Best customer database software for small business

Apart from online reviews, we weighed the core CRM features that stood out, their value for money, and their popularity to narrow down the best contact management software. Monthly billing is also available at slightly higher rates. Freshsales streamlines your customer data management needs by organizing your customer information and interactions in a single access point.

This CRM platform also allows you to collaborate with your teams on tasks using its appointment scheduling, calendar sync, and notes features. While it offers a free tier, it has limited features, such as a visual sales pipeline. Visit Freshsales. It organizes data and displays it using Gantt charts, calendars, Kanban views, maps, and calendars.

This software is recommended for teams—like those in the service, retail, IT, and small manufacturing industries—that want to visualize data. In contrast to Airtable , monday. It also has simpler project management tools and fewer third-party app integrations. Visit monday. Monthly subscriptions are also available at slightly higher rates.

Airtable is a collaboration and project management software with a spreadsheet-based user interface—helping users define relationships between sets of data. You can transform your spreadsheet data into a Kanban board or a calendar. It also has an extensive tracking system that lets you follow all the edits done to your records.

However, Airtable lacks the customizable automation feature that monday. The software could also be more costly on a per-user basis.

Visit Airtable. HubSpot is an all-in-one CRM , offering modules for sales, marketing, customer service, content management, and operations for an unlimited number of users. It is an excellent choice for teams looking for a free customer database solution because it has a free CRM with robust contact management, website activity tracking, deal management, and task management capabilities.

While HubSpot offers a free plan, its main drawback lies in its costly pricing model. Plan upgrades, such as adding sales automation and multiple deal pipelines, could get even more expensive.

Freshsales offers more features in one plan for a lower price. Check out our HubSpot review to learn more and find out if it is the right fit for your business. Visit HubSpot. Zendesk offers two types of products for businesses of all sizes: Zendesk Sell for sales and Zendesk Suite for service. Its full-service customer relationship manager CRM includes lead management, productivity, sales automation, and deal management tools. Two displays will help you to better manage your customers: Customers allows you to create, delete and display a customer's information, send them an email, and set a one-off or recurring reminder date.

Targeted mails allow you thanks to the filter system to simply create mails for a group of people, the mail templates are saved automatically. Password protect your data to ensure its security. The app is ad-free and allows you to manage up to a maximum of fifty clients for free. The purchase of the premium extension is necessary to manage more customers. Do not hesitate to contact support in case of problem or request for new features. Stay informed about special deals, the latest products, events, and more from Microsoft Store.

Available to United States residents. By clicking sign up, I agree that I would like information, tips, and offers about Microsoft Store and other Microsoft products and services. Privacy Statement. Founded in , Monday. Of its many features, the CRM stands out as a stellar offering for users with basic needs. A perfect product for businesses of all sizes, Monday. At the basic level, Monday.

There are more advanced features in the paid packages, including the team and project management features. Zoho CRM is a holistic business management platform that caters to organizations of all sizes. It is cloud-based and offers sales and marketing automation tools with analytics, helpdesk, and customer support functionality. With Zoho CRM, users can respond to customers in real-time across multiple channels. Its AI-powered sales assistant, Zia , can even predict the best times to contact customers.

It can scan emails to determine their urgency and has search functionality for stats and documents. There are also software development kits SDKs that provide developers with the tools to create custom features to be added to the CRM. Zoho CRM is available with monthly and annual subscriptions and offers support via documentation, email, phone, and other online channels.

Keap is the latest iteration of the world-renowned Infusionsoft. It is a cloud-based sales and marketing software that features marketing automation tools , customer relationship management tools, and e-commerce tools in one place. Targeted towards small businesses, it helps users across all industries streamline their sales process and manage client experiences. You can segment your contacts, send emails, track interactions with customers, and even run drip campaigns with customized triggers based on whether a prospect opened an email, clicked through, and so on.

You can also manage all aspects of your e-commerce operations, from inventory management , payment processing , and order fulfillment to setting up online stores , tracking the activity on your storefront, and sending invoices , receipts, and quotes.

Keap is accessible via Android and iOS apps. Pricing is by monthly or annual subscription, and support is provided via phone, email, and FAQs. Each plan includes CRM functionality, payments, sales and marketing automation, leads capturing, appointments, quotas, unlimited emails, a mobile app, and data migration support.

Contact the vendor for more information. This add-on will give you access to one-on-one coaching, personalized support, and daily training webinars. Streak lets small and large enterprises alike manage your projects and fundraising campaigns via Gmail.

It is a cloud-based CRM that allows users to automatically receive task details in their inboxes and sort through messages with the search functionality. You can send invitation links to various company departments and grant permission to specific employees. From the performance reports, you can gain insights into the efficiency of your product development processes and sales operations.

And there are mobile apps for Android and iOS from which you can update customer information and share details with team members from anywhere you can find an internet connection. Support is offered via a few online channels, including live chat. Tray is an automation platform unlike any other. It allows users to connect their entire cloud stack without requiring help from anyone. With Tray, anyone can quickly and easily integrate their software applications using automated workflows. With the visual workflow editor, you can quickly build automations and streamline your work processes.

You can integrate with any cloud-based software as you have access to the complete toolkit and every connector at no extra charge. The in-built tools and features allow you to empower your workforce with automated processes, which means that you can improve your marketing efficiency, streamline buying signals, and send sales updates directly to your sales reps. It also means that you can provide great after-care service that keeps customers coming back to you.

Used by sales teams and salespeople from businesses of all sizes, NoCRM is an easy-to-use client database software that was created to improve the efficiency of sales teams. NoCRM allows users to instantly capture leads from different sources and follow up on them by tagging, referencing, and prioritizing them.

This way, the platform ensures that salespeople never drop the ball on a prospect or lead. There are also features that help sales teams see how their teammates manage their leads. You can assign leads to a specific team or user.

And you can manage leads and close deals on the go with mobile apps for Android and iOS. Targeted at small to mid-sized businesses and departments within much larger organizations, Airtable is a cloud-based project management platform that focuses primarily on organizing your data and collaborating with your teammates. It organizes your data in a spreadsheet-like format but allows you to link related data together which is what makes it a spreadsheet-cum-database.

HubSpot offers a completely free version of its CRM software that is rather popular among small businesses. Already a HubSpot Sales user?

Then you can also use this CRM software to boost your inbound sales. With Salesmate CRM you can speed up the sales processes and offer customers a personalised experience.

Manage your contacts effectively and keep track of all related sales activities. As a Small Business you appreciate flexibility and scalability and Salesmate understands these needs.

However, keep in mind that some of the most of the advanced features are included only in the professional and enterprise editions. If you hate filling out a CRM and want one that actively helps you sell, Salesflare is a good choice for you.

It automatically pulls up all the info you need and automatically keeps itself up to date. Salesflare is built specifically for small and medium-sized businesses who sell B2B. And while it may look simple, it still packs a lot of power. Agile CRM is a CRM software offers a lot of those big business features like custom appointments, drag-and-drop marketing automation and reports via email.

This software also supports widgets, a large library of plugins, API-powered integrations and more. The free version, however, is quite limited in terms of features offered. Freshworks CRM previously Freshsales enables you to automatically capture your website visitors as sales leads and group them based on their engagement with your website.

Assign them to the right salespeople on your team. Reach out to each lead with complete context and track deals by the personalized pipelines. Not to mention it can be used on both desktops and mobile. The user interface is broken down into five groups: dashboard, people and organisations, sales pipeline, calendars and tasks and lastly, cases. One pitfall, however, is that it offers less functionality in terms of campaigns and reporting. Source: Microsoft Dynamics If you are a Microsoft user you probably know that Microsoft Dynamics is an all-in-one platform for sales and marketing.

The only setback with this tool is that it can be difficult to navigate at first for new users and mobile app features are limited. Pricing: Different modules and licensens offered. Sales Insight i.