Best CRM Software for Small Business of 2025

Written by
Best CRM Software for Small Business of 2025 Shanel Pouatcha
Updated

October 1, 2025

If you’re a small business owner, you know how important it is to have the right tools in place to manage your sales processes, build strong relationships with your customers, or even tracking marketing channels. That’s where customer relationship management (CRM) software comes in.

The best CRM software can help you save time and money by automating key sales tasks, streamlining your processes, and providing you with powerful contact management and sales automation features. In this article, we’ll take a closer look at the top-rated CRM software programs on the market today. We’ll cover everything from free options that are perfect for startups and small businesses to enterprise-grade solutions with cutting-edge AI features.

Best for Small Business HubSpot CRM

Cobanker review
4.5
CoBanker choice
Overview

HubSpot CRM offers an exceptional free plan that supports unlimited users and up to 1 million contacts, making it perfect for small businesses and startups. The platform provides intuitive contact management, deal tracking, and basic automation features without any monthly fees. Its seamless integration with HubSpot’s marketing and service hubs allows businesses to scale their operations as they grow.

However, long-term users report growing frustration with HubSpot’s evolution from “customer first” to “AI first,” with many core features being moved behind higher paywalls over time. The introduction of seat-based licensing has complicated what was once a simple unlimited user model, and customer support quality has declined as the company has scaled back support to cut costs while relying more heavily on partner agencies. However, the CRM’s seamless integration with HubSpot’s marketing and service hubs allows businesses to scale their operations as they grow. The user-friendly interface and comprehensive HubSpot Academy training resources also make it accessible for teams without technical expertise.

Best for Small Business
Price Low
Pros
Completely free platform with no hidden costs or time limits
User-friendly interface with intuitive design and easy setup
Excellent support resources including comprehensive knowledge base and training
Seamless integration capabilities with other HubSpot products
No limitations on number of users or basic contact storage
Cons
Limited automation features requiring paid plans for advanced functionality
Expensive upgrade costs when scaling to premium plan tiers
Contact limits imposed on marketing features for Starter plan users
  • Free Forever Plan with unlimited users
  • Contact Management for unlimited contacts and companies
  • Email Integration with Gmail and Outlook sync capabilities
  • Marketing Hub Integration for seamless upsell opportunities
  • Deal pipeline tracking and management
  • Meeting scheduling and calendar sync tools
  • Basic reporting dashboards and analytics

Free forever plan for up to 2 users with unlimited contacts and basic CRM features.

Starter Customer Platform at $9/month per seat includes marketing, sales, service, content, and data tools with 1,000 marketing contacts.

Marketing Hub Professional starts at $800/month with 3 core seats and 2,000 marketing contacts, plus a required $3,000 one-time onboarding fee.

Enterprise plans begin at $3,600/month with 5 core seats and 10,000 marketing contacts, plus a mandatory $7,000 onboarding fee.

Additional core seats range from $45-75/month depending on the plan tier..

Best for New Business Pipedrive

Cobanker review
4.4
CoBanker choice
Overview

Pipedrive’s visual sales pipeline and intuitive design make it the top choice for sales teams prioritizing simplicity and efficiency. Built by salespeople for salespeople, the platform focuses on core CRM functionality without overwhelming users with unnecessary features. The drag-and-drop deal management and clear activity tracking help sales teams stay organized and focused on closing deals.

User feedback consistently praises Pipedrive as a cost-effective solution with a clean UI that provides essential functionality without complexity. However, some users note limitations in automation capabilities compared to more comprehensive platforms like HubSpot, and there are occasional reports of customer service challenges including difficulty reaching support through their circular email-to-chat system.

Despite these concerns, sales professionals appreciate Pipedrive’s straightforward approach to customer management and project tracking, making it particularly effective for teams that value simplicity over advanced feature sets.

Best for New Business
Price Low
Pros
Simple interface with quick learning curve and easy adoption
Sales-focused design purpose-built for closing deals effectively
Great mobile app with full functionality on smartphones
Excellent customer support and onboarding process quality
Intuitive workflow management for sales teams
Cons
Limited customization options compared to enterprise solutions
Add-on costs required for extra features and integrations
Basic reporting capabilities with less comprehensive analytics than competitors
  • Visual pipeline management with drag-drop functionality
  • Activity reminders and automated follow-up notifications
  • Email integration with built-in templates and tracking
  • Mobile optimization for full-featured iOS and Android apps
  • Deal forecasting tools and sales performance tracking
  • Custom field creation and pipeline customization options
  • Goal setting and achievement tracking capabilities

Plans range from $14-79/month per user. Essential ($14), Growth ($39), Premium ($49), and Ultimate ($79) plans. An AI Sales Assistant is available for those on the Premium plan and above, with add-on features priced separately including advanced reporting, project management, and phone sync.

Best for Budget Freshsales CRM

Cobanker review
4.1
CoBanker choice
Overview

The platform includes built-in phone and email capabilities, lead scoring, and workflow automation that help small teams operate more efficiently. Its predictive contact scoring identifies the hottest leads based on engagement levels, allowing sales teams to prioritize their efforts effectively.

While not as prominently discussed in user forums compared to major competitors like Salesforce and HubSpot, Freshsales is often mentioned as a cost-effective alternative for businesses seeking to avoid the complexity and expense of enterprise solutions. Users appreciate its straightforward approach to CRM functionality, though some note that it may lack the advanced automation and integration capabilities found in higher-tier platforms.

The 21-day free trial and responsive customer support make it an accessible choice for businesses new to CRM software or transitioning from more expensive solutions.

Best for Budget
Price Low
Pros
Affordable pricing structure competitive for small businesses
All-in-one solution with phone, email, and CRM integrated
Free trial period offering 21-day risk-free evaluation
Responsive customer support team with knowledgeable assistance
Predictive contact scoring for intelligent lead prioritization
Cons
Limited third-party integrations compared to enterprise competitors
Basic customization options less flexible than advanced solutions
Email marketing limits restricting campaigns on lower-tier plans
  • Built-in phone system with VoIP calling and recording capabilities
  • AI-powered lead scoring with predictive contact prioritization
  • Email marketing automation with drip campaigns and segmentation
  • Multi-channel support across phone, email, chat, and social media
  • Contact management with detailed profiles and interaction tracking
  • Workflow automation for sales sequences and territory management
  • Reporting dashboards with customizable analytics and performance metrics

21-day free trial. Free plan for up to 3 users. Paid plans range from $9-59/month per user. Growth ($9), Pro ($39), and Enterprise ($59) plans include Freddy AI features on higher tiers, workflow automation, advanced analytics, and multi-channel support with email marketing limits on lower plans.

Best for Sales-Centric Business Salesforce Sales Cloud

Cobanker review
4.3
CoBanker choice
Overview

Salesforce Sales Cloud stands as the industry leader with over 150,000 companies relying on its comprehensive CRM platform. The software excels in scalability and customization, offering AI-powered Einstein features that provide predictive analytics and automated insights.

However, user experiences vary dramatically based on implementation quality – many sales professionals report that poorly configured instances can become productivity obstacles rather than enablers. When properly implemented with input from client-facing teams, Salesforce becomes a powerful revenue-driving tool, but organizations must invest significantly in professional setup and ongoing maintenance to realize its full potential.

Best for Sales-Centric Business
Price Middle
Pros
Highly scalable platform that grows with enterprise needs
Industry-leading solution trusted by Fortune 500 companies worldwide
Comprehensive feature set covering complete sales, service, and marketing suite
Extensive customization options for complex business requirements
Robust third-party integration ecosystem through AppExchange
Cons
Steep learning curve with complex setup and configuration requirements
Higher cost structure with premium pricing for advanced features
Over-engineered solution that may be excessive for small businesses
  • Einstein AI Platform with predictive analytics and automation capabilities
  • AppExchange Marketplace with over 7,000 integrations available
  • Territory Management with geographic and role-based assignments
  • Advanced Reporting with customizable dashboards and forecasting tools
  • Workflow automation and process builder functionality
  • Custom field creation and object customization options
  • Multi-language and multi-currency support capabilities

30-day free trial with plans ranging from $25 to $550 per user per month with annual commitment required. Starter Suite at $25/month includes basic CRM for up to 10 users. Professional ($80/month), Enterprise ($165/month), and Unlimited ($330/month) plans include advanced features like Einstein AI, workflow automation, and territory management. Agentforce add-ons start at $125/month for AI agents.

Best for AI Features Zoho CRM

Cobanker review
4.2
CoBanker choice
Overview

Zoho CRM’s resident AI assistant, Zia, sets it apart from competitors with advanced predictive analytics and intelligent automation capabilities. Zia analyzes customer data to predict deal outcomes, identify the best times to contact prospects, and detect sales anomalies.

The platform offers comprehensive customization options and integrates seamlessly with over 500 business applications through the Zoho ecosystem. However, some sales professionals report that Zoho feels like it was “built by five different teams who never met each other,” with inconsistent UI/UX design and frequent glitches that can disrupt daily workflows.

The out-of-the-box experience is notably weak, requiring extensive customization and technical expertise to function effectively. Despite these challenges, businesses that invest in proper setup and configuration often find Zoho CRM to be an extremely powerful and cost-effective solution, particularly when working with experienced Zoho partners who can navigate the platform’s complexities and unlock its full potential.

Best for AI Features
Price Low
Pros
Advanced AI capabilities with industry-leading predictive analytics
Affordable pricing structure offering great value for feature set
Comprehensive business application ecosystem with 500+ integrations
Robust customization options for workflows and processes
Strong multi-currency and multi-language support
Cons
Complex interface with steeper learning curve for beginners
AI features not available in free version requiring paid plans
Setup complexity as extensive customization options can overwhelm new users
  • Zia AI Assistant with predictive analytics and smart insights
  • Social media tracking for real-time engagement monitoring
  • Custom workflows with advanced automation capabilities
  • Multi-channel integration unifying email, phone, and social media
  • Advanced lead scoring system with behavioral analysis
  • Territory management tools for sales team organization
  • Mobile app functionality with offline access capabilities

15-day free trial with free plan for up to 3 users. Paid plans range from $14-52/month per user annually. Standard ($14), Professional ($23), Enterprise ($40), and Ultimate ($52) plans include progressive features like Zia AI (paid plans only), advanced automation, territory management, and multi-currency support.

Best for Project Management monday CRM

Cobanker review
4.2
CoBanker choice
Overview

Monday CRM combines customer relationship management with project management capabilities, making it ideal for teams that need to track both customer interactions and project deliverables. Built on Monday’s Work OS platform, it offers visual project tracking, customizable workflows, and seamless team collaboration features.

However, user feedback reveals that it may feel more aligned with project management as opposed to a more dynamic CRM. And while marketing teams often appreciate its flexibility and visual approach, some sales professionals may find it lacks the intuitive flow needed for efficient deal management.

Users note that the platform requires significant setup time and customization to work effectively as a CRM, and its data structure can prevent it from functioning like traditional CRM systems. Despite these limitations, teams already embedded in Monday’s ecosystem may find value in its unified approach to project and customer management.

Best for Project Management
Price Low
Pros
Combines CRM and project management in one platform
Highly customizable with no-code workflow builder capabilities
Excellent visual interface with intuitive board-style organization
Strong team collaboration features for cross-departmental coordination
Flexible pricing tiers starting at reasonable rates
Cons
Can be overwhelming due to extensive customization options
Limited advanced CRM features compared to specialized solutions
Pricing tiers require minimum user commitments in set increments
  • Visual pipeline management with drag-drop functionality
  • Project management integration for client deliverables
  • Custom workflow automation with AI assistance
  • Team collaboration tools with real-time updates
  • Advanced dashboard creation and reporting capabilities
  • Quote and invoice generation from board data
  • Integration marketplace with 200+ apps available

14-day free trial. Plans range from $12 per month. Basic ($12), Standard ($17), Pro ($28), and Enterprise (custom pricing) plans. AI blocks and advanced automation features available on higher tiers.

Best for Google Workspace Copper CRM

Cobanker review
4.5
CoBanker choice
Overview

Copper CRM (formerly ProsperWorks) is specifically designed and recommended by Google for seamless integration with Google Workspace applications. The platform automatically syncs with Gmail, Google Calendar, and Google Drive, making it the natural choice for businesses already using Google’s productivity suite, though this tight integration means teams using alternative email clients like Superhuman or Outlook may not experience the same level of functionality.

Copper eliminates manual data entry by automatically capturing email conversations and contact information directly from Gmail, but this Google-centric approach can limit its effectiveness for organizations that prefer platform-agnostic solutions or need extensive third-party integrations beyond the Google ecosystem.

Best for Google Workspace
Price Low
Pros
Seamless Google Workspace integration requiring minimal setup
Automatic data capture eliminates manual entry requirements
User-friendly interface familiar to Google users
Strong mobile application for field sales teams
Reasonable pricing structure for small to medium businesses
Cons
Limited functionality outside Google ecosystem environment
Fewer third-party integrations compared to platform-agnostic solutions
Basic customization options may not suit complex workflows
  • Native Google Workspace integration with automatic data sync
  • Gmail sidebar extension for contextual customer information
  • Google Calendar integration for meeting and task management
  • Contact enrichment with automatic data population capabilities
  • Pipeline management with visual deal progression tracking
  • Mobile app functionality for on-the-go access
  • Territory and lead assignment automation features

14-day free trial with plans range from $9-19/month per seat with 3-seat minimum. Starter ($9), Basic ($23), Professional ($59), and Business ($99) plans.

Best for Growth Insightly CRM

Cobanker review
4.1
CoBanker choice
Overview

Insightly CRM combines traditional customer relationship management with integrated project management and business process automation, making it ideal for small businesses planning to scale operations. It offers robust lead management, opportunity tracking, and project delivery capabilities in a single affordable solution. Insightly’s strength lies in its ability to bridge the gap between sales and project delivery, allowing businesses to manage the entire customer lifecycle from initial contact through project completion.

Experienced users appreciate its comprehensive feature set and note that it provides good value for businesses that need both CRM functionality and project management capabilities. However, some users point out that while Insightly offers extensive features, it may require more setup time compared to simpler alternatives, and businesses focused purely on sales activities might find specialized CRM solutions more intuitive for their daily workflows.

Best for Growth
Price High
Pros
Combines CRM with project management in single platform
Affordable pricing structure suitable for growing businesses
Strong customization capabilities for unique business processes
Excellent scalability from small teams to larger organizations
Comprehensive reporting and analytics functionality available
Cons
Interface can be complex for non-technical users initially
Customer support response times vary according to user reports
Limited advanced marketing automation compared to specialized platforms
  • Integrated project management with CRM functionality
  • Advanced workflow automation and business process management
  • Lead routing and assignment based on custom criteria
  • Email marketing campaigns with segmentation capabilities
  • Custom reporting and analytics dashboard creation
  • Mobile applications for iOS and Android devices
  • API access for custom integrations and development

14-day free trial. Plans range from $29-99/month per user with 2-user minimum. Plus ($29), Professional ($49), and Enterprise ($99) plans. Includes integrated project management, advanced workflow automation, and custom reporting with API access on higher plans.

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What is CRM Software?

CRM software centralizes customer information for businesses to use at various stages of the customer lifecycle. Fundamentally, CRM is a tool that can keep track of contacts, notes, and activities to give teams better information about the customers they are trying to reach or work with. Today’s CRM systems include sales pipeline management, marketing automation, service workflows, and advanced analytics, in addition to contact and interaction tracking. The CRM software unifies information about customers so that a company’s sales, marketing, and service teams have a shared view of the customer. This allows these teams to coordinate their efforts in order to provide the best possible experiences to customers. More advanced CRM systems include integrations for email, social media, e-commerce, and accounting software to provide more business management capabilities.

What Are the Benefits of CRM Software?

  • Centralized customer data: CRM software consolidates all customer information, communication history, and interaction records in one accessible location, eliminating data silos and ensuring every team member has complete customer context when needed.
  • Improved sales efficiency: Automated lead scoring, pipeline management, and follow-up reminders help sales teams prioritize high-value prospects and never miss important opportunities, potentially increasing close rates.
  • Enhanced customer relationships: Detailed customer profiles and interaction histories enable personalized communication and service, helping businesses build stronger relationships and increase customer lifetime value through targeted engagement strategies.
  • Better team collaboration: Shared customer data and communication logs ensure seamless handoffs between sales, marketing, and customer service teams, creating consistent customer experiences across all touchpoints.
  • Data-driven decision making: Advanced reporting and analytics capabilities provide insights into sales performance, customer behavior, and market trends, enabling businesses to make informed strategic decisions based on concrete data.
  • Automated workflow processes: CRM systems can automate repetitive tasks like email follow-ups, task assignments, and data entry, freeing up valuable time for relationship-building and strategic activities that drive revenue growth.

How to Choose the Right CRM Software

  • Clarify your business objectives: Identify concrete goals such as higher conversion rates, faster response times, or more efficient marketing campaigns, and choose a CRM that provides features to help you achieve them.
  • Assess your team size and growth plans: Account for current user needs as well as 2-3 year future expansion, selecting a CRM capable of scaling up as needed without causing expensive migrations or major changes to existing work processes.
  • Identify integration requirements: Take stock of all the systems you use for business processes, such as email, accounting, marketing automation, and e-commerce, and ensure the CRM you choose can integrate smoothly with all of them.
  • Consider technical expertise: Select a CRM with an appropriate level of complexity based on your team’s tech skills, opting for more intuitive solutions for non-technical teams or more customizable platforms if you have IT support for installation and configuration.
  • Budget for total cost: In addition to monthly fees, account for onboarding costs, time to train employees, and any additional features or integrations you may need to pay for later when evaluating total cost of ownership.
  • Test before committing: Utilize free trials and demos to test out features, user experience, and support services to ensure you’re choosing a CRM that’s right for your business, including decision-makers and key users in the testing process.

FAQs

Task management focuses on individual tasks and to-do lists, while project management is a more comprehensive discipline that involves planning, executing, and monitoring entire projects with multiple tasks, resources, and deadlines. Many modern tools, like Asana and monday.com, blend both functions into one platform.rnrnu0026nbsp;

The implementation process can take anywhere from a couple of days to many months depending on the size of your organization and the complexity of the solution. For small to medium-sized deployments most companies can expect to have a functioning system in place within 2-4 weeks, including data migration and initial team training.

Cloud-based CRMs are hosted by the provider on their servers and can be accessed through a web browser. On-premise systems are installed directly on your own servers which typically requires more maintenance and IT support. Cloud-based solutions provide ease of use and lower maintenance while on-premise systems offer more control.

CRM success is heavily dependent on training, well-designed processes, and selecting an easy to use system that is addressing a real need or problem. It’s important to involve key users in the selection and deployment process, provide adequate training, and set clear expectations for the entire team on using the CRM.