When you were just starting out, you likely handled all of your sales and customer service emails from your inbox. As your company grows and you start adding team members, this approach can become problematic.
You need a system where you can track sales, follow up with prospects, and manage customer relationships. Enter customer relationship management (CRM) software.
There are hundreds of CRM tools out there. Many are cloud CRMs, meaning that all of the organization’s prospect and customer data resides in the cloud so that you can quickly access it from any laptop, tablet, or smartphone.
In this post, we’re looking at 10 of the best cloud-based CRM software tools.
Here are the 10 best cloud CRMs for small and medium-sized businesses:
- HubSpot CRM
- Less Annoying CRM
- Copper CRM
One of the biggest draws for HubSpot CRM is the fact that it’s completely free to use. You can have unlimited users, store up to 1 million contacts, and track deals and your sales pipeline. HubSpot CRM also integrates with Gmail and Outlook. You can schedule meetings through a custom calendar link, enable live chat, and set up limited conversational bots.
HubSpot also integrates with hundreds of apps so you can connect your CRM to other software that your business is using.
Zoho wants to be the main operating system for your business. They have a full suite of products, including a robust CRM, Books (accounting), Campaigns (email marketing), and Creator (apps). Some stand-out features of their CRM tool include real-time sales notifications, built-in calls, live-chat integration, social media updates, and Zia, their AI sales assistant chatbot.
Zoho’s plans range from $12 per user per month to $35 per user per month. They also have a 15-day free trial.
Insightly stands out for their reporting and analytics capabilities. You can use their complex data visualization tools and calculated fields within reports, cards, and dashboards to get additional insights into territory coverage, overall sales pipeline, and even specific deals. Another cool feature is the ability to deliver custom quotes as well as price products from within the CRM.
More than 25,000 companies use Insightly, including Bloomberg, AT&T, and Bosch. Their plans range from $29 per user per month to $99 per user per month.
Similar to Zoho, Freshworks wants to be the system that powers your entire business. While best known for their customer support product — Freshdesk — their CRM product, Freshsales, is quickly gaining popularity. Some stand-out features include AI-based lead scoring, built-in phone calls, and activity capture.
Freshworks has more than 150,000 customers, including Dyson, Chargebee, Joblift, Best Western, and Offset Solar. Their plans range from $12 per user per month to $79 per user per month. They also offer a 21-day free trial.
Salesforce is the most well-known CRM solution, as they were the pioneers of cloud CRMs. Salesforce has more than 4,000 custom apps on their app exchange as well as a large marketplace of third-party, specialized Salesforce developers and agencies to help you integrate and customize the platform.
While the functionality is robust, this platform has a steeper learning curve than other CRMs on this list and can take longer to set up and configure to your specifications.
Their plans start at $25 per user per month, but you’ll likely pay more than that in developer costs and to access additional products.
Less Annoying CRM
Less Annoying CRM is specifically designed for small businesses. They were even rated the number one CRM for small business and customer service by G2 Crowd. Everything about this platform is designed for ease of use. Some stand-out features include simple but powerful lead customization, daily agenda emails, and easy one-click exports.
They have a 30-day free trial. After that the system costs $10 per user per month.
Pipedrive has a minimal and clean user interface. Like Less Annoying CRM, it is also easy to set up and requires almost no training to use. Some additional features are built-in proposals, e-signatures, and automatic lead scoring. They integrate with more than 100 apps.
More than 85,000 teams use Pipedrive, including Amazon, Skyscanner, Vimeo, Remax, and TNW. Their plans range from $12 – $49 per user per month.
Apptivo aims to be a one-stop shop for your business’s CRM, project management, invoicing, customer support, field service, and email marketing needs. They are particularly well suited for companies in the travel and hospitality, real estate, retail, manufacturing, nonprofit, and utility and energy industries. They even won Capterra’s best customer support award in 2017.
To date, Apptivo is used by more than 200,000 companies. They have a limited free version as well as plans starting at $25 per user per month.
Formerly known as Prosperworks, Copper is designed to save you time by automating all of your business work. This includes email management, data entry, and contact management. One unique feature is that they are specifically built for Google Suite. Copper is used by more than 12,000 companies, including Jeni’s Splendid Ice Creams and HelloFresh.
Their pricing plans range from $19 per user per month to $119 per user per month.
Nimble is unique as it is a full CRM that you can use right from your inbox. It integrates with both Office365 and Google Suite. This includes accessing all of your contacts, managing deals, and pulling any relevant social media information.
Nimble was endorsed by Mark Cuban and named the number one CRM for customer satisfaction by FitSmallBusiness for four years in a row.
Some well-known companies that use Nimble are GoDaddy, Upwork, FlexJobs, Tableau, and Coldwell Banker.
Their pricing plans start at $19 per user per month.
If your business is growing, now is the time to look into a CRM system. These 10 popular cloud-based CRMs are worth checking out.
Another tool that SMBs can benefit greatly is JotForm, an online form builder which is fully integrated with major CRM companies.