# Best Small Business CRM Software 2026 | Capterra > Find the top Small Business CRM software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs. Source: https://www.capterra.com/small-business-crm-software --- # Best Small Business CRM Software Last updated on April 30, 2026 How to find the right Small Business CRM Software? Learn more from our team about Small Business CRM Software pricing features and benefits in our Small Business CRM Buyers Guide Need help? Tell us your requirements and get a personalized shortlist of the best software. ## What is small business CRM software? Researched by: [Capterra](https://www.capterra.com/resources/author/capterra/) Updated on April 30, 2026 [Small business CRM software](https://www.capterra.com/small-business-crm-software/) allows small and midsize businesses to manage relationships with customers and prospects. This software helps manage client information, track customer interactions, and automate marketing and sales processes. By facilitating better management of customer business data, small business CRM software helps businesses make decisions about which products and services they should offer to each customer. * * * For more information consult our [Small Business CRM Buyers Guide](#buyers-guide-content) [4.8 (647)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) [Capterra Shortlist](https://www.capterra.com/small-business-crm-software/shortlist/) Less Annoying CRM is for small businesses outgrowing spreadsheets. Get simple tasks, contacts, & leads without the CRM complexity.  [Learn more about Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management 95% recommend this product [4.7 (729)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) [Capterra Shortlist](https://www.capterra.com/small-business-crm-software/shortlist/) Bigin is a small businesses CRM that helps unify customer operations and nurture customer relationships effectively. ​ [Learn more about Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management 88% recommend this product [4.3 (6970)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) [Capterra Shortlist](https://www.capterra.com/small-business-crm-software/shortlist/) Zoho CRM helps SMBs grow better with a 360º customer relationship lifecycle management solution. [Learn more about Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. [4.2 (989)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Bitrix24 is an AI-powered online workspace designed to help businesses manage their clients, sales, projects, and teams. [Learn more about Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) [Capterra Shortlist](https://www.capterra.com/small-business-crm-software/shortlist/) CRM solution that helps businesses manage contacts, deals, leads, pipelines, communications, and more in a unified interface. [Learn more about Copper](https://www.capterra.com/p/141642/Copper/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management [4.7 (460)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) [Capterra Shortlist](https://www.capterra.com/small-business-crm-software/shortlist/) monday CRM enables revenue teams to improve efficiency at every stage of the customer journey. [Learn more about monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management 85% recommend this product [4.5 (3045)](https://www.capterra.com/p/132666/Pipedrive/reviews/) [Capterra Shortlist](https://www.capterra.com/small-business-crm-software/shortlist/) Pipedrive is the easy and effective CRM for small businesses. Track your sales pipeline, manage leads and automate your sales process. [Learn more about Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management 81% recommend this product [4.7 (679)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Everything you need in a small business CRM: contacts, proposals, contracts, payments, & more. Start your 7 day free trial today, [Learn more about HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management 87% recommend this product [4.5 (4457)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Customer relationship management solution that helps businesses organize, track, and build relationships with leads and customers. [Learn more about HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management [4.5 (167)](https://www.capterra.com/p/124041/Capsule/reviews/) [Capterra Shortlist](https://www.capterra.com/small-business-crm-software/shortlist/) Capsule is a CRM solution that helps businesses stay organized, know more about their customers & build better relationships. [Learn more about Capsule](https://www.capterra.com/p/124041/Capsule/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management 84% recommend this product [4.0 (1)](https://www.capterra.com/p/190459/Dynamics-Mobile/#reviews) All-in-one platform for field sales and last-mile delivery, offering offline access, seamless ERP integration,route optimization. [Learn more about Dynamics Mobile](https://www.capterra.com/p/190459/Dynamics-Mobile/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) [Capterra Shortlist](https://www.capterra.com/small-business-crm-software/shortlist/) AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster. [Learn more about EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management 84% recommend this product [4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) Customer relationship management solution designed specifically for the unique challenges that sales managers and sales teams face. [Learn more about Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management [4.5 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) CRM that sits right inside your Outlook and Teams. Manage Contacts, Sales, Projects, and Marketing. [Learn more about eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management [4.6 (167)](https://www.capterra.com/p/209827/Mokapen/reviews/) Mokapen is a new Italian based CRM for small enterprises and professionals. Free. Easy. Italian. [Learn more about Mokapen](https://www.capterra.com/p/209827/Mokapen/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management 86% recommend this product [## Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [4.4 (18773)](https://www.capterra.com/p/61368/Salesforce/reviews/) [Capterra Shortlist](https://www.capterra.com/small-business-crm-software/shortlist/) Bring together CRM apps for sales, service, marketing, commerce, AI, and more in one integrated solution. [Learn more about Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management [## Mailchimp](https://www.capterra.com/p/110228/MailChimp/) [4.5 (17587)](https://www.capterra.com/p/110228/MailChimp/reviews/) Mailchimp: the #1 email marketing platform with 11M+ users worldwide, offering AI-powered insights & content creation tools. [Learn more about Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management [## NetSuite](https://www.capterra.com/p/135757/NetSuite/) [4.2 (2007)](https://www.capterra.com/p/135757/NetSuite/reviews/) [Capterra Shortlist](https://www.capterra.com/small-business-crm-software/shortlist/) NetSuite CRM maintains end-to-end management of marketing, sales, ordering fulfilment, and support for a seamless customer experience. [Learn more about NetSuite](https://www.capterra.com/p/135757/NetSuite/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management [## Nimble](https://www.capterra.com/p/123032/Nimble/) [4.4 (1868)](https://www.capterra.com/p/123032/Nimble/reviews/) [Capterra Shortlist](https://www.capterra.com/small-business-crm-software/shortlist/) Nimble is the AI-driven CRM for smarter email marketing, engagement, sales, and business growth. [Learn more about Nimble](https://www.capterra.com/p/123032/Nimble/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management [## Odoo](https://www.capterra.com/p/135618/Odoo/) [4.2 (1300)](https://www.capterra.com/p/135618/Odoo/reviews/) [Capterra Shortlist](https://www.capterra.com/small-business-crm-software/shortlist/) Odoo is an all-in-one open-source business platform for CRM, Sales, Accounting, Website, eCommerce, POS, Inventory, HR, and more. [Learn more about Odoo](https://www.capterra.com/p/135618/Odoo/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management [## Keap](https://www.capterra.com/p/76390/Infusionsoft/) [4.1 (1298)](https://www.capterra.com/p/76390/Infusionsoft/reviews/) [Capterra Shortlist](https://www.capterra.com/small-business-crm-software/shortlist/) More Growth, Less Busy Work Our marketing automation removes the headaches and busy work while accelerating growth. [Learn more about Keap](https://www.capterra.com/p/76390/Infusionsoft/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management [## Any.do](https://www.capterra.com/p/173614/Any-do/) [4.7 (902)](https://www.capterra.com/p/173614/Any-do/reviews/) A simple CRM solution for small businesses, integrating essential customer management with task coordination. Trusted by +50m people [Learn more about Any.do](https://www.capterra.com/p/173614/Any-do/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management 82% recommend this product [## Act!](https://www.capterra.com/p/175860/Act/) [3.9 (893)](https://www.capterra.com/p/175860/Act/reviews/) [Capterra Shortlist](https://www.capterra.com/small-business-crm-software/shortlist/) Act! Advantage is an all-in-one, full front-office CRM solution that unites sales, marketing, and customer management. [Learn more about Act!](https://www.capterra.com/p/175860/Act/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management [## Apptivo](https://www.capterra.com/p/228915/Apptivo/) [4.4 (708)](https://www.capterra.com/p/228915/Apptivo/reviews/) Online CRM system that enables businesses to manage sales, marketing activities, contacts, leads, quotes, invoices, and more. [Learn more about Apptivo](https://www.capterra.com/p/228915/Apptivo/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management [## Insightly](https://www.capterra.com/p/130671/Insightly/) [4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/) [Capterra Shortlist](https://www.capterra.com/small-business-crm-software/shortlist/) Insightly offers a rich feature set at an affordable price and is available for free for up to two users. [Learn more about Insightly](https://www.capterra.com/p/130671/Insightly/) Small Business CRM features reviewers most value Calendar/Reminder System Document Storage Forecasting Lead Qualification Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management Page 1 of 11 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (263) Products: Sort By: Sponsored * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews AI Copilot Business Card/Badge Scanning Calendar/Reminder System Document Storage Forecasting Generative AI Lead Qualification Live Chat Marketing Automation Quotes/Estimates Segmentation Social Media Integration Task Management Territory Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [CRM Software](https://www.capterra.com/customer-relationship-management-software/)[Financial CRM Software](https://www.capterra.com/financial-crm-software/)[Healthcare CRM Software](https://www.capterra.com/healthcare-crm-software/)[Mac CRM Software](https://www.capterra.com/mac-crm-software/)[Nonprofit CRM Software](https://www.capterra.com/nonprofit-crm-software/)[Online CRM Software](https://www.capterra.com/online-crm-software/)[Real Estate CRM Software](https://www.capterra.com/real-estate-crm-software/)[Social CRM Tools Software](https://www.capterra.com/social-crm-tools-software/)[Small Business eCommerce Software](https://www.capterra.com/small-business-ecommerce-software/)[Customer Communications Management Software](https://www.capterra.com/customer-communications-management-software/)[Business Management Software](https://www.capterra.com/business-management-software/)[Construction CRM Software](https://www.capterra.com/construction-crm-software/) Table of Contents - [The benefits of small business CRM software](#the-benefits-of-small-business-crm-software) - [Typical features of small business CRM software](#typical-features-of-small-business-crm-software) - [The cost of small business CRM software](#the-cost-of-small-business-crm-software) - [Considerations when purchasing small business CRM software](#considerations-when-purchasing-small-business-crm-software) - [Relevant small business CRM software trends](#relevant-small-business-crm-software-trends) ## The benefits of small business CRM software - **More leads and enhanced sales performance:** Automated CRM software helps small businesses showcase their products/services on multiple channels and capture more leads. It also helps track leads through their lifecycle, and convert quality leads into customers. - **Data-driven decision-making:** Small business CRM software provides insights into customers and their buying behavior by gathering data from multiple sources. It deciphers trends and patterns in customer behavior, which helps businesses build strategies, improve brand loyalty, and launch customer-focused products/services. - **Improved customer management:** Small business CRM software provides insight into the status of every customer/lead, meaning businesses can better manage their customers by tracking their interactions and activities at each stage of the sales cycle. * * * ## Typical features of small business CRM software - **Contact management:** Store and find contact information such as names, addresses, and social media accounts in a searchable database. - **Interaction tracking:** Add notes and document conversations with customers across multiple channels, including email, phone, live chat, and social media. - **Lead management:** Track and manage leads throughout the sales process, from capture to conversion.  - **Task management:** Create tasks, add descriptions, set start and due dates, estimate required effort, and assign users.  - **Reporting/analytics:** View and track pertinent metrics related to customers and prospects. Generate custom reports on leads, sales figures, and sales reps in various formats.   - **Sales pipeline management:** View and track lead status in each stage of the sales funnel.  * * * ## The cost of small business CRM software Most products in the market are priced on a “per user, per month” basis, and can be divided into three pricing tiers based on their starting price: **Price ranges\*:** - $9 - $15 - $15 - $39 - $39+ _\*The pricing included in this list is for the entry-level/lowest-priced offering found on vendor websites on July 11, 2019. These ranges correspond to the 25th, 75th, and 100th percentiles of pricing information gathered from vendor websites of sample products._ The above list summarizes pricing for the base plans of most products. An enterprise or premium product that is priced higher may include additional features such as inventory management, advanced reporting, unlimited customer records, email campaigns, scoring rules, and built-in project management. * * * ## Considerations when purchasing small business CRM software - **Carefully evaluate your feature requirements:** The features offered by different software products can vary widely depending on the vendor. While the ones listed above are some of the basic features a small business will need to support its CRM function, your organization may have unique requirements. Before investing in any tool, study your needs carefully to determine what features are essential to your business.   - **Integration with other applications:** Most businesses seeking a CRM tool already utilize standard systems such as [accounting](https://www.capterra.com/accounting-software/), [project management](https://www.capterra.com/project-management-software/), and [email marketing](https://www.capterra.com/email-marketing-software/) software. If your business uses these or other systems, be sure the CRM software you choose integrates with your existing tools to streamline data flow between tools and eradicate redundant data entry in multiple systems.  - **Total cost of ownership:** With the variety of CRM software available in the market, choosing one that meets your budget and business requirements is crucial. Unlike enterprises, small businesses can’t shell out a huge amount of money for software tools. It’s important that such buyers determine the total cost of ownership for any tool they’re considering purchasing, which goes beyond one-time licensing fees or monthly/annual subscriptions to include the cost of support services, data migration, implementation, etc. * * * ## Relevant small business CRM software trends - **Artificial intelligence (AI) is accelerating automation:** AI-driven software and AI chatbots are increasing in popularity, and [can help small businesses through automation](https://lab.getapp.com/crm-predictions-2019/) of tasks such as email personalization, lead management, customer service, and sales forecasting. For example, AI can help personalize emails for specific customers based on previous interactions. [Statista](https://www.statista.com/statistics/738060/us-increased-revenue-from-ai-in-customer-management-activities/) predicts that this sector in the U.S could gain an additional $396 billion by 2021 by adopting AI. - [**Social CRM**](https://yourstory.com/2018/06/social-crm-customer-engagement) **will boost customer relationships:** Small businesses are connecting with customers via social media and other virtual communities in a more personalized manner. This not only helps businesses gain insights into customer buying behavior and nurture quality leads, but also lets them engineer customer experiences to offer greater value and increase ROI. * * * **Sources** Products evaluated for the pricing calculation were taken from [Capterra’s Small Business CRM Software directory](https://www.capterra.com/small-business-crm-software/). The pricing ranges exclude freemium versions of the products. The features highlighted were identified based on their relevance and the percentage of products in [Capterra’s directory](https://www.capterra.com/small-business-crm-software/) that offer them. The following sources were used for this document: 1\. [Data, AI, and sales enablement: CRM predictions for 2019, GetApp](https://lab.getapp.com/crm-predictions-2019/) (Date accessed: July 11, 2019) 2\. [Increased revenue from artificial intelligence adoption in customer relationship management (CRM) activities in the United States, from 2017 to 2021 (in billion U.S. dollars)](https://www.statista.com/statistics/738060/us-increased-revenue-from-ai-in-customer-management-activities/) (Date accessed: July 11, 2019) 3\. [The 4 sales tasks that AI will take off your plate in 2019, GetApp](https://lab.getapp.com/use-of-artificial-intelligence-in-sales/) (Date accessed: July 11, 2019) 4\. [Powerful business intelligence for startups: maximise customer engagement with Social CRM](https://yourstory.com/2018/06/social-crm-customer-engagement) (Date accessed: July 12, 2019)