As an expert in the field of customer relationship management (CRM), I have seen firsthand the impact that a good CRM can have on a business. From automating workflows to improving customer relationships, a CRM is an essential tool for any sales team, regardless of the size of the company. However, with so many options available, it can be overwhelming to choose the right CRM for your business needs. That's why I have compiled a list of the best simple CRM solutions available today. These CRMs offer only the basic tools you need, along with automation and customizable reports to guide your decisions.
As a member of the Forbes Advisor Small Business team, I am committed to providing unbiased ratings and information to help you make the best decisions for your business journey.
Zoho CRM
Zoho CRM is a top contender in the world of simple CRMs. It combines ease of use with powerful functionality, making it a popular choice for businesses of all sizes. The interface is intuitive and user-friendly, although there may be a slight learning curve when it comes to configuration. One of the standout features of Zoho CRM is its automated workflows. Once set up, these workflows work seamlessly in the background, freeing up your time for other tasks.Zoho CRM offers several plans to accommodate businesses as they grow, with even the free plan offering unlimited lead, contact, account, and deal management. While the free plan may not have all the bells and whistles of the paid plans, it still offers enough features to make it a solid choice for small businesses. However, if you want access to more advanced features such as email marketing and social media integration, you may want to consider upgrading to a paid plan.
Freshsales
Freshsales is another simple CRM that is specifically designed for sales teams. Its clean and easy-to-read interface makes it a popular choice for small businesses. The free plan offers basic CRM features such as contact and account management, but lacks automated workflows. However, the paid plans offer more advanced features such as visual sales pipelines and messaging integrations.One standout feature of Freshsales is its AI-powered chatbot, which can be a valuable tool for businesses looking to streamline their customer interactions.
noCRM
As the name suggests, noCRM is a CRM that focuses on lead management. Its Kanban-style view and drag-and-drop method make it easy to track potential customers and their progress through the sales process. It also offers useful features such as contact importing, calendar synchronization, and mobile notifications. The Professional plan offers unlimited contacts and deals, email synchronization, and a business card scanner. For more advanced features such as email tracking and multiple pipelines, you can upgrade to the Business plan.One unique feature of noCRM is its AI-assisted route planner, which can help sales teams optimize their face-to-face meetings with customers.
OnePageCRM
OnePageCRM is a user-friendly CRM that offers both simplicity and functionality. Its AI-assisted route planner is a standout feature, making it a great choice for businesses with sales teams that meet with customers in person. The free plan offers basic CRM features, while the paid plans offer more advanced features such as email tracking and multiple pipelines.Choosing the Best Simple CRM for Your Business
As an expert in the field of CRM, I understand the importance of finding the right solution for your business. That's why I have carefully selected these four CRMs as the best options for small businesses.When choosing a CRM, it's important to consider factors such as affordability, functionality, and ease of use. All of the CRMs on this list offer basic CRM features, as well as automation and customizable reports. They also offer integrations with popular apps, making it easy to connect with the tools you already use. It's important to choose a CRM that not only meets your current needs, but also has the potential to grow with your business. At Forbes Advisor, we take a critical approach to our articles and always keep small and medium-sized businesses (SMEs) in mind. Our selection process for this list involved analyzing the user-friendliness of each CRM, as well as its affordability, functionality, and support options.
We also gave preference to CRMs that offer integrations with other useful applications. When it comes to CRMs, simplicity is key. While some CRMs may offer a plethora of features, they can often be overwhelming and difficult to use. That's why we have focused on simple CRMs that offer only the essential tools a sales team needs. By choosing one of these four CRMs, you can streamline your workflows and improve your customer relationships without getting bogged down by unnecessary features.
