Best CRM Software for 2020

Review with ratings and pricing for 2020's best small business CRM software. Includes 50 CRM platforms, with answers to common questions.

Updated on July 9th, 2020

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Best CRM

Hubspot

5.0 out of 5 overall

  • Automatically logs activity.
  • See contact info in one place.
Also Great

Freshsales

4.5 out of 5 overall

  • Many useful integrations.
  • AI-assisted lead scoring.
Most Customizations

Salesforce

4.0 out of 5 overall

  • Big 3rd party app marketplace.
  • Advanced features.

Updates:

Updated 13th of January 2020

Added Salesboom to the ranked list.

A CRM, or customer relationship management software, takes all the data generated about a customer across an organization and gathers it into a single piece of highly organized software that is available to any device connected to the internet.

It can be the single most important piece of software for a business. Our CRM software review was created to help you make the important decision on which is the best CRM software for your small business.

Why We Chose Hubspot, Freshsales, and Salesforce:

HubSpot includes most standard CRM features, plus an extensive array of less common ones. Noteworthy mentions include the company insights tool, which competitors lack, plus advertisement management, website traffic analysis, and email scheduling functions.

Accessibility is another major factor. Hubspot offers a generously-featured free plan that can be used by all businesses, regardless of their team size. Though lacking some of the high-end functions offered by their paid plans, smaller businesses may find that the free package provides ample resources to manage their customer relations.

Freshsales is next on our list as it is a comprehensive CRM platform with a host of useful features. Some of its key features include AI-driven lead scoring, activity capturing tools, and integrations with software like Google Calendar, MailChimp, and Office 365. Freshsales has an extensive pricing range that starts at $144.00 per year, with most expensive costing $948.00 per year.

Salesforce is third on our list as it an excellent CRM platform that offers the most customization options. Salesforce can be used for marketing, e-commerce, and sales, offering a powerful range of features with a gentle learning curve. Salesforce offers plenty of price points, making it accessible to a number of different business sizes. The cheapest plan is $25.00 per month (up to 10 users) while the most expensive is $300.00 per user per month.

Be sure to view our list of free CRM solutions for details about software that won't break the bank. For more information about maximizing the efficiency of your business's processes, consult our list of the best ERP software.

Things to Consider When Evaluating CRM Software:

  1. CRM software is best utilized when integrated with emailing, HR, accounting, and similar platforms. Inquire about third-party integrations before settling on a CRM solution.
  2. Your chosen software should be able to accommodate business-related developments. Avoid non-scalable solutions, as well as contracts that make it difficult to upgrade your CRM package within a reasonable timeframe.
  3. CRM software houses sensitive information, so data breaches can tarnish both the reputation and financial standing of your business. Be sure that your preferred CRM is a secure one.

CRM Platforms and Cyber Security:

The main benefit of CRMs - having all your customer info stored in one searchable place - is unfortunately what makes them a valuable target to hackers.

Information about your customers stored in a CRM is also the most potentially damaging to a business in the hands of hackers. This could expose your customers to things like identity theft, fraud, false billings, and third-party data sales, not to mention advanced threats to your own business, such as corporate espionage, lawsuits, and lasting damage to your business's reputation.

CRM Software companies Salesforce and Redtail are two high-profile cases of CRM data breaches that affected a number of important businesses. Some companies affected by CRM breaches Include:

Data breaches have been on the rise. In 2014, 12.7 million Americans fell victim to identity theft, according to a report by Javelin Strategy & Research.

How to Protect Your CRM Data:

  • Employ a strict needs-based access system for CRM authorization, ensuring that employees who no longer need access to the software are automatically ejected.
  • Use the most most advanced encryption software and ensure that your security is always updated and aware of new threats.
  • Add additional user authentication layers.
  • Use range restrictions on cloud-based CRM software with IP address.
  • Train your employees in data security best practices, including limiting access and usage, using individual login accounts instead of shared, and limiting the number of employees who can download data.
  • Set up security alerts to notify you of unauthorized access to the CRM platform.
  • Google the CRM software’s name plus “data breach” or “hack” and read through any news before purchasing it to ensure that it’s a reliable platform.
  • Get cyber security insurance. You should always assume the worst and cover your bases. Luckily, there are a number of excellent cyber insurance products to choose from.

Security features to look for in a CRM Software:

  • Device regulation in offline mode for protection with mobile CRM usage.
  • Customized data access to control authorization, even across designations and platforms.
  • Browser app based CRM for protection with external browsers.
  • Controlled data sharing for protection with sharing and copying customization options.

Best CRM Software for Small Business:

Rank

Name

Offer

Review

Learn More

1.

HubSpot

Free.

Feature-dense with a generous free plan but lacking some common CRM functions.

Learn More

2.

Freshsales

$12.00 /mo.

Extensive integration opportunities plus excellent features, including powerful emailing capabilities.

Learn More

3.

Salesforce

$25.00 /mo.

Advanced features, easy to customize.

Learn More

4.

Pipeliner

$35.00 /mo.

Intuitive with ample customization options, though data importing is sometimes problematic.

Learn More

5.

Bitrix24

Free.

Offers many useful features and integrations, but the free plan is fairly limited.

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6.

Apptivo CRM

Free.

Integrates with G Suite and Office 365 but lacks reporting dashboards and isn't optimized for mobile use.

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7.

Capsule

Free.

Intuitive with helpful third-party integrations, but lacking some standard capabilities.

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8.

Agile CRM

$8.99 /mo.

User-friendly option that integrates well, but free plan lacks certain marketing automation features.

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9.

Snapforce

$12.00 /mo.

User-friendly with a great customer support team, but unilingual.

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10.

Microsoft Outlook Customer Manager

$12.50 /mo.

Easy to use, albeit pricey, option that integrates well with Office.

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11.

Pipedrive

$12.50 /mo.

Integrates well and offers generous storage, although the mobile app lacks email capabilities.

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12.

Podio

Free.

CRM features comprise one aspect of this software, which may explain why they're somewhat limited.

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13.

Highrise

$24.00 /mo.

Great integration, tracking, and document management options, but lacking a calendar feature.

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14.

PipelineDeals

$25.00 /mo.

Intuitive task management features but difficult to sync with [Outlook]({entry:40469}) and iCal calendars.

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15.

AllProWebTools

$30.00 /mo.

Well-oiled tracking and order processing features, but no mobile app.

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16.

Vtiger

$30.00 /mo.

User-friendly software backed by good customer service, although documentation may be tricky to navigate.

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17.

Zendesk Sell

$19.00 /mo.

Many opportunities for customization, but the reporting tool could be improved.

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18.

SalesNexus

$45.00 /mo.

Cloud-based software that makes data management a breeze, but the campaign tool needs work.

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19.

OnContact

$40.00 /mo.

Easy setup with many opportunities for customization, but lacks 24/7 customer service.

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20.

Hatchbuck

$89.00 /mo.

Integrates well and offers excellent marketing automation, but lacks text messaging capabilities.

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21.

Creatio

$25.00 /mo.

Excellent service quality assessment features, although the basic plan lacks phone support.

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22.

BoomTown!

$750.00 /mo.

User-friendly with a handy note function, but fairly expensive.

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23.

Bullhorn CRM

$99.00 /mo.

Feature-dense and easy to use, but some features are tough to find.

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24.

Adsoup

Free

Consolidates client information well but the interface can be tricky to navigate.

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25.

ngDesk

Free

Completely free but lacking many key features that are offered by top-ranking, free CRM software.

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26.

Workbooks

Free

Offers standard features plus the ability to import/export data, but lacks a mobile app.

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27.

Zoho CRM

$12.00 /mo.

Tons of advanced capabilities and helpful integrations, but workflow automation is reserved for the Professional plan.

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28.

Pareto Platform CRM

$17.00 /mo.

Great tracking and reporting capabilities, but cannot integrate with [Salesforce]({entry:23281}), [Dropbox]({entry:26842}), or [Google Drive]({entry:25487}).

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29.

Method CRM

$25.00 /mo.

Highly customizable and integrates with [Quickbooks]({entry:23559}) but doesn't integrate with VoIP.

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30.

Insightly

Free

Great integration capabilities but users can't import/export data.

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31.

Salesnet

$20.00 /mo.

User-friendly and backed by responsive customer support, but presents a notable learning curve.

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32.

Act!

$35.00 /mo.

Solid option with an intuitive interface, but many features could be improved.

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33.

SugarCRM

$40.00 /mo.

Readily customizable option that integrates well, but significantly more expensive than competitors.

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34.

Infusionsoft

$159.00 /mo.

Great automation and tracking features, but missing some useful integrations.

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35.

Odoo

$55.00 /mo

User-friendly software equipped with basic features, but lacks offline functionality.

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36.

NetSuite CRM

$99.00 /mo.

Excellent tracking, reporting, and forecasting features, but lacks multi-currency support.

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37.

Microsoft Dynamics CRM

$115.00 /mo.

Integrates well and offers excellent reporting features, but only offers two license options.

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38.

GreenRope

$149.00 /mo.

Cost-effective option backed by great customer service, but not the most user-friendly software.

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39.

LeadMaster

$150.00 /mo.

Straightforward data entry processes, although it can be challenging to set up.

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40.

GoldMine

$26.00 /mo.

Includes useful features that facilitate effective data management, but can get pricey.

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41.

Sage CRM

$69.00 /mo.

Facilitates effective pipeline management but could benefit from additional integrations and an interface upgrade.

Learn More

Prices updates Jan. 27, 2020

Pros and Cons:

Pros

  • Offers a comprehensive and centralized dashboard for an easy customer overview.
  • Automates the data entry process.
  • Facilitates easy and effective team collaboration.
  • Scales at ease.
  • Offers data mining tools.

Cons

  • Too much automation can minimize the key human element of sales, or demean the customer "relationship."
  • Potential for security breaches, making customer data vulnerable to theft.
  • Often requires technical support, usually at extra cost.
  • Not all CRM platforms have a gentle learning curve. Staff might need to undergo training.

FAQs:

Best CRM Software for Small Business

What is the best CRM for small business?

What is the easiest CRM?

What are examples of CRM?

What is the cheapest CRM?

How can I improve my CRM?

  • Make sure it is accessible for all.
  • Provide training on CRM software to all employees.
  • Integrate with additional software to automate processes.
  • Ensure that data is up to date.
  • Mobilize.

What is the best CRM for startups?

How do I choose a CRM?

  1. Determine which features and functionality your business requires.
  2. Ensure that your CRM system integrates with other applications.
  3. Try out different applications before making your decision. Consider trying out different free trials.

What is the price range for a CRM system?

A CRM system for small business can cost between $0.00 and $150.00 per month or more, depending on the number of users you have and which features you need access to.

Is it essential to have a CRM for small business?

It may be tempting to try to live without it, but there's a good chance that getting your customer data organized will help you make more money over time. On top of that, there are several free options, so there's no reason not to try it.

What are the top CRM systems for real estate agents?

How can I choose the best CRM for my small business?

The best small business CRM depends on what you need and what your budget is. Many of the top CRMs offer free trials. Sign up for a few of them, compare prices and ratings, and decide which is the best CRM software for your company's needs.

Should our company use cloud CRM software?

Probably. Unless you've got quite a bit of money to sink into an on-site system, and substantial customization needs that demand it, a cloud system is best for you. You won't have to worry about any of the maintenance, it's a lot cheaper, and your data will be accessible on any device, anywhere. Also, all the best CRM systems now offer cloud CRM software.

Are there affordable CRM systems for small business?

Yes. There are even totally free CRM systems, and several of the best CRM tools, according to CRM software reviews, cost below $30.00 per month.

What are the key features of top CRM software for small business?

The most important features of top CRM for small business include contact management, lead management, reporting, email tracking, social media management, a great CRM app, task management, reminders, calendars, and document storage. You'll want to be sure that the options you consider include most, if not all, of these features.

Which CRM software is best for developers?

We recommend SugarCRM for developers because the system is built for tech-savvy individuals. SugarCRM's developer-centric focus and vibrant set of features are just some of the highlights that developers will appreciate. In addition, this customizable solution offers numerous developer resources, such as learning guides, and technical documentation.

What are the five steps of the CRM process?

  1. Customer portfolio analysis.
  2. Customer intimacy.
  3. Network development.
  4. Value proposition development.
  5. Customer life cycle management.