“Collaborate and share contacts, emails, notes, tasks, projects and more with your co-workers.”
FREE (they also have a premium version at a cost). Great simple offering and interface. Interacts with Google Calendar and Gmail email accounts. No contracts, just month-to-month and payment via PayPal. If you are interested in a free CRM tool to track client or customer interaction, this is a simple, no-nonsense approach.
"Manage your contacts, track your sales."
A simple CRM tool to track leads and customers. It offers reporting functions and an emailing feature to alert you of tasks and upcoming events. Plans start at around $14 per month.
“Solve360 is the ideal solution for your team to manage their clients, stay focused on the deals, organize projects and ensure timely responses.”
Project management and CRM rolled up into one system. They don’t offer a free version, but monthly plans start around $39/month. This could be a great tool for a consultant or freelancer who works often as part of a team and needs constant project and/or communication updates with clients and team members.
“SalesNexus is built by sales people for sales people. It’s packed with tools to generate and nurture leads while enabling your sales team to manage and close more deals.”
This tool was originally designed to be an online version of the popular ACT! software. It has since grown and developed into an award-winning tool that is very similar to the widely known Salesforce.com. It is an all-in-one CRM and marketing automation tool. The user interface is simple and the design is with sales associates in mind (so simple and efficient). Seats start at $35 per user.
“With combined CRM, projects and billing, WORKetc lets you share information like never before. Collect a sales lead from your website, convert it to a customer, create a new project for the customer, invite employees to participate in the project, invoice the customer, and then run real-time reports...all from within WORKetc.”
I like this CRM, especially for those businesses involved in project management. This tool is literally a one stop shop for lead tracking, project management, billing/invoicing, and staying connected. Universal pricing plan of around $39 per user.
"Because small businesses come in so many varieties, sales automation solutions span the spectrum. Whether you’re on your own, maintain a modest staff, or add new employees every month, salesforce.com has a small business CRM solution to help you keep the customers you have, win new ones, and drive business growth."
I am a fan of Salesforce as a CRM. It is one of the most widely used CRM tools and offers a lot of customization options via it’s “Appexchange” (think iPhone App store). I would suggest the “Professional” edition which will give you greater functionality and access to the various applications. Cost for the small business edition is anywhere from $5 – $65 per month per user.
“Infusionsoft is advanced sales and marketing software for small businesses that need more than simple email marketing or CRM tools.”
Infusionsoft is a full-scale CRM and marketing tool targeting small and medium size businesses. It provides support for shopping cart and sales transactions, auto-responders, product information, customer details, order history, payment plans, marketing sequences and responses, and lead tracking and development. This tool seems to have everything - and the kitchen sink. The lowest priced plan is around $200 per month for two users.
7 Economical Small Business CRM Tools
Manage Your Leads, Customers & Then Some.
What is a Customer Relationship Management (CRM) tool and why might your business benefit from one? A CRM manages all the various interactions with leads, prospects, and customers. Each system is different, but most track various inbound and outbound communications, automate sales activities, and manage marketing. The overall goal of these tools is to promote efficiency within an organization and reduce costs. Listed below is a collection of CRM tools well-suited for the small business. The list is organized from lowest to highest in price.