Solopreneurs usually have an enormous workload. Starting a business may bring a degree of freedom but it also can restrict your free time if you are busy doing menial tasks. However, there are several apps, tools, and software available to lessen your workload and eliminate menial work.
CRMs are one of those tools. CRM is an acronym for customer relationship management software. CRMs help organize business and maximize productivity. Using them, you build your relationship with customers. This will result in more time to concentrate on your growing business. You can create even a personal CRM.
To decide which CRM fits your needs best you will have to consider a few factors. First, you have to weigh the cost with functionality. Second, you will have to consider the future growth of your business as CRMs are not customizable to scale as you grow.
This list created by our team at Trafft will help you decide which is the best CRM for solopreneurs and small teams.
Great CRM For Solopreneurs and Small Businesses
HoneyBook is designed to be the best CRM for solopreneurs and freelancers. It helps your small business look more professional and will not let a client slip through the cracks.
HoneyBook does not just turn leads into customers, its services help you manage a lead from inquiry to booking and completion. You can send contracts, invoices, and manage online payments through HoneyBook for a frictionless client experience.
HoneyBook comes preloaded with templates or the user can create a customized template from scratch.
With all these features, HoneyBook can streamline your efforts into an organized, successful business.
Salesmate is a cloud-based CRM for the active entrepreneur. It takes out the tedious labor of manual data entry. It is the best CRM for solopreneurs who like multitasking.
With cloud telephony already incorporated, this CRM satisfies the needs of busy, traveling solopreneurs. Some of its other services include email tracking and reciprocal email synchronization.
It is easily integrated with third-party applications like Gmail or Outlook. It is also compatible with Android and iOS systems for use when not in the office. With a customizable dashboard and minimal pricing, this CRM is productive and flexible.
If you are looking for a good CRM and online marketing tool for your organization that is straightforward to use, Snov.io CRM got you covered. The software is loaded with useful features, ideal for people seeking to gain verified and useful email addresses.
It also enables you to grab and validate emails from the internet. On top of that, Snov.io enables you to create email drip campaigns to get your message out easily to your new prospects. How amazing is that? In the end, your online marketing (particularly the HARO and email outreach specialists) and sales team will find that advantageous at the same time.
Less Annoying CRM
Less Annoying CRM is a straightforward and simple product for experienced users. Despite its minimalist approach, it has the tools needed to attract more customers.
Those tools help you manage marketing and pipelines. It also organizes contact information, tasks, events, leads, and notes. It sends email reminders of tasks to be done for the day to keep you organized and working efficiently.
It customizes the dashboard to fit better with your specific business. Any small business needs to watch expenditures so most importantly, this product is affordable.
Salesforce Essentials is affordable even though it offers advanced features commonly found in pricier software.
This customer relationship management tool helps you keep your customer information current and response time faster. Some of its advanced features include mass emailing and e-commerce tools. It also offers territory-based lead assignment and reporting which makes it well suited for small teams. It extends the desktop app to incorporate email and calendaring. These features will help your business become more adaptable.
Microsoft Dynamics 365
Microsoft Dynamics 365 is now offered as part of Microsoft’s cloud-based services under Office365. It is a very affordable service as a software (SaaS).
This platform covers sales, marketing, and services. As a Microsoft product, it comes with many advantages. One advantage is that it can be easily integrated with any other Microsoft products, such as Word and Excel. Another advantage is that you can get direct support from Microsoft. Or you can look to the many online resources to navigate efficiently through this CRM’s features.
Zoho CRM offers omnichannel communication. It’s easy to use and it allows you to interact with customers from any channel, be it email, live chat, social media, or on the phone.
Zoho will connect with your social media profiles and then monitor these profiles for customer interaction and feedback. Zoho can easily manage all your social profiles from Twitter, Instagram, LinkedIn, and Facebook. The app captures leads by creating customer profiles based on these social media sites. It updates these customer profiles with data received from any interaction with the customer.
Vtiger is a comprehensive CRM, but it also offers a sales-only CRM for those getting started. Its composite software includes sales, marketing, and a help desk.
It can link contacts to opportunities, quotes, cases, projects, and invoices. This application includes social media integration, telephony, project, and inventory management. This CRM encourages internal collaboration so your team can work harmoniously. It is designed to be customizable, flexible, and convenient.
This is the best CRM for solopreneurs looking for extensive, affordable software.
This is the best CRM for single users. It is designed for a quick and simple setup to get you started in an instant. Easily set up an account and import your contact list.
It keeps your contact data organized. Deals are visible in a customizable list. Each interaction with a customer can be customized to build lasting customer relations.
Freshsales is easy to use and manages customer relations, helping to attract, nurture, manage, and close leads.
This system incorporates phone and email as well as offering advanced features. Those advanced features are a highly intuitive UI, AI-based lead scoring, visual deal pipeline, and intelligent workflow automation.
You can customize the dashboard and the visual reports. You can set up and navigate even the advanced features with ease.
Zendesk Sales Suite
Zendesk has one of the best mobile CRM apps. What sets this CRM software apart from others is its VoIP (voice over internet protocol) built into the app. That makes it especially useful for salespersons on the go who need their phone calls to tie directly into their CRM.
Other features of Zendesk include deal and contact management, IT management, analytics, and a help desk.
Maropost is popular with both small businesses and larger enterprises. Although it does not have an API interface, it offers comprehensive features to help get the job done.
It offers tools for marketing and for audience engagements to convert a potential customer into a happy customer. It also helps you to retain customers for a long-lasting customer relationship.
WORK(etc) is an entirely cloud-based CRM. There are several advantages of using this virtual work cloud CRM.
First, you can work from anywhere. Improve efficiency by training your team on one system. You can also easily collaborate with your customers and your work team.
It keeps your work team in contact with instantaneous data sharing. You can view every action each team member makes. This platform helps you sell, deliver, and maintain customer support. It manages the ordering, billing, and paperwork. The tools of this CRM software will help productivity and efficiency.
Hubspot CRM is a free software program especially helpful for those whose business thrives on content strategy like blogging or vlogging because it provides a set of SEO and content optimization tools.
Hubspot gives you detailed reports on sales activity and productivity to have an instantview of your sales pipeline.
It captures leads and automates email marketing campaigns. It also organizes contacts and has an inventive system for scoring leads. Get more done with less work with this free CRM.
Instead of storing contact information on sticky notes or in a diary, use Capsule CRM. This CRM software stores and manages business contacts to help better manage customer relationships. It keeps track of conversations with customers allowing for the personalization of customer experiences.
Best of all, it was designed to be easy to set up and navigate.
Insightly is a straightforward platform that manages sales and projects. It is ideal for businesses to keep their sales and delivery teams collaborating and working efficiently.
Its most unique feature is its clean interface. All functions are listed on a left side column. The settings and support menu are accessed in a drop-down menu on the right side. And it also has easily accessible buttons for tasks, contacts, projects, and more.
Really Simple Systems
Really Simple Systems is an affordable CRM that enables businesses to manage a customer’s entire journey. It includes marketing and service capabilities.
It also has tools for campaign management, case management, and service level agreements (SLAs). It features sales pipeline management. It also enables work teams to view product catalogs, access quotes, and even set custom pricing for prospective customers.
Ending thoughts on the best CRM for solopreneurs
Including a CRM program in your business is necessary to create and manage contact lists and produce longlasting customer relationships. They also save time by reducing data entry. The right CRM program can even be useful for marketing and project management.
From this list, you can decide which is the best CRM for solopreneurs and small businesses. Any of these will help you because they are accessible and economical. Hopefully, this list will help you make the right CRM choice for your business.
If you enjoyed reading this article about the best CRM for small teams and solopreneurs, you should read these as well:
- The Best Premium and Free Contact Management Software
- The Best Apps for Small Business Owners (Must-Have Tools)
- Work Apps That Will Make You and Your Team More Productive
Does a Solopreneur need a CRM? ›
Freelancers often only have themselves to lean on, so they need a CRM that helps them effectively handle client relationships and administrative tasks. Their CRM should help free them from repetitive work through workflow automation and third-party app integration.What is a good CRM for a small business? ›
- HubSpot Sales Hub.
- Salesforce Sales Cloud.
- monday sales CRM.
It helps solopreneurs engage users and compel them to convert to buyers. Whether you want to organize your business operations, track sales or generate leads, CompanyHub CRM for Solopreneurs helps draft friction-free communication between the marketers and the customers, luring them to engage with your brand.Is the best CRM for growing or small scale businesses? ›
- Freshsales. Comprehensive and smart solution to discover leads, and boost engagement.
- Easy to implement CRM tool that helps focus on activities that close deals.
- Bigin by Zoho. Simple, pipeline-centric CRM solution designed for small businesses.
- HubSpot. ...
- Close. ...
- ClickUp. ...
- Salesmate. ...
Free CRM Software With Something for Everyone
HubSpot CRM has free tools for everyone on your team, and it's 100% free. Here's how our free CRM solution makes your job easier ...
Align customer needs and grow your business with Salesforce Customer 360, the world's #1 CRM.What is the most successful CRM in today's market? ›
- Best for Small Businesses: Salesforce.
- Best for Project Management: monday Sales CRM.
- Best for Visual Sales Pipelines: Pipedrive.
- Best for Complete Customer Life Cycle: Zendesk.
- Best for E-Commerce: Oracle NetSuite CRM.
- Best for Ease of Use: Keap.
- Best for Communication: Freshsales.
- Identify Your Goals. ...
- Understand the Implementation. ...
- Prepare For User Adoption. ...
- Understand Product Mobility. ...
- Layout Your Processes. ...
- Review Compatibility With Current Software. ...
- Dig Into the Product Demo. ...
- Ask About Reporting Capabilities.
Both platforms deliver essential CRM functionality, including sales forecasting, email marketing and contact and lead management. Salesforce shines when it comes to customization, analytics and advanced features. HubSpot trumps Salesforce when it comes to user-friendliness and low-cost plans.What is the best simple CRM? ›
- The Best Simple CRM of 2022.
- Zoho CRM.
- Less Annoying CRM.
Is HubSpot good for small business? ›
It's best for businesses with a strong focus on inbound marketing. HubSpot is also especially good for businesses with high-value conversions and long sales cycles, where it's realistic to spend a lot of time on each prospect. In general, this makes it better for B2B than B2C.What are the limitations of HubSpot? ›
- Only 15 minutes of calling per user, per month.
- No inbound calling (you can't receive calls)
- Hubspot branding on emails.
- Only 1 sales pipeline.
- No email automation.
Companies using Hubspot CRM for CRM include: Walmart, a United States based Retail organisation with 2300000 employees and revenues of $572.75 billion, Royal Dutch Shell, a United Kingdom based Oil, Gas and Chemicals organisation with 82000 employees and revenues of $261.50 billion, United States Air Force, a United ...Why is Salesforce No 1 CRM? ›
One of the reasons that Salesforce is so popular is that it is packed with features like no other CRM software; features such as contact management, workflow creation, task management, opportunity tracking, collaboration tools, customer engagement tools, analytics and an intuitive, mobile-ready dashboard.Why is Salesforce so popular? ›
Salesforce is also popular due to services like creating and tracking marketing campaigns, keeping track of customer issues based on their escalation and resolution levels, visual dashboards and extensive reporting features.Which company is the market leader in CRM? ›
Salesforce is the leading vendor in the customer relationship management (CRM) applications market worldwide with a market share of 23.8 percent in 2021. The company leads the market with a big margin: next in line to Salesforce are SAP, Microsoft, and Oracle with around five percent shares of the market.What is the best affordable CRM? ›
- Our Methodology.
Agile CRM (Best CRM for customer service overall)
The Agile CRM plans include bits of their customer service features along with other tools from sales and marketing, all tied together by a solid CRM base. The dashboards are easy-on-the-eye and the price is pretty competitive too.
HubSpot Alternatives Conclusion
If you need first-class automations then I'd recommend ActiveCampaign, GetResponse or Ontraport. If you're looking for an easy-to-use tool that doesn't skimp on features then Freshsales, EngageBay, Pipedrive or Drip are good options.
There are three main types of CRM systems: collaborative, analytical, and operational.
What features to look for in a CRM? ›
Mobile access. Sales reps need to be equally effective both inside and outside the office, so the ability to access deals and contact information from any device is crucial. Ideally, your CRM should offer iPhone and Android mobile apps that are reliable and easy to use without sacrificing desktop features.What is HubSpot used for? ›
HubSpot is a CRM platform that connects everything scaling companies need to deliver a best-in-class customer experience into one place. Our crafted, not cobbled solution helps teams grow with tools that are powerful alone, but better together.What is the best simple CRM? ›
- The Best Simple CRM of 2022.
- Zoho CRM.
- Less Annoying CRM.
It is of high importance for small businesses to track what's working and what's not. All-in-all, a good CRM you will be able to generate an accurate sales funnel for you, making it easier to forecast sales and prepare to serve more customers with the same level of service, in less time.What is the best CRM for a startup business? ›
- Zoho CRM. Zoho CRM is an all-in-one CRM for startups and small businesses. ...
- Salesforce. Salesforce has the best brand recognition when it comes to CRM software. ...
- Agile CRM. This one focuses more on lead management and marketing automation. ...
- Hubspot. ...
Small businesses often use QuickBooks as their first CRM, since it stores customer contacts and buying histories. When your business is just getting started, being able to access customer contact information from your accounting software might be enough.Is Salesforce the best CRM? ›
After so much research and analysis on the various customer relationship management software's, Salesforce is recommended as the best CRM software for businesses as it offers everything needed to make it faster and easier to close sales for a business.Is Shopify a CRM? ›
They can be used by marketing teams too. In short, Shopify is an eCommerce platform, and a Shopify CRM is a customer relationship management system. A Shopify CRM for the customer service team helps you better organize the operational structure and respond to queries more efficiently.What happens if businesses do not use CRM software? ›
You Lose Track How Customers Find You
Without a CRM system in place, it would be difficult to track how they find you or why they chose your company over the other ones in the market. You might miss to improve your best sales channels or reward referring affiliates.
Industries that tend to have the highest use of CRM systems tend to be retail, business services, technology, banking and finance, and manufacturing.
How many small businesses use a CRM? ›
92% of companies adopt a CRM to serve their customers
In today's business environment, keeping the focus on your customers and their overall experience is instrumental to your success and revenue growth.
Bitrix24 offers everything you need in a single CRM system plus much more. Take a look and see why over 10 million teams have chosen Bitrix24 as the best free CRM for startups.Is HubSpot better than Salesforce? ›
Both platforms deliver essential CRM functionality, including sales forecasting, email marketing and contact and lead management. Salesforce shines when it comes to customization, analytics and advanced features. HubSpot trumps Salesforce when it comes to user-friendliness and low-cost plans.Do startups need CRM? ›
Your startup needs a CRM system to flourish. The right one will help you scale, connect your business with customers, and offer a host of tools for marketing automation, sales forecasting, and lead generation.Can you use mailchimp as a CRM? ›
Is Mailchimp a CRM? Mailchimp offers all the CRM tools small business marketers need, allowing them to aggregate, organize, and manage audience data in one place. In fact, many Mailchimp customers already use the platform as their CRM.Does QuickBooks have a customer database? ›
Your Customers page contains a list of customers with links to related activities. It also provides a color-coded row of bars that represent the status of invoices and estimates.Does salesforce integrate with QuickBooks? ›
Does Salesforce work with QuickBooks? Yes, Salesforce works with QuickBooks with the QuickBooks Salesforce integration. This integration helps businesses gain complete visibility into how their company is operating and where it can be improved.