CRM for Small Business: Impress Customers and Grow

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CRM for Small Business: Impress Customers and Grow

A CRM is typically thought an overkill for small businesses, and there are numerous reasons for it. Many business owners believe that they can cope by themselves since they don’t have those many clients or significant volumes of sales to be in need for automated software to process the data. Others tend to steer clear from the client relationship management systems for fear of big financial investments or expenses. Another category of business people is reluctant to change the set workflow by implementing software which takes a time to implement, master, enter the data into, etc.

Whatever is the reason you aren’t using a CRM for your small business, we intend to demonstrate that you’re missing out on many excellent opportunities it could bring.

Impress to win and retain customers

Today, companies are “stressed” as in the conditions of the fierce competition it is getting harder to gain new clients. It is not easier to win customer loyalty, either. But instead of searching high and low for new products/services, promos, discounts, email marketing strategies, etc. why don’t you focus on bringing everything there is to utmost perfection?

Make sure you listen to your customers and not only fulfill their requests but also anticipate their needs and satisfy them. It can turn out a winning strategy, and this is where a CRM can come in handy. It helps you with the following:

Be better informed

Get to know your customers better

CRM software can do a good job with analyzing your clients’ purchase history and even behavior patterns, defining most- and least profitable categories, showing general trends, etc. This arms you with data on what is popular with your clients and what should be done away with.

Access all data on the go

For companies with many field employees, a CRM provides access to all necessary information from anywhere. By being able to access the complete customer information when out of the office, sales staff can seriously increase their chances of closing the deal successfully.

Access new data sources

Some CRM software allows collecting data from alternative sources, like social networks. This helps to get a still more complete picture of a client before reaching out. It is also a chance to use social networks as new sales channels with wide possibilities that can be utilized to sell more effectively.


top free and open source crm

Be simpler

Recognize your clients

CRM for small business is helpful in identifying a client when he/she is calling, showing all necessary info right on the computer screen. It helps simplify the process of placing an order or requesting technical support over the phone. It feels good to hear yourself called by a name and avoid spending a time to provide personal info.

Simplify contact/request forms

Thanks to the information collected by a CRM, you can streamline the process of contacting your company, and include only essential data fields into forms to save customers’ time. This will definitely be reflected in the growing number of new clients who aren’t scared away by a huge form to fill out.

Be faster

Reduce response time

With hands relieved of the routine tasks that have been “assigned” to a CRM, your staff can focus on serving and superserving the customers. Thanks to automated procedures and the necessary data always at hand, dealing with all kinds of requests and issues will be much faster. Clients don’t like to wait, so you’ll be able to impress them with speed.

Anticipate their needs

With CRM data and reports, sales staff receives tools to create personalized offers for each customer. These also enable more effective cross-selling based on customer preferences.

Best CRM Platforms for Small Business

These platforms offer standard feature set, data managing, sales automation and require no additional technical knowledge. By far the most popular of these are HubSpot CRM, Zoho, Insightly, and SuiteCRM.

HubSpot CRM is a relatively new platform that fits the companies of small and medium sizes and provides the next functionality:

  • automatic tracking of clients interactions, whether they are in the email, across social media, or on the call. Capture every activity like call, email, or meeting as it happens by syncing with Gmail or Outlook.
  • use the free tools for live chat, team email, as well as bots, together with the universal inbox that provides the sales, marketing, and customer service teams with one place to view, manage, and answer to all conversations.
  • send personalized sequences by queuing up a series of emails and delivering them to the potential client on a schedule you set. Turn the repetitive emails into templates to simplify your further workflow. Then track the performance and share the templates with your team.

HubSpot CRM is free forever for all users.

Zoho CRM considered being one of the most popular Salesforce alternatives. The platform suits well for companies for all sizes over the years with the help of the following functionality:

  • automate the business processes to remove the dependency on people, making your solution self-reliant. Zoho workflow automation enables you to set the organization rules by assigning tasks, sending the email alerts, updating the record values and approvals.
  • create the customizable reports that let you obtain the bar, funnel, pie and line charts. Schedule the reports to be delivered to your customers as per required time frame, as well as share them with non-Zoho users via email.
  • take advantage of the integration options. Go to add-ons section and select the application by the name of Surveys. Create your own surveys and receive the responses from across contacts on the CRM. Analyze the information from the customers to make sense of and take the appropriate steps to make business more efficient.

Zoho CRM is free for up to 3 users and includes 4 paid subscriptions:

Standard - $12/user/month/billed annually;

Professional - $20/user/month/billed annually;

Enterprise - $35/user/month/billed annually;

Ultimate - $100/user/month/billed annually.

Simple and intuitive, Insightly is a cloud-based solution provides you with the detailed view of contacts including background, history of interactions and important information related to sales opportunities and projects. The project management tools offer you to track progress against deadlines, set automated alerts, as well as create milestones and tasks. Besides, you can easily track email correspondence, and automatically surface the social media accounts of any contact. Create custom reports and charts to see the detailed view of the engagement with clients.

Insightly offers a free subscription for 2 users, 2,500 contacts and  200 MB of data storage.

Also, Insightly offers three paid plans to the CRM cost comparison:

  • Plus for $29/user/billed annually (includes everything in a free edition plus integrations with other systems, custom branding, scheduled reports, calendar & contact sync, and others).
  • Professional for $49/user/billed annually (adding more security (SSO), workflow automation).
  • Enterprise for $99/user/billed annually (unlimited number of records, priority support, and SAML-based SSO).3

SuiteCRM includes the sales, marketing, and support automation options and offers the simple collaborations among the different departments. One of the great add-ons is “Advanced OpenWorkflow” that allows performing the various tasks (from automating security management to setting up contract reminders).The platform’s pricing options include:

  1. SuiteCRM On-Site is free
  2. SuiteCRM On-Demand includes a single fee $10/user/month for all editions:
  • SuiteCRM Sales (enables your business to focus primarily on sales)
  • SuiteCRM Service (delivers world-class customer service)
  • SuiteCRM Max (for businesses that want everything)


Let’s talk about how we can work together.

To Conclude

Using a CRM for small business, you also become more productive and can save costs by automating the tasks that used to be previously performed manually. Employing innovative technology, you gain a new competitive advantage and keep abreast with the progress, so it’s definitely worthwhile.

Nevertheless, to benefit from your software, it is important to choose wisely. Define what features are of primary importance to your business and which are unnecessary and reserve space for growth - then set off on a quest for your perfect client relationship management system. While there’s no one-size-fits-all solution, ultimately, the great CRM for small business should help your company move forward and get bigger soon.

If you want to try out a new CRM solution, you can do that by importing some amount of your data into the desired platform by running a free Demo Migration.

Don't wait up, start using a CRM solution today!

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