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Best customer relationship tool CRM for small businesses


This new year 2018 is a time to improve your business. Are you looking for a better way to grow and manage your small business? If yes, then what you need is Customer Relationship management CRM tool. No matter the kind of business you operate, whether it is a big firm or a small business, there is always a CRM software solution to suit your need. Before this post, i had to do an extensive research on CRM tools and have under listed most common and effective ones and i will tell you the one i use for my business.

WHAT IS CRM ? CRM software is most commonly used to manage a business-customer relationship, business contacts, employees, clients, contract wins and sales leads. 

You can schedule and manage your business task from marketing to meeting clients and prospects. Most times, one may forget to carry an important task due to so many other engagements.

Hence, there is the need for a powerful customer relationship management tools that can help you automate your engagement with your clients and prospects.

For you to record customer’s information and other details of your relationship with each customer, CRM is the answer to such a task. Once you can have access to interact with your customers, you can easily perform cross selling and upselling to them there by increasing your salesforce.

Before i move into discuss of the CRM tools to use, let us look at the benefits of using a CRM tool.

Here are some major benefits of customer relationship management tool to any business.

  1. Contact data organization. CRM helps you organize information about all your contacts. This allows your team to keep track of who a customer has spoken to and what they discussed. In sales, this information gets your team on the same page to run your sales process smoothly. (from hubspot)
  2. Improved Customer Relations: It is important to note that the more you are in close relation to your customers,, the more business you attract. This will in turn help you relate with prospects that have not made use of your service yet.
  3.  Improved Member Communication: With this tool, you can better relate with your team members without hassles. It is easy to share customer data so other team members can follow up with such info.
  4. Accurate sales forecasting. It is ideal to trust not in certain complex excel formulas when you can employ the functionalities of a good CRM. A good CRM system generates an accurate sales funnel for you, making it easier to forecast sales and manage your team’s progress.
  5. Increase In Income: It is a known fact that sales is as a result of good business relations with your clients. When you utilize a CRM tool to communicate with your clients and prospects consistently, it will lead to more sales and revenue.
  6. Improved Customer Experience: Every customer craves for personalized experience. When you personalize a person, there is this sense of trust and belonging they feel and as such loyalty to your brand. This tool will help you meet your clients at thier specific needs. Read here for more benefits of CRM
  7.  Automated Analytics and Reporting. CRM tool will help you have access to analytics and report about who is buying your products and services. You will also have access to reports that will help identify areas you need improvement.

The benefits highlighted above is just to make you have a clear view of why you need to use CRM for your business this year.

What if I tell you there are CRM tools you can start using for free without paying a dime? There are lots of CRM tools you can start using today for your business. Some are absolutely free to use while other have free and paid plans.

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According to business news daily, they enumerated some criteria used to evaluate each software:

  • Cost
  • Ease of use
  • Contact-management features
  • Lead-generation tools
  • Sales and marketing tools
  • Employee-tracking capabilities
  • Customization options
  • Automation capabilities
  • Third-party integration
  • Reporting and analytics
  • Mobile access
  • Service limitations
  • Customer service

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Some Customer Relationship Management (CRM) tools you can start using for your business.


ZohoCRM is one of the most popular customer relationship management tools online. You can start with their free plan. In fact, i personally use this tool. it is easy just that you may find it a bit difficult to use if you are new to CRM tools. If you need help, you can contact me through the channels on this blog or through our social media handles.


Hubspot CRM is a powerful customer relationship management tool that is free. The features Hubspot CRM has are being charged for elsewhere.

With Hubspot CRM, you can manage your sales pipeline and keep in touch with your prospects consistently. Check their sites for other features.


AgileCRM can also help you automate your relationship with your customers. They have free and paid plans.

Launched in 2013 in California, USA. this CRM package was created with the intention of bridging the gap between core customer management functions and usage of automation tools required in this segment.It has provided in terms of easing out marketing and communication functions with clients which have earned global recognition, thus enhancing the growth potential of the package as also the company.

Sales enablement is one of the key services offered by Agile and it is inclusive of multiple aspects of sales such as generation and nurturing of leads, their qualification and tracking how well each one scores. In addition to its affordability, what renders Agile truly popular is the provision of landing page builder as part of its software package.


Bitrix24 is an all in one complete suite of social collaboration, communication and management tool. Their plans start from free to paid.



Apptivo is a cost effective option that helps you to successfully carry out this phase for the benefit of all parties concerned. In addition to capturing leads from the Internet and converting prospective customers into clients, Apptivo also enables you to customize apps by adding or removing fields as per the specific requirement of your business.

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Given the proliferation and widespread usage of cloud-based technology, it is but natural for CRM tools to follow suit and Accelo is an outcome of such an attempt. With features like contact and pipeline management and facilitating file sharing and collaboration among team members, Accelo is best suited for a small business that aspires to expand and grow in future.

Since it is a cloud-based software package, you can not only store all the information in one place but also indulge in project planning and track time and expenses involved.



At times you might be confused as regards which leads might convert into clients and this is what Base helps you with. When you channel your probable leads gathered from various sources like emails, marketing platforms and websites, into Base, it would track all the leads and manage them for you such that you would know which would accrue revenue.

Added features include management of mobile sales and customers and also forecasting, reporting, management and analytics and all of this can be acquired at a monthly rate of $45 per user.

 Capsule CRM:


As the name suggests, the purpose of this CRM tool is to encapsulate all information pertaining to business contacts in one location so that the gist of the process is available at one glance. By going through the stored emails, documents, agreements and proposals, you can adjudge the opportunities and how best to go about converting them into sales.

It also provides you with an overview of pending tasks to be completed and also enables you to share the list of contacts with your team in lieu of a monthly payment of $9 per user.



Very few CRM tools resemble or replicate a spreadsheet and Fieldbook is one of them. Like a typical sheet in MS Excel, it opens like a grid and has rows and columns that can be adjusted, added or subtracted as per your requirement. One of the best ways to use this CRM tool entails creating a separate sheet for each function and linking them together to keep track of clients and projects.

It can be acquired at a monthly charge of $10 per user and is ideal for sorting or grouping of database.



At a monthly charge of $18 per month that this CRM tool comes for, you earn the privilege of gaining valuable insight into your customer base and use this knowledge to create documentation, tutorials, and FAQs’. All of this culminates into efficient customer management and improves functioning through scheduling reporting times at frequent intervals.



With Instream, you can glean information from social media platforms by connecting your account with them and in turn pass on this information to your team. Due to the easy accessibility of crucial information you can indulge in client management and steer relationships in a direction which is desirable for your business. For all the satisfied clients that you win, paying $10 per user every month is not very difficult.

 Microsoft Dynamics 365:

Microsoft Dynamics 365

Digital in every sphere of life has been the trend in this new millennium and why should CRM tools remain immune to the impact of digitalization? The result is the introduction of MS Dynamics 365 which lends intelligence to the equation of customer management. As per this CRM tool, the crux of successful selling lies in each individual member of the sales team and hence it is designed to tap this potential and unleash it to its fullest capacity.

Using MS Dynamics will cause you to empower every member of your sales team, tap into their potential and guide them to close deals with customers.



Much of the mystery and uncertainty surrounding sales forecasts can be overcome if you have Netsuite to help you. This CRM tool is designed to interpret the sales related data and provide realistic forecasts, thus helping to improve performance and productivity.

Pricing of this CRM tool is provided on request and it is regarded as being one of the most useful CRM tools for small business owing to its ability to its ability to help with e-commerce.

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For more CRM tools to use with more elaborations, visit agilecrm tools and see more drm tools that are availables

It is important to start using a customer relationship management tool. I will suggest you check each of these CRM tool features and pricing, then choose the one that will serve your business need.

From the above benefits, you can see that better relationship with your clients and prospects will improve sales and increase in revenue.


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