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Top Rated Small Business CRM Software with Excel

Last updated: June 2026

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20 software options

monday CRM logo

monday CRM

Customer relationship management solution

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monday CRM is a great CRM software for small business sales teams. The visual and flexible platform lets teams capture leads, nurture sales pipelines, and retain customers, all in one place. Use smart and visual boards to assign items, gain insights, track your KPIs, share files, and more.

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HoneyBook logo

HoneyBook

Client management for freelancers & SMBs

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Everything you need in an small business CRM: contacts, proposals, contracts, payments, & more.

Get started with a 7 day free trial today.

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HubSpot CRM logo

HubSpot CRM

CRM and lead management solution

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HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

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Maximizer CRM logo

Maximizer CRM

Customer relationship and lead management solution

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Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

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TeamGram logo

All-in-one CRM & collaboration tool for SMBs

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TeamGram is a CRM & collaboration tool for SMBs that enables users to create sales quotes, track inventory, manage orders & invoices, build custom apps & more

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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

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FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done.

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Mailchimp logo

Email and SMS marketing automation platform

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Mailchimp is an email and SMS marketing platform that combines artificial intelligence with marketing automation capabilities. The platform features a drag-and-drop builder, content creation tools, and audience management functions to help businesses design and distribute marketing campaigns across multiple channels.

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Axonaut logo

All-in-one business management for small teams.

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Axonaut’s CRM is built for SMBs—centralize contacts, automate sales, and manage customer relationships in one easy platform.

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Spotler CRM logo

The Powerful CRM for Growing Teams

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Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.

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RapidStart CRM logo

Simple Customer Relationship Management

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RapidStart CRM is a free sales and service application for essential business processes. Our low-cost add-ons like Project Management or Field Service build upon that to offer even more capabilities. Fully customizable and extendable to fit any need.

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vcita logo

Appointment scheduling and reminder solution

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vcita is an all-in-one business management app designed with small businesses in mind, helping teams manage clients, schedule, billing and administration. The platform includes a CRM to manage client records, online scheduling to book appointments and manage team calendars, billing and invoicing tools, and a client portal for customers to book, pay, and communicate with the business.

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QOIPR logo

"Qoipr: Automate, Integrate, and Accelerate Your Growth"

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QOIPR is an all-in-one business solution designed to help streamline best practice workflows across sales, marketing, eCommerce, purchasing, logistics, and finance. Developed by small business experts, QOIPR helps growing companies and startups boost revenues, reduce operational costs, and enhance employee engagement and productivity.

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BQUADRO logo

B2B Collaboration platform

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BQUADRO is a cloud-based B2B collaboration platform that helps digitize business operations and maximizes engagement of the entire network.

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SalesOutlook CRM logo

CRM for Microsoft Outlook and Office 365

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SalesOutlook CRM is an Outlook CRM solution built entirely inside the Microsoft Office system. It allows teams to automatically file emails and see recent activity. SalesOutlook CRM utilizes the security of Microsoft 365 to turn MS Office system into a full fledge CRM.

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AFAS Software logo

Human resources, payroll, and finance management

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AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management, providing personalized access to the platform for both employees & managers. AFAS features include automated invoice reconciliation, leave and absence registration, payroll analysis & more.

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ezeeCRM logo

Customer relationship management for sales teams

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ezeeCRM is a cloud-based CRM (customer relationship management) solution, which is designed to help sales teams reach new leads, track opportunities, manage pipelines, and communicate with clients. The platform helps businesses across various industries streamline their sales processes.

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1CRM logo

Doing Business, Better

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1CRM is an all-in-one CRM solution which stands out as cost-effective, and comprehensive. Order Management, Service Management, Project Management, Timesheets, Expense Reports, and Vacation Tracking are all included in every version of 1CRM, starting at $12/user/month.

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Workiz logo

AI-enabled FSM that assists with scheduling and invoicing

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Workiz is a cloud-based and AI-enabled field service management (FSM) software that helps professionals streamline operations, including scheduling, dispatching, and invoicing.

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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Thryv logo

AI-powered software built for small business growth.

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Thryv helps small businesses manage CRM, marketing, scheduling, payments, and customer communication from one AI-powered platform designed to automate workflows, improve efficiency, and drive business growth.

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