The Best Small Business CRM Software for 2023

The Essentials plan, for instance, comes in at £20 per user, per month, while the Unlimited plan, which is ideal for companies that want to scale quickly, is priced at £240 per user, per month. This demonstrates how Salesforce can be pretty expensive compared to other cloud CRMs when businesses start exploring the higher-end tiers. is a leading authority on technology, delivering lab-based, independent reviews of the latest products and services. Our expert industry analysis and practical solutions help you make better buying decisions and get more from technology. Gadjo has covered various aspects of technology including smartphones, laptops, business solutions, and app ecosystems.

cloud-based CRM

You can also use Keap to set up automatic reminders for important tasks and events. Whether you need a CRM for your sales team, for marketing, customer service, your operations team or all of the above, there are free features for each division. Take control of the situation by making a list of what you are looking for before you begin the search.

Most stylish interface

Are there self-service tools for certain issues if there’s a support site? If there are, be sure to run through them to see how effective they are. Search the knowledge base to see what kinds of articles are included and the usual format. The toughest part of making a good CRM choice is understanding what the product can do and what your salespeople actually need. Sales is a difficult and often fast-paced profession, which means your employees could actually feel burdened by the very tool you purchased to help them. That’ll kill adoption rates, so you need to understand what they need before tossing more technology into the mix.

Typically costs of the CRM, which is often based on the number of users and storage requirements also scales up and down as you requirements change. In most cases scaling up is as simple as contacting your cloud CRM vendor and requesting changes to your implementation. Whether you’re a one-person business or a large-scale enterprise, HubSpot’s CRM platform scales with your needs. You can start for free or request a demo to learn more about HubSpot’s premium features for enterprise businesses. Use built-in reporting to track the number of new contacts captured and get a view of all the activities that make up customer relationships.

Best for First Timers

This is ideal for companies that have a limited offering, although its paid plans offer more landing pages. What sets EngageBay apart is its live chat feature, which is included with its free plan. There are operating systems and apps out there that are not compatible with other systems.

  • It’s crucial to choose the right partner for your cloud-based CRM solution.
  • Pipedrive offers impressive features to help you prioritize your deals, predict revenue, and track the overall sales performance.
  • It takes all the complexity out of customer relationship management, so you can utilize your time and resources effectively.
  • EngageBay offers a free CRM option with appointment scheduling, task management, deal pipelines and a live chat feature.
  • Oracle is well-known for its cutting-edge technology and experience in computing, and it brings that same expertise to its business software.
  • You can even take the help of its video introduction to get better with its functionality.

Automatically receive product innovations, including upgrades, new features, and compatibility updates. If you need a cloud-based CRM solution with A.I powered chatbots and insights to drive more sales, Freshsales will help you reach your sales goals faster. Knowing how much data you need to store on the platform will help you choose a platform that offers the most value for money based on the kind and number of records you need to store. You should also be able to include notes and even upload documents to specific records.

Best for Large Sales Teams

On-premise systems are usually charged from the get go, in the form of a lump sum. There are other ongoing costs, sure – you’ll still have to pay somebody to maintain the system, and fix any glitches or bugs that might develop over time – but that initial outlay is the most significant. On-premise CRM (occasionally known as ‘self-hosted CRM’) is the main alternative to cloud-based varieties. It’s a form of software cloud-based CRM deployment that means that, rather than being stored ‘in the cloud’, your company’s data is stored on your own servers. Offering seamless integration with Office 365 and Dynamics 365, Nimble’s versatility makes up for the somewhat cumbersome nature of its central dashboard. Reporting here is more limited than the big providers, too – though it’ll work wonders for teams with less extensive CRM needs.

Pipedrive is a cloud-based CRM tool that’s younger than many on this list; it was founded in 2010. Yet, in a relatively short while, it has amassed a user base of over 100,000 businesses around the globe. The platform boasts of being “designed by salespeople, for salespeople”. is aproject managementsystem designed to give you a flexible and transparent way to organize your work.

Best for data visualization

Our quote-finding form takes just 30 seconds to complete, and is 100% free for US-based businesses, too. We’re here to help you get organized, and get your finances, team, and business premises up and rolling. Whether you’re launching a new business or looking to grow your existing one – you need a way to stand out. We cover how to get yourself seen, from building a website to understanding your customers and marketing to them. A Cloud CRM, also referred to as SaaS (Software-as-a-Service) CRM, is simply a Customer Relationship Management system that uses Cloud computing technology to host your CRM application. Essentially, this means your customer data is stored on the CRM vendor’s servers in a datacentre as opposed to a traditional CRM system where your customer data is hosted on a server in your office.

These can either serve as a full-time solution for small companies or a long-term trial for larger companies. It lets you identify prospects for up-sell or cross-sell, convert existing customers to new products or services, target new marketing, or track invoices. The software is also a fail-safe because it prevents multiple salespeople from chasing the same prospect. Choosing the right CRM software dramatically improves your team’s collaboration and productivity at the same time that it’s increasing sales. While a basic contact-tracking app may suffice for very small businesses, implementing a comprehensive customer relationship management system offers numerous advantages. Importing leads directly from email or from a web browser could be easier.

We’re customer-obsessed.

However, not a lot of things can last forever, which can lead to constant changes in choosing a vendor that can host a CRM software. When it comes to CRM cloud software, anything is available to a user on any type of device. The way that it’s deployed is that it’s hosted on a vendor’s server that is then accessed through a web browser. With on-premise software, however, a company computer with its own servers can install an on-premise software locally. Until recently, the majority of industries employing CRMs have been large corporations working in consulting, insurance, real estate and distribution. Now, more industries than ever before are recognizing the value of CRMs and finding ways to integrate these tools into business operations.

cloud-based CRM

In fact, HubSpot’s pricing, free plan aside, is a little on the expensive side. The Professional tier, for example, will set businesses back $450 per month for up to five users. This could put off smaller businesses that might have assumed that pricing would be affordable due to the impressive free plan. The basics are well covered, including contact management, call and email logs, deal pipeline, and integrations with Slack and Gmail. That means digging deep into the vendor’s service level agreement and ascertaining exactly where your data resides, who is responsible for its safety, and what happens if there’s a problem. Doing some Google surfing to see whether this vendor has been breached in the past—and if they have, what their response was—is another good indicator of just what you’re getting your data into.


Pipedrive might not be the most robust CRM in terms of features, but it shines in ease of use. It’s deal-oriented, and lets you visualize the entire sales process from start to finish, which can help eliminate second-guessing within teams. It has a pleasing UI, and is easy to set up and use, making it a good choice for small teams. It also includes a customizable chatbot that you can add to websites for lead generation.