Customer Relationship Management For Small Businesses


Achieving growth is the biggest challenge for small businesses. Considerable effort and strategizing can only lead your small business towards the path of growth. Growth in this context would mean greater exposure which leads towards more customers, more employees, and then more revenue. CRM software comes in with great value when you explore the ways in which you can achieve growth for your small business. No business is too small to reap the benefits of CRM software such as Odoo. Insight on customer data, creating the best customer experience and wanting a sale process that works are all common needs for all businesses, large or small.

This article will go over some of the specific benefits needed by a small business to grow that are provided by the utilization of CRM software and then list some examples of CRM software.


As your business organization grows, the need for a system for organizing contact data in a way that works to your benefit will be apparent. This is the very thing implied by the term Customer Relationship Management. First and foremost are your contacts and keeping a keen eye on them is the recipe for growth. You get a clearly visible and efficiently managed overview of all your contacts. From here, you can note down what to focus on when targeting your customers for advertising and promotions. You can also carefully review customer data for proper insight on buyer patterns and behaviors in order to devise the best marketing strategy and sales process. CRM solutions come with options designed with small businesses in mind os that customer information is always easy to gather in quick to access, regardless of the size of your company.

Accurate and predictive sales reporting is an important benefit provided by CRM software. It gives you an overview of sales performance through various metrics. You can properly review reports that are closely based on customer-related data in order to identify what parts of your sales process strategy works, what does not work, and what could use more improvements. With CRM, selling to customers ceases to be a guessing game for small business since the design elements inherently contain provisions for all business to define an easy to follow sale process that is also flexible in accordance with changing, evolving buyer trends and behaviors.

CRM software can be crucial in a small business’s drive towards ensuring the best customer experience possible. Customers value a stress-free buying experience and a company that invests efforts in solving their problems. All businesses want customers that are happy, especially small businesses. CRM software can allow you access to detailed customer notes and interactions and provide personalized, low effort service to every customer that is also efficient. Small businesses are also able to offer a seamless customer experience and many CRM providers allow customizations in the collection of customer data so that regardless of industry and size, any business can server each buyer to the fullest.


1. Odoo ERP & CRM: This is at the top of the list because it is the most flexible of them all. You start as a small business with Odoo and continue using it as a large business. Effective management of every possible factor in business is possible with Odoo through its large repository of modules focusing on each factor. Along with official modules that are free, you can also purchase third party modules which cover and emphasize more on things official plugins may have missed out on.

2. Salesmate CRM: Salesmate CRM can help you speed up the sales processes and successfully offer your customers a properly personalized experience. It is also easy to manage your contacts effectively and keep track of all related sales activities. Salesmate CRM is special by way of being perfect for formulating email campaigns targeting your customers. Perfect for small businesses as you prioritize flexibility and scalability which are the very factors Salesmate CRM offers.

3. HubSpot: HubSpot is already quite popular amongst small businesses and the best thing about it is that it is completely free of cost. HubSpot includes all of the basic features provided by CRM software, allowing you to keep track of your company’s activities, including contacts, company profiles, and managing deals. All this data is also pooled and compiled into a detailed dashboard visible to all the members of your team. HubSpot can be seamlessly integrated with SalesForce and Microsoft Dynamics. While the prospects of a free of cost CRM are certainly enticing, it would lose out to paid CRM software as your company grows.

4. Salesforce: Salesforce is among the most widely used CRM software on the market for CRM software for small businesses. The staggered business model includes an ‘entry package’ best suited for small businesses. There is an advanced contact manager that includes efficient email integration and follow-up reminders. There also a whole lot of options for integration and customization.

5. Capsule CRM: Capsule CRM is one of the oldest on this list but it has gained real traction and popularity in recent years. Capsule CRM is quite an easy to use software allowing its users to track both relationships and sales pipelines. It is straight and to the point, designed to eliminate unnecessary clutter from data. The specific breakdown of the user interface is as follows: dashboard, people and organizations, sales pipelines, calendars and tasks, and cases.


It has always been a long-running and prevalent myth that only big business can use CRM. As a result, a great number of small business simply never consider or attempt to upgrade the business technology they use simply because of their small size. The truth is that all businesses benefit from the down-to-the-root benefits CRM software bring.

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