Sales Software for Small Business

We are in the business of helping small businesses grow, so our sales software is made solely for companies with up to a handful of employees. You can track your leads and sales once you enter them into the system, and our customer database program helps you keep track of all of your customers.

Strengthen your competitive edge using flexible and affordable sales software for small businesses. Designed to help you manage appointments, quotes, orders, follow ups and payments with ease. Ideal for service firms, retailers and manufacturers in industries such as plumbing, HVAC, building supplies and surveying

Zendesk Sell

Zendesk’s sales CRM is a simple-to-use software tool designed with SMBs in mind.

“That’s where our roots are,” Bean says. “We are built with the usability expectations of a consumer product. So, we have 50-plus apps out of the box that you can just click and install. And that means you have really strong extendability.”

Zendesk users seem to appreciate the sales management software’s simplicity.

“They have created a super easy-to-use interface that makes keeping track of and interacting with clients both simple and easy. Being able to read whole past interactions as well as see relevant sales data makes it a perfect choice for a small business.” —Capterra review

“Zendesk has allowed us to keep track of who is doing what on the team, so that we can avoid double booking or stepping on toes. … Zendesk Sell is easy to use, pushes notifications where needed, and is great for small teams.” —Capterra review

The sales CRM is also exceedingly easy to customize.

“You don’t need to write code, and you don’t have to do special implementation in workflow structures,” Bean says. “You just go in and point and click and do whatever you need.”

“Zendesk Sell was well-rounded and flexible [enough] to cater to our needs. It has various features that we are able to utilize and smoothen up the sales process, such as customization of sales deals, automation of tasks and roles, forecasting sales, deal customization, the organization of smart lists, and yielding reports.” —Capterra review

Calling Zendesk Sell an “excellent” sales management software option, PCMag noted the CRM is also integrated with Zendesk’s “popular suite of self-service support, analytics, chat, and messaging solutions. This can make Zendesk an end-to-end customer experience platform for many SMBs.”

However, PCMag also pointed out that “SMBs seeking a standalone CRM solution might find [Zendesk’s] feature set overwhelming.”

Zendesk Sell user ratings:

  • 4.3 out of 5 on Capterra
  • 4 out of 5 (“Excellent”) on PCMag
  • 4.3 stars out of 5 on G2

HubSpot

Thanks to the free version of its sales management software, HubSpot has become a popular CRM choice for many startups. In fact, most of the positive reviews for HubSpot’s product position it as a solid “beginner” model.

“This is a good starter CRM. It has a lot of great integrations but not a lot of built-in features that justify the price.” —Capterra review

“HubSpot is absolutely great as a CRM, so long as you plan to use another tool for actual deal flow—if your goal is to track names, contact info, notes, and docs, along with email traffic, HubSpot is perfect.” —Capterra review

But users are quick to criticize HubSpot’s pricing structure. One reviewer compared the sales software to “freemium” games because expanding small businesses are forced to pay for various upgrades, so the expenses balloon quickly. Sometimes, those costs become more than what a small business can bear.

“This is a good starter CRM. It has a lot of great integrations but not a lot of built-in features that justify the price.” —Capterra review

“Most businesses must [eventually] make the painful decision to abandon HubSpot and find new CRM suites [with] much more reasonable cost escalations. By then, you lost one to two months migrating, learning the new tools, and onboarding your team. In all, a great tool for enterprises. Small businesses and startups, just stay [a]way. You will end up regretting it just as your business begins to take off.” —Capterra review

The HubSpot CRM pricing structure includes a $50 per month “Starter” level for two paid users, a $500 per month “Professional” level for five paid users, and a $12,000 per month “Enterprise” level for 10 paid users.

HubSpot user ratings:

  • 4.5 out of 5 on Capterra
  • 4 out of 5 (“Excellent”) on PCMag
  • 4.3 stars out of 5 on G2

Pipedrive

Pipedrive is a powerful sales application that appears on almost every list of best sales software for small businesses, and the current leader of our Sales Software category. The system has much to offer to small, but also large businesses, as it combines some of the most powerful sales management features and incredibly easy navigation patterns.

An award given to products our B2B experts find especially valuable for companies

Try out Pipedrive with their free trialVISIT WEBSITEFREE TRIAL

Built by salespeople and hardcore web app developers, Pipedrive organizes your business leads in a way that will give you an excellent overview of your sales, and allow you to focus on the deals that you want to prioritize. Setting up an account takes only a minute, and other vital operations that used to be difficult and time-consuming are also very straightforward and fast.

On top of that, Pipedrive allows you to bundle all specific workflows inside, and personalize them in line with your brand’s requirements. The system is offered in even 13 languages and therefore usable in all geographies, and works with a wide range of currencies including the smaller ones.  Its open API configuration ensures it can blend seamlessly with every software landscape, and be applied in harmony with all business systems, including Dropbox, Zapier, MailChimp, RightSignature, Zoho CRM, and many more. Last, but not least, Pipedrive is offered in a flexible pricing scheme where you can switch on/off entire modules, and pay way less than what you’d expect for such a powerful system. In order to familiarize with Pipedrive first hand, make a test drive using their great free trial plan. You can easily sign up for Pipedrive free trial here.

Why is Pipedrive suitable for small businesses?

It closes your deals rapidly and accurately. Adding deals in Pipedrive couldn’t be simpler: all you need to do is to click on the Add Deal button on top of the deals section, and fill in the data required in the pop up dialog box (associated organizations, closure expectancy dates, stages, and scheduled activities). The advanced Activity Scheduler makes it easy to plan events and appoint meetings in your calendar with no risk of double entries.

It organizes your leads in a productive way, and it prepares your business for expansion. The downright intuitiveness of the system helps you distinguish hot leads and priority deals, and develop an individual approach for each of them without wasting too much time. Integrations with popular email service providers, calendars, and CRMs are also available.

It is the most customizable sales system you will find. With Pipedrive, you can customize literally everything. It’s possible to  add customized fields to modify your sales pipeline stages according to your business needs. You can also turn on and off whole modules with just one click. When communicating with your clients, you will have access to a variety of modern editing filters to personalize messages, or share/publish files you think would be relevant for your colleagues.

It turns all of your data into operable intelligence. Pipedrive has the capacity to store all conversations and relevant information in a centralized database, from where you can export it to other systems, or use your own app to pull out detailed summaries. You can also give the Live Dashboard a look, and follow the status of your Wins, Loses, People, Activities, and Newness, or customize a special report that will display all aspects of your performance.

It is widely available and fully mobile optimized. Pipedrive allows you to take your sales pipeline with you anywhere you go because of its mobile apps. If you are a tablet user, you can use the app’s mobile web version using your favorite browser from anywhere in the world. The system is available in even 13 languages.

How much does Pipedrive cost?

Pipedrive’s payment scheme is very affordable, as the company offers three enterprise plans priced between $12 and $75 per month. Annual subscriptions that decrease these prices are also available. Trial is free of cost.

Zoho CRM

Summary: Zoho is a CRM software platform with outstanding features such as artificial intelligence, single-click dialing, customer portals and collaboration tools. We named it the best overall CRM for small businesses.

Pricing: Zoho’s prices and subscriptions are as follows, with features increasing by tier:

  • Free: $0/month
  • Standard: $14/month
  • Professional: $23/month
  • Enterprise: $40/month
  • Ultimate: $52/month

Conclusion

Sales software is essential for all businesses looking to improve and grow. From large enterprises to small businesses, entrepreneurs need a solution that gives them an edge against the competition. In fact, studies show that sales lead generation software can help small businesses close 22% more sales than those without it.

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