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.
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.
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.