Small Business CRM Software
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Breakcold
Software Description: Breakcold is a Social Selling CRM for SMBs and startups. It combines email, LinkedIn, and Twitter outreach in one platform, letting users engage leads and manage sales pipelines without tab overload. With classic CRM tools and social media integration, it helps close deals faster and smarter.
Features
Unified Social Selling Feed
Multi-Channel Outreach Integration
Visual Sales Pipeline Management
Comprehensive Contact Management
Pros
- Intuitive and User-Friendly Interface
- Seamless Multi-Channel Integration
- Exceptional Customer Support
Cons
- Limited Social Media Integrations
- Occasional Technical Glitches
- Pricing Concerns for Certain Regions
Agendor
Software Description: Agendor is a CRM designed for companies with a consultative sales approach. It centralizes customer data, tracks negotiations, and provides performance insights. With mobile apps, sales reps can plan routes, receive task reminders, and streamline workflows. Agendor integrates with ERPs, automating tasks and improving sales efficiency.
Features
Centralized Customer Data
Smart Flows
Mobile Sales Management
ERP & Software Integrations
Pros
- Intuitive and User-Friendly Interface
- Comprehensive Sales Reporting
- Effective Customer Support
Cons
- Integration Challenges with Lesser-Known ERPs
- Data Import Issues
- Limited Customization Options
Bluwave CRM
Software Description: BluWave CRM is a cloud-based CRM solution that simplifies sales processes through automation. It offers tools for activity tracking, automated quoting, opportunity management, and contact organization. Designed for small businesses and enterprises, BluWave CRM helps sales teams improve efficiency, close deals faster, and enhance customer relationships.
Features
Sales Process Automation
Opportunity & Pipeline Management
Contact & Document Management
Diary & Activity Management
Pros
- Ease of Use
- Comprehensive Customer Management
- Sales Process Automation
Cons
- Limited Customization
- Cost Considerations
- Learning Curve
Salesmate
Software Description: Salesmate is a customizable CRM for sales, marketing, and support teams. With tools like automation, built-in calling/texting, AI assistant Sandy, and marketing campaigns, it helps boost productivity and customer engagement. Salesmate also offers dashboards, chatbots, and a 15-day free trial.
Features
Sandy AI – Your Intelligent Sales Assistant
Visual Sales Pipeline Management
Built-In Calling and Texting with Power Dialer
Smart Workflows and Sequences
Pros
- User-Friendly Interface
- Robust Automation Features
- Exceptional Customer Support
Cons
- No Free Plan Available
- Learning Curve for Advanced Features
- Limited Mobile App Functionality
Copper
Software Description: Copper is a client and project management CRM built for construction professionals using Google Workspace. It integrates seamlessly with Gmail, Calendar, and Drive, automating emails, contacts, and tasks. Capture leads, track sales, and manage projects effortlessly. With 30,000+ users, Copper simplifies workflows and enhances productivity.
Features
Google Workspace Integration
Pipeline & Project Management
Automated Data Entry & CRM Insights
Custom Reports & Analytics
Pros
- Seamless Google Workspace Integration
- User-Friendly Interface
- Customizable Features
Cons
- Pricing Concerns
- Limited Advanced Features
- Occasional Performance Issues
Contactbox
Software Description: Contactbox is a GDPR-compliant CRM for small businesses, offering high customization, classic design, and seamless data sync via ownCloud®, Nextcloud®, and Kerio®. With free and pro versions, it suits various industries and ensures secure, CO2-neutral operations from its Ruhr-based servers.
Features
Customizable CRM with Classic Interface
DPR-Compliant & EU Data Protection Focused
Seamless Integration with Popular Systems
Scalable Packages & Industry Independence
Pros
- High Customizability
- GDPR Compliance and Data Security
- Integration Capabilities
Cons
- Limited User Reviews
- Learning Curve for Advanced Features
- Interface Design
Zendha Core
Software Description: Zendha Core is a powerful ERP software that optimizes business operations across sales, finance, inventory, and customer management. It streamlines workflows, automates administrative tracking, and enhances control over daily tasks. Designed for efficiency, Zendha Core helps businesses simplify processes and improve resource management.
Features
Modular Structure
Comprehensive Functionalities
User-Friendly Interface
Advanced Reporting and Forecasting
Pros
- Comprehensive Feature Set
- User-Friendly Interface
- Exceptional Customer Support
Cons
- Integration Limitations
- Steep Learning Curve
- Occasional Performance Issues
Upnify CRM
Software Description: Upnify CRM is a sales system that automates and streamlines follow-ups, calls, emails, and other sales activities. Designed for businesses worldwide, it helps accelerate response times, improve sales processes, and increase efficiency, allowing teams to focus on closing more deals and boosting revenue.
Features
Automated Sales Workflow
Customizable Sales Pipeline
Multi-Channel Communication
Comprehensive Reporting
Pros
- Enhanced Productivity
- Improved Sales Tracking
- Customizable
Cons
- Learning Curve
- Limited Integration Options
- Pricing
VipeCloud
Software Description: VipeCloud is a comprehensive CRM and marketing automation platform that combines email, SMS, video, social media, and scheduling tools. Designed for small to midsize businesses, it offers intuitive features and robust support to enhance customer engagement and streamline sales processes.
Features
Integrated Email and SMS Marketing
Visual Sales Pipeline Management
Marketing Automation and Lead Scoring
Comprehensive CRM with Customizable Fields
Pros
- All-in-One CRM and Marketing Suite
- Exceptional Customer Support
- User-Friendly Interface
Cons
- Learning Curve for New Users
- Limited Mobile Editing Capabilities
- Occasional System Freezes
Lime CRM
Software Description: Lime CRM is a visual, user-friendly CRM for marketing, sales, and support teams with 10+ users. It centralizes customer data, provides proactive reminders, and integrates with other IT systems to reduce duplicate work. Available on the cloud or on-premise, Lime CRM helps businesses improve efficiency and customer relationships.
Features
Sales Forecasting & Quotation Management
Proactive Follow-Ups
Role-Based Access & Project Management
Seamless Integrations
Pros
- User-Friendly Interface
- Customizability
- Comprehensive Customer Support
Cons
- Integration Challenges
- Occasional Instability
- Login and Update Issues
Teamgate
Software Description: Teamgate is a powerful, easy-to-use CRM for Sales and SaaS professionals. It boosts sales execution with smart insights, essential integrations, and intuitive UI. From ICP targeting to forecasting, Teamgate helps teams sell smarter—starting with a 14-day free trial, no card needed.
Features
SmartDialer™ – Integrated Calling Functionality
Customizable Sales Pipelines with Drag-and-Drop Interface
Advanced Analytics and Reporting
Seamless Integrations with Popular Tools
Pros
- User-Friendly Interface
- Effective Pipeline Management
- Strong Customer Support
Cons
- Limited Customization in Some Areas
- Mobile App Limitations
- Pricing Transparency
Jobin.cloud
Software Description: Jobin.cloud is an AI-powered recruiting and lead gen platform with LinkedIn automation, smart outreach, and CRM/ATS tools. Source, segment, and engage leads via email and LinkedIn, with AI message generation, visual pipelines, bulk actions, and a generous free plan to scale easily.
Features
Automated LinkedIn Sourcing & Profile Enrichment
AI-Powered Candidate Ranking & Filtering
Multi-Channel Outreach Automation
Integrated ATS & CRM with Customizable Pipelines
Pros
- Comprehensive LinkedIn Automation
- AI-Powered Candidate Ranking
- Integrated ATS and CRM Functionalities
Cons
- Steep Learning Curve
- Limited Integrations with Other HR Tools
- User Interface Could Be More Intuitive
SugarCRM
Software Description: SugarCRM is a powerful, AI-driven CRM platform for sales, marketing, and service teams. It unifies customer data and automates processes, helping businesses deliver seamless, high-definition customer experiences—without the heavy manual work of traditional CRM systems.
Features
AI-Powered Sales Forecasting and Lead Scoring
Comprehensive Workflow Automation with SugarBPM™
Integrated Marketing Automation via Sugar Market
Omnichannel Customer Service with Sugar Serve
Pros
- Customizable and Flexible Platform
- Robust Automation and AI Capabilities
- Comprehensive Suite for Sales, Marketing, and Service
Cons
- Steep Learning Curve for New Users
- Limited User Interface Modernity
- Higher Cost for Advanced Features
Djaboo
Software Description: Djaboo is a free CRM solution that boosts business productivity by managing prospecting, customer relations, invoicing, contracts, project management, work time optimization, and communication. It helps businesses streamline processes, improve client interactions, and enhance overall efficiency.
Features
Customer Relationship Management (CRM)
Invoicing and Quotation Tools
Project Management
Work Time Optimization
Pros
- Free Plan
- Comprehensive Functionality
- User-Friendly Interface
Cons
- Limited Customization
- Lack of Advanced Features
- Occasional Bugs
Escala
Software Description: Escala is a comprehensive marketing and sales automation platform that enables businesses to create landing pages, manage customer relationships, and automate marketing campaigns. With its user-friendly CRM, customizable templates, and real-time analytics, Escala helps businesses streamline their sales processes and enhance customer engagement.
Features
Customizable Landing Pages
Integrated CRM
Marketing Automation
Analytics Dashboard
Pros
- Exceptional Customer Support
- User-Friendly Interface
- Comprehensive Features
Cons
- Limited Default Filters
- Integration Challenges with Facebook Ads
- Complexity for Beginners
Clientary
Software Description: Clientary is an all-in-one app that helps teams manage projects, track hours, and handle proposals, leads, invoices, payments, staff, and clients. It streamlines the client lifecycle—from proposals and estimates to time tracking and payments—providing all necessary tools in one place. The platform also includes a branded client portal to enhance professionalism with clients and prospects.
Features
Comprehensive Client Lifecycle Management
Integrated Time Tracking
Customizable Invoicing
Branded Client Portal
Pros
- Automation of Client Management
- User-Friendly Interface
- Time Tracking Accuracy
Cons
- Dashboard Loading Times
- Limited Advanced Features
- Initial Learning Curve
FLG
Software Description: FLG is a UK CRM built for SMBs to manage 100,000s of leads with ease. It features workflow automation, multi-channel marketing, and powerful reporting. With free setup help, UK-based support, and no need to change your sales process, FLG is ideal for first-time CRM users seeking efficiency and clarity.
Features
Intelligent Workflow Automation
Multi-Channel Customer Engagement
Robust Lead Management Capabilities
Comprehensive Reporting and Analytics
Pros
- User-Friendly Interface
- Flexible Workflow Automation
- UK-Based Support
Cons
- Limited Mobile Experience
- Infrequent Feature Updates
- Minimum License Requirement
GoSite
Software Description: GoSite is an all-in-one solution for small businesses, offering tools for appointment scheduling, payment processing, and CRM. Its cloud-based platform enables businesses to manage operations seamlessly from anywhere, helping them stay connected with customers and streamline day-to-day tasks.
Features
Appointment Scheduling
Payment Processing
Customer Relationship Management (CRM)
Marketing Tools
Pros
- Ease of Use
- Customer Support
- All-in-One Features
Cons
- Pricing Concerns
- Limited Customization
- Occasional Glitches
Gold-Vision CRM
Software Description: Gold-Vision CRM is an affordable, fully customizable solution that helps construction businesses streamline processes, improve productivity, and win more bids. Integrating with key tools like Glenigan, Barbour, Sage, and Xero, it enhances relationship management and project delivery. Designed for SMEs and larger enterprises, it scales with your business.
Features
Seamless Business Integrations
Bid & Project Management
Customizable CRM Solutions
Dedicated In-House Support
Pros
- Excellent Customer Support
- Ease of Use
- Flexibility and Customization
Cons
- Limited Advanced Features
- Search Functionality Issues
- Category Limitations
HubSpot Sales Hub
Software Description: HubSpot Sales Hub is an intuitive CRM platform that supercharges sales with engagement tools, CPQ functionality, and robust analytics. It consolidates customer data, enhances team collaboration, and improves sales rep efficiency, helping businesses grow better with streamlined processes and deeper insights.
Features
Sales Engagement
CPQ (Configure-Price-Quote)
Sales Analytics
CRM Integration
Pros
- Ease of Use
- Comprehensive Features
- Integration Capabilities
Cons
- Pricing
- Customization Limitations
- Customer Support
Topline
Software Description: Topline is a complete business growth platform that combines CRM, sales automation, marketing, scheduling, documents, and payments in one system. With expert support from a Flex CMO, users streamline operations and boost growth through powerful tools and dedicated marketing guidance.
Features
Comprehensive CRM and Sales Automation
Integrated Marketing Suite
Topline Butler Service
Unified Business Operations
Pros
- All-in-One Functionality
- Exceptional Customer Support
- Cost-Effective Solution
Cons
- Two-Factor Authentication (2FA) Requirement
- Learning Curve for New Users
- Limited Third-Party Integrations
Thryv
Software Description: Thryv is a comprehensive small business management software, offering tools for customer communications, invoicing, scheduling, reputation management, and social media. It simplifies operations, helping businesses stay organized and get paid faster. 24/7 support is available, though some integrations may be limited
Features
Customer Communication Management
Appointment Scheduling
Reputation Management
Social Media Management
Pros
- Comprehensive Features
- Excellent Customer Service
- Easy Customization
Cons
- Customer Support Issues
- Complexity and Learning Curve
- Limited Integrations
Studio Plan
Software Description: Studio Plan is a practice management software offering features like scheduling, timesheets, billing, and workload analysis, all integrated with a mobile app to streamline daily operations.
Features
Agenda Planning and Scheduling
Digital Timesheeting
Automated Billing and Documentation
Margin and Workload Analysis
Pros
- Intuitive User Interface
- Efficiency in Operations
- Comprehensive Functionality
Cons
- Learning Curve
- Integration Capabilities
- Customer Support Response Time
Markate
Software Description: Markate is a mobile-ready CRM and field service software for service businesses. It streamlines invoicing, estimates, scheduling, and work orders, all accessible from desktop or mobile devices. Markate helps track projects, manage employees, and store customer data to boost profitability and operational efficiency.
Features
Invoicing & Billing
Scheduling
CRM
Quotes & Estimates
Pros
- Ease of Use
- Mobile Accessibility
- Time-Saving
Cons
- Customer Support Issues
- Limited Customization
- Limited Integrations
Team365
Software Description: Team365 CRM is an intuitive, cloud-based platform that centralizes contact management and streamlines sales processes. With AI assistance, workflow automation, and marketing tools, it helps businesses build better customer relationships and close more deals faster.
Features
AI-Powered Sales Assistant
Workflow Automation
Advanced Analytics & Forecasting
Multi-Channel Communication Support
Pros
- Ease of Use
- Integration Capabilities
- Simplicity
Cons
- Occasional Bugs
- Time-Consuming Processes
- Support Response Time
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