Customer Relationship Management - Small Business (CRM) Software

Customer Relationship Management - Small Business

What is Customer Relationship Management - Small Business Software?

Customer Relationship Management (CRM) software enables an organization to manage the complete customer lifecycle and capture, integrate and analyze data across all customer touchpoints. The best CRM software suites allow organizations to increase customer loyalty, improve marketing effectiveness and sales productivity. A successful CRM strategy starts with well-defined business objectives. It also includes detailed functionality requirements, a sound methodology for provider due diligence and selection, and a solid end-user training and support program. Choosing a software provider with a track record of strong customer relationships will improve your chances of CRM success.

Data collected from reviewers in: organizations with 1 - 10 Employees​; organizations with 11 - 500 Employees​, and organizations with 501 - 1000 Employees​.

Common Features

  • Collaboration
  • Mobile
  • Analytics and Reporting
  • Sales Management
  • Account and Contact Management
  • Activity and Workflow Management
  • Lead Management
  • Marketing Management
  • Customer Service Management
  • Quote Contract and Proposal
  • Telephony and Call Center Management

Top Customer Relationship Management - Small Business (CRM) Software

2024 Data Quadrant Awards

2024 Emotional Footprint Awards

At SoftwareReviews, we take pride in recognizing excellence. Each year, we present the Data Quadrant Awards to top-performing software products based solely on authentic user reviews, without any paid placements or analyst opinions. These awards highlight software products that excel in terms of features, vendor capabilities, and customer relationships, earning them the highest overall rankings.

At SoftwareReviews, we take pride in recognizing excellence. Each year, we present the Emotional Footprint Awards to top-performing software products based solely on authentic user reviews, without any paid placements or analyst opinions. These awards shine a spotlight on software vendors who excel in crafting and nurturing strong customer relationships.

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Products: 15
Next Award: Jul 2025

Top Customer Relationship Management - Small Business Software 2024

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Pipedrive

Pipedrive

Composite Score
8.6 /10
CX Score
8.7 /10

Founded in 2010, Pipedrive is the first CRM platform developed from the salesperson’s point of view. Inspired by proven methods of experienced sales people, Pipedrive engineers developed a platform that helps salespeople and teams focus on learning and repeating their most effective process to close deals. By bringing together the tools and data, the platform focuses sales professionals on fundamentals to advance deals through their pipelines. Pipedrive's goal is to make sales success inevitable - for individual sales people and teams.

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Pros

  • Respectful
  • Performance Enhancing
  • Caring
  • Reliable
Badge Winner
Badge Winner
Nimble

Nimble

Composite Score
8.4 /10
CX Score
8.8 /10

Nimble is a simple, intelligent sales force automation and social CRM solution for small and midsize businesses. It automatically populates rich customer profiles and interaction histories from contact lists, email conversations and social media activity across a range of popular platforms. In addition to contact management and pipeline management features such as deal tracking, tasks and alerts, Nimble includes integrated social listening to keep customer profiles updated. This allows businesses to track which contacts are mentioning, following or engaging with them, or who are celebrating milestones.

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Pros

  • Saves Time
  • Helps Innovate
  • Efficient Service
  • Continually Improving Product
Badge Winner
Badge Winner
monday.com

monday.com

Composite Score
8.4 /10
CX Score
8.5 /10

A tool that works for you, Not the other way around. monday.com is a tool that transforms the way teams work together. Our mission is to help teams build a culture of transparency, empowering everyone to achieve more and be happier at work. We're obsessed with building an excellent product, and our goal is to create a tool that people will love to use—one that’s fast, beautiful, responsive, and makes your life easier.

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Pros

  • Helps Innovate
  • Performance Enhancing
  • Trustworthy
  • Reliable
Badge Winner
Freshworks

Freshsales

Composite Score
8.3 /10
CX Score
8.5 /10

Freshsales provides a solution which allows you to make calls, send emails, schedule tasks and book meetings all from within the platform, enabling more sales throughout the process.. Communicate with relevant context, personalize follow-ups, and automate routine tasks with Freshsales.

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Pros

  • Reliable
  • Performance Enhancing
  • Helps Innovate
  • Trustworthy
Badge Winner
Badge Winner
Salesforce.com Inc

Salesforce Starter

Composite Score
8.1 /10
CX Score
8.3 /10

Sell more at record speed with Starter (formerly Sales Cloud Essentials) — and leave data entry in the dust. With Salesforce, speed, intelligence, and personalization doesn't stop at the desktop. Access and update your data anytime with the Salesforce mobile app. Easily follow up on leads, identify key contacts, and more. See an easy, customizable view of of all your sales details in Lightning, the latest version of Salesforce.

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Pros

  • Reliable
  • Performance Enhancing
  • Altruistic
  • Trustworthy
Spotler CRM

Spotler CRM

Composite Score
8.1 /10
CX Score
8.3 /10

Spotler CRM (formerly Really Simple Systems CRM) helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for small and mid-sized organizations yet also perfect for larger teams, our CRM is super-easy to set up and simple to use. There’s a customizable Sales CRM, plus options for Marketing and Service tools and further integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.

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Pros

  • Respectful
  • Reliable
  • Enables Productivity
  • Efficient Service
Badge Winner
ConvergeHub Inc

ConvergeHub

Composite Score
8.0 /10
CX Score
8.4 /10

ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and midsize businesses. With it, businesses can store contact lists, build and run targeted campaigns and manage sales activities and leads.

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Pros

  • Helps Innovate
  • Reliable
  • Performance Enhancing
  • Trustworthy
Badge Winner
Badge Winner
Composite Score
8.0 /10
CX Score
8.1 /10

Ditch the spreadsheet with Keap’s client management system. House all your client activity and communications in one place. Let Keap’s client management software handle the follow-up, update your client records, and get you paid, while you focus on providing great service.

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Pros

  • Performance Enhancing
  • Trustworthy
  • Caring
  • Respectful
Copper

Copper

Composite Score
8.0 /10
CX Score
8.2 /10

A Google-recommended CRM, Copper integrates and works seamlessly with your Gmail, Calendar and Drive so you never have to switch tabs to add contacts, track emails, find files and manage tasks in your marketing and sales process.

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Pros

  • Respectful
  • Generous Negotitation
  • Fair
  • Reliable
Badge Winner
Insightly , Inc.

Insightly CRM

Composite Score
7.8 /10
CX Score
7.9 /10

We designed Insightly as a simple to use yet powerful CRM system for small business. With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.

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Pros

  • Fair
  • Enables Productivity
  • Friendly Negotiation
  • Respectful