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Best CRM for Small Business for 2019

a business man discusses numbers with a client using the best CRM for businesses

Customer Relationship Management or “CRM” is designed to help manage all company-related interactions/relationships with current and future customers. By optimizing this part of the business, it’s easier to maximize these connections in the long-term.

By using the best CRM system, a business is able to stay in sync with its customers, improve its bottom line, and start to streamline everything. This technology is used as a world-class tool for a wide array of business-related activities such as sales management, contact management, and more.

Businesses with a focus towards using CRM solutions can help optimize their organization’s connections including colleagues, suppliers, customers, and even service users. It’s about building a well-rounded setup that can keep old customers and bring new ones in.

Key CRM Features for Small Businesses

Before selecting a specific CRM system, it’s incredibly important to understand what a reliable setup looks like. Without this information, it’s impossible to put together a reliable system that’s going to optimize current/future relationships.

Here are five of the most important CRM features for small businesses to consider:

1. Database for Client & Lead Contact Information

Building a network of connections is of utmost importance but managing them is essential too. Imagine having a wide array of contacts (past and present) but not being able to manage them on a daily basis. This can lead to inefficient practices and missed opportunities.

If the business wants to succeed, it needs a CRM system that can help create a sufficient database for its clients.

This database is used to house specific details about the customers (email addresses, phone numbers) and can organize this information as desired. It can also offer insight into when the customer has been contacted when he/she should be contacted, and how the relationship will be built (i.e. follow-up emails).

Without a database, it’s difficult for the business to gain access to its clients and that will lead to long-term problems. The CRM system is able to break through this issue and make sure everything is housed in one place and can be accessed with a few clicks of the mouse.

Having this technology in place can help shape how the business responds to its clients and how it continues to bring new ones into the mix over time.

2. Sales Reporting

a woman records sales on her laptop

Sales are the lifeline of any business or it will go bankrupt. Being able to converse with clients, market to them, and seal the deal with a conversion is important.

A CRM system is able to break these processes down into simpler steps and make sure everything works out over the long haul. No one wants to be put in a position where the sales reporting is not being done the right way. The system is going to help keep track of all deals made by the business, highlight specific correspondence between both parties, and list out scheduled meetings (if necessary).

This is critical as the business grows and there are more clients to deal with on a daily basis. You don’t want inefficient processes to be the reason for clients being lost as this can happen.

Focus on using the CRM system as leverage to piece together a streamlined solution for all incoming clients. It ensures they’re treated properly and will continue to say good things about the business for a long time to come. It can also become a great way for the business to feel confident about its approach.

3. Sales Projections

Being in a position where sales projections cannot be made is difficult. You won’t know where to make adjustments and how to tweak things to improve your bottom line.

Analytics is the name of the game and a CRM system will be able to pinpoint these details in seconds. Just go through the collated information, piece together what is working, and then continue to implement it. This can lead to spotting potential flaws in the operation and make adjustments too.

The CRM system is a technological delight when used properly and can reveal information that was hidden in the weeds. This is critical moving forward.

4. Organize Your Customers

No two customers are alike and a quality business will understand this as soon as they start. Whether it is a high-budget client or a low-budget client, you will want to have this information on hand in a matter of seconds.

There is always something to unravel and that’s where a CRM system is used. It is able to highlight your “warmest” leads that have a potential to convert into sales.

This is the information you want to have as soon as possible to make sure progress is made and you only go after clients with a chance of buying from you.

5. Scalability

The final feature to aim for with a CRM system would be scalability as that hampers modern-day businesses more than anything else.

A quality CRM system is going to ensure the business is able to scale to the top of the food chain without getting bogged down. Being in a position where progress can be made, it’s best to have an underlying system such as this to grow safely.

If not, it can become harder and harder to manage sensitive information.

To scale the right way, a good CRM system is going to provide real value.

Our Top 5 CRM for Small Business

With the key features in mind, it’s time to take a look at the top CRM systems on offer right now. These are the best of the best when it comes to quality, scalability, professionalism, and overall support.

With any of these five in place, you’re going to feel confident as a business owner.

1. Infusionsoft

  • Multimedia marketing management
  • Marketing Reports
  • Built-in metadata
  • Social Sharing
  • Lead Scoring & Distribution

This is the number one CRM system for small businesses right now and is our number one pick. It is a star-studded solution and is used by thousands of businesses around the world. It’s a joy to use, easy to implement and continues to work well in a variety of situations.

UPDATE: Ready to see what Infusionsoft can do for your business? They’re offering some great deals, so now is a great time to join! Follow this link to lock in their latest discounts and learn about their amazing software.

2. Salesforce

  • Marketing and Sales Leads
  • Analytics
  • Social Engagement
  • Build Innovative Apps
  • Email Integration

Salesforce is a big name in the market and has been around for a long time. It deserves a spot on the list at #2 and is a good option for those looking to go with a streamlined solution.

It is a robust network that has been able to manage its value for a while and offers considerable results. If the goal is to manage a small business properly then this is a good fit for most.

3. Ontraport

  • Customizable Landing Pages
  • Full Marketing Integration
  • Top-Tier Membership Site
  • Visual Campaign Builder
  • Variety of Templates

Ontraport is at #3 and is a good option for anyone looking to do well with its marketing campaign. This is their main selling point and it is something they do well. If your goal is to run robust marketing campaigns then this is a good place to start with.

It is a well-established CRM system that has a great library of templates to work with. Building a new campaign can be done easily using Ontraport.

4. HubSpot CRM

  • Phone Integration
  • Website Integration
  • Company Database
  • Customize Views
  • Sidekick Integration

Hubspot is a big player in the market and is an adored CRM system among small business owners. It is easy to use, efficient and offers great value while building a new company database.

It has a wide array of features that make it fun and it has a lot of value to add to any business. If the goal is to build from the ground up then HubSpot is just as good as anything else.

It is a deserving candidate for a spot on this list and can fit in nicely within a few minutes due to its capabilities.

5. ProsperWorks CRM

  • Eliminates Manual Data
  • Full Marketing Integration
  • Google Friendly
  • Synced Data

This is Google’s baby and that is something others are not able to offer. If the goal is to sync with other Google products or programs then this is as good as it gets right now.

It offers a wide range of features and is going to link up with Google accounts in one go. This simplifies the initial setup processes for businesses looking to have the system in place as soon as possible.

Final Thoughts

In the end, a CRM system is important to optimize your business and its processes while bringing in new clients. Without a robust database of information, it’s impossible to grow as efficiently and safely as you want to without being compromised.

With the help of our number one choice in Infusionsoft, you are getting a well-established CRM system that is going to offer detailed analytics, a quality database, and meaningful integration.

This is the ultimate solution and one of the main reasons we have chosen it as the right option for modern-day business owners.


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