpg 1450w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<h3>Advanced data management<\/h3>\n<p><span style=\"font-weight: 200\">monday CRM allows you to merge and integrate your existing data from external sources, such as from an Excel sheet or an API. It\u2019s easy to eliminate duplicate data and automatically enter lead-capturing data to reduce the time you spend sorting through multiple sheets and apps.<\/span><\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new#soft_signup_from_step\" target=\"_blank\">Try monday CRM<\/a>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-7\">\n<h2 class=\"h2 text-block__title\">Build the right CRM for your small business with monday CRM<\/h2>\n<p><span style=\"font-weight: 200\">The <\/span><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-software\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 200\">right CRM software<\/span><\/a><span style=\"font-weight: 200\"> will take your small business to the next level. If you want to simplify your processes while simultaneously making room for efficiency and growth, a CRM can be an absolute game changer for your small business.<\/span><\/p>\n<p><span style=\"font-weight: 200\">\u00a0Build a custom solution using monday CRM to meet the specific needs of your business and your customers. With tool integrations, workflow automation, and personalized communication available in a single interface, your CRM can adapt to match your sales process in its entirety.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200\">And the best part is, monday CRM is fully flexible, built to adapt and grow with your business. Start creating a <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/simple-crm\/\">simple CRM<\/a> for your small business with our free trial<\/span><a href=\"https:\/\/monday.com\/crm\/pricing\"><span style=\"font-weight: 200\">.<\/span><\/a><span style=\"font-weight: 200\">\u00a0<\/span><\/p>\n<p>Related articles: <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-for-real-estate\/\" target=\"_blank\" rel=\"noopener\">CRM for real estate<\/a>, <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-marketing\" target=\"_blank\" rel=\"noopener\">CRM for marketing<\/a>, <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/enterprise-crm\/\" target=\"_blank\" rel=\"noopener\">Enterprise CRM<\/a>, <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-for-distributors\/\" target=\"_blank\" rel=\"noopener\">CRM for distributors<\/a><\/p>\n<div class=\"accordion faq\" id=\"faq-\">\n  <h2 class=\"accordion__heading section-title text-left\">FAQs <\/h2>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-\" href=\"#q--1\" aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">How can you choose a CRM for your small business?         \n          \n        \n      <\/h3>\n    <\/a>\n    <div id=\"q--1\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-\">\n      <p>To choose the best CRM for your small business, you need to first determine your needs, look at your budget, research different solutions, consider which integrations you\u2019d need, and then finally test out different systems using free plans or free trials. This guide is also a great starting point for understanding the benefits and drawbacks of the leading CRMs. <\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-\" href=\"#q--2\" aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">How much is CRM software for small businesses?        \n          \n        \n      <\/h3>\n    <\/a>\n    <div id=\"q--2\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-\">\n      <p>Prices for a CRM for small businesses vary widely depending on your chosen CRM and the features you need. Some CRMs offer a free forever plan, while others only have a free trial. Generally, you can expect costs to fall between $10-100 per user.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-\" href=\"#q--3\" aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Is a CRM useful for small businesses?        \n          \n        \n      <\/h3>\n    <\/a>\n    <div id=\"q--3\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-\">\n      <p>Yes, absolutely. A CRM enables small businesses to track customer interactions, manage customer data, and improve marketing and sales strategies. Additionally, a CRM streamlines processes, improves customer service, and develops better customer relationships.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-\" href=\"#q--4\" aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Is there a fully free CRM?         \n          \n        \n      <\/h3>\n    <\/a>\n    <div id=\"q--4\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-\">\n      <p>Some CRMs are free, but they offer very limited features and capabilities compared to their paid counterparts. They\u2019re useful for businesses that don\u2019t plan to scale, and only want to get very basic use from a CRM. Zoho, Hubspot, and Freshsales offer basic free plans for up to three users. Some other options for free CRMs that can handle more users are Bitrix24, Vitiger and EngageBay.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-\" href=\"#q--5\" aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What is the best CRM for small businesses?         \n          \n        \n      <\/h3>\n    <\/a>\n    <div id=\"q--5\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-\">\n      <p>It\u2019s no surprise we think monday CRM is the overall best CRM for small businesses because of its diverse array of customizable, flexible, and intuitive features. Some other top picks are:<br \/>\n-Pipedrive for ease of use<br \/>\n-Zoho for scalability features<br \/>\n-Zendesk Sales for sales automation<br \/>\n-Freshsales for making data-focused decisions<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-\" href=\"#q--6\" aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What\u2019s the difference between small business and enterprise CRMs?        \n          \n        \n      <\/h3>\n    <\/a>\n    <div id=\"q--6\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-\">\n      <p>Enterprise CRMs are designed for large organizations with complex business processes and a high volume of data. They often come with a hefty price tag, making them less accessible for small businesses with limited budgets.<\/p>\n<p>On the other hand, a CRM for small business is specifically tailored to the needs of smaller organizations. They\u2019re more affordable and offer user-friendly interfaces and customizable features that cater to the unique needs of small businesses.<\/p>\n    <\/div>\n  <\/div>\n  {\n    \"@context\": \"https:\\\/\\\/schema.org\",\n    \"@type\": \"FAQPage\",\n    \"mainEntity\": [\n        {\n            \"@type\": \"Question\",\n            \"name\": \"How can you choose a CRM for your small business? \",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>To choose the best CRM for your small business, you need to first determine your needs, look at your budget, research different solutions, consider which integrations you\\u2019d need, and then finally test out different systems using free plans or free trials. This guide is also a great starting point for understanding the benefits and drawbacks of the leading CRMs. \\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"How much is CRM software for small businesses?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Prices for a CRM for small businesses vary widely depending on your chosen CRM and the features you need. Some CRMs offer a free forever plan, while others only have a free trial. Generally, you can expect costs to fall between $10-100 per user.\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Is a CRM useful for small businesses?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Yes, absolutely. A CRM enables small businesses to track customer interactions, manage customer data, and improve marketing and sales strategies. Additionally, a CRM streamlines processes, improves customer service, and develops better customer relationships.\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Is there a fully free CRM? \",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Some CRMs are free, but they offer very limited features and capabilities compared to their paid counterparts. They\\u2019re useful for businesses that don\\u2019t plan to scale, and only want to get very basic use from a CRM. Zoho, Hubspot, and Freshsales offer basic free plans for up to three users. Some other options for free CRMs that can handle more users are Bitrix24, Vitiger and EngageBay.\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"What is the best CRM for small businesses? \",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>It\\u2019s no surprise we think monday CRM is the overall best CRM for small businesses because of its diverse array of customizable, flexible, and intuitive features. Some other top picks are:<br \/>\\n-Pipedrive for ease of use<br \/>\\n-Zoho for scalability features<br \/>\\n-Zendesk Sales for sales automation<br \/>\\n-Freshsales for making data-focused decisions\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"What\\u2019s the difference between small business and enterprise CRMs?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Enterprise CRMs are designed for large organizations with complex business processes and a high volume of data. They often come with a hefty price tag, making them less accessible for small businesses with limited budgets.\\n<p>On the other hand, a CRM for small business is specifically tailored to the needs of smaller organizations. They\\u2019re more affordable and offer user-friendly interfaces and customizable features that cater to the unique needs of small businesses.\\n\"\n            }\n        }\n    ]\n}<\/div>\n\n\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Small business employees are often used to wearing many hats and piecing together projects and information to keep the business moving forward. But what if there was one simple tool that could cut the clutter and make it easy for your small business team to build strong relationships with your &#8230;<\/p>\n","protected":false},"author":219,"featured_media":156753,"comment_status":"open","ping_status":"closed","sticky":false,"template":"pages\/cornerstone-primary.php","format":"standard","meta":{"_acf_changed":false,"monday_item_id":10045918466,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[13913],"tags":[],"class_list":["post-61129","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-and-sales"],"acf":{"lobby_image":false,"post_thumbnail_title":"","hide_post_info":false,"hide_bottom_cta":false,"hide_from_blog":false,"cluster":"","banner_url":"","main_text_banner":"","sub_title_banner":"","sub_title_banner_second":"","banner_button_text":"","below_banner_line":"","sections":[{"acf_fc_layout":"content_1","blocks":[{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p><span style=\"font-weight: 200;\">Small business owners spin many plates to keep their customers front and center. From marketing and sales to customer support and retention, it\u2019s a constant juggling act that requires a robust customer relationship management (CRM) platform to keep everything organized.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">This blog covers the best 10 CRMs for small business owners, the main features to look for, and how to differentiate between different CRM systems so you can find the best one for your team.\u00a0 We\u2019ll also introduce monday CRM to explore why it might be the perfect solution for your small business.<\/span><\/p>\n<p class=\"p1\" style=\"text-align: left;\"><a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new#soft_signup_from_step\" target=\"_blank\">Try monday CRM<\/a><\/p>\n<p><iframe loading=\"lazy\" title=\"CRM for Small Businesses: Everything You Need to Know\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/NjT1uaNUnu0?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n"}]},{"main_heading":"What is a CRM for small business?","content_block":[{"acf_fc_layout":"text","content":"<p><span style=\"font-weight: 200;\">A CRM for small business is just like a regular CRM \u2014 a customer relationship management platform that centralizes and tracks all client information and interactions in one digital place.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">But a CRM for small business differs in that it offers specific features and capabilities well-suited for smaller businesses. It\u2019s essentially a CRM that isn\u2019t overly complicated, and offers the tools that small businesses need to effectively manage their customer relationships, so they can thrive.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Many of the typical CRMs used by large enterprises can also be considered as a CRM for small business because of their overall ease of use, and specific plans targeted to the needs of small businesses.<\/span><\/p>\n<p><iframe loading=\"lazy\" title=\"How to Scale Sales with Monday CRM: AI-Powered Workflows &amp; Automation\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/IXUUNc74-sI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n"}]},{"main_heading":"What are the benefits of using a CRM for small business? ","content_block":[{"acf_fc_layout":"text","content":"<p><span style=\"font-weight: 200;\">There\u2019s a common misconception that only big businesses with hundreds of clients can benefit from a CRM to manage an overwhelmingly large list of customers. But this is far from true. According to <\/span><span style=\"font-weight: 200;\">a recent study by business.com, <\/span><a href=\"https:\/\/www.business.com\/categories\/crm-software\/crm-market-usage-study\/#our-data\" target=\"_blank\" rel=\"nofollow noopener\"><span style=\"font-weight: 200;\">83% of small businesses<\/span><\/a><span style=\"font-weight: 200;\"> reported that their spending on a CRM resulted in a positive ROI.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">This stat isn\u2019t all that surprising: it\u2019s only logical that a business, regardless of its size, will benefit from a tool that organizes and consolidates all customer information\/ interactions in one place.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Apart from <\/span><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-revenue\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 200;\">boosting sales revenue<\/span><\/a><span style=\"font-weight: 200;\"> The same study found that CRM software gives small businesses a competitive advantage by increasing reporting accuracy, customer data access, and productivity.\u00a0<\/span><\/p>\n<p>Here are some key benefits that a good CRM offers:<\/p>\n<h3><b>Single source of truth for your small business<\/b><\/h3>\n<p><span style=\"font-weight: 200;\">Small and medium enterprise (SME) workers routinely waste time searching for information across different tools, leading to discrepancies, inaccuracies, and poorer business outcomes. With a CRM, everything you need lives on a single platform.<\/span><\/p>\n<h3><b>Enhanced data and reporting<\/b><\/h3>\n<p><span style=\"font-weight: 200;\">The business.com study found that seventy-six percent of small businesses experienced an increase in reporting accuracy after implementing a CRM.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">A CRM aggregates all your sales and customer data into an easily accessible dashboard. With a <\/span><a href=\"https:\/\/monday.com\/crm\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 200;\">customizable CRM<\/span><\/a><span style=\"font-weight: 200;\"> you can configure sales dashboards to pull customer data from any specific part of your system, from lead and contact management to your sales pipeline and beyond, providing your team with instant performance insights.<\/span><\/p>\n<h3><b>Increased efficiency and productivity<\/b><\/h3>\n<p><span style=\"font-weight: 200;\">Every minute counts in an SME. With centralized, accurate data, your team will get more done in less time. They can also use workflow automation features to boost efficiency and productivity.<\/span><\/p>\n<h3><b>Lower business expenses<\/b><\/h3>\n<p><span style=\"font-weight: 200;\">When your team works more efficiently, business expenses decrease. It\u2019s a no-brainer \u2014you\u2019ll close deals faster, generate more revenue, and create breathing room to let your business grow.<\/span><\/p>\n<h3><b>Better customer experience<\/b><\/h3>\n<p><span style=\"font-weight: 200;\">When your sales, marketing, and customer service activities are more efficient, they deliver a better experience, ultimately leading to increased <\/span><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/customer-loyalty\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 200;\">customer loyalty<\/span><\/a><span style=\"font-weight: 200;\">.<\/span><\/p>\n"}]},{"main_heading":"Essential qualities to look for when choosing a CRM for your small business","content_block":[{"acf_fc_layout":"text","content":"<p><span style=\"font-weight: 200;\">Certain qualities are non-negotiables when choosing a tool to grow your small business operations. All the top CRMs we\u2019ll feature in this guide check off all the following functionalities, though some may excel more in specific areas than others.\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 200;\" aria-level=\"1\"><span style=\"font-weight: 200;\">Fully customizable: Your CRM should match your business processes, not the opposite. A quality CRM solution will let you manage sales activity, marketing campaigns, and any other facet of your customer experience in a way that makes sense for your business.<\/span><\/li>\n<li style=\"font-weight: 200;\" aria-level=\"1\"><span style=\"font-weight: 200;\">Intuitive interface: No one wants to spend weeks learning a new tool. The right CRM will have a shallow learning curve that gets employees up to speed quickly.<\/span><\/li>\n<li style=\"font-weight: 200;\" aria-level=\"1\"><span style=\"font-weight: 200;\">Flexible: Whether you need to manage more leads and sales or update your entire pipeline, your CRM should seamlessly adapt to your business. For instance, as you develop your sales funnel, you may find a need for tracking sales documents.<\/span><\/li>\n<li style=\"font-weight: 200;\" aria-level=\"1\"><span style=\"font-weight: 200;\">Collaborative: A good CRM empowers your employees to work well together by providing simple methods of communication between teams to deliver the best customer experience. It should also play nicely with the rest of your tech stack to keep everything in one place.<\/span><\/li>\n<li style=\"font-weight: 200;\" aria-level=\"1\"><span style=\"font-weight: 200;\">Cloud-based: A cloud-based system allows you to access your data from anywhere while providing ample storage as you add more leads and customers to your database.<\/span><\/li>\n<\/ul>\n<aside class=\"polls\" data-voted=\"0\" data-name=\"poll_124376_monday_com_blog\"><h3 class=\"polls-question\">Is your small business using a CRM system?<\/h3><div class=\"polls__action\"><div class=\"polls-btn-wrapper\"><button data-answer=\"1\" class=\"polls-btn\"><span class=\"polls-btn__text\">Yes<\/span><span class=\"polls-btn__result\"><\/span><\/button><\/div><div class=\"polls-btn-wrapper\"><button data-answer=\"2\" class=\"polls-btn\"><span class=\"polls-btn__text\">Not yet<\/span><span class=\"polls-btn__result\"><\/span><\/div><\/div><\/aside>\n"}]},{"main_heading":"Top 10 best CRMs for small businesses ","content_block":[{"acf_fc_layout":"text","content":"\n<table id=\"tablepress-207\" class=\"tablepress tablepress-id-207\">\n<thead>\n<tr class=\"row-1\">\n\t<th class=\"column-1\">Software name<\/th><th class=\"column-2\">Best for<\/th><th class=\"column-3\">Best feature<\/th><th class=\"column-4\">Price starting from<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-striping row-hover\">\n<tr class=\"row-2\">\n\t<td class=\"column-1\">1. monday CRM<\/td><td class=\"column-2\">Highly-visual, intuitive, and customizable software<\/td><td class=\"column-3\">monday AI<\/td><td class=\"column-4\">$12 per user\/month<\/td>\n<\/tr>\n<tr class=\"row-3\">\n\t<td class=\"column-1\">2. Pipedrive<\/td><td class=\"column-2\">Ease of use<\/td><td class=\"column-3\">Intuitive interface<\/td><td class=\"column-4\">$14 per user\/month<\/td>\n<\/tr>\n<tr class=\"row-4\">\n\t<td class=\"column-1\">3. Salesforce<\/td><td class=\"column-2\">Comprehensive features and high levels of customization<\/td><td class=\"column-3\">Customizable integrations<\/td><td class=\"column-4\">$25 per user\/month<\/td>\n<\/tr>\n<tr class=\"row-5\">\n\t<td class=\"column-1\">4. Zoho CRM<\/td><td class=\"column-2\">Attractive pricing for scaling businesses<\/td><td class=\"column-3\">Advanced AI<\/td><td class=\"column-4\">$14 per user\/month<\/td>\n<\/tr>\n<tr class=\"row-6\">\n\t<td class=\"column-1\">5. FreshSales<\/td><td class=\"column-2\">Making data-focused decisions<\/td><td class=\"column-3\">Lead capture forms<\/td><td class=\"column-4\">$11 per user\/month<\/td>\n<\/tr>\n<tr class=\"row-7\">\n\t<td class=\"column-1\">6. HubSpot CRM<\/td><td class=\"column-2\">A scalable, all-in-one solution<\/td><td class=\"column-3\">Detailed list segmentation<\/td><td class=\"column-4\">$20 per user\/month<\/td>\n<\/tr>\n<tr class=\"row-8\">\n\t<td class=\"column-1\">7. SugarCRM<\/td><td class=\"column-2\">Advanced, high-level features<\/td><td class=\"column-3\">Customization tools for developers<\/td><td class=\"column-4\">$19 per user\/month<\/td>\n<\/tr>\n<tr class=\"row-9\">\n\t<td class=\"column-1\">8. Zendesk Sell<\/td><td class=\"column-2\">Sales automation<\/td><td class=\"column-3\">User-friendly mobile app<\/td><td class=\"column-4\">$19 per user\/month<\/td>\n<\/tr>\n<tr class=\"row-10\">\n\t<td class=\"column-1\">9. Keap<\/td><td class=\"column-2\">Simple marketing and  automation<\/td><td class=\"column-3\">Automated lead capture<\/td><td class=\"column-4\">$249 \/ per 2 users\/month<\/td>\n<\/tr>\n<tr class=\"row-11\">\n\t<td class=\"column-1\">10. Less Annoying CRM<\/td><td class=\"column-2\">Simple pricing options<\/td><td class=\"column-3\">Calendar integration<\/td><td class=\"column-4\">$15 per user\/month<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-207 from cache -->\n<p>Looking for a CRM to bolster your business operations and strengthen customer relationships? Check out the 10 best CRM platforms and explore the main features, pricing, and benefits of each.<\/p>\n<h3>1. monday CRM<\/h3>\n<p><span style=\"font-weight: 200;\"><strong>Best for<\/strong> small businesses that want highly visual, customizable, and intuitive software.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">monday CRM offers a user-friendly interface with boards to organize projects and track customer activities. You can communicate with team members, visualize and analyze customer data, and use templates to simplify operations. monday CRM offers tons of scalability, enabling small businesses to run and manage any workflow as they grow.<\/span><\/p>\n<p><strong>Key features<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Built-in monday AI assistant to whip up customer emails in a flash<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Intuitive dashboards to view sales forecasting, performance, and team goals<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">CRM item page with a deal stages widget to give you a<\/span><span style=\"font-weight: 200;\"> 360\u00b0 view of your opportunities and exactly where they stand in your pipeline<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Customizable templates to make getting started easier<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200;\"><strong>Pricing<\/strong>: From <strong>$12<\/strong> per user\/mo with annual plan. Free trial available.<\/span><\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new#soft_signup_from_step\" target=\"_blank\">Try monday CRM<\/a>\n<h3>2. Pipedrive<\/h3>\n<p><span style=\"font-weight: 200;\"><strong>Best for<\/strong> small businesses that want a simple, easy-to-use software.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Pipedrive is a CRM solution popular with small businesses because It\u2019s user-friendly and easy to set up. The interface features drag-and-drop functionality to quickly respond to essential tasks and customizable fields to streamline existing systems and optimize processes. It also offers a mobile app that allows for convenient <\/span><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/customer-engagement\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 200;\">engagement with customers<\/span><\/a><span style=\"font-weight: 200;\"> and team members from anywhere.<\/span><\/p>\n<p><strong>Key features<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Customizable chatbot that can be used to generate leads<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Minimalistic and intuitive UI<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Automatic call logging<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200;\"><strong>Pricing<\/strong>: From <strong>$14<\/strong><\/span><span style=\"font-weight: 200;\">\u00a0per user\/month with an annual plan. Free trial available.<\/span><\/p>\n<h3><b>3. Salesforce<\/b><\/h3>\n<p><span style=\"font-weight: 200;\"><strong>Best for<\/strong> small businesses that want an advanced CRM with comprehensive features and high levels of customization.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Salesforce is a household name in the <\/span><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-industries\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 200;\">CRM industry<\/span><\/a><span style=\"font-weight: 200;\">, known for its robust features and extensive customization options. However, it comes at a higher price point than other CRMs in the market.<\/span><\/p>\n<p><strong>Key features<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Over 1000 app integrations\u00a0<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Pop-up wizard AI to personalize the user experience<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Intuitive app layout<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200;\"><strong>Pricing<\/strong>: From <strong>$25<\/strong> per user\/month with an annual plan.<\/span><\/p>\n<h3><b>4. Zoho CRM<\/b><\/h3>\n<p><span style=\"font-weight: 200;\"><strong>Best for<\/strong> small businesses looking to scale their company at a low price.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Zoho enables users to increase leads, accelerate sales, and accurately measure performance with its CRM platform. The mobile app and customizable dashboard allow for easy access to relevant data, making it easier to make informed decisions on the go.<\/span><\/p>\n<p><strong>Key features<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Built-in AI assistant Zia to predict leads and deals<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Badges and trophies ideal for for establishing camaraderie in teams<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Charts available to display customer reports<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200;\"><strong>Pricing:<\/strong> Free version available for up to 3 users. The Standard Plan is <strong>$14<\/strong> per user\/ month for the annual plan.\u00a0<\/span><\/p>\n<h3><b>5. FreshSales<\/b><\/h3>\n<p><span style=\"font-weight: 200;\"><strong>Best for<\/strong> small businesses that need to make data-focused decisions.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">FreshSales CRM software offers a variety of tools to enhance customer communication. It\u2019s great for keeping track of and scoring leads intuitively. It also has an AI assistant, Freddy, to help businesses gain insights into their customer base by analyzing historical sales data, activities, and engagement.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Key features<\/span><\/p>\n<ul>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Cards to highlight activities, calls, and meetings for actionable insights<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Custom chatbots to reduce chat drop-off<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200;\">AI assistant for lead scoringPricing: Free plan available for 3 users, Growth Plan <\/span><b>$11 <\/b><span style=\"font-weight: 200;\">\/user\/month, billed annually.<\/span><\/p>\n<h3><b>6. HubSpot CRM<\/b><\/h3>\n<p><span style=\"font-weight: 200;\"><strong>Best for<\/strong> B2B and B2C businesses looking for a scalable, all-in-one solution.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">HubSpot CRM grows with small businesses to offer additional features like marketing automation and customer service. The CRM also integrates seamlessly with HubSpot\u2019s suite of tools, making it easy to manage all aspects of the customer journey in one place.<\/span><\/p>\n<p><strong>Key features<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Ad management to track which promotions generate customers<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Predictive lead scoring<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">List segmentation to personalize emails<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200;\"><strong>Pricing<\/strong>: Free plan available for up to 5 users, and Starter Customer Platform starts at <strong>$20<\/strong>\/month\/ per seat.\u00a0<\/span><\/p>\n<h3><b>7. SugarCRM<\/b><\/h3>\n<p><span style=\"font-weight: 200;\"><strong>Best for<\/strong> small businesses looking for a more complex CRM solution.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">SugarCRM is a long-established platform founded in 2004. While more popular with big businesses because of its complex nature, it also offers advanced features embraced by small businesses with decent in-house technical skills.<\/span><\/p>\n<p><strong>Key features<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Advanced AI analysis\u00a0<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Ad-ons to connect with other tools<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Geo-mapping<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200;\"><strong>Pricing<\/strong>: From <strong>$19<\/strong> per user\/month with an annual plan.<\/span><\/p>\n<h3><b>8. Zendesk Sell<\/b><\/h3>\n<p><span style=\"font-weight: 200;\"><strong>Best for<\/strong> small businesses focused on sales automation.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Zendesk Sell is a web and mobile-based CRM system that helps small businesses manage customer relationships and sales processes. It has an intuitive interface, customizable views, and automation tools to streamline workflows.<\/span><\/p>\n<p><strong>Key features<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Intuitive smart lists to store customer data<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Built-in dialer and call recording<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Advanced mobile app<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200;\"><strong>Pricing<\/strong>: From <strong>$19<\/strong> per user\/mo. Free trial available.<\/span><\/p>\n<h3><b>9. Keap<\/b><\/h3>\n<p><span style=\"font-weight: 200;\"><strong>Best for<\/strong> easy-to-use marketing and sales automation.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Keap is a CRM specific for small businesses, and offers startup and CRM automation software that saves time on repetitive tasks. The platform offers visibility into leads and opportunities and the ability to send personalized emails and follow-up tasks.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Key features<\/span><\/p>\n<ul>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Automated appointment booking<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Automated lead capture<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Mobile and desktop app<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200;\">Pricing: From <strong>$249<\/strong> per 2 users a month with an annual plan. Free trial available.<\/span><\/p>\n<h3><b>10. Less Annoying CRM<\/b><\/h3>\n<p><span style=\"font-weight: 200;\"><strong>Best for<\/strong> teams requiring simplicity and ease of use.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Less Annoying CRM is an uncomplicated software with only one price plan and no annual contract required. Contact, calendar, task details, and more are accessible from a single location.<\/span><\/p>\n<p><strong>Key features<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Simple user interface<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Responsive Customer support options<\/span><\/li>\n<li style=\"font-weight: 200;\"><span style=\"font-weight: 200;\">Customizable pipelines<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 200;\"><strong>Pricing<\/strong>: From <strong>$15<\/strong> per user\/month plus tax. Free trial available.<\/span><\/p>\n"}]},{"main_heading":"monday CRM: A feature-rich yet easy-to-use CRM for your small businesses","content_block":[{"acf_fc_layout":"text","content":"<p><span style=\"font-weight: 200;\">monday CRM has a bit of everything. Our software is colorful and intuitive, built with customization in mind so we can adapt to the needs of any unique business \u2014 whether it\u2019s just starting or scaling at lightning speed. Our goal is to empower any business to build the precise tools they need to work effectively.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Not every small business will require the same features, so turning to a fully customizable CRM like monday CRM makes it easy to get the functionality you need without sacrificing usability.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Here\u2019s a closer look at some of the core features you can adapt to suit the specific needs of your small business.<\/span><\/p>\n<h3><b>Customizable dashboards<\/b><\/h3>\n<p><span style=\"font-weight: 200;\">Every small business needs a cohesive overview of its performance. With monday CRM you can customize your dashboards using 25+ widgets to gain visibility into your projected revenue, real-time deal updates, and see how your team\u2019s performance stacks up against company goals.<\/span><\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":301272,"image_link":""},{"acf_fc_layout":"text","content":"<h3>Customer activity management<\/h3>\n<p><span style=\"font-weight: 200;\">It\u2019s easy to track every interaction with your client base by syncing Gmail and Outlook to your CRM. From <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-for-call-center\/\">logging calls<\/a>, emails, and meetings to receiving a response when a lead opens your email, you\u2019ll understand the success of your customer communications.<\/span><\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":301394,"image_link":""},{"acf_fc_layout":"text","content":"<h3>Integrations<\/h3>\n<p><a href=\"https:\/\/monday.com\/integrations\" target=\"_blank\" rel=\"noopener\">CRM integrations<\/a> create a centralized hub for your small business, compiling everything in a single application and saving you time from switching back and forth between windows. monday CRM integrates with 72+ external tools, including:<\/p>\n<ul>\n<li>Communication tools like Slack, Outlook, and Microsoft Teams<\/li>\n<li>Sales tools like Salesforce, Shopify, and <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/pipedrive-vs-monday\/\" target=\"_blank\" rel=\"noopener\">Pipedrive<\/a><\/li>\n<li>Marketing and social media tools like MailChimp, Hubspot, and Facebook Ads<\/li>\n<li>Project management tools like Asana, Trello, and Toggl<\/li>\n<li>File-sharing tools like Dropbox, Google Drive, and Box.com<\/li>\n<\/ul>\n<p>You\u2019ll also find integrations for creative design processes, software development, and more. Depending on your needs, you can use these integrations to conduct your work from a single application or use them to import historical data from your old CRM or sales management software.<\/p>\n<p>Read also: <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/data-enrichment\/\" target=\"_blank\" rel=\"noopener\">Data enrichment: Benefits and best practices<\/a><\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":125894,"image_link":""},{"acf_fc_layout":"text","content":"<h3>Automation<\/h3>\n<p><span style=\"font-weight: 200;\">monday CRM enables small businesses to create their own custom automation to cut down on time and put manual tasks on autopilot. For example, you can use the <\/span><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-with-gmail-integration\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 200;\">CRM Gmail integration<\/span><\/a><span style=\"font-weight: 200;\"> to trigger a desired action when a new email is opened or received. Alternatively, you might automate a workflow, such as updating your task list when a lead moves through the pipeline or setting reminders based on your timeline and milestones.<\/span><\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":133670,"image_link":""},{"acf_fc_layout":"text","content":"<h3>Team collaboration<\/h3>\n<p>Team collaboration is essential, especially in small businesses where individuals perform multiple roles. Use @ mentions, real-time board updates, and integrations with email and Slack channels to keep everyone in the loop.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":134172,"image_link":""},{"acf_fc_layout":"text","content":"<h3>Pipeline management<\/h3>\n<p><span style=\"font-weight: 200;\">monday CRM displays your entire sales process so you can spot exactly where a prospect is in their buyer\u2019s journey, when they got there, and anticipate what they might do next.\u00a0 Once you have this information, you can track customers, automate notifications to sales reps, and tailor your communication for follow-up or customer support.<\/span><\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":114499,"image_link":""},{"acf_fc_layout":"text","content":"<h3>Advanced data management<\/h3>\n<p><span style=\"font-weight: 200;\">monday CRM allows you to merge and integrate your existing data from external sources, such as from an Excel sheet or an API. It\u2019s easy to eliminate duplicate data and automatically enter lead-capturing data to reduce the time you spend sorting through multiple sheets and apps.<\/span><\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new#soft_signup_from_step\" target=\"_blank\">Try monday CRM<\/a>\n"}]},{"main_heading":"Build the right CRM for your small business with monday CRM","content_block":[{"acf_fc_layout":"text","content":"<p><span style=\"font-weight: 200;\">The <\/span><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-software\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 200;\">right CRM software<\/span><\/a><span style=\"font-weight: 200;\"> will take your small business to the next level. If you want to simplify your processes while simultaneously making room for efficiency and growth, a CRM can be an absolute game changer for your small business.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">\u00a0Build a custom solution using monday CRM to meet the specific needs of your business and your customers. With tool integrations, workflow automation, and personalized communication available in a single interface, your CRM can adapt to match your sales process in its entirety.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">And the best part is, monday CRM is fully flexible, built to adapt and grow with your business. Start creating a <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/simple-crm\/\">simple CRM<\/a> for your small business with our free trial<\/span><a href=\"https:\/\/monday.com\/crm\/pricing\"><span style=\"font-weight: 200;\">.<\/span><\/a><span style=\"font-weight: 200;\">\u00a0<\/span><\/p>\n<p>Related articles: <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-for-real-estate\/\" target=\"_blank\" rel=\"noopener\">CRM for real estate<\/a>, <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-marketing\" target=\"_blank\" rel=\"noopener\">CRM for marketing<\/a>, <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/enterprise-crm\/\" target=\"_blank\" rel=\"noopener\">Enterprise CRM<\/a>, <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-for-distributors\/\" target=\"_blank\" rel=\"noopener\">CRM for distributors<\/a><\/p>\n<div class=\"accordion faq\" id=\"faq-\">\n  <h2 class=\"accordion__heading section-title text-left\">FAQs <\/h2>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-\" href=\"#q--1\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">How can you choose a CRM for your small business?         <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q--1\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-\">\n      <p>To choose the best CRM for your small business, you need to first determine your needs, look at your budget, research different solutions, consider which integrations you\u2019d need, and then finally test out different systems using free plans or free trials. This guide is also a great starting point for understanding the benefits and drawbacks of the leading CRMs. <\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-\" href=\"#q--2\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">How much is CRM software for small businesses?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q--2\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-\">\n      <p>Prices for a CRM for small businesses vary widely depending on your chosen CRM and the features you need. Some CRMs offer a free forever plan, while others only have a free trial. Generally, you can expect costs to fall between $10-100 per user.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-\" href=\"#q--3\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Is a CRM useful for small businesses?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q--3\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-\">\n      <p>Yes, absolutely. A CRM enables small businesses to track customer interactions, manage customer data, and improve marketing and sales strategies. Additionally, a CRM streamlines processes, improves customer service, and develops better customer relationships.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-\" href=\"#q--4\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Is there a fully free CRM?         <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q--4\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-\">\n      <p>Some CRMs are free, but they offer very limited features and capabilities compared to their paid counterparts. They\u2019re useful for businesses that don\u2019t plan to scale, and only want to get very basic use from a CRM. Zoho, Hubspot, and Freshsales offer basic free plans for up to three users. Some other options for free CRMs that can handle more users are Bitrix24, Vitiger and EngageBay.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-\" href=\"#q--5\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What is the best CRM for small businesses?         <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q--5\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-\">\n      <p>It\u2019s no surprise we think monday CRM is the overall best CRM for small businesses because of its diverse array of customizable, flexible, and intuitive features. Some other top picks are:<br \/>\n-Pipedrive for ease of use<br \/>\n-Zoho for scalability features<br \/>\n-Zendesk Sales for sales automation<br \/>\n-Freshsales for making data-focused decisions<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-\" href=\"#q--6\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What\u2019s the difference between small business and enterprise CRMs?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q--6\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-\">\n      <p>Enterprise CRMs are designed for large organizations with complex business processes and a high volume of data. They often come with a hefty price tag, making them less accessible for small businesses with limited budgets.<\/p>\n<p>On the other hand, a CRM for small business is specifically tailored to the needs of smaller organizations. They\u2019re more affordable and offer user-friendly interfaces and customizable features that cater to the unique needs of small businesses.<\/p>\n    <\/div>\n  <\/div>\n  <script type='application\/ld+json'>{\n    \"@context\": \"https:\\\/\\\/schema.org\",\n    \"@type\": \"FAQPage\",\n    \"mainEntity\": [\n        {\n            \"@type\": \"Question\",\n            \"name\": \"How can you choose a CRM for your small business? \",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>To choose the best CRM for your small business, you need to first determine your needs, look at your budget, research different solutions, consider which integrations you\\u2019d need, and then finally test out different systems using free plans or free trials. 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They\\u2019re more affordable and offer user-friendly interfaces and customizable features that cater to the unique needs of small businesses.<\\\/p>\\n\"\n            }\n        }\n    ]\n}<\/script><\/div>\n\n"}]}]}],"display_dates":"updated","post_date":"20260315","use_customized_cta":false,"display_subscribe_widget":false,"custom_schema_code":"","landing_page_layout":false,"activate_cta_banner":false,"sidebar_color_banner":"","custom_tags":false,"faqs":[{"faq_title":"FAQs ","faq_shortcode":"","faq":[{"question":"How can you choose a CRM for your small business? ","answer":"<p>To choose the best CRM for your small business, you need to first determine your needs, look at your budget, research different solutions, consider which integrations you\u2019d need, and then finally test out different systems using free plans or free trials. This guide is also a great starting point for understanding the benefits and drawbacks of the leading CRMs. <\/p>\n"},{"question":"How much is CRM software for small businesses?","answer":"<p>Prices for a CRM for small businesses vary widely depending on your chosen CRM and the features you need. Some CRMs offer a free forever plan, while others only have a free trial. Generally, you can expect costs to fall between $10-100 per user.<\/p>\n"},{"question":"Is a CRM useful for small businesses?","answer":"<p>Yes, absolutely. A CRM enables small businesses to track customer interactions, manage customer data, and improve marketing and sales strategies. Additionally, a CRM streamlines processes, improves customer service, and develops better customer relationships.<\/p>\n"},{"question":"Is there a fully free CRM? ","answer":"<p>Some CRMs are free, but they offer very limited features and capabilities compared to their paid counterparts. They\u2019re useful for businesses that don\u2019t plan to scale, and only want to get very basic use from a CRM. Zoho, Hubspot, and Freshsales offer basic free plans for up to three users. Some other options for free CRMs that can handle more users are Bitrix24, Vitiger and EngageBay.<\/p>\n"},{"question":"What is the best CRM for small businesses? ","answer":"<p>It\u2019s no surprise we think monday CRM is the overall best CRM for small businesses because of its diverse array of customizable, flexible, and intuitive features. Some other top picks are:<br \/>\n-Pipedrive for ease of use<br \/>\n-Zoho for scalability features<br \/>\n-Zendesk Sales for sales automation<br \/>\n-Freshsales for making data-focused decisions<\/p>\n"},{"question":"What\u2019s the difference between small business and enterprise CRMs?","answer":"<p>Enterprise CRMs are designed for large organizations with complex business processes and a high volume of data. They often come with a hefty price tag, making them less accessible for small businesses with limited budgets.<\/p>\n<p>On the other hand, a CRM for small business is specifically tailored to the needs of smaller organizations. They\u2019re more affordable and offer user-friendly interfaces and customizable features that cater to the unique needs of small businesses.<\/p>\n"}]}],"hide_time_to_read":false,"cornerstone_hero_cta_override":{"label":"","url":""},"featured_image_link":"","disclaimer":[{"ID":145596,"post_author":"262","post_date":"2023-12-06 07:48:09","post_date_gmt":"2023-12-06 07:48:09","post_content":"<i>The content in this article is provided for informational purposes only and, to the best of monday.com\u2019s knowledge, the information provided in this article\u00a0 is accurate and up-to-date at the time of publication. That said, monday.com encourages readers to verify all information directly.<\/i>","post_title":"Competitor disclaimer","post_excerpt":"","post_status":"publish","comment_status":"closed","ping_status":"closed","post_password":"","post_name":"competitor-disclaimer","to_ping":"","pinged":"","post_modified":"2024-10-15 07:24:02","post_modified_gmt":"2024-10-15 07:24:02","post_content_filtered":"","post_parent":0,"guid":"https:\/\/monday.com\/blog\/?post_type=disclaimer&#038;p=145596","menu_order":0,"post_type":"disclaimer","post_mime_type":"","comment_count":"0","filter":"raw"}],"parse_from_google_doc":false,"show_contact_sales_button":"default","custom_header_banner":false,"show_sidebar_sticky_banner":false,"menu_cta_override":{"label":"","url":""},"override_contact_sales_label":"","override_contact_sales_url":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Best CRMs For Small Businesses In 2026 - Review &amp; Pricing<\/title>\n<meta name=\"description\" content=\"A CRM for small business is essential. 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