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10 Best CRM Apps For Small Business Success

May 30, 2024 13 min. read
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Your business is only as efficient as the tools you use, and a customer relationship management (CRM) app is the most efficient tool out there.

A CRM simplifies your workflow by organizing all of your customer information into one system, allowing you to efficiently manage their interactions with your company. 

The best CRM apps help you track and measure the success of your sales, marketing, and customer service efforts, and provide insights to make better decisions.

If your CRM software doesn’t make all that work easier—or if you’re not using one at all—it isn’t too late. Now is the time to choose the best mobile CRM that fits your business processes and leads to growth.

To help you out, here’s our guide to the best CRM apps for every purpose, with all the details you need to narrow down your options.

Top 10 best CRM apps for small businesses:

CRMBest forTop featuresStarting price
JobberField service businesses• Organized client quotes
• Custom fields
• Ability to keep leads and clients separate
Zoho CRMSmall businesses on a budget• Detailed communication history for each customer
• Lead forms to embed on your website
• Editable pipeline
FreshsalesSimplifying sales pipeline management• Team email inbox
• Make calls directly from the app
• Call routing
PipedriveKeeping track of prospects• Database with millions of profiles and companies
• Strong leads inbox
• AI tool to verify prospects
MailchimpMarketing• Create custom segments and tags
• Set up automated messages
monday sales CRMCustomization• Customizable dashboards
• Different options to view your sales data
• Create a personalized pipeline
CopperGoogle Workspace integration• Sync contacts from Gmail to your CRM
• Has a similar interface to Gmail
• Can search for files by sender or recipient
HubSpotAnalytics and reporting• Huge pre-built report library
• Ability to create multiple dashboards
• Manage team member permissions
NimbleIntegrating tools• 160+ app integrations
• Organize contacts into segmented lists
• Track your team’s activity
SugarCRMLeveraging AI• Predictive AI capabilities
• Several ways to connect with customers from the app
• Dashboard with 360-degree customer view

You’ve got to be a process-driven company. A smaller boat is easier to course correct than a freightliner.

David Moerman Owner of Revive Services and the Home Service Business Coach via Masters of Home Service

How we chose the best customer management apps

Not all mobile CRM software works the same, and it can be a challenge to find one that suits your business needs. 

This is why we took the time to research the different CRMs currently on the market to determine the strengths of each app so that you can find your perfect match.

Everyone’s list of the best CRM apps looks different, but here is what we did to put together our comprehensive list:

  • Researched the most sought-after app features for small businesses
  • Watched app tutorials to understand how the products work
  • Read customer reviews for firsthand strengths and weaknesses
  • Tested the key features of the apps ourselves

Whether you’re looking for the best CRM app free of complicated bells and whistles, or want a customer management app that is jam-packed with features, you’ll find the perfect tool for your purposes below.

Jobber: best field service CRM

Preview of Jobber client page

Kicking off our list of the best CRM apps is Jobber.

Jobber is a mobile CRM software built specifically for field service and home service businesses. Trusted by over 200,000 home service professionals, Jobber lets you track all your customer info in one place, so you can deliver personalized service that makes every customer feel like they’re your #1.

Here’s how Jobber can improve your customer relationships:

  • Quickly view past quotes, jobs, visits, invoices, and a full billing history associated with each of your clients
  • Use custom fields to track whatever additional information is important to you, like entry codes or pets at the property
  • Instantly add notes and attachments on a client profile to all their work requests, quotes, jobs, and invoices
  • Tag clients as leads to manage them separately from active clients

Before we had Jobber, a lot of our issues were trying to get all our customers into one database.

Terrence Chan Impetus Plumbing and Heating

And because working in field service means you’re rarely at a desk, Jobber provides you with quick access to customer data on the go. So your field service team will have everything they need to get the job done right.

Use Jobber to save yourself a day’s worth of work each week you’d otherwise spend managing leads, sending estimates, invoicing, and getting paid.

Zoho CRM: best free CRM app

Preview of Zoho CRM app

If you are looking for the best CRM app free of charge, Zoho CRM is a top choice.

Zoho CRM allows teams to work faster by keeping essential customer relationship activities in one central place. The free version of Zoho CRM lets you use the app’s key features at no cost for up to 3 users, making it ideal for small teams on a tight budget.

The app’s simple home screen shows all your activities for the day, like upcoming meetings, tasks that are due, and call history with customers. Right from this home screen, you can schedule new meetings, calls, and tasks with one tap.

Beyond simplifying your day, here’s what makes Zoho CRM one of the best CRM apps for small businesses:

  • Comprehensive contact records. This customer management app provides a detailed communication history for every customer, and can attach notes and files to their contact record. You can even send customers a new email directly from the contact record.
  • Lead management. Capture leads from forms on your service website landing pages, scan business cards from the mobile CRM app, and send targeted email campaigns to turn leads into customers.
  • Editable sales pipeline. Create a deal containing all the customer data you’ve collected and add that deal to your sales pipeline in Zoho CRM. Then easily move them along your pipeline and update information as you go.

While the free version of Zoho CRM doesn’t offer sales forecasting, certain types of reports, and mass email—you can integrate it with most other Zoho services, like their marketing campaign software and survey tools to enhance the software.

Freshsales: best for sales pipeline management

Preview of Freshsales CRM app

Next on our list of the best CRM apps is Freshsales.

Freshsales (formerly known as Freshworks CRM) is ideal for sales teams with more complicated and fleshed out sales processes. The deal pipeline in Freshsales offers helpful visuals of your sales process and breaks it down into actionable tasks.

You can build a custom sales pipeline around your typical sales process, with each deal card showing the details you choose to see. You can either click and drag each deal across a Kanban-style board, or manage deals in a funnel, a timeline, or list view.

Freshsales CRM also allows every office admin and sales rep to:

  • Complete admin tasks on the go from a simple home screen, like booking meetings, adding contacts and companies, and starting phone calls.
  • Set up a team email inbox where anyone in the team can answer emails from your customers within the CRM.
  • Make calls directly from the app, and Freshsales saves those conversations for you to refer to later.
  • Route calls to one specific person or to the whole team by setting up rules on who gets which calls (and when to send calls to voicemail).
  • Create workflows that send out communications when a contact completes a certain action (e.g., ‘When a contact fills out this form, send them a welcome email).

Best of all, when you click on a contact record, you get a snapshot of their lifecycle stage and a score that tells you how ready they are for the sale.

Pipedrive: best for prospecting

Preview of Pipedrive CRM app

Pipedrive CRM is one of the best CRM apps for finding prospects who could become your customers. Like Freshsales, it’s designed to simplify sales and customer relationships with customizable pipelines and easy task management.

What sets Pipedrive CRM apart as a customer management app is its LeadBooster add-on that includes Prospector, a tool that helps you find high-quality outbound leads. Using Prospector, you can:

  • Access a database of over 400 million profiles and 10 million companies gathered from high-quality sources
  • Use easy filters to locate your ideal customers based on criteria like job title, location, and industry
  • Get suggestions for the best potential leads with help from an AI tool that verifies each prospect

Once you have prospects, contact them directly through Pipedrive instead of hopping from one tool to another. Pipedrive’s contact management and storage, like their Leads Inbox, will help you organize every contact and convert them to customers faster.

READ MORE: Use this sales script to book more work

Mailchimp: best marketing CRM

Mailchimp CRM app preview

Mailchimp is our top pick for managing relationships with marketing contacts. It is one of the best CRM apps to store and organize leads to send marketing emails and updates on your products and services.

The audience dashboard in Mailchimp is a clean and organized location for your customer data. Use this dashboard to keep a pulse on your audience engagement as well as to find new and better ways to communicate with them.

Build better relationships with your audience in Mailchimp by:

  • Keeping all important customer data in one place, including top locations, common tags, and customer lifetime value (CLV)
  • Creating your own segments and tags to filter audience data however you need to
  • Setting up automated messages to trigger based on specific segments or tags

monday sales CRM: most customizable

monday sales CRM app preview

Do you need customer records, pipelines, and communication customized to fit your unique business needs? If so, then monday sales CRM might be the best CRM apps solution for your small business.

monday sales CRM is built for flexibility across multiple industries and team structures. Here’s how you can customize this customer management app to work for your business:

  • Create customizable dashboards—from scratch or with pre-built templates—that help you manage customer relationships
  • Build a pipeline that matches your sales cycle by editing deal stages and adding as many columns as you’d like
  • Choose how you view your sales data, whether you prefer Gantt charts or Kanban columns
  • Update contact and company details without leaving the pipeline view
  • Connect the CRM with your communication channels, including email, social media, and text messages

Finally, the platform’s mobile CRM software allows you to access your CRM anywhere, anytime, so that your team always stays connected.

Copper: best for Google Workspace users

Preview of Copper CRM

Copper is CRM software designed to integrate with Google Workspace apps such as Gmail and Google Drive. It is a seamless addition to your toolset if most of your emails, work, and communication lives in Google already.

What’s more, Copper CRM saves you from hunting for conversations and files by automatically connecting every contact’s Gmail data to the CRM. Plus, Copper mimics the look and feel of Google products, so it fits seamlessly with what you’re already working with.

Here’s how the CRM can improve your email communication and file management with customers:

  • See customer details in a sidebar when you’re emailing a contact in Gmail. When you start emailing someone new, it just takes one click to sync a contact to your CRM.
  • Instantly save attachments to your contact’s profile when you get an email with a Google Doc, CSV, image, or any other file type.
  • Find files quickly by searching the people who have sent or received that file, in case you can’t remember the file name.
Copper email tracking feature

Copper CRM is simple enough that you don’t need IT support to move all your contact data from Google to Copper, meaning you can get started using your new CRM quicker.

HubSpot CRM: best for custom analytics and reporting

HubSpot CRM analytics preview

Good reporting tells you where your business has been and where it is headed.

HubSpot is among the best CRM apps if you need robust reporting that’s still user-friendly and easy to set up. In HubSpot, you can create detailed reports on sales and customer service activities, marketing engagement, revenue, and productivity.

HubSpot reports are great at capturing engagement trends from all your contacts. Multiple view options let you choose between list views, charts, numbers, and more—whichever visuals work best for you.

Improve your decision making with these other analytics and reporting features in HubSpot CRM:

  • Access a massive report library with intelligent, pre-built reports that give you precise analytics on contact activity, sales performance, revenue, marketing engagement, and customer service, and more.
  • Create multiple dashboards that host reports for different purposes. Your team will get a glimpse of customer activities and company performance right when they enter the CRM.
  • Manage permissions to decide which team members can view or edit each analytics dashboard.
  • Analyze activities with individual contacts. HubSpot’s contact records are packed with detail that make it an ideal customer management app. Every profile shows which of your emails, links, and documents your contact has opened, with exact timestamps.
HubSpot CRM contact record

Nimble: best CRM software for integrations

Nimble CRM preview

Nimble is a CRM platform that integrates with thousands of other apps, to keep you connected with the best tools to manage your accounting, marketing, scheduling, website management, e-commerce, and more.

On its own, Nimble helps you organize contacts into segmented lists, track your team’s activity, manage your sales process, and communicate with customers strategically.

Its strongest feature is its ability to unite contact data from multiple apps into a single platform that’s easily accessible everywhere you work. This feature alone makes Nimble a contender for the best mobile CRM.

Nimble offers integrations with 160+ apps, including:

  • Mailchimp
  • Evernote
  • LinkedIn
  • Twitter
  • Shopify
  • Gmail
  • ActiveCampaign
  • Google Sheets
  • Google Calendar
  • Zendesk
  • QuickBooks Online

Plus, using Zapier, you can connect the Nimble to over 5,000 other apps.

SugarCRM: best AI CRM

SugarCRM dashboard

Last on our list of the best CRM apps is SugarCRM.

SugarCRM leverages the power of AI to provide a smarter way to manage your business. This CRM solution has all of the features you need to enhance productivity and simplify your workflows, including:

  • A central platform for your team to connect with customers via messaging, chat, portal, email, or voice to ensure that all conversations are properly documented
  • A comprehensive dashboard for a 360 degree view of your customers’ details for a complete picture of their journey
  • An extensive list of integration options including Slack, Mailchimp, Zoom, and more

What makes SugarCRM one of the best CRM apps for AI fans is the solution’s use of predictive AI to analyze factors your data may not cover. This gives you better visibility into your business to make better decisions and maximize opportunities.

What to look for in the best CRM apps

What you need in a customer management app depends on several factors, including your industry, your customers, how big your teams are, and what other tools you’re using.

The best CRM apps address each of your business needs. In general, look for these traits in your CRM system:

  • Ease of use. Choose a CRM that’s intuitive and fits your working style. Apps that take a long time to learn slow you down. Some CRM apps are more complex than others, so it can be worth spending extra learning time on a CRM that has robust features.
  • Customization. Does your CRM fit with the way your team works? Choose a CRM that allows you to customize the way you interact with your sales and customer service processes. It should be easy to customize client profiles so you only see what matters to your company.
  • Automation. The best CRM apps save you time by automating repetitive tasks. Look for an app that enables automated reminders for your customers and your team, preventing meetings or calls from slipping through the cracks.
  • Sales process management. When all your sales activity is trackable, you can win new customers faster and more painlessly. Pick a CRM that keeps organized logs of all the information you collect from customers—and enables you to take the right action for leads at each sales stage.
  • Analytics and reporting. The best CRM apps help you evaluate how effective your sales, marketing, and customer service efforts are. Find a CRM platform that shows you the information you need to make better business decisions and presents it clearly.
  • Mobility. If your business requires you to be on the go, mobile CRM software is a must. The best mobile CRM will allow you to bring your business with you wherever you go and equip you with all the features you have access to on your desktop.
  • Training and support. It helps to have an award-winning customer support team to onboard you onto your CRM. You’ll get comfortable with your CRM tool faster with a team that walks you through the features you need and how to get the most of your app.

Originally published in February 2023. Last updated on May 31st 2024.

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