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Best CRM Software For Small Business: Comparison of 3 Online Tools That Offer a Free Demo

Category: CRM Software

qnaRita and her husband Tom runs a small surf shop near one of the popular beaches in Southern California. Although her business is quite successful, Rita relies too much on word-of-mouth and other traditional marketing ploys and has never really tried going modern. She has been hearing quite a lot about the benefits of CRM software and is now considering customizing her system with the best CRM software for small business.

“Hi! I have been running my store for a long time and I really believe that the quality of my products and my services helped my enterprise stay significant through the years. My loyal clients keep coming in and out of my door. But with the changing times, I feel that my small business has to change as well. I am currently on the lookout for the best CRM software for small business. I hope that you can help me on this regard. Cheers.”

Hello Rita. With the tons of CRM software available today, it is quite hard to pick one as each product has its own list of strengths and weaknesses. I do suggest further reading, especially on CRM software review articles and as well as side-by-side comparison guides; or you can start with free CRM software online to get the hang of using it.

But to help you scratch the surface, I have gathered three products that claim to be the best CRM software for small business. I am not saying they are the best for you, as their performance and output can easily be affected by several factors such as specific needs of your business, size of your clientele, and the tools and features that come with the product.

#1 Batchbook

Batchbook is a force in the CRM landscape. A cloud hosted CRM platform. Batchbook is loaded with useful tools and features you can use such as organizing your contacts by date, location, or other customizable category.  You can also go to Facebook within the Batchbook’s user-friendly interface to connect with your customers and prospective clients. This product also has a comprehensive tool that allows you to record communication history with a client, highlight an event, and record emails automatically.

#2 Microsoft Dynamics

If you are relying heavily on Microsoft’s applications and tools for your business, you are going to love Dynamics CRM. This particular CRM software is designed and built to work with seamlessly with Microsoft’s programs, from Outlook to Excel. Just recently, Dynamics CRM has expanded its reach the company has added mobile support for the platform and works well with iOS devices, Android phones, Windows Phones, and Windows 8 tablets.

Read more:  Project Management Online Tools: Key Features They All Absolutely Must Have

#3 Zoho CRM

A consistent topper in the any top “best CRM software for small business” list, Zoho is created to let you focus on your customers and not on their data. With Zoho, you can track your customer and their history, the details on their deals, as well as competitor info. Zoho is also integrated with Google tools, which is an added convenience if you rely heavily on Google to run your business. Collaboration, whether in Google or within Zoho interface, is a breeze. A mobile version is available that works well for for the iOS, Android and BlackBerry operating systems.

These three are just some of the best CRM software for small business. As mentioned earlier, you got a wide selection of CRM software specifically designed and created for small enterprise. Don’t get confused in the mix. Read materials, ask around, and determine the needs and wants of your business so that you can narrow down your list and make a good choice

P.S. To know more about CRM, I recommend you check these crm software reviews or go through this CRM software comparison.

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. No stranger to small business hiccups and drama, having been involved in a few internet startups. Prior to his for-profit ventures, he has had managed corporate communications for a Kansas City-based Children International unit.

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