Great for - Visual thinkers
Price - $8 per seat per month (3 seat minimum)
Free trial - 14 days
Monday sales CRM manages to provide a wealth of CRM features without overloading the user. Its visually stunning interface is remarkably accessible, with automated workflows and easy-to-use collaboration features. But there’s more underneath the surface, making it surprisingly capable both for those who only utilize its core features as well as those who need more advanced tools.
From small businesses to enterprise organizations, monday sales CRM offers an approachable, scalable CRM that can adapt to almost every user’s needs.
Great for - First-time CRM users
Price - Starting at $14.90
Free trial - 14 days
Another accessible CRM tool, Pipedrive fills in the gaps left by Monday and other competitors in its field, namely with lead-tracking and other sales-based reporting tools.
Pipedrive offers a simple yet sophisticated interface that more than makes up for it with its ability to represent the sales process in graphic form. It is a worthy tool for keeping track of contacts, improving communication both within and outside of the team, and keeping close tabs on sales and possible deals. Add in automated call tracking, a popular chatbot feature, and a ready-to-use platform, and you have a CRM tool that offers a solution to most of the needs of small- to medium-sized businesses.
HubSpot’s CRM software is free and therefore best suited to small businesses that only need the core essentials. That said, it’s earned high reviews and offers a solid line-up of tools that make it worth considering for SMBs looking to increase sales.
HubSpot CRM has a clean dashboard that lets you sort deals and track all pertinent information which can be sorted by lead status, name, amount, or by custom filters, all so businesses can view their sales funnel in real-time. The software syncs up with Gmail and Outlook and includes tons of free communications tools such as live chat, cross-team emails, and a central inbox for sales, marketing, and customer service teams to manage conversations.
Most notably, HubSpot allows an unlimited amount of users and storage that can reach up to a million contacts. While limited for clients with advanced needs, HubSpot exceeds what you’d expect for free software and is a capable solution for small businesses looking to improve organization and productivity.