How to choose the best CRM for your small business

As a business owner, you constantly deal with different customers, each with their own needs and interests. Your responsibility is to make sure your customers' needs are met, but managing them all can be difficult, which is why you need CRM software.

CRM, or customer relationship management software, is a tool that small businesses can use to better manage their customer data.

With customer relationship management software, you can store customer information, identify potential customers, manage marketing campaigns and much more.

A CRM system basically organizes all your customer data so you can improve your business processes and increase sales. Having a CRM can benefit your sales teams, your customer service teams and your company in general. So how do you choose the best CRM for your small business?

The best CRM for a small business ultimately depends on your specific business needs and what you want to accomplish with customer data.

Different CRMs have different functions and capabilities, so it's important to choose one that can help you achieve your business goals.

In this article we'll look at the best CRMs for small business so you can decide which system is right for you. The right CRM software can transform your customer communications and help your sales team close more deals, so read on to find out which CRM we recommend as the best for small business.

What is a CRM (Customer Relationship Management)?

CRM, which stands for Customer Relationship Management, is a type of software used by small businesses to store and manage customer data in order to improve relationships with their current customers and identify potential customers.

CRM software is now the biggest software market in the world and the growth isn't slowing down. In fact, CRM is now expected to reach more than $80 billion in revenues by 2025.

Any company that aspires to be successful needs to build strong relationships with its customers, and using CRM software can be very useful. CRM solutions consolidate customer information into a single solution, so that everyone on the team can access it simultaneously. This makes it easier to manage leads, track individual customer data, organize your data, and much more.

Why does your small business need CRM software?

Every business should use CRM systems, but CRM software is especially useful for small businesses.

As a small business owner, you need to know everything about your customers at all times and make sure their needs are being met. However, keeping track of all this information can be difficult, especially for a small business that has no system in place to manage customer relationships and sales.

Fortunately, CRM solutions for small businesses can streamline your business processes, which will improve time management and reduce overall costs. This will free up time to focus on other aspects of your small business, such as improving customer service and the sales pipeline.

Important features of a CRM for small business

There are many benefits of CRM in terms of collecting customer data and improving customer relationships.

However, there are also several features you should look for in a CRM to make it the best fit for your small business.

Key features of a small business: CRM Lead management, Workflow automation, Reporting and analytics

It's critical to choose a CRM platform that offers all the features you need to achieve your business goals, but in most cases, these are the most important features of a CRM for a small business:

Lead management.

A lead is basically someone you suspect may be a customer of your business in the future, so it's important to keep track of who these people are; and this is what lead management is all about.

Lead management is a necessary CRM software feature because it allows you to not only determine who your leads are, but also to manage them so that they are more likely to become actual customers.

Most CRM solutions for small business also allow you to score leads to focus on the ones that have the most potential to be buying customers.

Workflow automation

One of the main advantages of CRM software is that it automates your business functions. From marketing automation to sales team automation, a CRM can handle many tasks that would otherwise take a long time to complete.

CRM software can automate various aspects of the sales process, such as data collection and emailing, so you can focus on strengthening relationships with your customers.

Reporting and analysis

Data collection is only part of the effort in building customer relationships. Once you've collected all the necessary customer data, you need to analyze it, so it's important to choose a CRM platform that offers reporting and analysis capabilities.

If you can analyze your customer information, you will be able to create more effective campaigns, specifically targeted to those customers. A CRM platform can analyze data from social media, the internet, email and more, so sales teams can discover patterns in your data and improve the customer experience.


A good CRM software for small business will allow for third party integrations. Third-party integrations into your CRM system serve to connect other business software with your CRM.

It could be e-commerce software, payroll software, time tracking software, or any other software you use in your day-to-day small business.

By integrating other applications into your CRM system, you can manage all your business processes from one place, which improves time management and efficiency.

Tips for choosing the best CRM for a small business

Now that you know the important features to look for in a CRM system, you're probably wondering how to choose the best one for your small business. Some of the things to keep in mind when looking for the best customer relationship management software for your business are:

Identify your team's needs.

Every business has its own needs, so it's important to identify the specific needs of your team when looking for the best CRM for your small business. Maybe your sales team is trying to close more deals or maybe your marketing team is trying to improve their email advertising strategy. Whatever the case, it's important for them to know how CRM software can help them with their needs.

Determine the type of CRM you need

There are three main types of CRM software you can use: collaborative CRM systems, operational CRM systems and analytical CRM systems.

Before deciding on the best CRM software for your small business you need to determine what type of CRM you need. If your main goal is to track key performance indicators to better understand your customers, you will probably want to use an analytical CRM system.

On the other hand, if you want to focus on improving your customer relationships, an operational CRM system will be a better choice. And if your goal is to connect all your different departments into a single solution, then you need a collaborative CRM system.

Differentiating these three small business CRMs is a necessary step in order to choose the right one for your business needs.

Define your budget

The cost of CRM services depends on the platform you choose, so it's important to define your budget before choosing CRM software for your business. Naturally, a feature-rich CRM software will cost more money, so know your business needs before determining which CRM is right for you and your budget.

Leveraging must-have features

Not all CRMs have the same features, so you need to decide which issues are non-negotiable in terms of CRM features. You may need a CRM that allows third-party integrations, or you may find that email marketing automation is a must-have. By determining all the necessary CRM features, you can narrow down your options and make a better-informed decision about which one will be right for your business.

Make sure it's easy to understand

Figuring out how to use your small business CRM software can be really difficult, so it's important to choose one that's easy to learn and saves you from wasting a lot of time teaching the whole team how it works. Also, you don't want to spend too much time consulting on how to use your CRM tools, so make sure your CRM also offers good customer service, so you can easily get in touch if you notice any difficulties.

Consider Mailchimp for all your CRM needs

The CRM offerings for small businesses are really broad, but it's critical to choose one that meets the unique needs of your business. With the right CRM software, you can streamline your business processes, improve your sales pipeline, close more deals and achieve your business goals. If you're not sure which CRM solution is best for your small business, consider Mailchimp.

Mailchimp is a marketing automation platform that offers several CRM solutions for small businesses, such as audience management, workflow automation, contact data organization and more.

With Mailchimp's free CRM service feature you can manage your customer data and get valuable information about them to make better decisions in your business and reach your goals in a more agile and efficient way.