Managing and tracking small business sales shouldn’t take hours of time or be confusing. There are many ways to simplify the process in the day to day tasks of sales tracking, leaving the salesperson to the crucial matters of relationship building and understanding the customer needs.

Customer relationship management, or CRM, can be one of the most painful processes a business owner can go through. Developing a relationship with a customer is imperative to the success of a company and covers everything from client happiness all the way to why they would call you at 3 am to ask a simple question.

To take it a step further, implementing a CRM process can also help your business keep tracking sales and tasks along with being the differentiator on whether or not you close or lose a deal.

The Top Ten CRMs on Market Today for Small Business

Pipedrive

Pipedrive was established when they realized that there was no real easy way to manage a company’s sales pipeline. The company was formed and is now used in over 30,000 different organizations worldwide.

Pipedrive continues to move forward and grow as a leader in customer relations management cloud-based programming through partnerships with international businesses that focus widely on the firm as a whole.

‍Summary:

‍Simple to use, highly visual, lots of integrated tools.

Great for individuals and small sales teams.

Salesforce

Salesforce primary source of revenue comes from customer relationship management, but they also offer acquisition proposals through social media mediums.

Salesforce is one of the leading online CRM companies in the world today. Salesforce also provides companies case management, task management, and applications that integrate directly into other Salesforce programs.

You can find a plethora of different options to work with and train in with Salesforce such as marketing, acquisition, accounting, and streamlining and the company even offers hands-on training for clients with their expert staffing team.

‍Summary:

‍Highly capable sales tool that can be scaled into massive teams.

Cost is on the high-end and can be complex for small teams.

Zoho CRM

Zoho CRM allows you to engage with your customers through email, social media and in person. You can store all the notes from your conversations and pull them up at a moment’s notice!

‍Summary:

‍Tracks customer communication on numerous channels.

Not meant to keep track of deal progress.

Insightly

Insightly is a powerful, cloud-based CRM and project management system for small to medium sized businesses. They focus on managing detailed customer profiles with sophisticated task management.

Founded in Australia, Insightly offers the program itself at no charge however certain functionalities require monthly, per-user subscriptions.

‍Summary:

‍Basic version is free and is great for small to medium sized businesses.

BPM Online

BPM is a cloud-based online program that provides thorough customer relations management tools that cover the entire client process. This company will design the program around the business to make it as efficient and straightforward as possible.

BPM Online has been in business with this particular program for over 13 years and is considered leaders in the field for small firms.

‍Summary:

‍It’s an all-on-one tool from marketing to sales to service.

They work with businesses and design a perfect program for you!

Prosperworks

Prosperworks believes that software should be simple and fun to use, and that’s exactly what they have created. They have done this by allowing users to seamlessly integrate Google Apps.

Users can track prospects and customers along with view stats.

‍Summary:

‍Meant to be integrated and work hand in hand with your Google apps.

Connectwise

Connectwise is an online company that was founded over 34 years ago and cater to businesses in the technology field. This company is a Personalized Services Automation, or PSA, company. Connectwise focuses on providing the business with a better-streamlined program then what they are working with, ultimately achieving greater accountability, operational efficiency, and profitability.

Connectwise is trusted in the field and has been successful even before moving to cloud-based systems.

‍Summary:

‍Helps businesses better streamline their program, add accountability, operation efficiency, and profitability.

ePowerCenter

ePowerCenter focuses on streamlining the customer relationship management system that a company has in place by providing customer care and training for your business. The cloud-based system is ultimately created around your business, and Astute Technologies can work with small, medium, or big business.

ePowerCenter works well with businesses that have single integrated interfaces.

‍Summary:

‍Works with businesses of all sizes that have single integrated interfaces.

SalesforceIQ

SalesforceIQ CRM connects with your Gmail or Exchange accounting which allows you to use your CRM on the run. It captures all your emails, meetings and phone calls, keeping your deals and notes up to date. Also, SalesforceIQ filters all your opportunities and brings the deals that need more TLC to your attention.

‍Summary:

‍More about tasks and stats - less about pipeline optics.

Pipeliner

Pipeliner allows you to create, manage and track your sales process. It is a customizable CRM that will instantly adapt to your company’s specific sales process stages. Pipeliner, also, gives you performance insights that give you a clear view of how you and your sales representatives are doing.

‍Summary:

Highly customizable that gives the user a clear view of past and current performance.

‍Though nothing is free in this world today, you should know this as a business owner or accountant yourselves, these programs are reasonably priced and can show a return on investment that will incredibly increase both the bottom line and the functionality of your company.

__

Forecast Your Cash Flow, Revenue and Profit in the Ultimate Scenario-Modelling Tool to gain confidence, clarity and insight into your business.

Dryrun ties automation with unmatched flexibility delivering clear, powerful and accurate forecasts in a fraction of the time spent in spreadsheets.

Book your DISCOVERY CALL to learn about the Dryrun advantage or start your FREE TRIAL today!

Dryrun - A better way to run the numbers.

‍