The Top-Rated CRM Software for Small to Medium-Size Businesses

Maintaining brand visibility and customer relations is vital to the ongoing success of any business. Here are some ot the best all-in-one platforms for customer relationship management.

HubSpot’s CRM platform integrates marketing, sales, customer service and the newly added CMS all in one place for a unified solution for businesses. The Sales CRM tools include contact, deal and task management, email tracking and notifications, document sharing, meeting scheduling and quotes which are all available with their free plan. With additional paid extras including automation, sequences, predictive lead scoring and more. It’s an extremely comprehensive CRM platform.

More than just CRM, HubSpot offers marketing services including email marketing, landing pages, traffic and conversion analytics plus paid add-ons including ad retargeting, custom reporting and multi-touch revenue attribution. The customer service software allows businesses to stay connected with their customers for free with paid upgrades including automation and user roles. With the newly introduced CMS Hub providing businesses with website themes, SEO recommendations, multi-language content creation and so much more, it makes HubSpot an incredibly competitive CRM-and-beyond platform.

I recommend starting with the free version as it keeps all of your customer touch points in one centralized place making it super simple for small businesses to keep track of customer relationship management. The paid versions are priced fairly for what you get and offer a greater suite of features and extras that are well worth the investment.

Builderall is a lead generation software best suited to entrepreneurs, online marketers and small businesses that are looking for lead management, marketing and sales automation tools, to sell their content, courses and training online, and to ensure they have a professional online presence.

The software is suitable for CRM platform beginners and experienced users with it’s simple to use and learn, but also highly-effective tools. Builderall also features a new website builder, sales funnel builder for all types of industries and automated features including calendars, messenger chatbots, SMS integration and so much more. The platform is truly a one-stop-shop for managing your customer service and digital presence.

There are multiple plans available at different price points, with a premium plan called Funnel Club which includes tools and templates for all your email funnel needs.

In today’s fast-paced digital world, customers expect faster replies, personalized interactions, and seamless conversations across channels. Freshdesk is cloud-based customer support software that gives you everything you need to deliver exceptional customer support.

Freshdesk is quick to setup, easy to use and custom tailored to meet your needs. With multi-channel support, staying on top of customer requests is easier than ever. Key features of the Freshdesk ticketing system include productivity tools, comprehensive reporting, self-service knowledge base, automations, and global support.

In addition to live chat, Freshdesk also seamlessly integrates across social media channels such as Facebook and Twitter and also provides iOS and Android apps that allow you to stay connected with your customers wherever you go.

Customer support is everybody’s business! With Freshdesk, your teams can work together to prioritize and resolve customer issues faster.

Freshmarketer is another great tool from the Freshworks suite and helps you take customer engagement to the next level. Freshmarketer combines the power of marketing automation, contact management, and chat all in a single smart solution. With Freshmarketer you can now attract prospects, personalize campaigns, boost engagement all while completely optimizing your entire marketing pipeline.

Teams no longer have to juggle between multiple tools. Now you can effectively engage prospects and nurture them until they are ready to buy, leveraging automation to eliminate conversion roadblocks and facilitate growth. Reporting allows you to get an end-to-end customer view with detailed insights into customer activities and engagement.

Freshmarketer provides innovative customer engagement software for businesses of all sizes, making it easy for teams to acquire, close and keep their customers for life.

Drip is a CRM platform specifically built to benefit Ecommerce businesses of all sizes. If you are a new online store, Drip will help you with growing your email list, creating targeted emails to increase conversions and automated processes to nurture your leads and customers to ultimately turn them into loyal buyers. The platform shows you how effective your customer service and marketing efforts are with a revenue dashboard displaying your performance for particular strategies and actions. With this feature you’ll be able to compare which strategies are the most effective at contributing to your bottom line.

Another benefit for new business owners is the library of pre-made workflows that take the guesswork out of developing your customer service processes and strategies, so you look professional right from the beginning.

Drip offers a 14-day free trial with affordable pricing for their entry level offering, and for businesses with a large number of subscribers, pricing is still reasonable. I highly recommend Drip to Ecommerce businesses as it will help send the right message to the right customer at the right time.

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