# The Most User Friendly Small Business CRM Software | Capterra

> CRM software helps big businesses organize and manage their customer relationships. SMBs can also benefit from a CRM if they know what to look for.

Source: https://www.capterra.com/resources/small-business-crm-software

---

# The Most User Friendly Small Business CRM Software

By Andrew Conrad

Andrew Conrad

Andrew Conrad is a senior content writer at Capterra, covering business intelligence, retail, and construction, among other markets. As a seven-time award wi...

[See bio & all articles](https://www.capterra.com/resources/author/aconrad/)

  

Published November 20, 2020

4 min read

Table of Contents

-   [3 most user friendly small business CRM software](#3-most-user-friendly-small-business-crm-software)
-   [Looking for more small business CRM software options?](#looking-for-more-small-business-crm-software-options)

## CRM software isn’t just for big businesses with big resources. These three options are useful and easy to use.

Customer relationship management (CRM) software helps large companies better connect with their customers to build stronger relationships and, ultimately, increase sales and revenue.

Small businesses should look to reap the same benefits.

Why use a CRM?

CRM software helps businesses organize and manage all of their customer data. Rather than storing customer information in a massive, unwieldy spreadsheet, a CRM uses workflow automation to streamline processes like customer interaction tracking, lead capture and scoring, sales pipeline management, contact management, calendar reminders, and more.

Many CRM systems also offer analytics and reporting dashboards to help sales teams track and forecast revenue, set goals, and manage campaigns.

While small businesses can’t afford the same CRM platform price tag that larger corporations pay for their annual software fees, there are options to help smaller firms organize and manage their customer relations better.

Capterra has already done the research to uncover the [Top 20 CRM systems](https://www.capterra.com/customer-relationship-management-software/#shortlist) on the market, so we used that as our starting point then pulled out the three options that fit best for small businesses that don’t have the same in-house IT resources as larger companies to deal with complicated CRM interfaces or unresponsive customer support (complete methodology below).

In other words, the three small business CRM software options listed below in alphabetical order are not only some of the best on the market. They’re the _best of the best_ when it comes to the [specific needs of small businesses](https://www.capterra.com/small-business-crm-software/).

## 3 most user friendly small business CRM software

#### Trial/Free Version

-   Free Trial
-   Free Version

#### Device Compatibilty

\* Analysis Accurate as of date of publication

Freshworks, originally known as Freshdesk, started off in 2010 as a customer service platform. The developers eventually spun it off into a CRM system called Freshsales in 2016, and it was rebranded as Freshworks CRM in the fall of 2020. As a developer, Freshworks has earned a reputation for easy to use software with strong customer support, and the Freshworks CRM solution is no exception. It’s even powered by a cute glasses-wearing cartoon dog named Freddy AI to make it as easy to use as possible.

**Key CRM features:**

-   Custom fields, modules, and reports
    
-   AI workflows and sales sequences
    
-   Predictive contact scoring and lead generation
    
-   Sales goals tracking and forecasting
    

**Pricing:** Starts at $29/user/month when billed annually for up to 1,000 active contacts. The Pro Plan ($69/user/month) is good for up to 3,000 active contacts and adds additional features and capabilities. All plans include phone, email, and web support.

* * *

#### Trial/Free Version

\* Analysis Accurate as of date of publication

The name may not do this CRM tool justice, as users give Less Annoying CRM near-perfect marks in Ease of Use and Customer Service. The cloud-based CRM system was developed in 2009 by a pair of brothers looking to create the most intuitive, effective, simple CRM possible for small businesses.

[As they describe it](https://www.lessannoyingcrm.com/What_is_a_CRM), the Less Annoying CRM app was designed “from the ground up specifically for small businesses.” They also include responsive support via email, phone, and screen sharing with all plans.

**Key CRM features:**

-   Synchronized team calendar
    
-   Real-time lead status reports
    
-   Automated daily agenda emails
    
-   Customizable fields
    

**Pricing:** Less Annoying CRM costs $15/user/month after a 30-day free trial. That price includes everything, and users can cancel at any time.

* * *

#### Trial/Free Version

-   Free Trial
-   Free Version

#### Device Compatibilty

\* Analysis Accurate as of date of publication

Pipeliner CRM is designed specifically for sales teams, with an administrative back-end that is meant to be fully operational by a team member rather than requiring a full-time administrator. It uses gamification to encourage team adoption, and it can be used online or offline. Pipeliner integrates with [hundreds of popular applications](https://www.pipelinersales.com/crm/apps/)\--including Gmail, Salesforce, and Zoho--to help teams use it the way that works best for them.

**Key CRM features:**

-   Social media selling tools
    
-   Drag and drop custom template designer
    
-   Kanban-style sales task management
    
-   Dynamic sales goal targeting
    

**Pricing:** Starts at $25/user/month when billed annually after a 14-day free trial. The Business plan, for $65/user/month adds documents management, additional views and dashboards, and more. All plans include email and live chat support during business hours, along with in-app help system, online knowledge base, and video tutorials.

## Looking for more small business CRM software options?

If none of the options above seems like the best option for you, check out these other three [small business CRM tools](https://www.capterra.com/small-business-crm-software/), which just missed the 4.5 Ease of Use and Customer Service cut.

#### Trial/Free Version

-   Free Trial
-   Free Version

#### Device Compatibilty

\* Analysis Accurate as of date of publication

#### Trial/Free Version

-   Free Trial

\* Analysis Accurate as of date of publication

#### Trial/Free Version

-   Free Trial
-   Free Version

#### Device Compatibilty

\* Analysis Accurate as of date of publication

Still don’t see something you like? Browse our [entire directory of 900 CRMs](https://www.capterra.com/customer-relationship-management-software/), complete with [buyer’s guide](https://www.capterra.com/customer-relationship-management-software/#buyers-guide). There are even [hundreds of free CRM software options](https://www.capterra.com/customer-relationship-management-software/?pricing_options=%5B8%5D&sortOrder=sponsored).

* * *

* * *

Methodology

The three products selected for this article appeared in our [Top 20 Customer Relationship Management Software report](https://www.capterra.com/customer-relationship-management-software/#shortlist), based on verified user reviews and web search interest ([complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology)), and scored 4.5 out of 5 or higher in both Ease of Use and Customer Service based on those same verified user reviews. They are listed in alphabetical order.

* * *

Looking for CRM software?Check out Capterra's list of the [best CRM software](https://www.capterra.com/customer-relationship-management-software/) solutions.

### Was this article helpful?

* * *

## About the Author

[### Andrew Conrad](https://www.capterra.com/resources/author/aconrad/)

Andrew Conrad is a senior content writer at Capterra, covering business intelligence, retail, and construction, among other markets. As a seven-time award winner in the Maryland, Delaware, D.C. and Suburban Newspapers of America editorial contests, Andrew’s work has been featured in the Baltimore Sun and PSFK. He lives in Austin with his wife, son, and their rescue dog, Piper.

### RELATED READING

-   [Checklist for SMBs: How to Choose the Right Customer Service Help Desk Software for Your Business Size](https://www.capterra.com/resources/choosing-customer-support-help-desk-software/)
    
-   [E‑Filing Taxes as a Small Business: Where Software Adds Value and When It’s Necessary](https://www.capterra.com/resources/efile-tax-software-small-business-guidelines/)
    
-   [How To Choose a Manufacturing Software With Confidence: Insights From Real Buyers](https://www.capterra.com/resources/manufacturing-software-buyer-insights-report/)
    
-   [What is CRM Software and What Does a CRM System Do?](https://www.capterra.com/resources/what-is-crm-software/)
    
-   [Payroll Software vs. HR Software: What’s the Difference](https://www.capterra.com/resources/payroll-vs-hr-software-difference/)
    
-   [How AI Scheduling Software Helps Restaurants Reduce Overtime and Boost Staff Satisfaction](https://www.capterra.com/resources/ai-employee-scheduling-software-for-restaurants/)
    
-   [Why Use Accounting Software? Buyers’ vs. Users' Priorities](https://www.capterra.com/resources/why-use-accounting-software/)
    
-   [Real Estate Project Management Software: Why You Need One](https://www.capterra.com/resources/project-management-software-for-real-estate/)
    
-   [How Compliance in Inventory Management Impacts Your Business](https://www.capterra.com/resources/impact-of-compliance-in-inventory-management/)