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CRM for small business



Small business owners spin many plates to keep their customers front and center. From marketing and sales to customer support and retention, it’s a constant juggling act that requires a robust customer relationship management (CRM) platform to keep everything organized.


This blog covers the best CRMs for small business owners, the main features to look for, and how this technology supports your team. We’ll also introduce monday sales CRM to explore how it might be the perfect solution for your small business. (Spoiler alert: A free trial is available as a sneak peek!)


Essential qualities to look for when choosing a CRM

Certain qualities are non-negotiables when choosing a tool to grow with your operations. Make sure your small business CRM checks off all the following functionalities:

  • Fully customizable: Your CRM should match your business processes, not the opposite. A quality CRM solution will let you manage sales activity, marketing campaigns, and any other facet of your customer experience in a way that makes sense for your business.

  • Intuitive interface: No one wants to spend weeks learning a new tool. The right CRM will have a shallow learning curve that gets employees up to speed quickly.

  • Flexible: Whether you need to manage more leads and sales or update your entire pipeline, your CRM should seamlessly adapt to your business. For instance, as you develop your sales funnel, you may find a need for tracking sales documents.

  • Collaborative: A good CRM empowers your employees to work well together by providing simple methods of communication between teams to deliver the best customer experience. It should also play nicely with the rest of your tech stack to keep everything in one place.

  • Cloud-based: A cloud-based system allows you to access your data from anywhere while providing ample storage as you add more leads and customers to your database.

Small business vs enterprise CRMs: what’s the difference?

Enterprise CRMs are designed for large organizations with complex business processes and a high volume of data. They often come with a hefty price tag, making them less accessible for small businesses with limited budgets.


On the other hand, small business CRMs are specifically tailored to the needs of smaller organizations. They’re more affordable and offer user-friendly interfaces and customizable features that cater to the unique needs of small businesses.

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