Customer relationship management forms the core of any small business in today’s fast-moving environment. Customer relationship management software is quite an important tool in this regard, as it helps manage relationships and smooths resultant operations for increased efficiency. Whether managing customer interactions, tracking sales, or automating marketing campaigns, the right CRM is able to make a very big difference. 

This post reviews the best customer relationship management software for small businesses, including any industry-specific solution in areas such as real estate, marketing automation, and lead management. The use of these products discussed herein can promote customer service by discussing and using them, so a small business owner is bound to succeed in the long run by driving sales.

Understanding Customer Relationship Management Software

Customer Relationship Management

What is customer relationship management software?

The use of customer relationship management software can be greatly helpful for a small business in many aspects:

  1. Improved customer service and retention: CRM systems provide a comprehensive view of customer interactions, allowing businesses to offer personalized services. Satisfied customers are more likely to come back and repeat their purchases, thus increasing their retention rate.
  2. Improved sales processes: Customer relationship management software automates repetitive tasks, such as data entry and follow-ups, freeing up time for sales teams to focus on closing deals. This leads to more efficient sales processes and higher conversion rates.
  3. Enhanced Marketing Efforts with Automation: With automation marketing functionality, customer relationship management software is able to segment customers by behavior and preference, enabling appropriate campaigns that have a higher likelihood of engaging these prospects.

Key Features to Look for In Customer Relationship Management Software For Small Businesses

  1. Ease of Use: An easy-to-use interface is the most important thing when selecting customer relationship management software. Small businesses simply cannot afford several days of training, and thus, an intuitive CRM system will help them start working effectively within a very short period of time.
  2. Scalability: Your CRM should be able to grow with your business. This, therefore, means looking for scalable features and flexible pricing plans so that your solution is adapted when the business grows, not one that it will outgrow.
  3. Customization: No two businesses are alike. Customizable CRM systems help you tailor features and workflows to your specific needs, ensuring the tool’s applicability and efficiency are maximized.
  4. Integration Capabilities: Since other tools and platforms are used frequently in the workflow, integration is necessary for ease of use. Be sure that your CRM can work with whatever software you have implemented, from email marketing and accounting tools to e-commerce systems.

Best CRM for Small Business

In regard to the best customer relationship management software for small businesses, several seem to stand out from the others. Below, the best four customer relationship management software solutions for small businesses are presented, with what each has to offer and ways that they benefit small businesses. First, here are HubSpot, LeadFoxy, Zoho, and Salesforce.

1. HubSpot CRM

Solution and Features: 

The user-friendly experience of HubSpot CRM and the availability of a free version with many features make it very suitable for small businesses. It offers various features for excellent customer relationship management.

  1. Contact management: Store and organize contacts with full details, communication history, and notes.
  2. Sales Pipeline Management: Visualize and follow the lifespan of potential deals within a fully customizable sales pipeline.
  3. Email Tracking and Templates: Track who opens your emails and when they click on your links. Use pre-built templates to standardize communication.
  4. Task Management: Set reminders, manage tasks, and never lose track of follow-ups and vital activities.
  5. Marketing Automation: Create and execute email campaigns, social media posts, and all other marketing modules.

What They Do: 

HubSpot CRM is one such platform with seamless integrations with tools for marketing, sales, and service powered by HubSpot. The integration allows a small business to control the whole customer journey from one place through the free software version, the entirety of the good functionality, and paid tiers with more advanced features.

2. LeadFoxy

Solution and Features: 

LeadFoxy is a robust lead generation application purpose-built for small businesses with the intention of amplifying customer acquisition processes. It helps perform advanced lead-management automation that increases efficiency and the number of conversions.

  1. Lead Capture and Scoring: Automatically capture leads from various channels and score them according to their likely value.
  2. Automated Outreach: Integrating email and SMS automation to create relevant campaigns will keep you in touch with your leads quickly and regularly.
  3. Pipeline Management: Move leads through various stages of the sales funnel using a visual pipeline.
  4. Data Enrichment: Automatically provide rich information about leads with public data and social media.
  5. Analytics and Reporting: Understand how well you are generating leads and optimize lead generation strategies appropriately.

What they offer: 

LeadFoxy furnishes the small business sector with a platform that is purely geared towards the management and indoor nurturing of leads. With automated outreach and lead capture, more emphasis can be put on closing deals. It will integrate well enough to offer a smooth flow of data between the lead generation and customer relationship management software systems.

3. Zoho CRM

Solution and Features: 

Zoho CRM is a nimble, cost-effective CRM solution suitable for small businesses that require certain bots.

  1. Cross-channel communication: Manage communication across email, phone, social media, and live chat via one platform.
  2. Sales automation: Automating routine sales activities, which involves the assignment of leads, follow-ups on leads, and sending notices through the system.
  3. Custom Dashboards and Reporting: Use customized dashboards and reports in order to check all your important analytics and achieve actionable insights.
  4. AI-based Sales Assistant: Leverage Zia, Zoho’s AI assistant, to uncover predictions, recommendations, and automation of your work.
  5. Zoho Suite integration: Integrate seamlessly with other Zoho apps, including Zoho Books, Zoho Desk, and Zoho MarketingHub.

What They Offer:

 Zoho CRM has a fully customizable and scalable platform for the specific needs of small businesses. With its extensive feature set, Zoho CRM is the best-in-class option for businesses that need flexibility and are fair in pricing.

4. Salesforce Essentials

Solution and Features: Salesforce Essentials is uniquely designed for small businesses featuring all of the good things about Salesforce but in a less and cost-affordable version.

  1. Contact and Account Management: Keep customer information, interactions, and history.
  2. Opportunity and Pipeline Management: Sales opportunities are managed through customizable sales pipelines. 
  3. Email Integration: Sync with Gmail or Outlook to track emails and to have better control over customer communication.
  4. Einstein Activity Capture: Automatically capture activity from emails and calendar events to keep records up to date.
  5. AppExchange Integration: Access to many third-party apps and add-ons, broadening the functionality of Salesforce. 

What They Provide: 

Salesforce Essentials is designed for small businesses and brings nearly all of Salesforce’s nearly endless ecosystem. It keeps the interface very simple, aligns with what a small team’s budget looks like, and allows great features of customer relationship management software and integration options for syncing.

Best CRM for Real Estate

CRM for Real Estate

Real estate business involves customer relationship management, listing of properties, and management of sales processes as some of the critical tasks that could, from time to time, require easy rendering using the right customer relationship management software. In this section, we will test the top four customer relationship management software options for real-estate professionals: Real Geeks, LeadFoxy, Propertybase, and LionDesk. Each of these solutions has unique features tailored to serve real estate businesses.

  • Real Geeks


Real Geeks is the leading CRM solution tailored to real estate professionals. Within one single platform, it incorporates lead generation, website management, and CRM functionalities to meet all the operational needs of agents and brokers.


  1. Lead Generation and Capture: By using the IDX websites and landing pages offered by Real Geeks, lead capture becomes easier on an individual’s website. Leads will be automatically fed into the CRM for follow-up.
  2. CRM and contact management: agents can maintain contacts, schedule follow-ups, and track interactions with their clients using this CRM.
  3. Automated Marketing: Real Geeks offers automated marketing for both email and SMS campaigns to follow up on generated leads.
  4. Property Listings: Easily handle property listings and integrate them into your website.

What They Provide: 

Real Geeks offers a robust platform for generating and managing leads that empowers Realtors or agents to understand, nurture, and finally convert leads with great agility. It is an all-one approach attributable to lead management, capturing the first lead to close a sale.

  • LeadFoxy


LeadFoxy is a real estate lead generation instrument designed to find and manage high-quality leads. It is not a traditional CRM itself; it integrates with already existing ones to make advanced management of this particular area possible.


  1. Lead Generation: With its AI-enabled advanced algorithms, LeadFoxy is designed to find and qualify leads against certain specified criteria to come up with very highly qualified prospects.
  2. Data Enrichment: Another way is that it enriches leads information with extra data to give a full view of the prospective clients.
  3. Integration: With LeadFoxy, the leads collected can be easily integrated into a huge number of CRM systems for further management.
  4. Automation: Automates the process of lead generation and enrichment, saving time and improving efficiency.

What They Offer: 

LeadFoxy offers professional lead generation to complement existing CRM capabilities by ensuring high-quality real estate leads and then managing and nurturing them through the primary customer relationship management software systems.

  • Propertybase


Propertybase is a full real estate CRM and marketing platform designed to make operations easier for any brokerage or team in real estate. It combines CRM functionality, transaction management, and marketing automation into one solution.


  1. Contact and CRM Management: Propertybase offers very best-in-class functionality for managing client relationships, tracking interactions, and keeping follow-up arrangements in line.
  2. Transaction Management: The incorporation of transaction management tools empowers agents with full control over the sales process, from listing to closing.
  3. Marketing Automation: Propertybase empowers users to generate and automate marketing campaigns, email marketing campaigns, and social media integration.
  4. MLS Integration: The integration with any of the available Multiple Listing Services to write-up and update property listings.

What They Provide: 

Propertybase provides a rich, fully featured CRM and marketing platform to cover all operations in the real estate business. From managing client relationships to running transactions and advertising properties, Propertybase holds an edge over every offering made available to realtors.

  • LionDesk


LionDesk is an all-purpose real estate CRM for agents, brokers, and teams. Much of the functionality is focused on easing communication and leading management to help one stay organized and, hence, more productive.


  1. Lead Management: LionDesk provides an optimal lead management feature from lead import to segregation of contacts based on categories, which are then automated for follow-up. 
  2. Communication Tools: It has inbuilt eMail, SMS, and video messaging, that can allow agents to communicate directly with clients here from the CRM.
  3. Task and Calendar Management: Through this feature, handling tasks, appointments, and reminders is easy for agents in order to allow follow-ups on time and smoothly run workflows. 
  4. Marketing Automation: Automated drip campaigns and marketers tools to keep the leads warm and engaged. 

What They Offer: 

LionDesk offers an easy-to-use CRM that is rich in communication and lead management functions. With integrated messaging and automation tools, the platform will be very useful for real estate professionals to make their operation more seamless and clients more bonded.

Marketing Automation Customer relationship management software

Marketing Automation Customer relationship management
Marketing Automation Customer relationship management

Benefits of Marketing Automation in CRM

Marketing automation inside Customer relationship management software will help change your marketing activity:

  1. Automating repetitive tasks: Save time by automating emails, social media posts, and other mundane, time-consuming actions.
  2. Personalizing Marketing Efforts: Use customer data to create personalized marketing campaigns and relate with your audience.
  3. Tracking Campaign Performance: Track the success of campaigns through detailed analytics that will back up your data-driven decisions.

Best Marketing Automation CRMs

Marketing automation solution through customer relationship management software is aiding small businesses to automate redundant activities and make the marketing effort more personal and quantifiable. These capabilities leverage efficiency and lead to a better outcome in terms of customer involvement and sales. Here we have four of the top marketing automation customer relationship management software options, including Salesforce, LeadFoxy, HubShot, and Zoho; innovative solutions, features, and current offers.

1. Salesforce

General solution: 

Salesforce Marketing Cloud


  1. Email marketing: Automate the design and set up of email campaigns.
  2. Social Media Integration: Handle and monitor social media conversations.
  3. Customer Journey Mapping: Design and automate your customer journeys.
  4. Analytics: Detailed, granular analytics and reporting to ensure accurate campaign performance measurement.
  5. AI-Driven Insights: Use artificial intelligence to effectively predict customer behavior and optimize campaigns.

Features Incurred: 

Currently, Salesforce Marketing Cloud offers a free trial, and indeed, that can allow customers to realize its features and use. What is more, it offers different pricing levels depending on the organization’s size and demand, thereby giving them a scale.

2. LeadFoxy


LeadFoxy Marketing Automation CRM


  1. Lead Generation Tools: Collect and organize leads from different sources.
  2. Email Campaigns: Set up automatic email distribution with personalized messages.
  3. CRM Integration: Integrates seamlessly into existing CRM systems to provide consolidated data management.
  4. Lead Scoring: Score the leads based on their interaction and behavior for follow-up.
  5. Analytics and Reporting: Track the performance of your campaigns and detailed reports.

Curent Offer:

LeadFoxy offers a free demo where most of their features and functionalities are showcased. They offer basic pricing which is cost effective for small businesses looking to compete, as well as advanced pricing that allows for greater access to features and less restrictions in use.

3. HubShot


HubShot Marketing Automation CRM


Design and automate email sequences.

  1. Landing Pages: Design and optimize the perfect landing pages to achieve higher conversion rates.
  2. Lead Nurturing: Automated flows that nurture leads from first contact through the pipeline.
  3. Behavioral Tracking: Monitoring user’s behaviour of visiting websites and emails.
  4. Integration: Integrate with all third-party tools and platforms to effectively manage marketing.

Current Offer: 

HubShot gives a free trial to a new user for so many days and goes by tier pricing, where, from a basic package that suits the small business, to larger enterprises with advanced marketing needs, different pricing options are present.

4. Zoho


Zoho CRM Plus


  1. Omnichannel Marketing: Tools to engage customers in e-mail, social media, and web.
  2. Marketing Automation: Automatically carry out marketing tasks and workflows.
  3. Customer segmentation: Target marketing done through segmenting customers under different criteria. 
  4. Analytics and Reporting: Detailed and comprehensive analytics that track and help measure effectiveness of any campaign. 
  5. AI Assistant by Zoho: Comes powered with Zia, the AI assistant, offering insight and suggestions that optimizes your marketing efforts. 

Current Offer: 

Quite importantly, Zoho CRM Plus now offers a free trial. Beyond this, their pricing plans are very inexpensive and start at one very low figure for small-sized businesses; from there, it scales to high-end packages for unlimited features and capabilities.

Lead Management System

Lead Management System

Importance of Lead Management

Effective lead management, therefore, is the key to changing prospects into customers. It helps in tracking and nurturing leads to ensure that no opportunity goes wasted and also saves one’s priorities.

Best CRM Options with Lead Management

  1. Pipedrive: Known for its visual sales pipeline, Pipedrive makes lead management intuitive and efficient.
  2. Freshsales: It supports AI-based lead scoring with automatic assignment of leads so that timely follow-up can be done at the right time.
  3. Insightly: It can be said that it is a lead management system with project management features etched into one, hence perfect for small businesses with complicated workflows.

How These Systems Help?

Robust lead management in CRMs helps businesses organize and set priorities on the most promising leads, increasing their rate of conversion and exploiting sales opportunities to the fullest.

Affordable CRM Solutions

Customer Relationship Management Software For Small Business

A shoestring budget dictates that small businesses must have cost-effective customer relationship management software solutions. That never means that all budgetary CRMs would be of low quality; on the other hand, most of them are pretty decent.

Review Low-Cost CRM Options

  1. Agile CRM: Offers a free version for up to 10 users, besides other relatively cheap premium plans, making it very approachable and affordable for small businesses.
  2. Bitrix24: It has an elaborate free plan that involves core CRM functionality, and payable plans for advanced functionality.
  3. Capsule CRM: Known to be simple and inexpensive, Capsule CRM provides the perfect solution for small business entrepreneurs who want no-frills features.

Comparing Pricing and Features

Further, when comparing the CRM solutions for an affordable cost, do not forget to match up their pricing models, free trials, and key features in each plan in order to create high value with a low investment.


Choosing the right customer relationship management software has become a very crucial decision for small businesses that look forward to improving relationships with their customers. From general ones like HubSpot and Zoho to the real estate-specific LionDesk, from marketing automation leaders such as ActiveCampaign to budget-friendly Agile CRM options, it makes for a wide range across different needs and wallet sizes. By carefully considering these options and choosing a customer relationship management software that suits their particular needs, small businesses can effectively enhance their customer management processes, increase efficiency, and eventually achieve growth. 

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