As a small business owner in the UK, managing customer relationships is crucial to the success of your business. Customer relationship management (CRM) software can help you organize your customer data, streamline your sales processes, and improve your customer interactions. However, with so many CRM software options available, it can be overwhelming to choose the right one for your business.
In this article, we will explore the 9 best CRM software options for small businesses in the UK. We will discuss the key features and pricing plans of each software to help you make an informed decision for your business. By the end of this article, you will have a better understanding of the CRM software options available and be equipped to choose the right one for your business.
The Best CRM Software For UK Business In 2023
HubSpot CRM
HubSpot CRM is a free CRM software that offers basic CRM features such as contact management, deal tracking, and email marketing. HubSpot CRM also offers paid plans that include more advanced features like lead scoring, custom reporting, and sales automation. The paid plans start at £36 per month.
Some of the key features of HubSpot CRM include:
- Contact management: HubSpot CRM allows you to store and manage contact information, including contact details, company information, and deal stages.
- Deal tracking: You can track deals and their progress through the sales pipeline.
- Email marketing: HubSpot CRM includes email marketing tools that allow you to create and send marketing emails to your contacts.
- Sales automation: HubSpot CRM includes tools that automate repetitive sales tasks like sending follow-up emails and scheduling appointments.
- Custom reporting: With HubSpot CRM, you can create custom reports that help you track your sales performance.
Zoho CRM
Zoho CRM is a cloud-based CRM software that offers features like lead management, contact management, and sales automation. Zoho CRM also offers integrations with other Zoho products like Zoho Books and Zoho Desk. The pricing for Zoho CRM starts at £12 per month.
Some of the key features of Zoho CRM include:
- Lead management: Zoho CRM allows you to manage leads from multiple sources, including website forms, social media, and email.
- Contact management: You can store and manage contact information, including contact details, company information, and social media profiles.
- Sales automation: Zoho CRM includes tools that automate repetitive sales tasks like sending follow-up emails and scheduling appointments.
- Customization: Zoho CRM allows you to customize your sales process and CRM interface to meet your business needs.
- Third-party integrations: Zoho CRM integrates with many third-party tools like Mailchimp, G Suite, and QuickBooks.
Salesforce Essentials
Salesforce Essentials is a cloud-based CRM software designed specifically for small businesses. The software offers features like contact management, lead management, and email marketing. Salesforce Essentials also offers integrations with other Salesforce products like Salesforce Inbox and Salesforce Maps. The pricing for Salesforce Essentials starts at £20 per user per month.
Some of the key features of Salesforce Essentials include:
- Contact management: You can store and manage contact information, including contact details, company information, and social media profiles.
- Lead management: You can manage leads from multiple sources, including website forms, social media, and email.
- Email marketing: Salesforce Essentials includes email marketing tools that allow you to create and send marketing emails to your contacts.
- Sales automation: The software includes tools that automate repetitive sales tasks like sending follow-up emails and scheduling appointments.
- Third-party integrations: Salesforce Essentials integrates with many third-party tools like Mailchimp, G Suite, and QuickBooks.
Pipedrive
Pipedrive is a sales CRM software that is designed to help small businesses manage their sales pipelines. The software offers features like lead management, deal tracking, and sales reporting. Pipedrive also offers integrations with other popular tools like Trello and Zapier. The pricing for Pipedrive starts at £12.50 per user per month.
Some of the key features of Pipedrive include:
- Lead management: You can manage leads from multiple sources, including website forms, social media, and email.
- Deal tracking: Pipedrive allows you to track deals and their progress through the sales pipeline.
- Sales reporting: The software includes reporting tools that help you track your sales performance.
- Customization: Pipedrive allows you to customize your sales process and CRM interface to meet your business needs.
- Email integration: Pipedrive integrates with popular email providers like Gmail and Outlook to ensure that all communication with leads and customers is tracked and organized.
Insightly
Insightly is a CRM software that is designed for small businesses with a focus on project management and customer relationship management. The software offers features like contact management, project management, and email marketing. Insightly also offers integrations with popular tools like Xero and QuickBooks. The pricing for Insightly starts at £29 per user per month.
Some of the key features of Insightly include:
- Contact management: Insightly allows you to store and manage contact information, including contact details, company information, and social media profiles.
- Project management: The software includes project management tools that help you track your projects and tasks.
- Email marketing: Insightly includes email marketing tools that allow you to create and send marketing emails to your contacts.
- Sales automation: The software includes tools that automate repetitive sales tasks like sending follow-up emails and scheduling appointments.
- Third-party integrations: Insightly integrates with many third-party tools like Mailchimp, G Suite, and QuickBooks.
Freshsales
Freshsales is a CRM software that is designed for small businesses with a focus on sales and marketing automation. The software offers features like lead management, deal tracking, and email marketing. Freshsales also offers integrations with popular tools like Zapier and Freshdesk. The pricing for Freshsales starts at £12 per user per month.
Some of the key features of Freshsales include:
- Lead management: Freshsales allows you to manage leads from multiple sources, including website forms, social media, and email.
- Deal tracking: The software allows you to track deals and their progress through the sales pipeline.
- Email marketing: Freshsales includes email marketing tools that allow you to create and send marketing emails to your contacts.
- Sales automation: The software includes tools that automate repetitive sales tasks like sending follow-up emails and scheduling appointments.
- Third-party integrations: Freshsales integrates with many third-party tools like Mailchimp, G Suite, and QuickBooks.
Agile CRM
Agile CRM is a cloud-based CRM software that offers features like contact management, email marketing, and social media management. The software also offers integrations with popular tools like Shopify and WooCommerce. The pricing for Agile CRM starts at £6.99 per user per month.
Some of the key features of Agile CRM include:
- Contact management: Agile CRM allows you to store and manage contact information, including contact details, company information, and social media profiles.
- Email marketing: The software includes email marketing tools that allow you to create and send marketing emails to your contacts.
- Social media management: Agile CRM includes tools that allow you to manage your social media accounts and track your social media performance.
- Sales automation: The software includes tools that automate repetitive sales tasks like sending follow-up emails and scheduling appointments.
- Third-party integrations: Agile CRM integrates with many third-party tools like Mailchimp, G Suite, and QuickBooks.
Capsule CRM
Capsule CRM is a CRM software that offers features like contact management, sales forecasting, and email marketing. The software also offers integrations with popular tools like Xero and QuickBooks. The pricing for Capsule CRM starts at £12 per user per month.
Some of the key features of Capsule CRM include:
- Contact management: Capsule CRM allows you to store and manage contact information, including contact details, company information, and social media profiles.
- Sales forecasting: The software includes tools that allow you to forecast your sales performance.
- Email marketing: Capsule CRM includes email marketing tools that allow you to create and send marketing emails to your contacts.
- Sales automation: The software includes tools that automate repetitive sales tasks like sending follow-up emails and scheduling appointments.
- Third-party integrations: Capsule CRM integrates with many third-party tools like Mailchimp, G Suite, and QuickBooks.
Monday.com CRM
Monday.com CRM is a comprehensive customer relationship management platform designed to help businesses manage and optimize their interactions with customers. It offers a range of key features that streamline various aspects of the customer journey. This CRM provides a centralized database for storing and organizing customer contact information, ensuring easy access and efficient communication. Here are some of its notable features:
Some of the key features of Monday.com CRM include
- Sales Pipeline Tracking: It allows users to track and manage their sales processes from start to finish and providing visibility into each stage of the pipeline.
- Task Automation: With automation capabilities, Monday.com CRM helps automate repetitive tasks, such as lead assignments, follow-ups, and notifications.
- Collaboration and Communication: The platform facilitates seamless collaboration within teams by providing real-time updates, comments, and file sharing, ensuring everyone stays informed and aligned.
- Analytics and Reporting: Monday.com CRM offers customizable dashboards and reports that provide valuable insights into sales performance, customer behavior, and other metrics.
- Integrations: It integrates with various third-party tools, such as email clients, calendars, and customer support platforms, allowing businesses to consolidate their workflows and data in one place.
- Mobile Accessibility: Monday.com CRM offers mobile apps, enabling users to access and manage their customer relationships on the go, ensuring productivity and responsiveness from anywhere.
Conclusion
Choosing the right CRM software for your small business is crucial for managing your customer relationships and growing your business. Each of the CRM software listed above offers unique features and pricing plans to meet the needs of different businesses. It is important to carefully consider the features that your business requires and compare the pricing plans of different software options before making a decision. With the right CRM software, you can streamline your business processes and improve your customer relationships to drive long-term growth and success.
A: The 3 Significant Types of CRM
1. Collaborative 2. Analytical 3. Operational