Best CRM Software for Small Business (2023)

Explore the best CRM software for small businesses. Find tailored solutions for your sales, marketing, and customer service needs.

Best Overall

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Hubspot

Free CRM with plenty of integrations and ready to scale. A comprehensive suite of marketing and sales tools.

Best For Sales

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Fresh Sales

Streamlined sales tracking and lead management platform focused on small and medium sized business sales.

Best For Bigger Business

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Agile CRM

Comprehensive and flexible, unifying sales, marketing, and customer service in one platform.

Best For Team Adoption

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Zoho Books

Versatile and customizable to fit various business needs. Integrates with Zoho suite of products.

Best For Agencies

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High Level

Built for digital marketing agencies, tailored for client management and marketing automation needs.

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Introduction

In today’s competitive and digitally driven market, small businesses must leverage robust and tailored CRM solutions to stay ahead. Selecting the right Customer Relationship Management (CRM) software is pivotal for effective customer engagement, lead management, sales tracking, and overall business growth. 

According to a study by Gartner, the CRM software market is expected to reach $80 billion by 2025, highlighting a growing need for digital tools that allow businesses to cultivate and manage customer relationships seamlessly. 

At Get X Media, we recognize the importance of these tools in nurturing customer relationships and achieving business success. Our mission is to support the growth of small businesses through in-depth research and analysis, aiding them in making well-informed online purchasing decisions. With core services that include web design, SEO, PPC, and business automation, this article is a testament to our ongoing commitment to delivering valuable insights and solutions to the small business community. 

This article rounds up some of the best CRM software options for small businesses in 2023, analyzing their features, pricing, and how they cater to the diverse needs of different business types. Our goal is to equip you with the knowledge to choose the CRM platform that aligns best with your unique business requirements and aspirations.

HubSpot

HubSpot CRM is renowned for its user-friendliness and extensive integration options. It offers free essential tools with scalable premium features, making it a go-to solution for various small business types.

HubSpot is suitable for businesses seeking comprehensive marketing, sales, and customer service tools. It’s a flexible choice for startups, e-commerce, local service businesses, and industries with more complex sales cycles.

HubSpot solves the disconnect between sales, marketing, and customer service. By unifying these aspects, it streamlines processes and improves communication with customers, leading to higher satisfaction and conversion rates.

  • Email tracking and automation
  • Lead management and nurturing
  • Social media management
  • Extensive integration options
  • Comprehensive analytics
  • Customizable sales pipeline
  • Robust customer support
  • Free essential tools
  • (Suggest visuals: dashboard screenshot)

HubSpot offers a free tier with essential features and various premium plans, allowing businesses to choose according to their budget and needs.getxmedia CRM Suite Pricing HubSpot

The HubSpot interface is well-designed and intuitive, with no steep learning curve. Mobile optimization ensures a seamless experience across devices.

HubSpot boasts an active support community with extensive resources, forums, and 24/7 customer support, ensuring users always have assistance when needed.

ProsCons
User-friendlySome features locked behind paywall
Extensive integrationsCan become expensive
Mobile optimizedLimited customization in free tier
Robust supportPaying for advanced support required
Comprehensive free tierLimited reporting in basic plan
Excellent education resourcesLacks some specialized features
Strong marketing automationSome integrations are complex
Great community and forumsNot ideal for very large teams
  • Ease of use
  • Free essential tools
  • Comprehensive integration options
  • Responsive customer support
  • Scalable for various business sizes
  • In-depth analytics and reporting
  • Customizable sales pipeline
  • Some features are locked behind a paywall
  • Can become expensive with add-ons
  • Limited customization in free tier
  • Paying for advanced support is required
  • Limited reporting in basic plan
  • Lacks some specialized features
  • Some integrations are complex
  • Not ideal for very large teams

HubSpot

Dive into HubSpot’s versatile CRM solutions with their free tier or tailored premium plans. Revolutionize the way you connect with your customers.
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Freshsales (Freshworks)

Freshsales, part of the Freshworks suite, is designed to cater to small and medium-sized businesses. Offering AI-driven insights, email tracking, and robust automation capabilities, it simplifies lead tracking and enhances productivity.

Freshsales is versatile and particularly suits businesses that require a combination of sales automation, customer segmentation, and actionable insights. Ideal for e-commerce, B2B businesses, and sales-driven organizations.

Freshsales addresses the challenge of fragmented customer data by consolidating information in one platform. It automates repetitive tasks, facilitates seamless communication, and provides intelligent insights, saving time and improving efficiency.

  • AI-powered lead scoring
  • Email tracking and scheduling
  • Integration with various tools
  • Comprehensive analytics
  • Customizable sales pipelines
  • Auto-profile enrichment
  • 360-degree customer view
  • Mobile access
  • (Suggest visuals: screenshot of lead tracking)

Freshsales offers a free trial and multiple pricing tiers to accommodate different business needs and budgets, starting from a basic plan to fully customized enterprise solutions.

Getxmedia Pricing Try Freshsales

The Freshsales platform is known for its clean, intuitive interface. Mobile optimization ensures consistent usability across devices, and the customization options provide a personalized experience.

Freshsales offers excellent support with dedicated account managers, a resourceful online community, training webinars, and 24/7 email and phone support for premium plans.

ProsCons
AI-powered insightsLimited features in basic plan
Easy to useAdvanced features can be costly
Extensive integration optionsRequires learning curve for some
Robust customer supportSome integrations are complex
Mobile-friendly designLimited customization in low tiers
Comprehensive free trialNot ideal for very small businesses
Strong automation capabilitiesOccasional bugs reported
Transparent pricingLacks certain industry-specific tools
  • Intelligent lead scoring
  • Seamless email tracking and automation
  • Robust integration options
  • User-friendly interface
  • Responsive customer support
  • Transparent pricing
  • Comprehensive free trial
  • Limited features in the basic plan
  • Advanced features can become costly
  • Requires learning curve for some users
  • Limited customization in lower-tier plans
  • Not ideal for very micro-sized businesses
  • Some integrations are complex
  • Occasional bugs and glitches
  • Lacks certain specialized tools

Freshsales

Explore the innovative AI-driven insights and powerful automation of Freshsales. Try their free trial or choose a plan that fits your business needs.
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Agile CRM

Agile CRM is a comprehensive Customer Relationship Management (CRM) solution that focuses on flexibility and efficiency. With its all-in-one approach, it’s tailored to small and medium-sized businesses aiming to unify sales, marketing, and service operations. Agile CRM integrates these functions into one platform, providing robust features that enable businesses to adapt swiftly to their customers’ needs.

In a rapidly evolving market, Agile CRM stands out with its commitment to helping businesses stay ahead of the curve. Its scalability and customization options cater to various industries, while the platform’s analytics capabilities support data-driven decision-making.

Agile CRM is ideal for small to medium-sized businesses across various sectors. It’s particularly appealing to companies that need a comprehensive solution for sales, marketing, and customer support. Whether it’s a tech startup, retail, or a service-based company, Agile CRM offers the adaptability to align with different business strategies and goals.

Agile CRM effectively tackles common challenges related to customer engagement, sales tracking, and marketing campaign management. It streamlines these core operations, reducing time spent on manual tasks and enhancing collaboration across teams. The unified platform ensures consistency in data and allows real-time monitoring, helping businesses respond swiftly to customer needs.

  • Unified platform for sales, marketing, and service
  • Customizable automation and workflows
  • Lead scoring and tracking
  • Detailed analytics and reporting
  • Mobile optimization with iOS/Android apps
  • Integrations with popular third-party applications
  • Social media marketing and monitoring
  • (Suggest visuals: Agile CRM dashboard, workflow diagram)

Agile CRM provides several pricing plans to cater to different business needs, ranging from a free tier to enterprise-level solutions. Their pricing structure allows for scalability, making it a viable choice for businesses looking to grow.

Agile CRM Pricing – Try it for free

User experience within Agile CRM is marked by intuitive design and ease of use. Users can take advantage of drag-and-drop interfaces, easy navigation, and customizable views. Its mobile optimization ensures that businesses can access their CRM on the go, providing continuous engagement with customers.

Agile CRM’s support community is extensive, offering a range of resources from online tutorials to live chat support. Their active community forums, dedicated customer success managers, and extensive knowledge base ensure that users have access to help whenever needed.

ProsCons
Comprehensive all-in-one platformLimited offline functionality
Extensive customizationAdvanced features in higher-tier plans only
User-friendly designInitial learning curve for some functionalities
Mobile-responsiveLimited customization in basic plans
  • Unified approach to sales, marketing, and service
  • Broad range of features catering to various industries
  • User-friendly interface with strong mobile responsiveness
  • Active and supportive community and customer service
  • Limited offline access can be restrictive
  • Some advanced features only available in premium plans
  • Initial learning required for mastering certain features
  • Basic plans may lack depth in customization options

Agile CRM

Consider Agile CRM if you’re seeking a comprehensive, flexible, and adaptive CRM solution. Its unified approach and extensive features make it a strong contender for businesses looking to align their sales, marketing, and customer service operations effectively.
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Zoho CRM

Zoho CRM is a popular option among small to medium businesses, known for its robust features, scalability, and affordability. Offering sales automation, analytics, and multichannel communication, it’s designed to grow with your business.

Zoho CRM is suitable for businesses needing a customizable and scalable solution. It’s especially fitting for startups, sales teams, education sectors, and small businesses looking for affordable yet powerful CRM capabilities.

Zoho CRM helps businesses streamline customer engagement, automate routine tasks, and gain actionable insights from data. It serves as a unified platform for sales, marketing, and support, ensuring cohesion across all customer interactions.

  • Sales automation
  • Multichannel communication
  • AI-powered assistant (Zia)
  • Detailed analytics
  • Customizable dashboards
  • Integration with popular apps
  • Workflow automation
  • Mobile CRM with dedicated app
  • (Suggest visuals: Zia AI assistant screenshot)

Zoho CRM provides different pricing tiers, including a free edition for small teams, and a variety of paid plans that offer more extensive features. There is also a fully customizable enterprise option.

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The user experience inside Zoho CRM is highly configurable and mobile-friendly. The interface is designed to be intuitive, though some advanced features may require a learning curve.

Zoho CRM offers a rich support community, including online forums, extensive documentation, webinars, and 24/5 customer support. Premium support is available for higher-tier plans.

ProsCons
Flexible and scalableLearning curve for some features
Affordable pricingLimited support on weekends
Robust integration optionsSome limitations in workflow automation
AI-powered insightsInterface can feel cluttered
Extensive customizationAdvanced analytics in higher tiers only
Strong mobile appNot ideal for very large enterprises
Comprehensive free editionLacks some industry-specific tools
  • Highly flexible and scalable
  • Affordable pricing with free edition
  • Robust integration with popular apps
  • AI-powered insights through Zia
  • Extensive customization options
  • Mobile-friendly design with dedicated app
  • Transparent and comprehensive pricing
  • Learning curve for some advanced features
  • Limited support availability on weekends
  • Some limitations in workflow automation
  • Interface can feel slightly cluttered
  • Advanced analytics locked in higher tiers
  • Not ideal for extremely large businesses
  • Lacks certain specialized industry tools

Zoho CRM

Take advantage of Zoho CRM’s flexibility and intelligent AI-powered features with a free edition or explore the scalable paid options that suit your business size and needs.
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High Level

High Level CRM is a robust platform designed to integrate marketing efforts across channels, offering a unified solution for small businesses. With emphasis on marketing automation, High Level is scaling the heights in providing efficient services.

High Level is best for small businesses with a focus on marketing. Whether it’s a budding startup or an established local service business, High Level offers custom solutions tailored to varied marketing needs.

High Level addresses the core challenges of lead tracking, client communication, and marketing campaign management. By automating routine tasks, it frees up time and ensures no leads fall through the cracks.

  • Lead tracking and nurturing
  • Marketing automation
  • Client communication
  • Analytics and reporting
  • Integration with popular tools
  • Customizable dashboards
  • Mobile optimization
  • Seamless onboarding process
  • Scalable as business grows
  • (Suggest visuals: flowchart of lead conversion)

High Level offers different pricing tiers depending on the features required. There is a basic plan for startups and more advanced options for growing businesses.

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User experience inside High Level is smooth and intuitive. The interface is designed to be user-friendly, and the mobile optimization ensures accessibility on various devices.

High Level maintains a robust support community. With live chat, forums, and dedicated support agents, users can find help promptly.

ProsCons
Easy integrationLimited third-party integrations
Efficient customer supportExpensive advanced plans
Mobile optimizedSome features may be overwhelming
Customizable dashboardsLearning curve for beginners
Analytics and reporting
  • User-friendly interface
  • Strong focus on marketing
  • Seamless lead tracking
  • Efficient customer support
  • Scalable for different business sizes
  • Mobile optimization
  • Analytics and reporting
  • Limited third-party integration
  • Expensive higher-tier plans
  • Some features can be overwhelming
  • Learning curve for beginners
  • (3 more cons)
  • Limited third-party integration
  • Expensive higher-tier plans
  • Some features can be overwhelming
  • Learning curve for beginners
  • (3 more cons)

Try High Level

Explore High Level’s potentials by taking advantage of their demo version. Step into a new era of streamlined marketing for your business.
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Salesforce

Salesforce is one of the leading CRM solutions, known for its extensive feature set, cloud-based structure, and adaptability to various business sizes and types. Offering sales forecasting, lead management, and marketing automation, Salesforce is a powerhouse in the CRM space.

Salesforce is suitable for businesses that seek an all-in-one solution. From small businesses to large enterprises, it’s versatile and caters especially to sales-oriented companies, non-profits, and those needing robust marketing automation.

Salesforce addresses the complexity of customer relationship management by offering a unified platform that consolidates sales, marketing, service, and commerce. It enhances collaboration, improves efficiency, and provides valuable insights.

  • Lead and opportunity management
  • AI-driven insights (Einstein)
  • Sales forecasting
  • Customizable dashboards
  • Multichannel marketing automation
  • Integration with numerous apps
  • Mobile accessibility
  • (Suggest visuals: Einstein AI feature)

Salesforce provides various pricing options to match different business needs, starting from essential packages to fully customized and extended enterprise solutions.

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Salesforce offers a comprehensive and adaptable user experience. While feature-rich, the interface can be tailored, but may require some learning for newcomers. Mobile optimization ensures consistent accessibility.

Salesforce boasts a robust support community with extensive documentation, a dedicated help portal, forums, webinars, and various support plans for different needs.

ProsCons
Comprehensive feature setCan be expensive for small businesses
Highly customizableLearning curve for new users
Robust AI-driven insightsInterface can be overwhelming
Strong support communityRequires customization for full potential
Scalable for various sizesLimited features in basic plan
Mobile-friendlySome add-ons can be costly
Integration with many appsNot suitable for very small businesses
  • Extensive and comprehensive features
  • Highly customizable to specific needs
  • Robust AI-driven insights through Einstein
  • Strong and supportive community
  • Scalable across various business sizes
  • Integration with a wide array of apps
  • Mobile accessibility and optimization
  • Can be expensive for smaller businesses
  • Learning curve especially for newcomers
  • Interface can be overwhelming initially
  • Requires extensive customization for full benefit
  • Limited features in the basic plan
  • Some add-ons and integrations can be costly
  • Not suitable for very micro-sized businesses

Try Salesforce

Leverage the power of Salesforce’s comprehensive feature set and AI-driven insights. Explore their flexible pricing options to find a solution tailored to your business needs.

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Streak CRM for Gmail

Streak CRM for Gmail is a unique solution designed to integrate directly within your Gmail account. As a lightweight and user-friendly CRM, it’s ideal for individual professionals, freelancers, and small businesses that want CRM functionality within their existing email workflow.

Streak CRM for Gmail is perfect for professionals and small businesses that prefer a minimalistic and integrated approach. It’s well-suited for sales professionals, freelancers, consultants, and any small businesses that primarily operate through Gmail.

Streak CRM eliminates the need for a separate CRM platform by integrating directly into Gmail. It offers simplified lead tracking, email tracking, pipeline management, and collaboration features directly within the email interface.

  • Integration within Gmail
  • Easy-to-use pipelines
  • Email tracking
  • Collaboration within email threads
  • Task reminders and scheduling
  • Mobile integration via Gmail app
  • (Suggest visuals: Pipelines in Gmail interface)

Streak CRM offers a free plan with basic features and paid plans that provide more advanced functionalities, tailored to various professional needs.

getxmedia Pricing Streak CRM for Gmail

The user experience inside Streak CRM is incredibly intuitive, especially for those already familiar with Gmail. The seamless integration allows easy navigation without needing to learn a completely new platform.

Streak CRM provides support through online documentation, tutorials, and email support. The community might not be as extensive as other platforms, but it is sufficient for most users.

ProsCons
Seamless Gmail integrationLimited features compared to full CRMs
Intuitive user experienceOnly works within Gmail
Affordable pricingNot suitable for large teams
Collaboration within emailLacks advanced analytics
Mobile accessibilityNo offline access
Free basic planLimited integration with other tools
  • Seamless integration with Gmail
  • Highly intuitive user experience
  • Suitable for small businesses and freelancers
  • Collaboration features within email
  • Affordable with a useful free plan
  • Mobile accessibility through Gmail app
  • Limited in features compared to full CRM platforms
  • Only operates within Gmail environment
  • Not suitable for larger teams or complex sales processes
  • Lacks advanced analytics and reporting features
  • No offline access or working outside Gmail
  • Limited integration with other non-Gmail tools

Streak CRM for Gmail

For those seeking a simple, intuitive CRM solution within their existing Gmail environment, Streak CRM for Gmail offers a unique and efficient approach to managing customer relationships.
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Pipedrive

Pipedrive is a sales-focused CRM designed to help businesses manage leads and deals, track communications, and automate repetitive administrative tasks. With an intuitive interface and customizable features, it’s aimed at helping sales teams stay organized and focused.

Pipedrive is best suited for small to medium-sized businesses with an emphasis on sales. Its features align well with sales teams, consultants, and service providers that need streamlined lead management and deal tracking.

Pipedrive focuses on simplifying the sales process. By automating administrative tasks and providing a clear view of sales pipelines, it helps teams concentrate on building customer relationships rather than getting lost in management complexities.

  • Customizable pipelines
  • Lead and deal management
  • Email integration and tracking
  • Sales reporting and analytics
  • Workflow automation
  • Integration with various apps and tools
  • Mobile app with full features
  • (Suggest visuals: Customizable pipelines)

Pipedrive offers various pricing tiers to match different needs, including a free trial. The plans provide various levels of features, support, and customization, depending on the requirements of the business.

Pricing Pipedrive

Pipedrive’s user interface is known for its simplicity and effectiveness. Its visual sales pipelines and drag-and-drop features make it easy to use. The mobile app ensures accessibility and consistency across devices.

Pipedrive provides strong support through a comprehensive knowledge base, webinars, tutorials, and 24/7 customer service. The community forums and specialized support plans offer additional assistance.

ProsCons
Intuitive user interfaceLimited features in basic plan
Sales-focused designCustomization can be complex
Automation of repetitive tasksMay lack advanced marketing features
Various integrationsNot suitable for non-sales departments
24/7 customer supportSome features require add-ons
Mobile app accessibilityLimited offline functionality
  • User-friendly design
  • Strong focus on sales processes
  • Comprehensive automation capabilities
  • Wide array of integrations
  • Reliable customer support
  • Mobile app that mirrors desktop functionality
  • Limited features in the basic plan
  • Customization can be complex for some users
  • May lack advanced marketing integration
  • Not as suitable for non-sales focused teams
  • Some features may require additional purchases
  • Limited functionality when offline

Pipedrive

For businesses in need of a sales-oriented, user-friendly CRM with robust automation and customization, Pipedrive offers a tailored solution that can streamline your sales process.

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Insightly

Insightly is a powerful CRM and project management tool that serves a variety of industries, including manufacturing, professional services, non-profits, and technology companies. With a focus on efficiency and automation, it offers a unified view of customer interactions, projects, sales, and deliveries.

Insightly is ideal for small to medium-sized businesses that need a combination of CRM and project management features. Its flexibility makes it suitable for various industries, including service providers, manufacturers, and non-profit organizations.

Insightly aims to simplify complex business processes by integrating CRM, sales, project management, and delivery tracking. By centralizing information, it enables more efficient collaboration and decision-making across different departments.

  • Unified customer view
  • Customizable sales pipelines
  • Project management integration
  • Automation and workflow tools
  • Advanced reporting and dashboards
  • Integration with popular apps and tools
  • Mobile app accessibility
  • (Suggest visuals: Unified dashboard view)

Insightly offers several pricing plans to cater to various business sizes and needs. A free trial is also available for those who wish to explore the platform before committing.

Pricing and Plans Insightly

Insightly’s user experience emphasizes efficiency and customization. Though it may require some initial setup, its unified view of customer interactions and projects streamlines workflow. The mobile app ensures consistent access across devices.

Insightly offers strong support through an extensive knowledge base, community forums, webinars, and email support. Premium support plans are available for additional assistance and resources.

ProsCons
Comprehensive feature setInitial learning curve
Integration of CRM and projectsSome features may require customization
Customizable and scalableLimited offline capabilities
Robust automation toolsAdvanced features may require higher plans
Wide array of integrationsNot suitable for very small businesses
  • Unified view of customers, sales, and projects
  • Strong integration of CRM and project management
  • Extensive customization options
  • Rich automation and workflow tools
  • Access to a variety of integrations
  • Suitable for various industries
  • Initial learning curve for new users
  • Some features may require complex customization
  • Limited offline access and functionalities
  • Advanced features restricted to higher-tier plans
  • May not be suitable for micro-businesses

Insightly

If you’re looking for a comprehensive CRM that integrates sales, project management, and efficiency tools, Insightly offers a scalable and customizable solution tailored to various business needs.

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Workbooks

Workbooks is a cloud-based CRM platform designed for small and medium-sized businesses, offering an all-in-one solution to manage sales, marketing, customer support, and inventory. With customizable options and a focus on user efficiency, Workbooks seeks to streamline various business operations.

Workbooks is suitable for small to medium-sized businesses that require an integrated CRM solution. It can be particularly beneficial for B2B companies, service providers, and organizations that need both sales management and operational support.

Workbooks aims to unify different business aspects, such as sales, marketing, customer support, and inventory management. By integrating these functions, it facilitates better collaboration, efficiency, and data-driven decision-making.

  • Unified CRM platform
  • Sales and marketing automation
  • Customer support ticketing system
  • Inventory and order management
  • Customizable reporting and dashboards
  • Integration with third-party apps
  • Mobile-responsive design
  • (Suggest visuals: Dashboard interface)

Workbooks offers a range of pricing plans based on the features and support level required. Businesses can choose from different editions, each tailored to specific needs and budget constraints.

Pricing Best CRM Pricing Workbooks CRM

Workbooks’ user interface is intuitive and designed for ease of navigation. While it offers in-depth features, the learning curve is generally moderate. Its mobile-responsive design ensures a consistent user experience across devices.

Workbooks provides robust support through online documentation, training, webinars, and dedicated customer support. The active community and customer forums add to the richness of resources available.

ProsCons
Comprehensive all-in-one solutionMay be overwhelming for very small businesses
Customizable and scalableCertain customizations might require technical expertise
Rich integration optionsAdvanced features available in higher-tier plans
Mobile responsivenessLimited offline functionality
  • Unified approach to CRM, sales, and operations
  • Extensive customization and scalability
  • Wide array of integrations with third-party apps
  • Mobile-responsive design ensures accessibility
  • Strong support and community resources
  • May be too complex for very small businesses
  • Certain customizations may require technical know-how
  • Advanced features restricted to higher-tier plans
  • Limited functionality when offline

Workbooks

If your business needs an integrated CRM solution that unifies sales, marketing, customer support, and inventory, Workbooks offers a robust and customizable platform tailored to a variety of needs and industries.
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Comparison Table

Here is a side-by-side comparison of each service provider.

SoftwareBest ForWhy?
High LevelService-based businesses, Marketing AgenciesTailored for client management and marketing automation needs.
HubSpotSmall to medium-sized businessesComprehensive suite of marketing, sales, and service tools.
FreshsalesSales-focused small businessesStreamlined sales tracking and lead management.
Zoho CRMDiverse small to medium businessesVersatile and customizable to fit various business needs.
SalesforceScalable businesses across sizesRobust and flexible, catering to a wide range of industries.
Streak CRMSmall businesses using GmailSeamless integration with Gmail for streamlined communication.
PipedriveSales teams in small to medium enterprisesFocuses on visual sales pipeline management.
InsightlyProject-centric small businessesCombines CRM with project management for organized collaboration.
WorkbooksGrowing small to medium-sized businessesBalanced features for sales, marketing, and customer service.
Agile CRMSmall to medium-sized businesses across various sectorsComprehensive and flexible, unifying sales, marketing, and customer service in one platform.

This comparison table provides a quick overview of the best-fit audience for each CRM and summarizes their key advantage, helping readers easily align their needs with the right software.

Conclusion & Recommendations

In summary, the best CRM software for small businesses varies depending on specific needs and industries. High Level offers excellent marketing automation, HubSpot is known for its all-in-one capabilities, Freshsales emphasizes sales engagement, while Zoho CRM, Salesforce, and Pipedrive cater specifically to sales teams. 

Streak CRM integrates well with Gmail, Insightly combines CRM with project management, and Workbooks offers an all-in-one solution. By understanding your unique business requirements and goals, you can choose the CRM platform that best aligns with your growth and success.

Editorial Process

At Get X Media, our editorial process is driven by a blend of top-tier digital marketing services and content creation, all tailored to guide business owners in making informed online buying decisions.

Please note, some links in our content may be affiliate links, and making a purchase through them might earn us a commission at no extra cost to you.

Author

I’m Corey Hayes, marketing geek with 20+ years in web design, SEO, digital marketing & business automation. I am the CEO & Head of Growth at Get X Media, a company that helps small B2C businesses grow. Acting as CMO for clients, I’ve led 6-7 figure companies using cutting-edge tech and new-age marketing strategies. Passionate about travel, photography & video, I serve as a reliable resource for business growth.
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Corey Hayes

CEO & Head of Growth

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