Do you need software for managing your clients? Maybe you are looking at free marketing automation software for small business. There are plenty of platforms created to help you handle this. We have reviewed the best marketing automation software for small businesses. Learn more about what features are available to your business, how they work, which ones will save you the most time and money, and other things that will help your business reach its potential.
There are so many choices when it comes to selecting the right small business management software. There’s also a wide variety of features you can get on your software. You need to find the right app that offers the specific features you need while fitting within your budget. What if someone already did some investigating for you? What if they already made the choices about what the best crm is for small business free? Or what is the best crm software for small businesses?
OptinMonster
OptinMonster is hands down the best way to generate new leads for your CRM.
That’s because it lets you build optin campaigns like popups, floating bars, fullscreen welcome mats, and more–even if you have zero coding experience or “tech skills.”
Everything starts with selecting one of OptinMonster’s pre-made templates:
These save you time, energy, and headaches in the campaign creation process. From there, making modifications to your campaign is easy.
To change any of your campaign’s text, for example, you can use OptinMonster’s inline editor:
Or maybe you’d like to add a new feature to your campaign, like an image, video, chatbot, or more. You can easily do so with a drag and a drop:
But biulding the perfect optin campaign is only half the battle. What’s the other half?
Showing it to the right people, in the right places, and at just the right time in their customer journey.
For that, you can use OptinMonster’s powerful targeting rules. Some of the most popular rules include:
- Exit-Intent® Technology: Display popups to re-engage users who are actively leaving your website.
- OnSite Retargeting®: Show fresh campaigns to returning visitors to prevent “popup fatigue.”
- Geolocation Targeting: Make your campaigns appear to users based on where they’re physically located.
These are just a few examples of OptinMonster’s targeting rules, though there are many others.
And now you may be wondering, “This is all great… but does OptinMonster really help get new leads?
In short, YES.
Salesforce Essentials
This pared down version of the behemoth Salesforce platform, offers a condensed set of features aimed exactly at what small businesses need from a CRM and support platform.
PROS
- Familiar and intuitive user interface
- Powerful capture of calendar and email for contact management
- Helps businesses organize CRM tasks
- Exceptional mobile apps
- Access to the Salesforce technology stack
CONS
- High starting price
- Limited reports
- Workflows might be confusing for new users
Zendesk Sell
Sales strategies work best when everyone is on the same page, and Zendesk Sell is the right tool to maximize collaboration across departments. If your customer experience strategy extends beyond the sales team, you need a CRM solution that’s up to the job. Commonly used across sales, marketing, and support teams, Zendesk Sell centralizes data from multiple customer touchpoints to avoid duplication of efforts or embarrassing miscommunications.
Zendesk Sell’s entry-level plan is a good choice for very small businesses and solo entrepreneurs. It includes core CRM features like a customizable sales pipeline, basic reports and a team document repository. As an admin, you can assign individual team members to pipeline deals that notify employees outside the sales team of any changes or action items.
Meanwhile, smart lists can help your sales teams segment and filter leads, and email-tracking tools allow your marketing team to monitor customer engagement. Native integration with Zendesk Support keeps your support team in the loop throughout the customer journey as well.
Zendesk Sell’s upper-level plans bring even more to the table with upgraded document storage space, sales forecasting and advanced call analytics. Bulk emailing and unlimited email templates help generate effective marketing emails, and role-based permissions give you and your other admins granular control over who can access data within the CRM.
Pipedrive
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 95,000+ paying customers spanning across 179 countries, sales teams are drawn in by our CRMs simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with CRM that is both agile and powerful.
Drip
Drip is the leading eCommerce CRM, but it’s also a great CRM for small business. It’s powerful, has a beautiful interface, and is very easy to use for any business.
This CRM makes it easy to build automation workflows and email campaigns. You even have the choice of building your email with a visual builder or text builder. And either option is really easy.
Drip also offers easy list segmentation, conversion tracking, content customization, purchase intent marketing, and much more. With tags, events, and custom fields you can learn and track everything you need about your customers’ stories.
This makes it an excellent customer database software that helps you manage your contacts in a profitable way.
It’s designed to increase your bottom line and help you generate leads, manage contacts, and turn them into lifelong customers.
Drip is loaded with features including marketing automation, advanced contact management, actionable reports, email campaigns, one-on-one conversations, eCommerce user tracking, and more.
You can easily integrate Drip with all of the best 3rd-party services like email services, lead generation software, WooCommerce, Shopify, and many more. There are even workflows for Facebook and Instagram lead generation.
Features:
- Marketing automation workflows
- Advanced contact management using tags, custom fields, and events
- Native integrations with popular 3rd-party services
- Actionable reports
- Easy email list segmentation
- Content customization
- eCommerce user tracking
- Custom conversion tracking
- Purchase intent marketing
- Automatic revenue attribution
Pricing:
Plans start at $49/month for up to 2500 active contacts, unlimited email sends, and 24/7 chat & email support. You can try Drip free for 14 days.
Bigin by Zoho CRM
Bigin by Zoho CRM is a solid pipeline-based CRM solution for small business that is equally effective on PCs and on mobile devices.
PROS
- CRM rebuilt for mobile
- Integrates advanced CRM features into an affordable plan
- Built-in telephony options
- Rich integration options
- Customizable dashboards
- Helpful contextual data is easily available
CONS
- Some mobile integrations limited to iOS devices
- Interface might confuse traditional CRM users
Freshworks CRM
Freshworks is a standout solution for sales professionals who make and receive many calls and need CRM software to capture the data those calls generate. You can easily tie your existing phone number to the CRM platform, or buy a new local or toll-free number from over 90 countries with a single click. Mobile and vanity phone numbers are also available.
Built-in phone options include call recording, call transfer, conference calling, and a widget that allows you to make calls right from Freshworks’ sales page. You can configure agent extensions for quick call routing and set custom ringtones that callers will hear before the phone is answered to enhance the customer experience. Customized greetings and phone-tree messages round out the personalization and branding options that make interacting with your company a pleasant experience for your customers.
Freshworks supports sales calls and all other customer touchpoints with a comprehensive feature set that includes deal and account management, list segmentation, email sync, and website visitor activity tracking. Its artificial intelligence tool, Freddy AI, rounds out the package with predictive contact scoring, deal insights and smart chatbots. Freshworks’ CRM plans are available at several price points, including sales-only and marketing-only tiers, so you only pay for the features you need.
Salesflare
Salesflare is an intelligent CRM for small B2B businesses and startups, who want to sell more with less work. Salesflare automatically fills out your address book and keeps track of all interactions with the people you’re in contact with. It takes data from email, social media, company databases, phone, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee.
Conclusion:
If you have ever had to implement a CRM software application to track your customer information, you will know how time consuming this can be. The main reason why you need a CRM software is so that you can service your customers better, reduce loss and increase customer satisfaction. Simplify your life today by using one of these free crm software applications.