The 10 best CRM systems for small businesses in July 2024

The best CRM tools are easy to use, offer a variety of plans and billing options to fit an array of business needs, and offer exceptional customer service so teams get the most out of their investment. In this guide, we explore the top 10 CRMs for small businesses (SMBs).

Rates, fees, and other numbers in our list are up to date as of May 21, 2024 and are subject to change.

The 10 best CRM software platforms of July 2024

Best CRM plans for small businesses: our top picks

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HubSpot: Sales Hub Starter Plan

Great for: Teams looking for a scalable CRM tool with endless integrations

Base price:	$20 per user, per month
Free trial length:	None
Free plan available?:	Yes, for up to five users

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Pros and Cons

Pros

• Supports up to one million sales products and 5,000 documents
• Live chat and Facebook Messenger integration
• Up to 5,000 email templates

Cons

• Limited to one shared inbox
• Limited to one HubSpot-provided phone number
• Lacks automated sequences or workflows until higher-priced plans

Additional features

• • • Pipeline management dashboard is included but cannot be customized for users until upgrade to the Professional plan
    • Up to 10 reporting dashboards with 10 reports per dashboard
    • Open API for developers with integration guides
    • Email integration for Gmail, Outlook, and Microsoft Exchange
    • Hundreds of app integrations
    • Sales automation features that can trigger tasks and email notifications, with advanced workflows in higher-tier plan
  “HubSpot has many workflows we can set up, which ensures no lead falls through the cracks,” says Ultan O’Callaghan, CEO at Thooja. “For example, if someone contacts us through our website, we can easily set up a workflow to ensure they are contacted by sales rep.”

Customer Support

HubSpot’s Sales Hub Starter Plan offers email support and a comprehensive knowledge base, HubSpot Academy to learn about its rich feature set, and HubSpot Community to learn from other users. Professional Plan users gain access to phone support.

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Why we picked it

HubSpot’s Sales Hub Starter Plan gives sales and marketing professionals the option to choose which plans fit their needs. They have a wide range of integrations that make it easy to streamline business processes. However, companies that need fully customizable workflows, lead scoring, and custom reporting need to upgrade to the Professional plan, which is expensive at $90 per user monthly. 

Learn more: read our Hubspot CRM review.

Zoho CRM: Standard Plan

Great for: Those looking for a user-friendly CRM platform with customizable integrations

Base price:	$20 per user, per month*
Free trial length:	15 days
Free plan available?:	Yes*

Pros and Cons

Pros

• Competitive per-user pricing
• Up to 100 customizable email templates
• Up to 10 custom dashboards

Cons

• No access to artificial intelligence (AI) tools until higher-priced plans
• Interface can be overwhelming for novice users
• No sales forecasting features until the Enterprise plan

Additional features

• • Sales and marketing automation tools
  • Pipeline management board which can be customized for individual user preferences
  • Built-in analytics and reporting features
  • Document management library
  • Open application programming interface (API) and developer library
  • Integrates with voice-over-internet-protocol) software for streamlined calling
  • Integration with email applications
  • Robust mobile app

Customer Support

Zoho CRM offers ample customer support to assist in the ways each customer prefers. Their support team offers live chat and phone support as well as a knowledge base to look for answers to common questions. Phone support is offered eight hours per day Monday through Friday. Additionally, Zoho offers onboarding sessions to help teams get started and set up the CRM system for their specific use cases.

Why we picked it

Zoho CRM’s Standard plan tops our list due to its competitive pricing, robust feature set, excellent customer service and onboarding, and broad list of integrations and customizations. However, teams specifically looking for AI features will need to upgrade to the Enterprise plan. 

Apptivo: Lite Plan

Great for: Sales professionals looking for a simple CRM with robust integrations

Base price:	$20 per user, per month
Free trial length:	30 days
Free plan available?:	No

Pros and Cons

Pros

• Vast library of integrations
• User-friendly mobile apps
• Multiple sales pipelines

Cons

• No free forever plan available
• Limited to 18 integrations in the Lite Plan
• Lacks e-commerce and marketing automation tools in the Lite Plan

Additional features

• • Pipeline management board is included, which can be customized for each user’s preferences
  • Email integration via Internet message access protocol (IMAP) as well as email templates, open, and click tracking
  • Voice-over-internet-protocol integration with providers such as RingCentral and API calls
  • Referral tracking to see where leads come from
  • Up to 25 workflows per account

Customer Support

Apptivo’s Lite plan offers customer support via email, phone, live chat, knowledge base, how-to videos, webinars, and training support. On the Lite plan, phone support is available 24/5 and live chat is offered 24/7.

Why we picked it

Apptivo made our list of the best CRM software because it offers an easy-to-use platform for all users, a wide range of integrations, and exceptional customer support features. However, teams that need e-commerce tools, email sequences, and marketing automation will have to subscribe to the Premium plans or above. 

Freshsales: Growth Plan

Great for: Smaller teams that need a low-cost plan that’s easy to learn

Base price:	$11 per user, per month
Free trial length:	21 days
Free plan available?:	Yes, for up to three users

Pros and Cons

Pros

• User-friendly mobile apps
• Email templates
• Built-in native phone application

Cons

• Does not offer multiple sales pipelines
• Lacks advanced workflows
• No sales forecasting features

Additional features

• • Pipeline management dashboard, which can be customized on higher-tier plans
  • Basic reporting and analytics―advanced reporting is available on higher-tier plans
  • Two-way email sync
  • Social media integrations with short message service (SMS), Facebook, WhatsApp, Line Messenger, and Google Business messages
  • Mobile iOS and Android apps

Customer Support

Freshsales offers 24/5 support for all plan tiers via phone, email, and live chat. They also offer a robust knowledge base with how-to articles and the ability to file support tickets.

Why we picked it

Freshsales’ Growth Plan made our list of the top CRMs for small business because it’s a low-cost option built to support smaller teams as they scale. It’s an excellent platform for novice users using a CRM for the first time who can upgrade as their budget and business needs grow. However, teams that need advanced workflows and reporting tools or multiple sales pipelines will need to subscribe to a higher-priced plan. 

Learn more: read our Freshsales review.

Agile CRM: Starter Plan

Great for: Sales professionals looking for a simple CRM with robust integrations

Base price:	$14.99 per user, per month
Free trial length:	none
Free plan available?:	Yes, for up to 10 users

Pros and Cons

Pros

• Store up to 10,000 companies and contacts
• Lead scoring in every plan
• Sales, marketing, and service features included

Cons

• Social monitoring not included until higher-tier plans
• Starter Plan is limited to five automation triggers
• Lacks mobile marketing features are not available until the Regular Plan

Additional features

• • Customizable pipeline dashboard to meet user’s needs and preferences
  • Comprehensive reports for deals, tasks, and sales revenue
  • Store unlimited deals, tasks, and documents
  • Ability to make and receive phone calls in the browser with session initiation protocol (SIP) telephony
  • Open API for developers
  • Email integration with IMAP

Customer Support

Agile CRM offers 24/5 customer support via email and phone. Starter Plan users have access to a knowledge base to search for answers to commonly asked questions. 

Why we picked it

Agile CRM provides a low-cost CRM solution for companies that need a comprehensive sales, marketing, and service platform. It particularly shines for offering marketing automation features for a low price point. However, teams looking for more robust customer service, such as a dedicated account representative or an onboarding coach must subscribe to the Enterprise plan. 

Learn more: read our Agile CRM review.

Nimble CRM

Great for: Professionals who need a relationship-based CRM that works in their inbox

Base price:	$29.90 per user, per month
Free trial length:	14 days
Free plan available?:	No

Pros and Cons

Pros

• Offers unlimited customizable workflows
• Up to 1,000 custom fields
• Nimble Prospector browser extension to create and edit contact records

Cons

• More expensive than some other options on our list
• VoIP phone system integration is an extra cost
• Most third-party integrations require an extra cost

Additional features

• • • Unlimited, customizable pipelines and vertical industry deal templates
    • Unlimited email templates
    • Individual and team reports
    • 2GB of storage per user with the option to upgrade storage in 10GB increments for an additional $10 monthly
    • Microsoft and Google email, calendar, and contact sync
    • Over 20 custom widgets for user dashboards

Customer Support

Nimble offers exceptional customer support with live chat, email, a knowledge base, and free 1:1 phone calls. They even offer daily live Q&A sessions and weekly training webinars to support users.

Why we picked it

Nimble CRM keeps things simple with one pricing tier that provides nearly everything a sales professional needs. While they aren’t the cheapest provider on our list and some integrations cost extra, their customer support stands out. Teams looking for more robust marketing tools should consider a different provider, such as HubSpot or Zoho CRM. 

Constant Contact: Lite Plan

Great for: E-commerce businesses that need email and social tools

Base price:	Starting at $12 per month, based on the number of contacts who are sent emails
Free trial length:	60 days
Free plan available?:	No

Pros and Cons

Pros

• 30-day money-back guarantee
• Discounted rates for nonprofits
• AI content recommendations

Cons

• Lite plan only supports one user
• Only 1GB of storage on the Lite plan
• No A/B testing or dynamic testing on the Lite plan

Additional features

• • Pipeline dashboard can be customized for each user
  • Reach and engagement reporting for email campaigns
  • Open API for developers to generate keys for the CRM
  • Gmail and Office 365 email integration
  • Automated welcome emails―more advanced automations are available in higher-tier plans

Customer Support

Constant Contact Lite plan users have access to support via live chat, a self-service knowledge base, and phone. Chat is available Monday through Friday from 3 a.m. to 8 p.m. Eastern time. Phone support hours vary by department Monday through Saturday. Constant Contact also offers video tutorials and free webinars.

Why we picked it

Constant Contact’s Lite plan made our list because it’s an affordable option for e-commerce companies to manage leads, engage prospects with email tools, and track revenue. Teams that need the ability to schedule email sends, conduct A/B testing, put dynamic content in emails, and create advanced automations will need to upgrade to their Standard or Premium plans. 

Bitrix24: Basic Plan

Great for: Small teams that need a comprehensive CRM with excellent built-in calling

Base price:	$61 monthly for up to five users
Free trial length:	15 days
Free plan available?:	Yes, with limited features

Pros and Cons

Pros

• Unlimited built-in phone calls, including video calls
• Competitive pricing for small teams
• Store an unlimited number of deals

Cons

• Basic plan only supports up to five users
• Only 24GB of storage for the organization
• Lacks custom fields in tasks and projects

Additional features

• • Up to five pipeline dashboards with the ability to make custom fields
  • Up to 100,000 leads, deals, contacts, or companies in sales intelligence reports
  • Ability to store and video documents, but collaborative editing is not available until the Standard Plan
  • Email integration with Gmail, Outlook, iCloud, Office365, Exchange, Yahoo, and AOL
  • Integration with popular VoIP systems like RingCentral, Vonage, and GoTo Connect
  • Product catalog with up to 3,000 products and the ability to process payments in the CRM

Customer Support

Bitrix24 offers excellent customer support for all paid plan subscribers. Support avenues include online training via built-in tooltips throughout the platform, video tutorials, webinars, and live chat. However, phone support is not available.

Why we picked it

Bitrix24 made our list due to its solid e-commerce tools and calling features. It’s a solid choice for growing teams who plan to scale as they grow because the Standard Plan is still affordable at $124 for up to 50 users and the Professional plan supports up to 100 users for $249 monthly. However, teams who don’t need e-commerce tools or use another tool for phone and video calls may want to choose a simpler tool.  

Learn more: read our Bitrix24 review.

monday.com: Basic CRM Plan

Great for: Companies seeking a user-friendly CRM with unlimited pipelines

 

Base price:	$15 per user, per month
Free trial length:	14 days
Free plan available?	Yes, for up to two users

Pros and Cons

Pros

• Unlimited customizable pipelines, boards, and documents
• Web forms for capturing leads
• Customizable notifications

Cons

• Lacks lead and deal management features
• Limited to 5GB storage per user
• No two-way email integration with Gmail or Outlook on the Basic CRM Plan

Additional features

• • Customizable pipelines and dashboards are available on every paid plan (limited to one dashboard on the Basic Plan)
  • Sales reports are not available until subscribing to the Pro Plan or above
  • Collaborate on shared Docs on all paid plans, but a document library is only available on the Enterprise Plan
  • Open API for developers
  • Email integration is not available until the Standard Plan or above
  • Calling integration is not available until subscribing to the Standard Plan or above

Customer Support

monday.com Basic Sales CRM Plan offers 24/7 customer support via live chat and email. Users can also request a phone call via the monday.com help center page. The provider also offers daily live webinars and a self-serve knowledge base. Enterprise Plan subscribers have access to a dedicated customer success manager.

Why we picked it

monday.com’s Basic Sales CRM plan made the cut because it offers competitively priced basic features that fit the needs of teams that don’t need many bells and whistles and value unlimited pipelines and boards. However, organizations that need more built-in integrations, sales automation, lead and deal management, and AI tools will need to upgrade to at least the Standard plan for $20 per user monthly, which is still a reasonable price for most companies. 

Zendesk Sell: Team Plan

Great for: Sales-focused teams that want affordable sales automations and reporting

Base price:	$25 per user, per month
Free trial length:	14 days
Free plan available?	No

Pros and Cons

Pros

• Up to two customizable sales pipelines
• Automated sales triggers and task plus appointment setting
• Email tracking

Cons

• Lead and deal scoring not available until the Growth Plan
• Product catalog not available until the Growth Plan
• Lacks sales forecasting and advanced activity reports until the Growth Plan

Additional features

• • Up to two customizable sales pipelines
  • Prebuilt sales dashboards are available on the Team Plan and advanced reporting is included on the Growth Plan and up
  • Up to 2GB of document storage for each user
  • Open API for developers on all plans with public apps and integrations
  • Email and calendar integrations with common providers
  • Integrated calling with Sell Voice

Customer Support

Zendesk Sell offers support for subscribers via a Help Center with onboarding guides, frequently asked questions (FAQs), videos, and a user community. They also have chatbots that can answer questions within the platform which can connect users to a live agent if needed.

Why we picked it

Zendesk Sell’s Team Plan is a good option for teams that need only one or two sales pipelines but want the ability to customize them with specific fields, filters, and tags. The CRM tool also offers basic automation and activity tracking on the Team plan, However, companies that need more than two pipelines, advanced reporting and automations, and product catalogs will need to upgrade to the Growth plan for $69, per agent, per month, which may be restrictive for some teams. 

Learn more: read our Zendesk Sell review.

What is CRM software?

CRM software is a tool companies use to track a customer’s journey from awareness to a closed deal. CRM solutions not only track and manage leads through each stage of the sales pipeline, but they also typically include marketing, accounting, and customer service features that streamline every part of earning a new customer’s business. 

Effective CRM platforms help team members organize outreach and track communication history to ensure no deal falls through the cracks. Plus, many CRM software providers offer customer support to help teams get the most out of adopting the product. 

What are the benefits of CRM software?

Sales organizations that adopt CRM software enjoy a plethora of benefits that help them earn, retain, and satisfy customers. Some of the top benefits of CRM include: 

• Central data hub: Storing customer and prospect data in one place helps teams stay organized and fosters inter-departmental collaboration to improve the customer experience.
• Data for actionable insights: Most CRMs offer a variety of sales and marketing reports such as churn rate and customer lifetime value (CLV) that help teams discover buying matters, what increases retention, and where deals get stuck.
• Improved customer service: Many CRM solutions include streamlined customer service features that allow them to get answers to their questions from support agents quickly. 
• Mobile access: Nearly every CRM tool has free iOS and Android apps so professionals can view and update deals and contacts on the go
• Built-in marketing tools: Many CRM platforms have plans that include marketing features like email and social media tools, A/B testing, and social listening
• Automation features: The best CRM software tools include tools that put parts of your sales process on autopilot, such as email sequences, sales triggers, and automated tasks and reminders.

How to choose the best CRM software

With no shortage of CRM providers on the market, choosing one to fit your business needs can feel overwhelming. Here are some of the key factors to consider: 

• Set your budget: Decide how much the business can pay for a CRM solution. CRM pricing plans typically come in per-user monthly pricing with reduced rates for an annual commitment. Many offer free trials and free forever plans with limited features. 
• Consider available integrations: Companies that use a variety of other business software for project management, marketing, or accounting should see if the CRM they’re considering offers integrations with those tools―and assess if they are included at no cost. Sometimes, teams can discontinue using software if the CRM includes a built-in tool, saving money. 
• Survey the team: Leaders should ask team members from each department what their needs are from a CRM tool and make a list to use when comparing features from various providers. Having input from the team also fosters CRM adoption across the organization. 
• Assess onboarding and support needs: Every CRM provider offers some level of support to onboard and train users but you need to decide on the level of support the team needs. For example, if a company is looking for a dedicated onboarding specialist to train the team, ensure that it’s included in the CRM plan. 

Alternatives to CRM software

While most sales organizations benefit from implementing CRM software, smaller teams or solopreneurs might not have the budget or need for a full CRM platform. Some of the top CRM alternatives include: 

• Google Sheets: Smaller companies with a small client base and only one or two team members may choose to track their sales pipeline with a Google Sheet, using one sheet for each month. 
• Project management programs: When a robust CRM tool without all the integrations and tasks isn’t desired, project management programs like Trello, Asana, or Airtable are suitable simplified CRM alternatives. 
• Note-taking software: Many free and paid note-taking apps on the market can store customer data and encourage collaboration without adopting a full-fledged CRM. Popular options include Notion, Evernote, Google Keep, and Microsoft OneNote.

Our methodology 

The Fortune Recommends team compared a list of more than 20 of the best CRM providers available in the U.S. We selected our top picks using specific categories based on the percentages listed below: 

• Annual cost (30%): Our scoring took into account both monthly and annual pricing as well as the number of team members that can use the plan level.
• General features (20%): We considered features that any CRM worth its salt should include, such as reporting tools, document management, and third-party integrations.
• Pipeline management (10%): A crucial part of closing any deal, your chosen CRM should support managing customers in the sales pipeline and call attention to points in the journey where you should reach out to them.
• Dashboard customization (10%): Every team works a bit differently, and a solid CRM should enable you to adjust the platform to work well for your team by offering customization options that keep work flowing smoothly.
• Additional features (10%): This category encompasses less common features such as task delegation and automation, which are nice to have but are not necessarily essential for everyday processes.
• Customer support (10%): We took a look at how many ways users can contact customer support, what types of self-service options are available, and what hours you can reach a human in case of an emergency.
• Free trial length (5%): Extra points were awarded for longer free trials that allow you to get a strong sense of whether the system will work for your needs.
• Free plan availability (5%): Bonus points were awarded to companies that offer free plans with limited functionality but no expiration date.

Learn more about how we rank our business solutions.

Frequently asked questions