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10 Best CRM Software Of 2025

Audited & Verified: Jun 18, 2025, 2:51pm
Written By
Staff Writer
Reviewed
Staff Editor
& 1 other
Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations.

If you need customer relationship management software (CRM) to help grow your business, interact with customers and manage pipelines but aren’t sure which way to turn, you’re in the right place. My roundup will help you learn about the key features of the 10 best CRMs, how much they cost to use and how they can help your SMB thrive.

To determine the best CRM software, I used our proprietary rubric to rank 30 platforms and 53 features that SMBs care about deeply. Then, I took the top 10 platforms and performed hands-on testing to see if they could withstand the needs of SMBs. My testing shows that Zoho CRM is the best option for most small businesses. However, many other platforms deserve your attention. Read on to learn more about the best CRMs.

Read more

Compare the Best CRM Software of 2025

4.6
On Zoho's Website
Superlative
Best value for money
Starting Monthly Price
Free; $20.00 per user (billed monthly)
Pros
Zoho CRM offers a robust feature set, intuitive tools and affordable plans.
Cons
The free plan only supports three users, data and file storage are limited and data backup costs extra.
Expert Take
Due to the excellent value it offers and its intuitive tools, I believe Zoho CRM is the best option for most SMBs.
4.4
Read Forbes' Review
Superlative
Best for customization
Starting Monthly Price
$29.00 per user (billed monthly)
Pros
Salesmate is highly customizable, easy to navigate and supports telephony, SMS and email use.
Cons
There’s no free plan, and the Basic plan offers limited storage and marketing tools.
Expert Take
Salesmate offers an extensive suite of CRM tools and is very customizable, making it ideal for teams in many industries.
4.4
Read Forbes' Review
Superlative
Best for AI-powered workflows
Starting Monthly Price
Free; $11.00 per user (billed monthly)
Pros
Freshsales has a beautiful, user-friendly interface, powerful artificial intelligence and robust deal and contact management tools.
Cons
The Freshsales free plan is limited, there are costly customization add-ons and support is only 24/5.
Expert Take
Freshsales offers one of the most powerful AI tools I have used in a CRM. This, coupled with robust CRM tools and a well-designed interface, makes it a top pick.
4.3
On Pipedrive's Website
Superlative
Best for email marketing
Starting Monthly Price
$14.00 per user (billed annually)
Pros
You’ll find an excellent email builder, robust lead, deal and contact management tools and easy-to-use software.
Cons
Unfortunately, there’s no free plan, and add-ons and paid plans are costly.
Expert Take
Pipedrive is the best tool for SMBs who want to improve their email marketing. It’s not the prettiest CRM, but it is very functional.
4.3
Read Forbes' Review
Superlative
Best for solopreneurs and small teams
Starting Monthly Price
$29.90 per user (billed monthly)
Pros
Nimble has a gorgeous user interface, a simple pricing structure and a powerful CRM feature set.
Cons
Nimble does not offer a free plan, there are many costly add-ons and there are no native telephony tools.
Expert Take
Thanks to its simple pricing structure and feature-loaded plan, Nimble is ideal for single users and small teams.
4.2
Read Forbes' Review
Superlative
Best for teams needing a free plan
Starting Monthly Price
Free; $14.99 per user (billed monthly)
Pros
Agile CRM provides users with a feature-packed free plan with intuitive tools. The paid plans are also affordable.
Cons
Agile CRM only offers advanced access controls to Enterprise customers. The user interface is outdated, and the AI tool provides limited functionality.
Expert Take
Agile CRM is the ideal platform for SMBs that need a free CRM. The free plan has robust features, and when you need to expand, you’ll find the paid plans are affordable.
4.1
On monday.com's Website
Superlative
Best for startups and new teams
Starting Monthly Price
Free; $12.00 per user (three-user minimum, billed monthly)
Pros
It features a beautiful, user-friendly interface with intuitive tools and offers many integrations.
Cons
The free and basic plans are weak, and robust security and admin tools are only available in the top plans.
Expert Take
You’ll be hard-pressed to find an easier-to-use CRM than monday.com. The software is gorgeous and its tools have a flat learning curve.
4.1
Read Forbes' Review
Superlative
Best for end-to-end workflows
Starting Monthly Price
$20.00 per user (billed monthly)
Pros
Apptivo offers robust lead, contact and deal management tools; integrations; automations and affordable paid plans.
Cons
Apptivo’s user interface is poorly designed, and many tools are nonintuitive. Additionally, there is no free plan.
Expert Take
Apptivo is a powerful end-to-end CRM that allows users to track and convert leads into paying customers; it’s a shame that it is so nonintuitive.
4.0
On Insightly's Website
Superlative
Best for privacy and data control
Starting Monthly Price
$29.00 per user (billed annually)
Pros
It features robust, user-friendly CRM tools, powerful admin features and strong privacy controls.
Cons
Insightly doesn't offer a free plan, and common features such as marketing and integration tools are locked behind paywalls.
Expert Take
Insightly is a CRM with exceptional data and privacy controls and robust CRM tools. However, you need to use the expensive all-in-one plan to get the most out of it.
4.0
Read Forbes' Review
Superlative
Best for integrations
Starting Monthly Price
$25.00 per user (billed monthly or annually)
Pros
You can integrate Salesforce with thousands of integrations, and you’ll find robust CRM tools and reports.
Cons
Salesforce does not offer a free plan, tools have a steep learning curve and the interface is nonintuitive.
Expert Take
Salesforce can simplify work thanks to numerous integrations and potent CRM tools; however, its steep learning curve might deter some SMBs.

Best Value for Money

Zoho CRM

Zoho CRM
4.6
Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Starting Price

$20 per user per month

(billed monthly)

Free Plan

Yes, supports three users, essential tools

Key Features

Lead management, automation

Zoho CRM
Learn More Arrow

On Zoho's Website

$20 per user per month

(billed monthly)

Yes, supports three users, essential tools

Lead management, automation

Expert Take

If you’re looking for a CRM that can help you manage leads, deals and contacts, customize it to your liking, generate detailed reports and enhance collaboration without breaking the bank, look no further than Zoho CRM. In addition, my top pick supports email and telephony services, which makes contacting customers simple. There are also robust automation tools and integrations, and you can connect the CRM to social media sites.

A screenshot of a deal board in Zoho CRM.Zoho CRM has a clean user interface and an extensive list of tools.

Zoho CRM also lets SMBs create online catalogs and manage inventories, and thanks to Android and iOS apps, you can stay updated while on the move. Zoho CRM offers a lot of bang for the buck and provides all the tools for SMBs to succeed. There is a limited free plan that supports three users, but the magic begins in the paid plans, which start at $20 per user per month and increase to $65 per user per month (both billed monthly).

Learn more: Read our full Zoho CRM review.

Pros & Cons
  • Robust feature set
  • Intuitive tools
  • Incredibly affordable
  • Free plan only supports three users
  • Data and file storage limits are on the low side
  • Data backup costs extra
Specs
Specification Details
Integrations
You can connect Zoho CRM with many third-party applications and with Zoho’s other business platforms, such as Zoho Invoice and Zoho Creator.
Customization
Zoho’s Canvas tool allows users to customize Zoho CRM's look and feel.
Deal Management
Comprehensive deal management tools, such as Kanban boards, allow users to track sales and more through every step of your process.
Contact Management
Zoho’s contact management tools make it easy to create a detailed database that allows you to see customer information and review past and upcoming interactions.
Detailed Reports
You can create numerous reports that allow you to take a deep dive into every area of your business.

Testing Insights

A screenshot of a leads list in Zoho CRM.Zoho CRM is not complex, meaning teams of all sizes will be able to hit the ground running.

Like most Zoho products, such as Zoho Projects, Zoho CRM is easy to use because of its well-designed interface and intuitive tools. I found the menus clean and easy to follow, and the Kanban boards were simple to use due to a drag-and-drop mechanic. It took me just a few minutes to set up Zoho CRM to my liking and a few more minutes to figure out how to configure integrations and automations. Most teams will be up and running quickly with Zoho CRM.

Best for Customization

Salesmate

Salesmate
4.4
Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Starting Price

$29 per user per month

(billed monthly)

Free Plan

No, only a 15-day free trial

Key Features

Customization, inbound and outbound calls, SMS

Salesmate
Learn More Arrow

Read Forbes' Review

$29 per user per month

(billed monthly)

No, only a 15-day free trial

Customization, inbound and outbound calls, SMS

Expert Take

Thanks to its extensive toolset and customization, Salesmate takes second in my roundup of the best CRMs. No matter what industry you work in, the Salesmate customization tool allows you to create the perfect interface for your needs, which can lead to enhanced productivity. Salesmate offers easy-to-use contact management and AI tools, email and SMS features, marketing and automation tools, integrations, mobile apps and extensive reports.

A screenshot of the customization tool in Salesmate.The layout tools let you create the ideal interface for your operation.

The sales component of Salesmate is also robust. Tracking deals, tasks, meetings and inventory is straightforward, as is creating quotes, tracking customer tickets and uploading documents. You can also accept inbound calls and call out. Unfortunately, Salesmate does not offer a free plan, but its paid plans are affordable and within reach of most SMBs. The plans start at $29 per user per month and increase to $79 per user per month (when billed monthly).

Learn more: Read our full Salesmate review.

Pros & Cons
  • Highly customizable
  • Easy to navigate and use
  • Telephony, SMS and email support
  • No free plan
  • The Basic plan offers limited storage
  • Limited marketing tools
Specs
Specification Details
Artificial Intelligence
Sandy AI can help you schedule meetings, draft emails and summarize messages.
Integrations
You can integrate Salesmate with third-party applications such as Docusign, Gmail and Invoice Ninja, to name a few.
Automations
Users can automate entire workflows and generate recurring tasks, which can help free up time to focus on bigger issues.
Contact Management
The contact management tool lets you keep detailed records of your contacts, upload documents and track deals.
Mobile Applications
You can keep an eye on your business while on the road with iOS and Android apps.

Testing Insights

A screenshot of the contact screen in Salesmate.Salesmate contact forms display a lot of information, but they do not feel overwhelming.

Salesmate’s design will not wow you, but you will be impressed by how easy it is to navigate. Perfectly placed menus and icons help you switch between tools effortlessly, and the tools offer a hassle-free user experience. After a few minutes of poking around, I could create contacts and deals, set up email accounts, generate reports and upload documents. You can hit the ground running with Salesmate.

Best for AI-Powered Workflows

Freshsales

Freshsales
4.4
Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Starting Price

$11 per user per month

(billed monthly)

Free Plan

Yes, it supports three users, basic tools

Key Features

AI, comprehensive reports, deal management

Freshsales
Learn More Arrow

Read Forbes' Review

$11 per user per month

(billed monthly)

Yes, it supports three users, basic tools

AI, comprehensive reports, deal management

Expert Take

If you’re a fan of AI, you’ll appreciate the work Freshsales has put into its Freddy AI assistant. The AI tool can draft emails, summarize data, rate how likely a deal is to be completed and help with customer chat. While AI is a big selling point of Freshsales, it would be remiss of me not to mention the well-crafted contact and deal management tools, task tracking, integrated email inboxes, telephony features, robust reports, integrations and automation tools.

A screenshot of an email generated by Freshsales’ AI. Freddy AI can draft an email and adjust its message and tone on your command.

You’ll also find a beautifully designed user interface and mobile applications for Android and iOS. Freshsales offers a free plan that supports three users and basic tools. The paid plans start at $11 per user per month and increase to $71 per user per month when billed monthly, making it accessible to many SMBs.

Learn more: Read our full Freshsales review.

Pros & Cons
  • Beautiful, user-friendly interface
  • Powerful artificial intelligence
  • Robust deal and contact management tools
  • Limited free plan
  • Pricey customization add-ons
  • Support is only 24/5
Specs
Specification Details
Contact Management
An intuitive contact management tool makes adding, viewing and updating contacts with new information easy.
Telephony, Chat and Email Tools
All Freshsales plans support the built-in telephone, chat and email features.
Integrations
You can integrate Freshsales with leading third-party platforms, including Google Calendar, Slack and Shopify.
Automation
You can create AI-powered workflows and recurring tasks that can save you time and money.
Document Management
Users can upload documents and files directly to contacts and deals.

Testing Insights

A screenshot of a dashboard in Freshsales.The dashboards in Freshsales look fantastic but can be slow to load.

Despite offering many features, I found it incredibly easy to navigate the Freshsales interface because of its well-designed menus. None of the tools are hard to use, and creating AI-powered automations and integrations was hassle-free. Even the integrated email tool was straightforward. I did experience some slowdowns when loading pages with lots of data, such as contacts and the report dashboards, but otherwise, Freshsales offers a great user experience.

Best for Email Marketing

Pipedrive

Pipedrive
4.3
Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Starting Price

$14 per user per month

(billed monthly)

Free Plan

No, only a 14-day free trial

Key Features

Email marketing, pipeline management

Pipedrive
Learn More Arrow

On Pipedrive's Website

$14 per user per month

(billed monthly)

No, only a 14-day free trial

Email marketing, pipeline management

Expert Take

If email marketing is a big part of your business model, you should look closely at Pipedrive. The email builder lets you create stunning emails that can significantly impact your bottom line. In addition to the email builder, you’ll find lead, deal and contact management features, over 400 integrations, an appointment scheduler and automations. Additionally, Pipedrive includes an intuitive email tool, myriad reports and an AI assistant.

A screenshot of the email builder in Pipedrive.Pipedrive’s email and newsletter builder is one of the best I have used.

Unfortunately, document management with e-signature support is a pricey add-on in the lower plans, at $32.50 per company per month, and you will not find a free plan. The paid tiers are costly, starting at $14 per user per month and ending at $99 per user per month (when billed monthly). Still, if you want a powerful email marketing platform, Pipedrive is the way to go.

Learn more: Read our full Pipedrive review.

Pros & Cons
  • Excellent email builder
  • Robust lead, deal and contact management tools
  • Easy-to-use software
  • No free plan
  • Costly add-ons
  • Expensive paid plans
Specs
Specification Details
Lead, Deal and Contact Management
In no time, you can build comprehensive lead, deal and contact databases.
Automations
You can automate entire workflows and recurring tasks to help streamline processes.
Integrations
Pipedrive can integrate with over 400 popular SMB software platforms, including Microsoft Teams, Docusign and Stripe.
Artificial Intelligence
The AI feature can draft emails, summarize communications and make smart recommendations to help boost sales.
Reports and Dashboards
Thanks to numerous reports and well-designed dashboards, you can easily track key performance indicators.

Testing Insights

A screenshot of a deals pipeline in Pipedrive. Pipedrive’s Kanban boards aren’t pretty, but they are functional.

Pipedrive is yet another functional platform that SMBs will have no issues with. A navigation bar allows you to jump between tools efficiently, and boards, lists and calendars are neat and intuitive. Even the more advanced tools, such as the email builder and dashboards, are easy to configure. Is Pipedrive the best-looking CRM? In my opinion, no, but I do think it ranks up there as one of the most functional and user-friendly tools available.

Best for Solopreneurs and Small Teams

Nimble CRM

Nimble CRM
4.3
Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Starting Price

$29.90 per user per month

(billed monthly)

Free Plan

No, only a 14-day free trial

Key Features

Prospect marketing, sales, pipelines, reports

Nimble CRM
Learn More Arrow

Read Forbes' Review

$29.90 per user per month

(billed monthly)

No, only a 14-day free trial

Prospect marketing, sales, pipelines, reports

Expert Take

With a no-fuss pricing structure, Nimble is the ideal platform for solopreneurs and small teams. For $29.90 per user per month (billed monthly), you’ll find all the usual suspects, such as lead generation tools, sales pipelines, reports and social media integrations. Task tracking, document management, mobile apps, dashboards, web forms, email sequencing, customizable workflows, automations and integrations are also present.

A screenshot of Nimble’s document options.You can upload documents directly to Nimble from your computer or cloud storage services.

Nimble’s plan supports 2GB of storage per user, 25,000 contacts, 1,000 monthly group messages, 1,000 custom fields and 25 monthly credits to capture lead information. The bad news is that, as there is just one plan, if you need to increase the base allotment of these tools, you need to pay for more, which can dramatically increase the monthly user price. Still, if your team is small or you work alone, Nimble’s base plan will likely offer plenty for you.

Learn more: Read our full Nimble review.

Pros & Cons
  • Gorgeous user interface
  • Simple pricing structure
  • Powerful CRM feature set
  • No free plan
  • Many costly add-ons
  • No native telephony tools
Specs
Specification Details
Integrations
Nimble can connect with over 100 third-party platforms, including PhoneBurner, Mailchimp, Evernote and Shopify.
Customizable Workflows and Automations
You can create workflows on Kanban boards that meet your needs and develop automated workflows to streamline processes and increase efficiency.
Email Sequencing
You can automate the sending of emails based on how your customers and leads interact with them.
Web Forms
Customizable forms allow users to capture lead information on websites, social media platforms and emails.
Dashboards
Informative dashboards show what’s on your agenda, how sales are progressing through your pipeline and sales funnels.

Testing Insights

A screenshot of a deal pipeline in Nimble.You can customize Nimble’s pipelines and more with minimal effort.

I found Nimble to be an extremely polished CRM. The tools are smooth when in use, switching between features is flawless, and creating workflows and automations takes no time because of the neat user interface. I also appreciate the level of customization present. You can effortlessly configure fields, modify pipeline stages on the fly and add widgets to dashboards. In terms of design, Nimble is the only platform on this list that matches monday.com’s shine.

Best for Teams Needing a Free Plan

Agile CRM

Agile CRM
4.2
Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Starting Price

$14.99 per user per month

(billed monthly)

Free Plan

Yes, it supports 10 users and 1,000 contacts

Key Features

Pipelines, lead scoring, contact management

Agile CRM
Learn More Arrow

Read Forbes' Review

$14.99 per user per month

(billed monthly)

Yes, it supports 10 users and 1,000 contacts

Pipelines, lead scoring, contact management

Expert Take

Agile CRM made it into our roundup of the best free CRM software for many reasons. The free plan supports 1,000 contacts and 5,000 branded emails and offers custom data fields, lead scoring, appointment scheduling, email campaigns and email tracking. You’ll also find form and landing page builders, a campaign workflow, one automation and integration, reports and task tracking. As a result, Agile CRM is the ideal tool for SMBs with little to no software budget.

A screenshot of a deals pipeline in Agile CRM.Agile CRM’s interface is on the dingy side of things but is perfectly usable.

Should you outgrow the free plan and can afford to pay, there are three paid plans to choose from, which add advanced features and increase the number of contacts, emails, automations and integrations. The plans start at $14.99 per user per month and increase to $79.99 per user per month when you pay monthly. If you need to save money but still need access to a CRM with an excellent set of tools, sign up for Agile CRM’s free plan.

Learn more: Read our full Agile CRM review.

Pros & Cons
  • Feature-packed free plan
  • Intuitive tools
  • Affordable paid plans
  • Access controls only for Enterprise customers
  • Outdated user interface
  • Limited AI functionality
Specs
Specification Details
Email Campaigns
With an intuitive drag-and-drop email builder, you can create compelling email campaigns quickly.
Reports
Agile CRM offers users a variety of reports that allow them to track and respond to key performance indicators.
Landing Page Builder
You can build dynamic, eye-catching landing pages that can help turn leads into sales.
Appointment Scheduling
Agile CRM's built-in calendar allows leads to book appointments based on available time slots.
Contact Databases
With the easy-to-use tools, you can quickly build detail-rich contact databases with personal and company information.

Testing Insights

A screenshot of a dashboard in Agile CRM.Agile CRM’s dashboards can be organized to display numerous data points.

Agile CRM’s interface design won’t win any awards, but it is serviceable. Navigation is relatively easy despite the menu being on the small side, and the tools work very well. I had no issues creating contacts, generating pipelines, integrating with third-party apps and setting up automations. However, I was left unimpressed with how long (26 hours) Agile CRM’s customer support team took to reply to a help request. Overall, Agile CRM is an easy-to-use tool.

Best for Startups and New Teams

monday.com

monday.com
4.1
Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Starting Price

$12 per user per month

(three-user minimum, billed monthly)

Free Plan

Yes, supports two people, limited tools

Key Features

Robust task, deal and lead tools

monday.com
Learn More Arrow

On monday.com's Website

$12 per user per month

(three-user minimum, billed monthly)

Yes, supports two people, limited tools

Robust task, deal and lead tools

Expert Take

While monday.com doesn’t offer as many bespoke CRM tools as other platforms, it’s easier to use than most dedicated CRMs. You’ll find exceptional Kanban boards that can track tasks, easy-to-use boards that can store numerous data types, powerful dashboards, and templates that can get your team up and running quickly. You can also create automated workflows and integrate monday.com with hundreds of other software platforms.

A screenshot of a deals board on monday.com.The boards on monday.com are well-designed and easy to customize.

If you’re worried about the price, don’t be; monday.com is quite affordable. You’ll find a free plan that supports two users and paid plans that range from $12 per user per month (billed monthly) to $24 per user per month (billed monthly). There’s also an Enterprise plan for businesses that need extra administration and security tools. The only thing to remember is that each plan requires a minimum of three users.

Learn more: Read our full monday.com review.

Pros & Cons
  • Beautiful, user-friendly interface
  • Robust Kanban boards and Gantt charts
  • Integrates with hundreds of platforms
  • Limited free plan
  • Strong security and admin features for top tiers only
  • Not as many bespoke CRM features as competitors
Specs
Specification Details
Integrations
You can integrate monday.com with over 200 other software platforms.
Automations
Thanks to a well-designed automation builder, you can quickly create automated workflows and recurring tasks.
Kanban Boards
The Kanban boards on monday.com are the best you’ll find outside of Trello. They’re easy to use and customize.
Customization
Many of monday.com’s tools, including boards and dashboards, can be customized to your liking.
Templates
No matter what type of project your team is working on, you’ll likely find a template that can get you going quickly in monday.com’s extensive template library.

Testing Insights

A screenshot of a dashboard on monday.com. I believe monday.com’s dashboards are the best you can find.

For me, monday.com has one of the most beautiful interfaces, and its easy-to-use tools make adopting this CRM a piece of cake. You can create workflows instantly with its well-designed templates. Entering data is straightforward and customizing tools is a doddle. The dashboards are the best I have used, and creating automations is child’s play, thanks to an excellent graphical user interface. Startups don’t need to look any further than monday.com.

Best for End-to-End Workflows

Apptivo

Apptivo
4.1
Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Starting Price

$20 per user per month

(billed monthly)

Free Plan

No, only a 30-day free trial

Key Features

Lead and contact management, e-signature

Apptivo
Learn More Arrow

Read Forbes' Review

$20 per user per month

(billed monthly)

No, only a 30-day free trial

Lead and contact management, e-signature

Expert Take

Apptivo is the ideal platform for SMBs needing to create leads and turn them into paying customers in one swoop. Apptivo excels at lead management and nurturing. You’ll find everything you need to identify opportunities, capture lead information, create quotes, track deals, send invoices, sign documents with e-signatures and accept payments. Apptivo truly is an end-to-end CRM that’s ideal for those in commerce, real estate and many other industries.

A screenshot of a Kanban board in Apptivo.Apptivo allows you to track everything from start to finish.

Dig into Apptivo, and you’ll find integrations, automations, a document management system, dashboards, email campaigns and telephony support using integrations. Apptivo has no free plan, but you can try it free for 30 days. There are four paid plans. The entry-level plan, Lite, costs $20 per user per month, while the high-tier Ultimate plan costs $50 per user per month (both when billed monthly). There’s also an Enterprise plan, but you must contact Apptivo for a quote.

Learn more: Read our full Apptivo review.

Pros & Cons
  • Robust lead, contact and deal management tools
  • Integrations and automation tools
  • Affordable paid plans
  • Tools have a steep learning curve
  • No free plan
  • The interface is not intuitive
Specs
Specification Details
Integrations
You’ll find integrations for well-known third-party platforms such as Stripe, PayPal, Slack and Google Workspace.
Automations
Users can automate repetitive tasks and create automated drip campaigns.
Document Management System (DMS)
Due to a built-in DMS, SMBs can upload documents and manage them effectively.
Mobile Applications
The mobile applications allow you to track deals, manage leads and send invoices.
Reports and Dashboards
The dashboards allow users to see reports and key performance indicators quickly.

Testing Insights

A screenshot of Apptivo’s settings page.Apptivo is a powerful tool, but it is designed poorly.

Apptivo is a powerful CRM that can do wonders for SMBs, but the platform’s design and nonintuitive tools take many hours to learn. Switching between tools is often slow, and navigation is clunky due to numerous drop-down menus. The interface design is straight from the early 2000s. As such, Apptivo looks old compared to platforms such as monday.com, Freshsales and Nimble. Still, its robust toolset makes it one of the best CRMs around.

Best for Privacy and Data Control

Insightly

Insightly
4.0
Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Starting Price

$29 per user per month

(billed annually)

Free Plan

No, only a 14-day free trial

Key Features

Extensive admin options, reports, automations

Insightly
Learn More Arrow

On Insightly's Website

$29 per user per month

(billed annually)

No, only a 14-day free trial

Extensive admin options, reports, automations

Expert Take

SMBs working with sensitive data should consider Insightly, which offers an extensive list of privacy controls and a robust suite of CRM tools. Insightly lets admins control item visibility, set user roles and sharing options, create permissions and create single sign-on and SCIM provisions for extra security. It is also HIPAA and GDPR compliant, making it ideal for healthcare workers, law firms and financial consultants. Insightly is also SOC Type II compliant.

A screenshot of the settings page in Insightly.You can quickly set user permissions and roles in Insightly.

Additionally, you’ll find dashboards, mobile applications, automations, file storage, contact and deal management tools, and task management features. Insightly CRM’s paid plans start at $29 per user per month and increase to $99 per user per month (billed annually). However, to get marketing tools, integrations and service features, you must sign up for Insightly’s stand-alone services or join Insightly’s All-in-One plan, which costs between $349 and $2,599 monthly (billed annually).

Learn more: Read our full Insightly review.

Pros & Cons
  • Robust privacy and admin controls
  • Intuitive CRM tools
  • Mobile applications
  • No free plan
  • Marketing, integrations and service support cost extra
  • Outdated user interface
Specs
Specification Details
Pipelines
Insightly uses intuitive Kanban boards, which allow you to create workflows for any situation.
Lead Management
You can capture leads and create detailed files on potential and current customers.
Task and Project Management
Insightly offers built-in task and project management tools to help you stay on top of campaigns.
Dashboards
Dashboards allow users to visualize key performance data and campaign metrics.
File Storage
Depending on the plan chosen, users can use between 10GB and 250GB of storage for documents and images.

Testing Insights

A screenshot of a contact in Insightly.Insightly’s user interface is very clinical.

Like Apptivo, Insightly is a robust CRM that falls short in the design department. Still, while Insightly’s interface looks dated, it’s very functional. I had no difficulties navigating the platform, and all the tools were user-friendly. In minutes, I was importing contacts and creating pipelines. I don’t think many users will experience issues with Insightly during use. If the aesthetic appeals to you, and you need strong data controls, Insightly is for you.

Best for Integrations

Salesforce CRM

Salesforce CRM
4.0
Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Starting Price

$25 per user per month

(billed annually or monthly)

Free Plan

No, only a 30-day trial

Key Features

Email marketing, reports, integrations

Salesforce CRM
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Read Forbes' Review

$25 per user per month

(billed annually or monthly)

No, only a 30-day trial

Email marketing, reports, integrations

Expert Take

Salesforce is likely the most recognizable name in the CRM space, but it’s not just here because of this; it’s here on merit. Salesforce offers robust pipelines, lead and contact management tools, customizable dashboards and an AI assistant. Salesforce can also integrate with over 4,000 platforms, meaning if there’s a software platform you use to help run your SMB, you can likely integrate it with Salesforce.

A screenshot showing some Salesforce integrations.You can connect Salesforce to over 4,000 software platforms.

Salesforce also allows custom fields to enter deal-related data, a storefront designer, email campaigns, a drag-and-drop email builder, email templates, task management tools and payment portals. One negative is that Salesforce does not offer a free plan, though you can try it for 30 days. Paid plans start at $25 per user per month (billed monthly or annually) and increase to $100 per user month for the Pro Suite (billed annually).

Learn more: Read our full Salesforce review.

Pros & Cons
  • Thousands of integrations
  • Robust CRM tools and reports
  • Affordable entry-level plan
  • No free plan
  • Steep learning curve
  • Nonintuitive interface
Specs
Specification Details
Storefront Builder
Salesforce allows users to build a branded storefront with a drag-and-drop design tool.
Deal Management
You can help keep team members focused by customizing pipeline stages.
Smart Segmentation
You can segment customers based on their actions and send relevant emails to the right customers at the right time.
Merchandising Tools
Salesforce’s merchandising tools allow users to add product information and images that can help increase sales.
Payment Gateways
You can quickly accept payments through various vendors when customers purchase from your site or emails you send.

Testing Insights

A screenshot of a dashboard in Salesforce.Unfortunately, Salesforce falls flat regarding design and user experience.

I have spent a lot of time with Salesforce, and after using it, I always come away with the same feeling of frustration. Again, Salesforce’s tools are potent, but the lackluster design doesn’t instill confidence. When switching between tools, new windows open in your browser, which can confuse you, and some of its tools are difficult to use, even for experienced CRM users. Still, if you have the time to learn Salesforce, it will serve you well.

Methodology

Software testing is a serious business. So, to give software platforms a fair trial, I use our proprietary rubric to help rank multiple features and test the top platforms. For the best CRM software roundup, 30 platforms were chosen, and 53 features across seven categories were analyzed. I then tested the top 10 platforms, and each CRM was awarded a final score.

Decision Factor Scoring Weight Description
Consumer Sentiment
20%
When assessing software, we visit real-world review sites such as Capterra, G2 and Trustpilot to see how business owners and teams feel about the software.
Expert Score
10%
I thoroughly tested the top 10 CRM platforms to see how user-friendly the software is and to ensure the available tools work as described.
Mobile
3%
I evaluate iOS and Android applications for each provider (if available) to determine if they work, along with their browser and desktop-based counterparts.
Customer Support
7%
I check to see what methods are available for users to receive help. I look for phone, live chat and email services and take into consideration hours of service operation.
Pricing
11%
Pricing is a huge determining factor when choosing new software. I carefully evaluate each CRM provider to see if they offer free plans and if their paid plans offer value for money.
General Features
34%
During evaluation and hands-on testing, I ensure that every platform offers essential CRM tools, such as pipeline and task management features, reporting tools, automations, integrations and marketing tools, to name a few.
Additional Features
15%
During evaluation and testing, I consider additional features that can impact how you use the software, such as multilingual support, support for multiple currencies, inventory management features, lead routing tools and whether or not you can customize report dashboards.

Why You Can Trust Forbes Advisor Small Business

The Forbes Advisor Small Business team is committed to providing unbiased rankings and information with full editorial independence. We use product data, strategic methodologies and expert insights to inform all of our content to guide you in making the best decisions for your business journey.

Learn More: How We Evaluate CRM Software

  • 30 Companies Evaluated
  • 53 Decision Factors Considered
  • Four Levels of Fact-Checking
  • Hands-On Testing


How To Choose the Best CRM Software

Now that we have looked at the 10 best CRM platforms for SMBs, it’s time to determine what you should seek when looking for CRM software. In the following sections, you’ll learn what tools to look for, how to navigate software expenses and how to tell if a particular platform is user-friendly.

Essential CRM Software Features

Before jumping into any old CRM platform, you need to do your due diligence and ensure that critical features are offered. I advise you to visit platform websites to look at feature lists before deciding. Double-check to ensure that the vast majority of features listed below are present.

  • Pipelines. CRM software should provide pipelines that allow you to monitor deals and more during every stage of your process. Pipelines are generally visualized on Kanban boards, so ensure they’re offered.
  • Task management. Any CRM platform worth its salt will allow users to track important tasks. Make sure that the platform you’re interested in provides calendars, boards or to-do lists so that you can keep track of everything you need to do.
  • Automation. To improve efficiency and processes, you should ensure that your chosen CRM can automate workflows and create recurring tasks so that you can save time and money.
  • Integrations. SMBs use many software platforms. As such, before picking a new CRM, double-check and ensure it can work well with the software you already use.
  • Document management. CRM implementation is a big undertaking, so make sure it offers everything you need, including a document management system (DMS). A DMS allows you to upload files and attach them to tasks, deals and clients, making it easier to track important paperwork.
  • Industry-specific features. If you’re looking for a CRM for real estate, marketing a financial advisory company or a call center, ensure that it offers industry-specific features, such as email marketing tools, telephony and portfolio managers.

Value

All SMBs must consider how much value a particular platform offers before signing up for expensive plans. While I can recommend software, ultimately, only you know what tools you need and your budget. Do a little research before taking the plunge to ensure that you have the finances for additional software and that your spend gives you everything you need.

Many platforms offer free CRM tools that can help get you started. These free platforms provide essential tools and are ideal for startups. However, you’ll need to pay to get the most out of any CRM. The cost of entry-level plans can range from $10 to $20 per user per month, while feature-rich top-tier plans can cost in excess of $70 per user per month. Again, check your budget and then determine which plan offers the best bang for your buck for your needs. Our CRM pricing guide can also help you get a handle on what to expect to pay.

Ease of Use

Ease of use is one of the most overlooked features of any software. So, before signing on any dotted line and committing your SMB to an expensive plan, I recommend taking up any opportunity to test-drive software. Most providers offer free trials ranging from one week to a month, and others offer free plans that let you try some of the tools.

Take advantage of the trials and free plans. Use the software, see how it feels, and ask yourself if it’s easy to navigate and if the tools are user-friendly. I highly recommend digging into the available integrations and automation builders, adding tasks to a Kanban board, creating pipelines and interacting with any critical feature your workflow needs. By doing this, you can make a sound decision that will benefit your company and team.


Which CRM Software Is Best for Your Business?

Only you know what your business needs from CRM software. My roundup of software will help put you in the right ballpark, but you will need to determine which platform best suits your needs. Still, to help a little more, consider the following:

  • If you have a limited software budget, Freshsales, Zoho CRM and Agile CRM are platforms you should look at closely.
  • If you’re a solopreneur or have 10 or fewer employees, Nimble and Agile CRM are the platforms for you.
  • If you have a large team, I recommend Zoho CRM because of its affordable plans.

Frequently Asked Questions (FAQs)

What is CRM software?

CRM software lets business owners and their employees manage process pipelines on Kanban boards, track tasks and interact with clients and potential customers. Thanks to integrations and automations, CRM software can also help increase productivity and improve processes.

How much does a CRM cost?

CRM software ranges in price from free to use to upwards of $70 per user per month when billed monthly. The cost can change based on the features of the selected plan and how many team members need access to the software.

How can an SMB benefit from a CRM?

SMBs can massively benefit from CRM software as it can help streamline customer interactions, generate leads, work with existing business software to create automated workflows and improve email marketing and drip campaigns.


Next Up In CRM


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