What’s the Best Cloud CRM for Small Business?

By June 16, 2015 July 14th, 2017 Small Business

Being able to collect, organize and use essential information is essential for success as a small business owner.

This is especially true when it comes to managing customer relationships, designing affordable and effective marketing campaigns and making consistent conversions. Cloud-based CRM software offers a seamless and efficient way to track, store, analyze and put data to use.  ‘

Here are several reasons why Zoho is the best cloud CRM for small business out there.

Zoho Is Free But Filled With Core Functionalities

Small business owners don’t have to pay for Zoho, but they don’t have to forgo a lot of core features either.

This cloud-based software is rich with an impressive array of functions like:

  • Contact management
  • Lead gathering
  • a 360-degree view of contacts
  • and task automation.

You’ll be able to:

  • Identify trends
  • Recognize sales cycles
  • Drive sales
  • Tend to customer needs
  • and spot trends and opportunities among other things.

Given that CRM for small business is notoriously expensive, being able to get a comprehensive software with no out-of-pocket costs is nothing short of amazing.  Best of all, you can onboard as many as ten approved system users, without having to sign up for a paid Software as a Service (SaaS) plan.

Collaboration

There is even a social networking component that Zoho provides.  Your staff can communicate via social media platforms to share ideas, build new skills and advance your business.  This feature includes a direct messaging feature and a newsfeed for file sharing and posting status updates.

The Zoho Mobile App

Another reason why Zoho is the best CRM for small business is the fact that it accounts for the increasingly mobile nature of business operations.  The Zoho CRM mobile app makes it possible for company owners to access and use vital customer data from any location and on any device that has an Internet connection.  There is even an offline mode for this feature that can be used in areas that lack Internet connectivity.

Connect With Third-Party Apps

Third-party integration is a standout feature that makes this CRM solution infinitely more robust than many of its competitors.  Offering a superior level of data integration, this feature allows you to save Gmail messages directly into the Zoho software and export events into the corresponding applications.

Moreover, Zoho CRM comes with impressive security features and analytics and boasts a broad range of additional benefits.  It does, however, have a few, small drawbacks.  For instance, the free version of Zoho CRM does not come with phone support and the software-interface is less intuitive and user-friendly than those of other, comparable platforms.

Runner-Ups

Pipedrive and HubSpot are two contenders for the title of best CRM for small business.

Pipedrive has a standout interface that is extremely user-friendly.

Deals can be easily moved around through the pipeline with drag and drop functionality.  It features a strong API that can be used to integrate other systems, including helpdesk software. Overall, however, it lacks many of the bells and whistles that come with Zoho and is best for small businesses that only need to track and manage their sales pipelines.

HubSpot CRM is a far more lightweight option than big-name CRM solutions like Salesforce.

Rather than being loaded with a wealth of features that require team training and customization, this program allows companies to get started on their CRM campaigns fast.  Primarily built for sales reps, it is best for companies that aren’t currently using any CRM solutions and that want to dive head-first into the customer relationship management process without a massive amount of spending.

That’s our take on the best cloud CRM for small business, what do you think? What ones did we miss? Let us know in the comments.


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