Top 5 CRM Software for Small Business | Free & Paid CRM Tools

In this updated CRM software guide, I share my top 5 CRM platforms for small businesses.

I break down each of my favourite CRM tools and help you identify the best solution for your small business.

The quality of your business is determined by the quality of your systems! This is something that I live by!

► Read more about my top 7 CRM software for small businesses here:

✅ Alternatively, I created a functional CRM and business toolkit with Google Sheets called Sheetify CRM that connects to Google Workspace and allows you to send bulk 'personalized' emails in just a few clicks, and manage clients, sales, tasks, and more!

👉 Learn more about my Google Workspace CRM here ➜
(Discount code SHEETIFY10OFF for 10% off!)

One fundamental system for small businesses is to set up a CRM. This will streamline many of your important day-to-day activities and save you a tonne of time so that you can focus on important tasks.

A suitable CRM will improve your team's operations, sales, marketing and more. The core function of a CRM is to facilitate a smooth customer journey by allowing your team to focus on your sales processes.

► Ready to get started with one of the CRMs we mentioned in this video?

Get started for free with HubSpot CRM:

Get started for free with Zoho CRM:

Get started with Monday CRM (14-day free trial):

Get started for free with Streak CRM:

Get started with Pipedrive CRM (free trial):

*(The HubSpot, Zoho, Monday and Streak links are affiliate links, which means we will get a commission if you upgrade to a paid plan (with no extra cost to you) through these links, and this helps support our channel so we thank you in advance!)

► Relevant video resources mentioned in this tutorial:

Learn how to use HubSpot CRM:

Check out the HubSpot pricing and feature list here:

Learn how to use Zoho CRM:

Check out the Zoho CRM pricing and feature list here:

Learn how to use Monday CRM:

Check out the Monday CRM pricing and feature list here:

Learn how to use Streak CRM:

Check out the Streak CRM pricing and feature list here:

Learn how to use Pipedrive CRM:

Check out the Pipedrive pricing and feature list here:

► Today we navigate through the below chapters for this CRM software guide:

0:00 Intro
01:53 HubSpot CRM
03:31 Zoho CRM
05:23 Monday CRM
07:18 Streak CRM
08:39 Pipedrive CRM
10:06 Outro

► Are you interested in joining our small business community?

Let me know if this CRM software guide was helpful. Also, if you require any help or support, make sure to get in touch with us today.

Thanks for watching and enjoy!

#crm #smallbusiness

[teasulo]

Great Video ! THANK you !What CRM would you suggest for B2B seo and content small enteprise for a team of 10 that focuses primarily on contract management and costumer follow up?

[moeasal]

Hey Stewart! Great video!! What would you recommend for a outpatient medical practice with 3 different offices looking to monitor all marketing campaigns, project management, integrates well with healthcare record (eclinical work), follow up with clients (text or email), schedule appointments and output visually friendly KPIs? Cost isn't an issue.

[nemo]

Merci pour la présentation. J'ai un entretien d'embauche demain avec la Salesteam de Salesforce. Je revise là haha

[vincentvito]

Great video. It’s the best currently on YouTube. What would you recommend for a brewery that sells B2B, Shopify and retail shop? Thanks 🙏

[gmfit]

Great video - really valuable as there is a lot of mixed messages/sponsored reviews online which make it harder to choose!

What would you recommend for a demolition/construction start up? Would love something for contacts, deal progress, storing customer notes and follow up reminders.

[quickpr]

Thank you very much, Stewart. Very useful video. What CRM you suggest for the financial planning agency?

[sergejsstelmahs]

Hi! Thank you for your reviews. What free CRM would you recommend for small B2B service company? With integrated task management.

[roxannaamaya]

Hi Stewart - thank you for your video. Which CRM system would you recommend for a mortgage company/loan officer?

[sgwtiqj]

Hey Stewart! Great Video!! What CRM would you recommend an ads agency to streamline the sales process, manage sales team progress and content creation?

[izzy]

Great video 😊 what would you recommend for a small nonprofit? (Data security is also important). Thanks!

[alexander]

Hey Stewart great video! Thank you for making such helpful content. What CRM would you recommend for an appointment based business in the health industry (similar to spas, acupuncturist, chiropractor, etc.) We have a few different locations and are looking for something that can manage and track lead status, track future and existing appointments, send mass promotional emails to various patient groups, and sync with outlook calendar. Thank you for your help!

[glaucorocha]

Hi Stewart, thanks for the great video. Which CRM would you recommend for a small Home Improvement Business? B2C

[huffj]

Great video! Are any of these CRM’s HIPAA compliant

[Thryvetogether]

great video. what do you suggest for a startup focused on outsourced accounting, sales consulting, and CFO/ VP of sales services?

[kuceyol]

Great video. I run a small posture practice. I need a crm that will help me capture leads (easy to create attractive funnels) into a pipeline, appointment calendar, email campaigns & sms...that can grow with my business. Which one would you recommend? I see that you recommended SmartSuite instead of the ones in your video. What makes that one better suited?
Thanks!

[quidproquosyd]

On a previous video, Monday vs SmartSuite you reviewed both and had SmartSuite as a the winner. I'm wondering why SmartSuite isn't included in this more recently published video. Has something changed?

[macsek]

Hi Stewart! Can you please recommend a simple a preferably free CRM for a child psychologists’ center? We would need it to keep record of our therapy clients as well as participants of our courses. Thanks for your content and your help.

[Gigi]

Hi Stewart! What CRM do you suggest for a team of 15, IT trading company, with ticketing system?

[scuehjg]

Guys in your opinion which is the best CRM for startups. Thanks!. Please do a video for top 5 HRMS apps for SMB.

[beyondbordershistory]

Hi Stewart, thanks for sharing this video, I have a quick question. Can you please suggest a CRM for a small team of 10, where we can also have a facility of calls and text messages services.