5 Top-Rated CRM Software for Small Business

Customer information is often scattered across spreadsheets, emails, and notes, making it difficult for sales teams to build a comprehensive customer profile. Fortunately, investing in a customer relationship management (CRM) tool can eliminate such problems. A CRM tool allows businesses to personalize interactions by tracking customer preferences, history, and behavior and centralizing such information, leading to higher customer satisfaction and loyalty.

To help you narrow the list of small business CRM solutions, this article highlights, in alphabetical order, the five top-rated CRM software for small businesses based on user reviews. For each product, we include overall user ratings along with the highest-rated attribute, product benefits, review excerpts from industry professionals, and product pricing. Read how we selected these products at the bottom of the page.

We selected products for this article based on their average ratings between January 2022 - January 2024, which may differ from their current overall average ratings.

Agiled is a management tool that offers various features, including project management, CRM, email marketing, and finance tracking. It enables users to manage proposals, invoices, and contracts, and track tasks and expenses. The software’s client portal allows seamless communication and progress tracking. Agiled also helps users integrate with other software platforms, facilitating information sharing between systems to strengthen customer relationships.

Commonly discussed topics by Agiled reviewers

Based on our analysis of Agiled reviews on GetApp, the most commonly discussed topics are:

• Enhanced client management: 96.2% of users value Agiled as a comprehensive tool for client management, combining various administrative applications into one platform. It offers a client portal, automation, tasks, project management, and a time tracker, enabling users to manage clients, customer data, resources, projects, and contracts effectively.

• Efficient invoice management: 92.9% of users value Agiled's comprehensive invoicing capabilities, highlighting its role in streamlining various business processes. The software's ability to integrate invoicing with other functions, such as project management, contract signing, and expense tracking, is highly valued.

• Enhanced team collaboration: 90.3% of users value Agiled's ability to streamline operational activities, fostering better team synchronization and smooth inter-departmental workflows. The platform's comprehensive solutions, including CRM, HRM, and project management, are particularly beneficial for managing remote teams and planning team expansion.

Review excerpts from small business users who have used Agiled for CRM

“One crm system to handle most of the company's operational activities including CRM, HRM, Projects, Invoices/Billing, Chat, Support, and it's great for an SME like us to manage a remote team." (Yammie Pang, founder, 2022)

"Agiled benefits my company by most of the features included it makes the team more sync and the flow is far better than using different apps." (neo acla, graphic manager, 2022)

"Agiled CRM solution can assist me in setting up a project management system for the company I'm helping to manage, including invoicing and general employee management." (Imam Darmady, consultant, 2022)

Read all Agiled reviews here.

Breakcold is a social selling and small business CRM software platform that integrates with third-party social media platforms to streamline lead management and prospecting. It offers features such as pipeline management, marketing automation, and multi-channel engagement. It also allows users to track and interact with leads' social media activity and supports unlimited team members for efficient social media account management. The software also includes a live feed feature, enhancing collaboration amongst your sales team members, and a Chrome extension for quick lead addition.

Commonly discussed topics by Breakcold reviewers

Based on our analysis of Breakcold reviews on GetApp, the most commonly discussed topics are:

• Effective lead management: 96.8% of users value its social selling features, integrations, and prospecting tools. The platform's user-friendly interface, unlimited lead storage, and seamless third-party social media platform integrations are particularly appreciated.

• Engaging social selling: 95.2% of users value Breakcold’s impact on social selling. The software's efficiency in managing social selling approaches and its user-friendly interface has been highlighted.

• Enhanced communication through email management: 81.8% of users appreciate the convenience of managing direct messages and emails from multiple accounts on a single dashboard.

Review excerpts from small business users who have used Breakcold for CRM

 "Gone are the days of old prospecting. With Breakcold I can easily manage my connection and enagement it three way LI, X and cold email." (Mark Alvin Magdayo, creative strategist, 2023)

"The multi-channel engagement feature allowed us to connect with B2B contacts effortlessly, while the social selling capabilities boosted our sales." (Pierpaolo Menga, founder, 2023)

"The best thing about Breakcold is its UI and the surprisingly good lead management and prospecting capabilities within the best prospecting mediums.” (Ryan Salvador, chief Executive officer, 2023)

Read all Breakcold reviews here.

Clientjoy is a comprehensive client management tool designed to streamline various business processes. It features a user-friendly client portal that allows clients to upload files, sign documents, and navigate different sections. The software also offers a white-label option, enabling businesses to customize the portal with their branding. Users can create custom pipelines and workflows, manage sales, and track leads. The platform supports various payment methods and offers email automation and tracking. 

Commonly discussed topics by Clientjoy reviewers

Based on our analysis of Clientjoy reviews on GetApp, the most commonly discussed topics are:

• Enhanced client interactions: 96.9% of users value Clientjoy for its user-friendly interface and the ability to centralize all client interactions. It allows clients to upload files, sign documents, and navigate various locations.

• Exceptional customer service: 95% of users express overwhelming satisfaction with the customer service, particularly praising the promptness and efficiency of the support team.

• Efficient client invoicing: 91.3% of users value the reminders for invoice due dates, the professional look of proposals and contracts, and the ease of converting proposals into invoices.

Review excerpts from small business users who have used Clientjoy for CRM

 "The customer support has been fantastic from Nirav who helped fixed a form loading issue on the backend of things." (Duy Long Nguyen, CEO, 2023)

"I get the feeling with Clientjoy that they are really listening to customers and making improvements that keep streamlining functionality for users." (Rick Lewis, owner, 2022)

"The best feature is the white-label client portal with the option to include embeds and keep all things in one place." (Duy Long Nguyen, CEO, 2023)

Read all Clientjoy reviews here.

Kylas Sales CRM is a platform designed for efficient lead and sales management. It offers customizable dashboards and workflows, allowing businesses to tailor the software to their specific needs. The system provides multiple integration options, enabling direct lead capture from various third-party sources. Its robust reporting and analytics tools offer valuable insights into sales data and customer behavior. Kylas also features automation capabilities, enhancing productivity by reducing manual tasks. 

Commonly discussed topics by Kylas Sales CRM reviewers

Based on our analysis of Kylas Sales CRM reviews on GetApp, the most commonly discussed topics are:

• Enhanced user-friendliness: 96.8% of users value its user-friendly interface and efficiency in managing customer relationships. It offers a robust reporting system that provides valuable insights into sales data and customer behavior. 

• Advanced customization options: 90.9% of users value the customization options offered by Kylas Sales CRM. These include the ability to capture specific data points via questionnaires and survey forms and create custom workflows for lead assignments.

• Efficient lead management: 84% of users value Kylas CRM's lead management capabilities, citing its ease of use, customizable dashboards, and multiple integrations. The system's automation features, including lead capture and distribution, task reminders, and follow-up notifications, are particularly appreciated.

Review excerpts from small business users who have used Kylas Sales CRM for CRM

"With the customization options, we can tailor the system to meet our specific needs, and real-time analytics provide valuable insights." (Priya Sahu, general manager, 2023)

"The software also has a robust reporting system that allowed me to analyze my sales data and customer behavior, providing me with valuable insights into my business operations." (Gurukeerat Sharma, PRE, 2023)

"Lead capture via diffrent sources of portals, Integration is very good in Kylas, Pipelines to categories leads, Workflow is very effective for lead distributions, Automated emails & SMS to executives for notifications so that they respond on time, Notes making are very user friendly." (Ritesh Agarwal, co-owner, 2022)

Read all Kylas Sales CRM reviews here.

Less Annoying CRM is a CRM platform designed to streamline workflows and improve customer engagement. It offers features such as relationship linking, contact history, custom fields, and calendar integration. Users can import contacts, customize settings, and manage accounts. The software also allows for email logging and seamless integration with third-party calendars. It offers task and event management, as well as the ability to create customized pipelines.

Commonly discussed topics by Less Annoying CRM reviewers

Based on our analysis of Less Annoying CRM reviews on GetApp, the most commonly discussed topics are:

• Efficient customer service: 91.7% of users appreciate the Less Annoying CRM for its affordability and efficiency in improving customer engagement. The system's ability to link relationships, especially for repeat customers across different companies is highly valued.

• Efficient contact management: 81.2% of users value the ease and efficiency of contact management systems, particularly their ability to import and customize contacts. Users value features such as note-taking, attaching files to contacts, and the quick setup process. 

• Advanced automation options: 61.5% of users appreciate CRM systems' ease of setup and impressive capabilities, including automated workflows and email sequences.

Review excerpts from small business users who have used Less Annoying CRM for CRM

"I like being able to attach files to each contact, so I can keep important relevant documents within finger's reach of their information." (Melanie Carr, owner, 2021)

"Less Annoying CRM's combination of features and affordability may make it a valuable tool for users looking to streamline their workflows and improve their customer engagement." (Wissal Elkamel, freelancer, 2023)

"I love that when there is a customer service need, if the first person you were talking to is on leave, then someone else reads it and follows up - you don't have to start all over again explaining, and that is a shockingly rare thing, even with massive businesses like bank." (Dee Wood, director, 2023)

Read all Less Annoying CRM reviews here.

CRM tools include the following core features:

• Contact management: Manage, organize, and store contact information, such as names, addresses, phone numbers, or social media accounts within the customer relationship management tool.

• Customer interaction tracking: Track interaction history by documenting conversations for contacts.

• Lead management: Store information about leads and contacts and track them through the sales process.

All products listed in this report include the features mentioned above. Besides these core features, a CRM solution also commonly tends to offer:

• Activity dashboard

• Alerts/notifications

• Calendar management 

• Contact database

• Document storage 

• Email management

• Lead qualification 

• Marketing automation

• Pipeline management

• Quotes/estimates 

• Reporting/analytics 

• Sales pipeline management 

• Segmentation 

• Social media integration

• Task management 

• Workflow management

Here are some factors to consider while you look for the CRM software for small business:

• Look for automation features in the software. Check for automation features that streamline repetitive tasks, such as email campaigns, follow-up scheduling, pipeline tracking, and sales automation. Such features help free up time for your sales teams to focus more on personalized client engagement. 

• Check the tool's customization capabilities. The ability to create custom fields for customer data ensures the CRM can adapt to your specific business needs. Additionally, look for tools that allow you to create custom workflows to automate business processes, such as lead nurturing or deal progression.

• Check for a mobile app version of the software. Mobile apps come in handy for remote teams and on-field sales agents. The mobile app should offer nearly all the functionalities of the desktop version, including access to customer data, task management, and communication tools.

Consider asking your vendor the following questions as a small business owner so that you find the best CRM software for small business:

• How often do you release updates or new features?

Regular updates ensure that any security vulnerabilities are patched promptly, keeping your data secure. Additionally, frequent updates and new features can improve the software’s functionality, offering new tools that can enhance productivity and efficiency.

• How do you gather and incorporate customer feedback into your product development?

Incorporating customer feedback into product development is crucial for ensuring that the accounting software meets users’ evolving needs. Software vendors should ideally conduct periodic surveys to understand ongoing satisfaction levels and gather suggestions for improvements.

• What training and resources are available to ensure a smooth transition?

Ideally, the software should include a resource library consisting of training videos, documents, and a knowledge base for navigating different parts of the software. Ask vendors about the availability of such material beforehand.