Top 4 Sales Tools in 2022 for Small Businesses
When starting out as a small business, it can be daunting to find a Customer Relationship Management (CRM) and Sales Management tool.
There’s a balance between paying for a top-end software vs. getting a scalable solution.
Here’s our top four CRM solutions for small businesses.
- Salesflare — Salesflare helps you focus on your customers. Input less data, make more sales. Your time is precious.
- Keap — Keap helps 125,000+ businesses achieve their goals with CRM and sales and marketing automation.
- Freshworks — Intuitive and easy to use software, which helps your staff build and create lasting relationships with customers for life.
- PandaDoc — Accelerate every stage of the lead and sales management (deal cycle) with PandaDoc.
- PipeDrive — Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business.
- Smile.io — Increase retention and boost customer engagement with an easy to use loyalty program built for small businesses!
- DottedSign — The smartest eSignature solution for you to sign, assign & manage documents online to grow your business.
- Zendesk — Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
- LiveChat — LiveChat is a comprehensive customer service solution that helps businesses provide better customer service and support. It is a cloud-based customer service platform that enables businesses to communicate with customers in real-time via live chat, email, and social media.
- Sendinblue — Take your digital marketing to the next level.
- Kustomer — With Kustomer, deliver faster, richer experiences to your customers with omnichannel messaging, a unified customer view, and AI-powered automations.
- Shopify — Everything you need to start, run and scale your business.
- Antavo — Antavo is a loyalty program solution for businesses that helps them to create and manage loyalty programs for their customers.
- Medallia — A Net Promoter Score (NPS) represents the Voice of the Customer by measuring customer loyalty to a product or service and if they would recommend it.
- Salesforce — Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses of all sizes manage their customer relationships.
- Kampyle — Kampyle is a customer feedback and analytics platform that helps businesses collect, analyze, and act on customer feedback.
- UserVoice — B2B user feedback software to help you listen to and guide your customers, prioritize product features that matter, and innovate efficiently.
- Qualtrics — Qualtrics is a powerful survey and research platform that enables users to create, distribute, and analyze surveys.
- Kissmetrics — Kissmetrics is a powerful analytics and marketing platform that helps businesses track, analyse, and optimise their customer journey.
- Confirmit — Confirmit is a market research and customer experience management software platform.
- LiveAgent — LiveAgent is a customer service software that helps businesses manage customer inquiries and provide better customer service.
- GrooveHQ — Groove is the Shared Inbox for small businesses looking for an alternative to Email.
- TeamSupport — Build stronger customer relationships with TeamSupport. Learn how our customer software is built to improve B2B customer loyalty for your business.
- Help Scout — Help Scout’s shared inbox, help center, and live chat software gives your team the tools you need to easily manage customer communications.
- Happyfox — Be known for great customer support with HappyFox, an Online help desk software and a web based support ticket system – Schedule a One-on-One Demo
- Citrix Podio — Build powerful low-code business solutions to customize work and communication. Start for free.
- Unbounce — Grow your relevance, leads, and sales with Unbounce. Use Unbounce to easily create and optimize landing pages for your small business and boost conversions with AI insights.
- OrderEase — A complete online B2B ordering solution for wholesalers, retailers and buying groups utilizing online product catalogs and a centralized order hub for faster more accurate ordering.
- Base CRM — Base is a CRM platform that helps businesses build better customer relationships. It offers features like contact management, sales automation, and reporting to help teams close more deals and increase customer satisfaction.
- Reputation.com — Reputation.com helps businesses protect and improve their online reputations. They provide tools to monitor, manage and improve their online presence, from reviews and ratings to social media and search engine optimization.
- Stripe — Millions of businesses of all sizes—from startups to large enterprises—use Stripe’s software and APIs to accept payments, send payouts, and manage their businesses online.
- ActiveCampaign — Visit our website to learn more.
- Retently — Retently is a customer feedback platform that helps businesses collect, analyze, and act on customer feedback. It helps businesses understand customer sentiment, identify trends, and improve customer experience.
- Insightly — Our CRM software can help your sales team build customer relationships, quickly create personalized marketing campaigns, and automate business processes.
- Magento Order Management — Magento Order Management helps businesses streamline their order fulfillment processes. It automates order taking, inventory management, and customer service, while providing real-time visibility into orders and inventory across all channels.
- SugarCRM — Sugar helps business create customers for life with the world’s most intelligent CRM platform. With SugarCRM, you let the platform do the work. Get a demo today!
- AB Tasty — Revolutionize brand and product experiences with AB Tasty: AI-powered experimentation & personalization, feature management and product optimization.
- SellerActive — SellerActive is the best multichannel e-commerce management tool on the market. Automate, optimize and expand your business!
- Ticket Tailor — Ticket Tailor is an online ticketing platform that allows event organizers to create, manage, and sell tickets for their events.
- Textline —
- SmartSuite — Plan, track, and manage any type of work.
- Vend Point of Sale — Vend is a cloud-based point of sale system that helps retailers manage their stores, track sales, and grow their business. It offers features like inventory management, customer loyalty, and analytics to help retailers succeed.
- OrderStorm — OrderStorm is an ecommerce platform that helps businesses create and manage their online stores. It offers features such as product management, order processing, payment processing, shipping, and more. It’s easy to use and provides powerful tools to help businesses succeed.
- LeadSquared — Complete Marketing Automation and CRM software for businesses. Organize your lead capture, lead management, sales management & analytics in one platform.
- BirdEye — Birdeye is an all-in-one customer experience platform that helps businesses improve customer satisfaction, increase sales, and boost online reputation. It offers customer feedback management, customer surveys, online reviews, and reputation management tools.
- Freshdesk — Explore why Freshdesk Omnichannel Suite is the most complete support solution with the fastest time-to-value.
- Overpass — Transform your sales with the only platform for hiring remote sales experts, monitoring and managing your team, tracking outcomes and measuring success.
- Intercom — Intercom helps over 25,000 global organizations deliver better customer support via personalized conversations and automated support.
- SharpSpring — SharpSpring is a marketing automation platform that helps businesses increase leads, conversions, and ROI. It offers features like email marketing, lead scoring, and website tracking to help businesses reach their goals.
- Wootric — Wootric helps companies measure and improve customer experience. It provides customer feedback surveys, NPS scores, and analytics to help businesses understand customer sentiment and take action to improve customer loyalty.
- Workbooks — Our powerful CRM platform is personalised and fine-tuned by our own experts precisely to your business goals. That way it lets you do…
- ShipHero — ShipHero is an inventory and order management platform that helps e-commerce businesses automate their operations and scale quickly. It offers features such as inventory tracking, order routing, shipping automation, and more.
- Customer.io — Customer.io is an automated messaging platform for tech-savvy marketers who want more control and flexibility to craft and send data-driven emails, push notifications, and SMS messages.
- HubSpot — HubSpot’s free CRM powers your customer support, sales, and marketing with easy-to-use features like live chat, meeting scheduling, and email tracking.
- Act-On — Act-On is a comprehensive campaign management platform that helps businesses create, manage, and measure campaigns across multiple channels. It provides tools to automate and optimize campaigns, track performance, and measure ROI.
- Kameleoon — Kameleoon is an AI-powered A/B testing platform that helps businesses optimize their websites and apps for better user experience. It provides powerful insights and analytics to help you make data-driven decisions and increase conversions.
- Yesware — Yesware is a sales productivity platform that helps sales teams close more deals.
- FieldAware — FieldAware’s field service management software was built for back office & field workers to simplify services, integrate systems, and add mobile capabilities.
- CloudTask — Find the best-match B2B Lead Generation Companies to fill your sales pipeline and drive revenue growth
- NICE Satmetrix — With NICE Satmetrix holistic VOC solution drive dynamic omnichannel experiences with the most complete and unified platform on the market.
- Lightspeed Point of Sale — Future-proof your business with Lightspeed’s POS software. The one-stop commerce platform that helps your business simplify, scale and thrive.
- OrderWise — OrderWise is an all-in-one business management software that helps companies streamline operations, increase efficiency, and improve customer service. It offers features such as inventory management, order processing, CRM, eCommerce, and more.
- LeadMaster — LeadMaster is a cloud-based CRM and lead management software that helps businesses manage leads, contacts, sales, marketing, customer service, and more. It offers features such as automated lead scoring, email marketing, and reporting. It helps businesses increase sales and improve customer relationships.
- Apollo.io —
- Shore — The complete digital solution for your business.
- Immerss — See how digital clienteling and live shopping will improve your business on all fronts.
- GetResponse — No matter your level of expertise, we have a solution for you. At GetResponse, it’s email marketing done right. Start your free account today!
- Brightpearl — This guide to Order Management Systems (OMS) highlights the features and benefits of our best-in-breed software offering, and how it can help your business!
- Close.io — Close.io is a sales CRM and communication platform that helps sales teams close more deals. It automates tedious tasks, provides powerful insights, and helps reps stay organized and focused on closing deals.
- Leadfeeder — LeadFeeder is a sales intelligence tool that shows you which companies visit your website and helps you turn anonymous website visitors into sales leads. Get insights on leads and start conversations with prospects.
- 20NINE CRM — An alternative to cumbersome CRM for small businesses. Manage clients, sales, communication & documents from the mobile and computer!
- Sinch — Connect with customers and make engagement personal with our simple, programmable SMS, voice, video, & verification tools. Find out more information today.
- OpenText — OpenText offers cloud-native solutions in an integrated and flexible Information Management platform to enable intelligent, connected and secure organizations.
- Fulfillment by Amazon — Fulfillment by Amazon (FBA) helps businesses reach more customers, increase sales, and reduce shipping costs. Sellers can store their products in Amazon’s fulfillment centers, and Amazon will pick, pack, ship, and provide customer service for these products.
- Feedier — Feedier is a customer feedback platform that helps businesses collect, analyze, and act on customer feedback. It provides customizable surveys, automated insights, and actionable reports to help businesses understand their customers better.
- Acuity Scheduling — Clients can quickly view your real-time availability and self-book their own appointments—and even pay online, reschedule with a click, and eliminate 100% of the drudgery. (Official term.)
- Capsule — Build stronger customer relationships, make more sales and save time.
- Clover Point of Sale — Clover is a POS system that helps businesses run more efficiently. It offers features like inventory tracking, employee management, and customer loyalty programs, all in one easy-to-use platform. Get the tools you need to succeed and grow your business.
- BigCommerce — Learn how BigCommerce powers your business with enterprise ecommerce capabilities—with lower cost and complexity.
- Lead Liaison — Lead Liaison provides marketing automation and lead management solutions including lead scoring, lead nurturing, lead distribution and lead tracking.
- HoneyBook — HoneyBook is the leading clientflow platform that enables independent businesses to book clients, manage projects, and get paid all in one place.
- VipeCloud — CRM, Email Marketing, Social Posting, Texting, Video Email, Integrations, And Much More.
- Autopilot — Autopilot is a marketing automation platform that helps businesses create automated customer journeys. It enables users to create personalized customer experiences, automate marketing tasks, and measure the success of their campaigns.
- Orderbot — Order management & orchestration made easy
- Nutshell — Nutshell is an easy-to-use CRM that helps small businesses build relationships, track sales, and grow. It’s designed to be simple and intuitive, so you can focus on what matters most: your customers.
- Infusionsoft — Infusionsoft is a powerful CRM and marketing automation software that helps small businesses increase sales, save time, and get organized. It automates marketing tasks, tracks customer data, and automates sales processes. It’s perfect for entrepreneurs who want to grow their business.
- Paperflite — The smartest way to create custom microsites for your sales content and track results
- Infobip — Drive deeper customer engagement with secure, personalized communications across SMS, RCS, Email, Voice, WhatsApp, and more.
- Promoter.io — Promoter.io is a customer feedback platform that helps businesses measure customer satisfaction, identify promoters and detractors, and take action to improve customer experience. It provides insights to help businesses understand customer sentiment and make data-driven decisions.
- Fulfillment Bridge — Simplify your eCommerce fulfillment, get closer to customers with our global warehouses and reduce shipping costs & time from one platform.
- Less Annoying CRM — Thousands of small businesses use Less Annoying CRM to manage contacts, track leads, and stay on top of follow-ups.
- PipelineDeals — Pipelinedeals is the all-in-one CRM that helps you close more deals faster with automated sales processes, powerful insights, and easy collaboration.
- FreeAgent CRM — #1 User-Rated Alternative to Salesforce
- Zoho CRM — Zoho CRM is an online Sales CRM software that manages your sales, marketing and support in one CRM platform. Rated The Best CRM System of 2022. Sign up for free.
- Revel POS — Revel Systems is a POS system that helps businesses streamline operations, increase sales, and provide a better customer experience. It offers features like inventory management, customer loyalty programs, and analytics to help businesses succeed.
- SellerCloud — SellerCloud is a cloud-based ecommerce platform that helps businesses manage their online stores, inventory, orders, and more. It offers features like automated order processing, inventory management, and analytics to help businesses grow.
- Lead Forensics — Lead Forensics is the industry-leading solution in turning anonymous B2B website visitors into high-quality, actionable opportunities for your business.
- Capgemini — Capgemini helps organizations unlock new opportunities and stay ahead of the competition with digital transformation services including strategy, process, technology and people.
- Aloware — Contact center software for inside sales teams. Turn more leads into deals with Aloware.
- FullStory — FullStory’s intuitive digital experience intelligence provide you with critical insights so you can drive high-impact digital improvements & revenue.
The winner – PandaDoc
When starting as a small business, you’ll want to focus on sales and growth more than anything else.
PandaDoc is excellent for building proposals, contracts and managing sales pipelines.
Over time, as your business grows, PandaDoc makes it easy to integrate with other software such as HubSpot, Stripe, Zendesk, Nimble CRM, Pipeliner CRM, Salesforce and more.
Document automation from PandaDoc simply allows revenue teams to get more deals done.
Not only can you make it easier for salespeople to create beautiful documents, you’ll also have the insights you need to create a more predictable, repeatable, and scalable pipeline.
- eSignature: Get the deal done faster with the convenience and security of legally binding eSignatures.
- Workflows: Your teams will have the ability to create, send, and track docs by replicating your existing approval process.
- APIs: The ideal solution for those who’d like to integrate PandaDoc features into their own applications and website.