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.
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.
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.
Salesforce — Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses of all sizes manage their customer relationships.
Confirmit — Confirmit is a market research and customer experience management software platform.
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.
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
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.
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.
Source: PandaDoc
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.