10 CRM systems small businesses should know

Customer relationship management for the smaller organization


Customer relationship management isn't something that only large enterprises can afford to do. No matter how many workers you employ, leveraging data to ensure your customers are happy - and that your workers are productive – is essential. We've put together a list of CRM systems for small and mid-size businesses in order to help you be more informed during the implementation process.


Price: Starts at $20 per month for unlimited users. A free 30-day trial is available.

As a cloud-based CRM social platform, Batchbook keeps track of important customers and deals. Batchbook Social CRM features contact details management, social integration, a to-do list, advanced searching, list building and reporting tools.

CRM systems for SMBs

Batchbook provides users with multiple ways to learn about customers, how they relate to each other and what additional steps must be completed in order to close the deal. Batchbook's Task System assigns tasks to team members, identifies contacts that haven't corresponded in awhile and notifies the team about who's reaching out to contacts to avoid redundant communication.

Perhaps Batchbook's most useful feature is its easy access to communication history with customers. Users can automatically record emails, attach notes to a conversation and chat with colleagues about contacts.

Capsule CRM

CRM systems for SMBs

Price: Most basic plan is free. Professional plan is $12 per user per month.

Capsule CRM's straightforward, clean and user-friendly interface is a great option for the new CRM customer. With just five icons, users can view upcoming tasks, new contacts, the sales pipeline, open cases and calendars.

Capsule CRM's integration with Google Apps is flawless. When a user adds a contact to Capsule CRM, their details will automatically get added to the Google address book. Additionally, Capsule CRM keeps a record of communications between the user and a lead or existing customer. With Google Apps, users can either utilize the Gmail gadget provided by Capsule to save communications, or send the email within Capsule.


CRM systems for SMBs

Price: BizPro for small business starts at $7.42 per month. A free 14-day trial is available.

Web-based ContactMe is an intuitive, easy-to use CRM solution. It offers a variety of useful features including notes and email forwarding, calendars, reminders, and reporting tools such as graphs and data charts.

With many small business owners juggling emails, spreadsheets and other documents in order to manage contacts, ContactMe allows users to easily consolidate and sort contacts. Users can update their contact lists from one location and organize contacts into categories such as lead, potential and existing customer.


CRM systems for SMBs

Price: Starts at $199 per month for up to three users.

Infusionsoft offers a long list of perks for small businesses. Infusionsoft combines management, CRM, marketing automation and e-commerce into a single online system, making it an easy way to grow sales.

Need to get organized? Infusionsoft allows users to keep track of contacts, appointments and tasks and in one place. Users can also access Infusionsoft from any computer with an Internet connection and work from anywhere.

Infusionsoft also streamlines processes by automating lead capture and email follow-up, helping users attract more leads and turn them into customers. Ecommerce tools also manage online stores, inventory, fulfillment and billing from a single system, ensuring customers are satisfied with their transactions.


CRM systems for SMBs

Price: Most basic plan is free. Standard plan is $7 per user per month. A 14-day trial is available.

Insightly is a powerful tool that helps users manage contacts, organizations, partners, vendors and suppliers. Users have access to contacts' background, email history and event calendars. Insightly's integration with social media also allows users to identify all social media profiles related to a contact's email address.

Mobile Insightly apps allow users to add tasks, view contact details, log calls, or check a project status of a project. Android and iOS apps are available in addition to native mobile applications that do not require a download.