Solopreneurs usually have an enormous workload. Starting a business may bring a degree of freedom but it also can restrict your free time if you are busy doing menial tasks. However, there are several apps, tools, and software available to lessen your workload and eliminate menial work.
CRMs are one of those tools. CRM is an acronym for customer relationship management software. CRMs help organize business and maximize productivity. Using them, you build your relationship with customers. This will result in more time to concentrate on your growing business.
To decide which CRM fits your needs best you will have to consider a few factors. First, you have to weigh cost with functionality. Second, you will have to consider the future growth of your business as CRMs are not customizable to scale as you grow.
This list created by our team at Trafft will help you decide which is the best CRM for solopreneurs and small teams.
Great CRM For Solopreneurs and Small Businesses
HoneyBook is designed to be the best CRM for solopreneurs and freelancers. It helps your small business look more professional and will not let a client slip through the cracks.
HoneyBook does not just turn leads into customers, its services help you manage a lead from inquiry to booking and completion. You can send contracts, invoices, and manage online payments through HoneyBook for a frictionless client experience.
HoneyBook comes preloaded with templates or the user can create a customized template from scratch.
With all these features, HoneyBook can streamline your efforts into an organized, successful business.
Salesmate is a cloud-based CRM for the active entrepreneur. It takes out the tedious labor of manual data entry. It is the best CRM for solopreneurs who like multitasking.
With cloud telephony already incorporated, this CRM satisfies the needs of busy, traveling solopreneurs. Some of its other services include email tracking and reciprocal email synchronization.
It is easily integrated with third-party applications like Gmail or Outlook. It is also compatible with Android and iOS systems for use when not in the office. With a customizable dashboard and minimal pricing, this CRM is productive and flexible.
Less Annoying CRM
Less Annoying CRM is a straightforward and simple product for experienced users. Despite its minimalist approach, it has the tools needed to attract more customers.
Those tools help you manage marketing and pipelines. It also organizes contact information, tasks, events, leads, and notes. It sends email reminders of tasks to be done for the day to keep you organized and working efficiently.
It customizes the dashboard to fit better with your specific business. Any small business needs to watch expenditures so most importantly, this product is affordable.
Salesforce Essentials is affordable even though it offers advanced features commonly found in pricier software.
This customer relationship management tool helps you keep your customer information current and response time faster. Some of its advanced features include mass emailing and e-commerce tools. It also offers territory-based lead assignment and reporting which makes it well suited for small teams. It extends the desktop app to incorporate email and calendaring. These features will help your business become more adaptable.
Microsoft Dynamics 365
Microsoft Dynamics 365 is now offered as part of Microsoft’s cloud-based services under Office365. It is a very affordable service as a software (SaaS).
This platform covers sales, marketing, and services. As a Microsoft product, it comes with many advantages. One advantage is that it can be easily integrated with any other Microsoft products, such as Word and Excel. Another advantage is that you can get direct support from Microsoft. Or you can look to the many online resources to navigate efficiently through this CRM’s features.
Zoho CRM offers omnichannel communication. It’s easy to use and it allows you to interact with customers from any channel, be it email, live chat, social media, or on the phone.
Zoho will connect with your social media profiles and then monitor these profiles for customer interaction and feedback. Zoho can easily manage all your social profiles from Twitter, Instagram, LinkedIn, and Facebook. The app captures leads by creating customer profiles based on these social media sites. It updates these customer profiles with data received from any interaction with the customer.
Vtiger is a comprehensive CRM, but it also offers a sales-only CRM for those getting started. Its composite software includes sales, marketing, and a help desk.
It can link contacts to opportunities, quotes, cases, projects, and invoices. This application includes social media integration, telephony, project, and inventory management. This CRM encourages internal collaboration so your team can work harmoniously. It is designed to be customizable, flexible, and convenient.
This is the best CRM for solopreneurs looking for extensive, affordable software.
This is the best CRM for single users. It is designed for a quick and simple setup to get you started in an instant. Easily set up an account and import your contact list.
It keeps your contact data organized. Deals are visible in a customizable list. Each interaction with a customer can be customized to build lasting customer relations.
Freshsales is easy to use and manages customer relations, helping to attract, nurture, manage, and close leads.
This system incorporates phone and email as well as offering advanced features. Those advanced features are a highly intuitive UI, AI-based lead scoring, visual deal pipeline, and intelligent workflow automation.
You can customize the dashboard and the visual reports. You can set up and navigate even the advanced features with ease.
Zendesk Sales Suite
Zendesk has one of the best mobile CRM apps. What sets this CRM software apart from others is its VoIP (voice over internet protocol) built into the app. That makes it especially useful for salespersons on the go who need their phone calls to tie directly into their CRM.
Other features of Zendesk include deal and contact management, IT management, analytics, and a help desk.
Maropost is popular with both small businesses and larger enterprises. Although it does not have an API interface, it offers comprehensive features to help get the job done.
It offers tools for marketing and for audience engagements to convert a potential customer into a happy customer. It also helps you to retain customers for a long-lasting customer relationship.
WORK(etc) is an entirely cloud-based CRM. There are several advantages of using this virtual work cloud CRM.
First, you can work from anywhere. Improve efficiency by training your team on one system. You can also easily collaborate with your customers and your work team.
It keeps your work team in contact with instantaneous data sharing. You can view every action each team member makes. This platform helps you sell, deliver, and maintain customer support. It manages ordering, billing, and paperwork. The tools of this CRM software will help productivity and efficiency.
Hubspot CRM is a free software program especially helpful for those whose business thrives on content marketing like blogging or vlogging because it provides a set of SEO and content optimization tools.
Hubspot gives you detailed reports on sales activity and productivity to have an instant view of your sales pipeline.
It captures leads and automates email marketing campaigns. It also organizes contacts and has an inventive system for scoring leads. Get more done with less work with this free CRM.
Instead of storing contact information on sticky notes or in a diary, use Capsule CRM. This CRM software stores and manages business contacts to help better manage customer relationships. It keeps track of conversations with customers allowing for the personalization of customer experiences.
Best of all, it was designed to be easy to set up and navigate.
Insightly is a straightforward platform that manages sales and projects. It is ideal for businesses to keep their sales and delivery teams collaborating and working efficiently.
Its most unique feature is its clean interface. All functions are listed on a left side column. The settings and support menu are accessed in a drop-down menu on the right side. And it also has easily accessible buttons for tasks, contacts, projects, and more.
Really Simple Systems
Really Simple Systems is an affordable CRM that enables businesses to manage a customer’s entire journey. It includes marketing and service capabilities.
It also has tools for campaign management, case management, and service level agreements (SLAs). It features sales pipeline management. It also enables work teams to view product catalogs, access quotes, and even set custom pricing for prospective customers.
Ending thoughts on the best CRM for solopreneurs
Including a CRM program in your business is necessary to create and manage contact lists and produce longlasting customer relationships. They also save time by reducing data entry. The right CRM program can even be useful for marketing and project management.
From this list, you can decide which is the best CRM for solopreneurs and small businesses. Any of these will help you because they are accessible and economical. Hopefully, this list will help you make the right CRM choice for your business.
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