The Best CRM Solution for Small Business

A small business CRM is an easy-to-use and low-cost software to manage contacts, acquire leads, and handle deals.

Why small businesses need CRM

Running a business, big or small, is never easy. When it comes to small or growing businesses, it is all the tougher as you cannot be burning your pockets for separate tools for marketing automation, sales, and document management funds. Whether it is to heal your broken sales process, or generate new leads or retain existing customers, running the entire show by yourself can be pretty overwhelming. This is where CRM comes into play.

Enter CRM for small businesses

CRM software is the single tool that unifies all your business processes, right from sales to marketing to data management. It helps you provide a seamless customer experience, just like larger businesses. It shows all customer touchpoints with your business, provides insights into what they are looking for, and helps you engage with them, all from within the CRM.

Maintain customer data in a single location with ease
Build a lead generation engine by converting website visitors into prospective customers
Get complete context on the prospect by seeing their past engagement and share timely offers
Segment audience and target with email marketing journeys
Foresee sales patterns and predict your revenue using sales forecast and deal pipeline

How can you benefit from a CRM for small business?

What are the best small business CRMs in the market?

You are probably wondering how to choose the best CRM when there are so many options available in the market. Unlike large, clunky CRMs built for large enterprises, customer relationship management software for small businesses are built to address challenges faced by growing businesses and are simple, easy to set up and at a pocket-friendly pricing.

Most large, clunky CRMs are:

Far too complex to use for small businesses
Difficult to implement
Have bloated features

Freshworks CRM (formerly Freshsales) is easy-to-use and can be implemented quickly by your sales team and marketing team, so you don't need an implementation team to take care of it. You can do it yourself! Yes. Freshworks CRM comes with just the right kind of advanced features for a growing small business.

What makes Freshworks CRM stand out from the rest?

CRITERIA
G2 rating	4.6 4.6	4.2 4.2	4.3 4.3
Ease of use	9.1	7.8	8.6
Ease of setup	8.9	7.1	8.3
Quality of support	9.0	7.8	8.5
Ease of doing business with	9.1	8.0	8.7
Meets requirements	8.9	8.7	8.5
Lowest-priced plan	$12 per user/month	$25 per user/month	$0 per user/month
Highest-priced plan	$125 per user/month	$300 per user/month	$1200 for 10 users/month
Payback period	7 months	18 months	12 months
Implementation time	18 days	72 days	33 days
Use of 3rd-party consultants	0 %	18 %	3 %

Note: Data as on 27 November 2020 | © 2020 G2, Inc. All rights reserved. No part of this publication may be reproduced or distributed in any form without G2’s prior written permission. While the information in this report has been obtained from sources believed to be reliable, G2 disclaims all warranties as to the accuracy, completeness, or adequacy of such information and shall have no liability for errors, omissions, or inadequacies in such information.

Consistent CRM leader on G2

Freshworks CRM has consistently been rated as a leader in the G2 SMB CRM Grid category for over three years. G2's Grid report calculates customer satisfaction rates and market presence using a unique algorithm. And Freshworks CRM has consistently been among the top-rated CRM solutions.

Learn more about the G2 Fall Grid report

Why is Freshworks CRM the best solution for small businesses?

Freshworks CRM, curated for small and growing businesses, is easy to set up and has a simple layout for easy adaptability. But what makes us truly different? Our CRM for small business offers many functionalities for small businesses to step up your sales and marketing game. With the Freshworks CRM, you can

Capture website visitors as leads in the CRM
Get insights on how to engage with the prospects
Personalize engagement with the company
Visually track deals in the pipeline and predict revenue
Segment and target prospects with marketing journeys
Boost productivity by automating sales activities

Recommended by leading industry experts

Gartner Magic Quadrant 2020 - Sales Force Automation

G2 Crowd CRM Software Leader 2020

GetApp Best Functionality & Features 2020

Capterra Top20 2020

Organize your database with a unified view

Leads may trickle into your database, but over time they may start to overflow from spreadsheets. As your business grows, it gets difficult for you to identify repeat customers and track new leads.

Freshworks CRM for small business gives you a complete view of contact information. Get an activity timeline of events like phone and email conversations with your company, notes, and meetings all within a CRM for small businesses. With these different touchpoints, your team has the much-needed context to engage with the prospect.

Learn more about 360-degree view

Convert leads into customers with intelligent suggestions

Once you have leads in the CRM system, what is the next step that you need to take? Freshworks CRM makes the job of a small business owner easier:

Avoid manual work with auto profile enrichment
Identify priority contacts with predictive scoring
Personalize engagement by offering the next best action
Attract website leads with automated chat campaigns

Learn more about predictive scoring

Boost productivity by automating routine tasks

Small business owners wear many hats and may not have the time to update information on the CRM. Most of your time may be spent on mundane tasks that can be done by a machine. With an intuitive CRM for small business like Freshworks CRM, you can automate tasks like:

Following up on leads
Sending emails
Raising invoices
Updating fields
Setting up tasks
Booking appointments

Understand how workflow automation works

Predict cash flow with analytics

As the owner of a small business, you'll want to track important real-time metrics that affect your revenue and your sales reps' progress. With the money and time you have invested, you want to see numbers and results quickly. With CRM for small businesses, you can use visual reports and dashboards to gain insights into deals, revenue, team performance, and sales activities.

Freshworks CRM also offers real-time marketing analytics to deep dive into your marketing campaigns and identify your top conversion source.

See how to derive metrics and analyze reports

Reduce customer churn with marketing automation

One of the biggest reasons for prospects to fall through the gaps is because they do not have a personal connection with your brand. According to a Podcast by The Introvert Entrepreneur, 'People don't hire you because you are the best. They hire you because they get you, and you get them.'

With Freshworks CRM, you can understand your contact database's different demographics, segment them into different lists, and send targeted email journeys to nurture them. You can also set up sales sequences by adding follow-up tasks like reminders, appointments and more.

Nurture customers with automated journeys

Integrate with multiple apps

Growing businesses need integrations to connect powerful data-rich platforms to your CRM solution so that you can have all your customer information in one place. Freshworks CRM fits perfectly into your existing business workflow by seamlessly integrating with a host of popular business apps like Freshdesk, Freshchat, Trello, GetAccept, Google Calendar, etc.

Learn how integrations can improve your productivity

Choose the best CRM for small business.

Choose Freshworks CRM.

Freshworks CRM helps you grow your small business and manage your pipeline effectively. Freshworks CRM offers a wide range of capabilities to make it easier for you to improve your brand experience. The small business CRM captures and segments contacts, tracks interactions over the phone, email, or chat, schedules emails, automates your sales and marketing tasks, and offers more functionalities to step up and grow your small business.