10+ Best SaaS CRM for Small Business

If you are looking for usinf the best Saas CRM to keep track of your clients and customers, you’ll be happy to learn that there are plenty of great options out there for you. From Keap to Insightly, there are tons of different tools to choose from.

List of the best saas crm services

Zoho CRM

If you’re looking for the best saas CRM tools, Zoho is a good choice. It has a variety of useful features that are very easy to use.

For starters, the company offers a mobile app that lets you manage calls and appointments. It also has a customer support line during business hours. It is a popular CRM tool among small and medium businesses.

The company also offers a variety of customization options. You can configure Zoho’s navigation bar and add extra features. For example, you can set Zoho to automatically import your Outlook emails.

Another nice feature is the Zoho App Marketplace. It includes a number of apps for marketing and other business needs. You can use the app to create quotes, track calls, and invite team members to meetings. You can even access your sales data via a phone call.

The company’s mobile app also includes business card scanning. You can even share your screen with your team. If you want to see more data, you can use the Analytics feature.

The Zoho app is scalable to any size of business. You can integrate it with RingCentral for cloud-based phone service. This gives you the convenience of single-click dialing and a reliable customer experience.

Insightly CRM

Insightly CRM offers a number of features that are aimed at helping you manage customer relationships. Whether you are looking for marketing automation, project management, or contact management tools, Insightly has something for you. It is one of the best Saas crm tools that are chosen by thousands of businesses.

Insightly is a user-friendly CRM that has been designed for busy business people. It offers an intuitive, easy to use interface and a wide range of advanced capabilities. The platform is able to integrate with numerous third-party tools including Outlook, Gmail, Slack, Adobe, and Amazon S3. In addition, it has over 250 integrations, making it a comprehensive solution. As a result, it is easy to view all of your communication in one place.

Insightly has three support plans for companies to choose from. The Standard plan offers support by email, webinars, and community forums. The Premium and Ultimate plans include training and administration assistance. However, they cost more.

Insightly has a large base of users. It also has a mobile app. With Insightly CRM, you can create leads, manage your sales process, and automate your sales emails. It is especially useful for small to medium-sized businesses that are in need of a simple CRM system that they can customize to fit their specific needs.

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Keap pro

Keap is a CRM system that helps you automate your business and make your daily tasks easier. It has been designed specifically for small and medium businesses. The platform helps you organize your contacts, track your leads, and manage your workflow.

Keap also offers marketing automation features. It helps you send the right messages to your clients at the right time. It is also an e-commerce solution that integrates with Shopify and PayPal. Keap also has a number of marketing automation features that help you build your own custom forms and workflows. Its API allows you to connect more tools.

Keap’s simple interface makes it easy to use. With a 14-day free trial, you can try out the system without any financial commitment. If you find the free plan isn’t enough for your business, there are plans starting at $129 per month.

With a free account, you will have access to the basic CRM and 10 items. With the Max plan, you’ll have access to a more robust CRM, advanced automation, and secure payments. You’ll also get a dedicated customer success manager.

ActiveCampaign

ActiveCampaign tools for CRM allow users to manage their customer relationship through a cloud-based platform. Its features include lead and contact scoring, automation, and a centralized business hub. It has an open API that allows data movement in and out of the system.

ActiveCampaign offers an extensive set of email marketing and communication capabilities. Users can send one-to-one emails, create campaigns, and add custom messages. They can also reach contacts through SMS and social media. This cloud-based service integrates with many popular platforms and has a comprehensive knowledge base.

ActiveCampaign has an intuitive interface that is easy to use for people with no experience. Despite its simplicity, the software has a bit of a learning curve. If you have trouble getting started, you can opt for one-on-one training. You can also sign up for a monthly 1-to-1 video call with experts.

ActiveCampaign provides a streamlined sales cycle, which can save you time and help you increase the number of leads. With the sales automation feature, the system automatically assigns tasks to salespeople. These tasks can include scheduling appointments and contacting customers.

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Freshworks CRM

Freshworks CRM is an all-in-one software solution that provides businesses with the tools they need to communicate with their customers. It’s designed to help teams of salespeople be more productive and effective. It’s a great tool for both B2B and B2C sales.

Freshworks CRM, one of the best SaaS CRM, is easy to learn and offers a variety of features. For instance, it’s possible to create custom dashboards for specific reporting needs. It’s also possible to customize data columns and filters. It includes built-in communication tools and an AI-powered assistant.

It also has a unique lead scoring system. It helps you track customer engagement and prioritize contacts in a hierarchy based on their level of engagement. It can also assign deals to the right salesperson.

There’s also a drag-and-drop editor. It’s possible to make calls from within the CRM and even integrate with Facebook Messenger and Apple iMessage. It also supports voicemail. It’s possible to customize email templates, send reminders, and set up task & appointment scheduling.

Another useful feature of Freshworks is its ability to automatically capture leads from email senders. This is essential if you want to convert leads.

Hubspot CRM

Whether you are a newbie or a pro, HubSpot has the tools you need to create a great customer experience. This all-in-one platform allows you to manage your contacts, data and content all in one place. Its dashboards are easy to read and understand. And its logging features work across different platforms. So, you’ll always be able to find out what went right, or wrong, in any given scenario.

The HubSpot call tracker is a good way to keep tabs on calls. It automatically logs calls to your CRM. And it even offers transcriptions for keyword searching and call commenting.

The HubSpot App Partner Program is a set of more than 500 third-party apps that integrate with the HubSpot platform. It includes SurveyMonkey, Wistia, Eventbrite, Zendesk and more. It’s a great complement to the HubSpot CRM system. And it gives you a chance to try all of these cool tools for free.

HubSpot is also packed with features that are designed to help you improve your business. It’s got a smart search feature, so you can find specific leads faster. And it allows you to create custom proposals.

NetSuite CRM

NetSuite, one of the best SaaS CRM tools enable users to gain a comprehensive view of customer data. This enables them to improve their relationship with their customers and increase their profitability.

It also allows them to create marketing campaigns based on accurate data. The user can access a variety of customer information in real time. This includes leads, contacts, and marketing automation. Moreover, the system allows them to access customer service metrics as well.

With the help of these NetSuite CRM tools, the retail industry can improve its efficiency and boost its sales. This software solution is designed to meet the unique needs of businesses. Besides its core CRM functionality, it also offers other features that can be customized according to the needs of your business.

With NetSuite, you can easily access your customer records and other business information from any device. You can also contact NetSuite support specialists through email, phone, or web chat.

In addition, it provides a user-friendly interface. It takes advantage of AJAX techniques and can be used in a wide range of browsers. This allows for fast page refreshes.

Shape CRM

In terms of the best SaaS crm tool, Shape CRM is a customer relationship management (CRM) system that claims to boost productivity by 40%. Its impressive suite of tools includes email automation, a customer point-of-sale (POS) service, and a customizable client portal. It even features an online knowledge base for easy access to help.

Shape also boasts the ability to manage all of your client projects in one place. The system automatically tracks and prioritizes daily tasks. In addition to managing your daily work, Shape can also help you build and nurture new customer relationships. Its suite of marketing and sales tools includes digital IP target marketing ads, a centralized repository for all of your marketing content, and a secure online document store.

Another feature that makes the Shape CRM a top contender is its built-in call recording. This is an especially useful feature when it comes to capturing and sharing customer feedback. It can even automatically route inbound calls to the nearest agent.

Another noteworthy feature is Shape’s integration with Gmail. This allows you to send and receive email, and automate status updates and other time-sensitive messages.

EngageBay

EngageBay is a CRM tool that helps small businesses grow and manage their sales, marketing and service. It offers a full-stack solution that allows users to integrate with over 30 third-party apps. EngageBay is easy to use and includes various features to make coordination easy.

Its sales dashboard gives users an overview of the deals they are working on. You can modify each section individually, and set up new deals in the pipeline. A series of videos on how to use its various features helps you in getting familiar with this tool.

Besides, EngageBay contact databases allow organizations to intelligently filter their contact lists. You can get details on customers’ habits, preferences, and other information to find more ideal prospects. You can also track each communication.

The workflows are simple to create and can be managed by triggers. With a drag and drop email builder, you can also add headers, body text, and social sharing icons. It is available in two versions – a free plan that has 500 contacts and a pro plan that has a dedicated account manager.

Its user sentiment rating is 94 based on over 209 reviews. EngageBay offers support over phone and online. There are also a number of helpful articles on the website.

Pipedrive

Pipedrive is a customer relationship management (CRM) tool that helps businesses automate pricing and sales processes. It’s easy to set up and use and can help you grow your business. It also comes with a range of features that make it ideal for small and medium-sized businesses.

There are several options for choosing a CRM, but one of the best is Pipedrive. It offers an all-in-one solution for small and medium-sized businesses and it’s affordable.

It’s simple to set up and use, making it an ideal choice for companies that want to take their sales and marketing efforts to the next level. The easy-to-read reports make it easier to keep track of your sales activities. Moreover, its easy-to-understand pipeline view is great for seeing where your leads are going, what’s behind them, and what you should do to move them forward.

Another cool feature is the drag and drop feature, which allows you to create customized templates. You can choose your own icons and symbols to represent different types of information.

Pipedrive supports a variety of mobile apps for taking your sales pipeline with you wherever you go. It also works with Xero to track invoices.

With Pipedrive’s free starter plan, you can get started with unlimited contacts, leads, and documents. If you want more advanced features, you can upgrade to the $50/month plan. And with the Enterprise Business Plan, you can build an unlimited team of people and automate marketing and sales workflows.

Capsule CRM

Capsule CRM tools are designed for businesses and individuals looking for a streamlined way to organize contacts. The platform allows you to store and track information about your customers, employees, and leads. This includes contacts, tasks, notes, and more. You can customize your fields, add custom branding, and create reports.

Capsule CRM tools are available in both free and paid versions. The paid version gives you access to a more robust set of features, as well as more integrations. The free version allows you to store up to 250 contacts. The paid version is only $18 a month for up to 50,000 contacts.

Capsule CRM is a web-based service that can help you manage your sales pipeline. It keeps track of opportunities and leads, helping you close deals faster. It also helps you keep track of customer issues. The tool can also generate revenue forecasts.

The interface is clean and simple. The dashboard lists your pipeline, your current activities, and milestones. You can click on hotspot symbols to learn more about the software. You can view and export data, attach files, and create custom reports. The Capsule interface works on desktops and mobile devices.

Capsule users can also set up reminders to reach out to contacts. They can also manage and sort opportunities and create to-do lists. It, undeniably, is the best SaaS crm product for small and medium businesses.