13 Best CRM for Small Business in India [2025]

  • A complete guide for small businesses
  • Explore CRM features and benefits
  • Learn about the best CRM options!
Best CRM for Small Business
Table Of Contents

Are you a business owner wanting to replace your existing CRM? Or are you looking for a CRM software that is the right fit for your small business?

In any case, you want a CRM that:

  • Will adapt to your specific requirements and streamline your sales process efficiently
  • Is cost-effective to ensure your money doesn’t go down the drain
  • Is simple and easy to use and actually improves the performance of your sales team

The probability of getting a CRM software that is 100% fit for your business is low because every business has unique needs.

But if you don’t choose a CRM carefully, you will end up wasting time and resources and still get a CRM that doesn’t have the features and integrations you need.

In this article, we’ll help you find a CRM software that BEST complements YOUR small business, so if you’re happy with the CRM you’re currently using or don’t intend to use one; you should probably NOT read this article.

What is a CRM for small business?

A CRM for small business is a simple tool that helps you track and manage all your leads, customer interactions and sales activities in one place. Instead of juggling Excel sheets and WhatsApp chats, it gives you a clear, organised system to capture leads, assign follow-ups, monitor team performance and close more deals faster.

4 Reasons why your small business needs CRM software

Running a small business isn’t just about getting more leads. It’s about making sure you don’t waste the ones you already have. Because for most small teams, the real problem isn’t lead generation.

It’s lead leakage.

Here’s why you need a CRM for small business:

1. So you stop losing leads

Leads come from everywhere; Justdial, Facebook, website forms, referrals, etc. Without a system, half of them get buried under WhatsApp chats or forgotten in some Google sheet. A CRM keeps every lead in one place and ensures nothing slips through the cracks.

2. So your team actually follows up

Most sales don’t happen on the first call. But when your team has no way to track who needs a follow-up and when… deals get lost. A CRM gives automatic reminders and a clear list of pending follow-ups, so your team knows exactly who to call, when and why.

3. So you know what’s really happening with your leads

Without a small business CRM, you’re making business decisions based on gut feeling. With one, you get real-time reports showing how many leads came in, how many were followed up and how many converted and basically every reporting metric that can help you make better decisions.

4. So you close more deals with the same team

You don’t need to double your team to double your sales. You just need better tracking, timely follow-ups and clear visibility. A good small business CRM helps your existing team perform like a bigger, more organised one.

Features to look for when choosing a CRM for small business

Choosing the right CRM isn’t about picking the tool with the most features. It’s about picking the one with the right features that actually help your sales team manage leads and close more deals.

While a CRM for small business has a non-exhaustive list of features, here’s a breakdown of the 9 must-have features every small business CRM should offer:

1. Lead capture from all sources

Leads don’t come from just one place. You might get them from website forms, Justdial, IndiaMart, Fyesacebook ads, WhatsApp chats or even offline events.

A CRM for small business should automatically capture leads from all these sources and bring them into one dashboard, without any manual entry.

The moment a new lead comes in, your team should get notified and start following up. No lead should get lost just because someone forgot to copy-paste data.

2. Follow-up reminders and task management

In small businesses, most deals are lost not because of bad products or pricing… but because someone forgot to follow up.

Your CRM should help your team:

– Set follow-up reminders for every lead

– Track pending tasks for the day

– Get notified when it’s time to call or WhatsApp someone

So even if your sales rep is handling 100 leads, they know exactly what needs to be done today.

3. WhatsApp and calling integration

Let’s be honest: If your sales team can’t call or WhatsApp directly from the CRM, they’re going to stop using it.

That’s why a small business CRM must come with inbuilt calling and WhatsApp features:

– One-click calling from the app

– Auto-capture WhatsApp chats inside the lead history

– Send bulk WhatsApp or SMS for campaigns

– WhatsApp automation for quick replies even outside office hours

This saves time and ensures all communication stays tracked.

4. Custom lead fields and statuses

Your business doesn’t sell like everyone else. You might want to track things like Property Type, Budget Range, Location Preference, Course Interested In or Lead Source.

A good CRM for small business should let you:

– Create your own lead fields

– Define custom lead stages (like Hot, Cold, Follow-Up, Site Visit Scheduled)

– Add tags, labels or filters that match your sales process

This way, your CRM tools fits your business, not the other way around.

5. Automation for repetitive tasks

Manually sending the same WhatsApp intro message to every new lead? Or manually assigning leads every morning?

You shouldn’t have to.

Your CRM should offer basic workflow automation like:

– Auto-assigning new leads to team members

– Sending WhatsApp/SMS/email when a new lead is added

– Auto-updating lead status after certain actions (like a call made or message sent)

This cuts down repetitive work and reduces the chance of human error.

6. Mobile app with full CRM access

Your sales team isn’t tied to their desktops. They’re calling, visiting clients and working from the field.

That’s why your CRM must have a mobile app where your team can:

– Call leads

– Send WhatsApp/SMS

– Update lead status

– Check follow-ups

– Add call notes

Basically, your sales reps should be able to work from anywhere without excuses.

7. Lead distribution

If your team is asking every day: “Sir, who should call this lead?,” you’ve already lost time and revenue.

Your CRM should let you:

– Automatically distribute leads based on rules (round-robin, workload, region, etc.)

– Manually reassign important leads when needed

– Track which sales rep owns which lead

This way, every new lead is attended to fast, and no one sits unassigned.

8. Reporting and dashboards

You shouldn’t have to wait till month-end to know your sales numbers.

Your CRM should give you ready reports showing:

– How many leads came this week

– How many follow-ups were done today

-Which sales rep is performing well

– How your pipeline looks for the next month

All in a simple, dashboard view, without needing to download 5 Excel files first.

9. Easy data import (Excel upload)

Already have lead data sitting in Excel? A small business CRM should let you upload your entire lead list in minutes, without complicated formatting or tech support.

Just map your Excel columns to CRM fields and you’re done. This way, you don’t lose time or data during migration.

How to choose the best CRM for small business?

Before buying a CRM under the influence of a YouTube video or a blog (You can trust ours🙂), you should research them yourself based on the following parameters:

1. Setup duration & customisability

You should ask yourself 3 questions when looking for a CRM for small business;

I) How much time does it take to set up?

Setup duration depends on the size of a business. Generally speaking, for small business or a startup, it should take about 1-3 days to setup.

If a CRM takes 7 days just to set up, it would mean that it is complex and would take even longer for your sales team to adapt.

Even when a CRM is simple, software migration to a new solution takes time, considering not all people in a sales team are tech-savvy.

II) Does it have the customisations I want?

You operate a small business or a startup, you don’t need 200 automated workflow options, 300 custom lead fields and 400 custom templates. You’re good to go as long as you get the customisations you need, otherwise, you’ll just be spending more money for customisations you don’t even require.

III) How easily can I customise this CRM to suit my needs?

A complex CRM is a bad CRM. For example, you want to create automation (to automatically send a message to sales reps when new leads are added to the system), but applying that automation is extremely hard. You and your sales team require separate training sessions to just understand how it works.

Moving forward, your sales team will probably not use it, at least not effectively.

Pro-Tip: To figure out the answer to these questions, it’s advisable that you use a CRM’s free trial version.

So for a small business, you need to find a CRM that can be setup quickly, has the customisations you need and is easy to customise.

2. Price

Don’t think that a pricey CRM for small business means it is a good option for you. Sure, price does matter, but what matters more is how suitable a CRM is for your business. If a CRM is cheap and aligns well with your sales process as well as caters to all your needs, you should buy it.

Similarly, if a CRM is costly but aligns with your needs, you should buy it.

Basically, price should be the least of your concerns when choosing the best CRM for small business.

3. Features

Don’t fall into the trap of, ‘This CRM solution has a lot of features and that is why I’m going to buy it.’ Instead, figure out what your problems are, see if the CRM has the features that solve the problems relevant to your sales process and then make a decision.

Go for a CRM that actually solves your problems rather than going after a fancy feature CRM.

4. Ease of use & mobile access

Business nowadays happens on phones. Having a Mobile CRM basically allows you to perform all CRM functions while enjoying a vacation in Goa, sitting in your pajamas. It allows you to manage leads, check sales numbers and track the performance of your sales team from anywhere.

In fact, with a good mobile customer relationship management or project management tool (ex, netsuite openair), you don’t even need a full-time sales team working from an office, you can setup a completely remote sales team for your small business or a startup

5. Customer support

Bad customer support = bad CRM.

No matter how good a CRM is, if the customer support doesn’t reply to your calls for help, doesn’t train you on how to use the software and doesn’t debug in case of any issue. They don’t even have the answers to any relevant questions that you may have on their website.

Will that CRM be of any use to you? Absolutely not! So make sure to choose a CRM with good customer support.

13 Best CRM software for small business – a quick brief

Best CRM software for small businesses in India: A detailed look at features, pricing and best options

1. Telecrm

Telecrm | Best CRM for small business

Telecrm is India’s best telecalling CRM with amazing sales automation features such as auto-dialer, smart follow-ups, call recording and seamless integration with WhatsApp and other tools.

It’s a user-friendly CRM with mobile access designed for, but not limited to, small and medium businesses, providing lead management features and a comprehensive list of customisations.

1. Setup duration and customisability

With Telecrm, you can get your system up and running within a day. Apart from the comprehensive list of customisations Telecrm has, it is the most easily customisable CRM in the market. Telecrm is designed in a manner that even if your sales team has absolutely ZERO experience in using a CRM, they will adapt to it immediately. It is an amazing tool for pipeline management.

Here’s a list of customisations that Telecrm offers:

  • Custom lead fields: To capture ANY information relevant to your sales process by customising lead fields.
  • Custom lead status: Connect with leads based on where they are in the sales process by creating custom lead statuses (Hot, Cold, Closed, etc) relevant to how YOU classify leads in your business.
  • Workflows automation: Unlimited workflows to automate all your repetitive tasks so you can focus on other more important aspects of your business.
  • Custom templates: To send WhatsApp, SMS and Email messages to prospects without any hassle and frustration.
  • Creating filters and labels: To segment leads based on any imaginable parameter.
  • Team configuration: To change the roles and responsibilities of your sales team from the application itself. For example, you can:
    a) Change the role of a salesperson (caller) to that of a manager or admin or vice versa.
    b) Decide who can view and make edits to a workflow.
    c) Re-assign the most important leads to your most trusted caller/s.Change the ratio of lead distribution among your team members.
  • Custom KPIs: To measure the growth of your business the way you want to by creating custom performance indicators via filters. For example, Suppose you run a real estate agency and want to know how many calls were made to leads interested in buying a 2bhk flat in a particular area within a price range of Rs. 25 to 30 lakh. With Custom KPI, you can pinpoint exactly what you are looking for.
Custom KPIs in Telecrm
  • Custom API Integration: To get the data you want in your CRM from any third-party platform. As a business owner, you use different tools for storing and managing your data. With Custom API, you can get access to all that data in the same place in your CRM.

2. Pricing plans

Most CRMs offer hierarchical plans, meaning the more you spend, the more features and customisations you get. Telecrm has a single plan where all the features and customisations are provided at an affordable cost.

  • Quarterly: ₹849 or $29 Per User Per Month
  • Annually: ₹599 or $19 Per User Per Month
  • Custom plan: For 50+ team members

3. Features

Telecrm has all the features your small business would need from the point a lead enters into a CRM system to the point where the lead gets converted/closed. They are specifically meant for a sales team to streamline their lead management process.

Some prominent features of Telecrm are:

  • WhatsApp CRM: Telecrm has made WhatsApp a weapon for you to manage your leads. With WhatsApp CRM you can:
    a)  Automatically capture WhatsApp chats to centralise all chat history with leads in CRM.
    b) Send personalised WhatsApp to every lead with just one click without even saving their number in your phone book.
    c) Run WhatsApp automation and chatbot so that you can connect with leads even when your team is sleeping.
    d) Grab leads from WhatsApp Chats automatically so that you never lose a lead while interacting with them on WhatsApp.
    e) Send bulk messages using WhatsApp API to multiple leads at the same time to scale your connectivity.
  • Autodialer: So that your team can make more calls faster and close more deals without having to manually type and dial numbers every time.
  • Follow-up reminders: So your team never misses any important follow-up calls. You can set a reminder and forget, the app will remind you or your sales team when it’s time to call.
  • Click-to-call from Web: Your team can directly call from the web application with one click and the call gets dialed in your phone automatically. Now you don’t have to shift to your mobile app to make calls and as a result, you can make more calls and close more deals in a smaller period.
  • Leaderboard: You can see how much sales your team is making, how many calls and messages they have made during the day and month, how they are approaching leads, how many deals they have lost, etc. This helps you in identifying where you’re making mistakes and what should be done to correct them.
  • Automatic lead distribution: Eliminate the need for manual distribution every time a new lead is added to the system by distributing new leads automatically to your sales team in the pre-defined ratio.
  • Automatic call recording: Automatically record all the calls made by your sales team so that you can:a) Use those calls as training material for sales representatives.
    b) Resolve any issue with leads or sales as you have recorded proof of what happened.
    c) Track how your sales team are performing.
  • Excel upload: You can import your data as it is into Telecrm without hampering your working methods so you won’t have to start over again and can start doing your job immediately.
  • Integrations: So that you don’t have to worry about managing leads in multiple platforms, but instead, you get access to all your data in one place by integrating with 25+ applications like WooCommerce, JustDial, IndiaMart, WhatsApp Cloud Api, Caller Desk, etc.

4. Ease of use and mobile access

Telecrm is a dynamic calling and WhatsApp-based mobile CRM.

It is extremely simple and easy to use and has all the core features and capabilities mentioned above, in a mobile app.

The main function of the app is to make it easy for you to connect with your leads: you can call, email, send SMS and WhatsApp to your leads. You can also record calls, schedule follow-ups, check status, add call notes, get sales reports, track the performance of your sales team and much more!

Essentially, with Telecrm’s mobile CRM, you have your workstation in your pocket!

Overall, it is one of the most feature-rich mobile CRM  available in the market.

5. Customer support

A dedicated WhatsApp group is created during setup to answer your or your sales team’s queries. The benefits of having a WhatsApp group as a support system are:

  • Your sales team will have forever access to the chat history so anytime a sales rep has the same doubt again, he/she can just scroll up and see the previous chats.
  • You don’t need to get involved in everything; your team members can ask and get resolutions themselves.
  • And being in that group, you know what problems your sales team is facing, and you can also check if the support team is doing a good job or not.

Other than that, you can call the support team as well, you’ll also have access to separate video tutorials for your managers and callers, blog content, Zoom meetings for onboarding and training and a live chat option on Telecrm’s website.

Pros

  • Simplest CRM: Telecrm is designed in a manner that even non-tech-savvy salesmen will find extremely easy to use and customise.
  • Focus on sales: Exclusively meant for you to focus on increasing your sales numbers with features like auto-dialer, scheduling, bulk WhatsApp messaging and dynamic lead filters.
  • Value for money: Telecrm is the best CRM software for small business in terms of value for money. You won’t have to purchase other tools to complement Telecrm and as a result, you will get everything you want in one place at a fraction of the price you would have otherwise spent on buying other tools.

Cons

  • No inventory management
  • No forever free plan

Final verdict

Telecrm is the best telecalling CRM in the market with relevant customisations and easy to understand user interface. So if you are looking for an affordable sales-centric customer relationship management tool, Telecrm is the best CRM for small business.

2. Bigin

Bigin by zoho CRM l 2nd best crm software for small business

Bigin is a cloud-based CRM built by Zoho for small and medium businesses as a lead management tool with dynamic pipelines for sales, customer support, refund processing and much more.

1. Setup and customisations

Bigin offers a quick and straightforward setup process, allowing users to get started within as little as 30 minutes.

It’s easy to adapt, with a lot of pipeline-centric customisations like data fields, workflow automation and lead filters.

Some customisations that stand out are:

  • Custom pipelines: You can create custom sales pipelines not just for sales, but for any of your other processes, such as marketing campaign pipelines, recruitment pipelines, etc.
  • Custom KPIs: Every CRM has team tracking features, but with Bigin, you can create key performance indicators to monitor your team in the way you want to.
  • Multi-currency: You can create deals in international currency on the basis of the location of your leads.
  • Custom forms: You can create custom forms to capture and store lead data directly into the CRM.

2. Pricing

Bigin is cheaper than all the big names in the market. They offer 3 plans:

  • Free forever software
  • Express: ₹400 per user per month (annual)
  • Premier: ₹720 per user per month (annual)
  • Bigin 360: ₹1080 per user per month (annual)

3. Features

Some of Bigin’s key features are:

  • Bigin add-on for Gmail: You can automatically capture contacts from your Gmail inbox.
  • Inventory management: You can manage all your products and services by creating a ‘Product’ in Bigin.
  • Toppings: You can even add additional features by either buying a topping (feature or integration) from the Bigin marketplace or if you’re a developer, you can even create one and list them for sale on the same marketplace.
  • Calling: You can make and receive calls via built-in ‘telephony’ in Bigin

4. Ease of use and mobile access

Bigin’s mobile application has a user-friendly interface, making it easy to adapt for small businesses. But it is not as amazing as the web application.

Some customisations are difficult to apply and some can’t even be applied. You can only apply one filter at a time in the mobile app, you’ll also not be able to sync phone contacts so you’ll have to manually enter the details for every contact.

On the positive side, you can call and track your leads and deals and manage and create your pipelines. All-in-all, it provides a good user experience but has some scope for improvement.

5. Customer support

Bigin offers customer support through various channels, including email, phone and chat support. You can rely on the Zoho support team for prompt assistance and guidance. Additionally, Bigin provides extensive documentation, webinars and resources; they also provide a 30-day dedicated onboarding service.

Pros

  • Simple and Attractive UI
  • Custom Integrations: You can buy, create and sell integrations in the Bigin marketplace
  • You can make calls even with the free edition

Cons

  • No separate page for leads and contacts which makes it difficult to differentiate between a lead and a contact.
  • Limited customisability options even in paid plans
  • No customer support in the free plan

Final verdict

If you want to get a CRM that has all the basic customisations needed for a sales team and is specifically designed to streamline lead management, this should be the go-to for small business. It is one of the best small business CRM available in the market.

Related Read: What is CRM? Features, Benefits, Types and More!

3. Monday Sales CRM

monday.com l 3rd best crm software for small business

Monday is a team collaboration and project management platform that enables individuals and teams to manage their work, projects and workflows in a visual and intuitive manner. It has 4 product offerings: Monday sales CRM, Monday Marketer, Monday Projects and Monday Dev.

1. Setup duration and customisability

Monday Sales CRM usually takes about one day to set up. Depending on the size of the business, this duration could be longer.

The best part about Monday Sales CRM is that you’ll not only have all the basic customisations like creating lead fields, custom lead status, automation, creating and saving lead filters and creating custom pipelines, but you’ll also be able to customise the CRM visually.

  • Visual lead fields: Apart from creating and editing lead fields, you can also add a variety of colours, change size and even edit the placement of lead fields.
  • Customise leaderboard:  You can create key performance indicators and also visually design your leaderboard to make it more attractive and readable.
  • Customise view: Not only can you view your data in the form of a table, list, kanban, etc but you can even create custom views by integrating with other apps and adding widgets.

2. Pricing

Standard CRM price but they provide good value for money. Monday Sales CRM has 5 plans.

  • Free
  • Basic: $12 per user per month, billed annually
  • Standard: $17 per user per month- billed annually
  • Professional: $28 Per User per month, billed annually
  • Enterprise: Custom price for organisations seeking enterprise-grade features

3. Features

Monday features are mainly centered around task and lead management. Some of the most prominent features are:

  • Templates: Pre-loaded templates for automation, pipelines and boards so that when you create new pipelines and automations, you won’t have to worry about creating them from scratch
  • Lead capturing: You can capture leads by integrating with your existing tools, by adding a form to your website or simply by adding them manually
  • Mass emails: Send personalised emails to prospects and leads in bulk to save time on manual work and make outreach more efficient
  • Import your data: Bring over all your existing leads, customer data and accounts from Excel or through an API

4. Ease of use and mobile access

Monday CRM’s mobile app has an easy user interface and is specially designed for calling and emailing leads. You’ll be able to customise lead fields and statuses, but all the other customisations are only available in the web application.

Also, it does not have very dynamic features; You don’t get pre-loaded templates for sending emails and you can’t send WhatsApp or SMS either.

Overall, the mobile app is easy to use but it is not a good option if you want to work remotely.

5. Customer support

All Monday sales CRM plans have a 24/7 support system via email and live chat on their website.

You’ll have access to guides, daily webinars, community forums, customer stories, professional services, video tutorials, blogs and podcasts.

Pros

  • You can customise the CRM in any way you want, be it visual customisations or feature customisations.
  • Free forever plan is available

Cons

  • No automation in the free and basic plans.
  • An excess of customisations might confuse your sales team

Final verdict

It has all the core functionalities of a CRM plus it can be visually customised. The free and basic plans are very limited and not suitable even for a small business.

You should buy the ‘Standard’ plan if you have a small team of about 10-15 people, because there you get good integration and automation features.

4. Pipedrive

Pipedrive l 4th best crm for small busienss

Pipedrive CRM is a pipeline management CRM for small business owners that enables businesses to plan their sales activities and monitor deals. It works as an account management tool and you can also run marketing campaigns.

1. Setup and customisability

Setup duration can vary depending on the specific needs and requirements of each business. Generally, it could take around a week or so to set up.

With Pipedrive, you get the following customisations:

  • Pipeline stages: You can create and customise as many pipeline stages as you want.
  • Custom lead fields and custom filters can be added and then saved.
  • Custom KPI: You can also customise key performance indicators displayed on the leaderboard via the filters option
  • Custom API: You can connect any software, system or app with Pipedrive to centralise all your data in one place
  • Custom templates: To send emails to your leads

2. Pricing

It’s a bit on the costly side. With Pipedrive, you get the following plans:

  • Essential: $14 per user per month, billed annually
  • Advanced plans: $24 per user per month, billed annually
  • Professional: $49 per user per month, billed annually
  • Power: $59 per user per month, billed annually
  • Enterprise: $79 per user per month, billed annually

3. Features

Pipedrive offers comprehensive features for lead, deal, contact, calendar and pipeline management. Some of the most prominent features are:

  • Rotting: This feature is used to set benchmarks, in how much time you want a deal to be closed. For example: if you set the rotting time to 1 week, the deal color will turn to red indicating that the deal has begun to rot.
  • Group emailing: You can send bulk emails to up to 100 contacts at once.
  • Revenue forecast: Based on current trends and reports, Pipedrive derives revenue forecast for you to plan your strategies.
  • Audio recording: Your sales team can record audio notes to keep track of their interactions with leads.
  • Integration: You can integrate with 400+ apps including Zoom, Zapier, Google Meet etc. You can also build apps and integrations from the developer platform.

4. Ease of use and mobile access

Pipedrive’s mobile app is a comprehensive tool for managing customer relations. You can call, record audio notes, add location and schedule follow-ups. You can even import contacts from your phone.

One major drawback is there are little to no customisations available in the mobile app. It is strictly meant to interact with leads and there is no way for you to track your sales or deals from the app. And relatively speaking, the user interface is not as friendly as the other CRM’s mobile apps.

5. Customer support

They provide 24/7 customer support in English and Portuguese, but there are specific timings for German, French and Spanish.

Their support offerings include live chat for immediate assistance, access to third-party partners for additional help, a collection of video tutorials and informative blogs and a comprehensive academy for self-paced learning.

One important thing to note is that there is no phone support in Essential, Advanced and Professional programs.

Pros

  • Web application has a simple UI
  • 400+ integrations are available. You can even create some using API and the developer’s platform.

Cons

  • Basic plan is a good option overall but does not have custom templates and automated workflows.
  • There is no free plan.

Final verdict

For small businesses seeking a sales-focused CRM with account management and marketing features with an easy-to-use user interface and all basic customisations. The basic plan would be good if you don’t want custom templates and automation, otherwise, the advanced plan is the best customisable CRM for small businesses with small teams.

Related Read: 4 Types of CRM: Analytical, Operational, Collaborative & Strategic

5. Hubspot CRM

hubspot CRM l 5th best CRM for small business

HubSpot is a CRM platform with all the tools you need for marketing, sales, customer service and content management. The Free version is a really simple and easy-to-use tool for small businesses and startups, especially for those with a focus on Social media and Google. It is one of the best customisable CRM for small business.

1. Setup duration and customisability

Hubspot takes up to 5-6 days to set up depending upon the size and use cases of a business.

The paid version of Hubspot is dynamic with a lot of unique customisations. On the other hand, the free version allows you to customise lead fields, filters and templates, but automation capability is offered in only the paid version.

Also, there’s another catch, leads fields, templates, deals, forms etc can only be customised up to a certain limit in the free version.

Some other customisations offered in the free version are:

  • Custom report and dashboards: In the free version, you’ll be able to customise reports and create dashboards with the help of existing filters. The paid versions have deeper reporting capabilities, but for a small business, the free version should be sufficient.
  • Custom tasks: With Hubspot, you can create and manage your tasks. It has a few pre-defined templates for tasks such as ‘Upcoming’, ‘Overdue’, ‘Due Today’, etc. You can also create custom tasks. All of this is available in the free version. Again, the paid version has even better capabilities for your report dashboard via filters.
  • Custom forms: You can create registration, contact us, sign up for the newsletter and create customer support forms from scratch. All-in-all, it has the customisations that would be required for a sales team.

2. Price

HubSpot is costly. These are the plans it offers in its Sales Hub:

  • FREE
  • Professional customer platform: $1080 per month
  • Enterprise customer platform: $4000 per month

3. Features

Hubspot has a lot of unique features. Apart from the core CRM functionalities, you can do a lot of other things as well.

  • Create blogs, landing pages and websites.
  • With paid plans, it acts as a contact management tool where users can connect their social media accounts (Instagram, Facebook, LinkedIn) to HubSpot, allowing them to post directly from the platform and track the performance of their social media campaigns. Additionally, it also gives you SEO suggestions to improve your ranking on Google.
  • Tickets: By creating tickets, you can organise all of your customer inquiries in one place and address these tickets to your sales team for quick resolution of queries.
  • Schedule meetings: With HubSpot’smarketing automation, you can schedule meetings with leads and contacts. But in the free version, only one can be scheduled.
  • Track your Google Ad campaigns from HubSpot
  • Connect from Hubspot: You can email, live chat with the leads on the site and message using Facebook messenger- all from Hubspot. (included in the free version)
  • Integrations: A wide range of integrations are available in the Hubspot marketplace for marketing, sales, automation, connectivity apps, etc. You can even create private apps and integrate them into Hubspot.

4. Ease of use and mobile access

HubSpot has a dynamic mobile application. Though customisations are unavailable in the app, it has all the other basic CRM functions the desktop version provides.

You can make calls via your sim or through a number provided by Hubspot, send an email or SMS to your contacts, schedule follow-ups and even view reports. It also has an easy-to-use interface- all this in the FREE version.

5. Customer support

Hubspot has live chat, email, phone and community support options. Unfortunately, for the free version, you’ll only have access to their community for resolving your queries.

You can also refer to the knowledge-based articles and tutorials on their site.

Pros

  • Simple UI (User Interface)
  • Dynamic overall connectivity, not just lead management
  • The free version is amazing and has all the core CRM functionalities

Cons

  • Extremely costly for small business
  • No workflow automation in the free plan
  • There’s a number limit on certain features in the free plan. For eg, you can only create 5 custom templates, only 5 custom fields can be added, only one meeting can be scheduled at a time, etc.

Final verdict

Hubspot is a great customer relationship management software if you have a relatively big team with multiple departments and you wish to align and manage all their operations from the same place.

Even if you don’t want the high-end features and just want a CRM for your sales team, you can get their free version; apart from automation, it has all the basic customisations.

6. Zoho CRM

Zoho - CRM software India

Zoho CRM is one of the most widely used CRM tools in India. It’s built for small businesses that want an affordable, all-round CRM with strong customisation options and a broad feature set.

1. Setup duration and customisability

Zoho CRM setup takes around 1–3 days for small businesses. If your team is small and your sales process is simple, you can get started even faster.

The tool is highly customisable. You can change lead fields, create custom modules, design workflows, set up scoring rules and modify dashboards.

But… setting up these customisations takes some time and a bit of learning, especially if you’re new to CRMs.

2. Pricing plans

Zoho CRM has multiple plans to suit different business needs:

  • Free edition: Basic features for up to 3 users
  • Standard plan: ₹800 per user per month (billed annually)
  • Professional plan: ₹1,400 per user per month (billed annually)
  • Enterprise plan: ₹2,400 per user per month (billed annually)
  • Ultimate plan: ₹2,600 per user per month (billed annually)

They also offer monthly billing at a slightly higher per-user cost.

3. Features

Zoho CRM comes packed with features like:

  • Lead and deal management – Track every lead and move deals through custom sales stages
  • Workflow automation – Automate follow-up tasks, lead assignment and more
  • Multichannel communication – Engage leads via email, call, social media and live chat
  • AI-powered assistant (Zia) – Get insights, deal predictions and anomaly detection
  • Custom reports and dashboards – Track sales performance and pipeline health
  • Integrations – Connect with other Zoho apps, Google Workspace, WhatsApp and third-party tools like Mailchimp

4. Ease of use and mobile access

Zoho CRM’s web interface is simple but can feel overwhelming at first because of the sheer number of features.

Their mobile app is available on both Android and iOS. You can: call leads, send emails, check lead details, view tasks and use geo-location check-ins for field sales.

However, advanced features and reporting are mostly web-only. The mobile app is good for on-the-go lead follow-ups and updates but not for deep-level setup or reporting.

5. Customer support

Zoho offers email, chat and phone support on all paid plans.

For the free plan, support is limited to email. They also offer a detailed knowledge base, training webinars, video tutorials and an active user community.

If you want faster resolution and dedicated support, Zoho offers paid support packages like “Premium” and “Enterprise” support at an extra cost.

Pros

  • Affordable plans for small businesses
  • Extensive customisation options
  • Strong reporting and automation features
  • Integrates well with other Zoho apps and popular third-party tools

Cons

  • Free plan is too limited for serious sales teams
  • Learning curve for setting up complex workflows and reports
  • Advanced features locked behind higher-tier plans

Final verdict

If you’re looking for an affordable, highly customisable CRM for small business and you’re okay with investing a little time learning the platform, Zoho CRM is one of the best options in the market.
Especially if you’re already using other Zoho apps.

Related Read: The Future of CRM Software for SMBS in India – Trends to Watch

7. LeadSquared CRM

LeadSquared - CRM software

LeadSquared is a sales execution CRM tailored for high-velocity sales teams in sectors like education, healthcare, real estate and financial services. It’s designed to streamline lead management and automate sales workflows, making it a strong contender for small businesses seeking efficiency and scalability.

1. Setup duration and customisability

LeadSquared offers a relatively quick setup, often completed within a week for small businesses. The platform provides extensive customisation options.

While the customisation capabilities are robust, they may require a learning curve for teams new to CRM systems.

2. Pricing plans

LeadSquared’s pricing is structured to accommodate varying business needs:

  • Sales Pro: ₹2500/user/month (billed annually) – Basic CRM features
  • Sales Super: ₹5000/user/month (billed annually) – Offers workflow automation and advanced reporting

3. Features

Key features of LeadSquared include:

  • Lead and sales management: Track and manage leads through the sales funnel
  • Marketing automation: Execute email campaigns and track performance
  • Mobile CRM: Access CRM functionalities on the go via mobile apps
  • Integrations: Connect with tools like WhatsApp Business
  • Reporting and analytics: Gain insights into sales performance and team productivity

4. Ease of use and mobile access

LeadSquared’s interface is user-friendly, with a clean design that facilitates navigation. The mobile app mirrors the desktop experience, allowing sales teams to manage leads, schedule tasks and communicate with clients while on the move. However, some users have noted that the depth of customisation can be overwhelming initially.

5. Customer support

LeadSquared provides comprehensive support through:

  • Email and phone support: Available during business hours
  • Knowledge base: Access to documentation and tutorials
  • Webinars and training sessions: Regularly conducted to assist users
  • Dedicated account managers: For higher-tier plans, offering personalised assistance

Pros

  • Extensive customisation options
  • Strong mobile CRM capabilities
  • Effective lead scoring and automation features

Cons

  • Steeper learning curve for complex customisations
  • Higher pricing tiers may be costly for very small businesses

Final verdict

LeadSquared is a powerful CRM software for small businesses aiming to enhance their sales processes through automation and customisation. Its mobile capabilities and robust feature set make it particularly suitable for industries with dynamic sales environments.

However, businesses should be prepared for the initial investment in time and resources to fully leverage their capabilities.

8. Microsoft Dynamics 365

Microsoft Dynamics 365

Microsoft Dynamics 365 is a comprehensive CRM and ERP solution designed to unify sales, marketing, customer service and operations. It’s particularly beneficial for small businesses already integrated into the Microsoft ecosystem, offering seamless connectivity with tools like Outlook, Teams and Excel.

1. Setup duration and customisability

Setting up Dynamics 365 can vary based on the modules selected and the complexity of customisations required. For small businesses, initial deployment can be achieved within a few weeks, especially when leveraging Microsoft’s FastTrack program or working with certified partners.

Customisation capabilities include:

  • No-code configurations: Utilise drag-and-drop tools to modify forms, dashboards and workflows without writing code
  • Advanced customisations: Developers can extend functionalities using Microsoft’s Power Platform, including Power Apps and Power Automate
  • Integration with third-party applications: Seamlessly connect with other Microsoft products and a wide range of external applications through APIs

2. Pricing plans

Dynamics 365 offers modular pricing, enabling businesses to select and pay for only the applications they need:

  • Sales Professional: $65/user/month – Core sales force automation features
  • Sales Enterprise: $105/user/month – Advanced sales capabilities, including forecasting and customisation

Additional modules like Marketing, Field Service and Project Operations are available at varying prices. A 30-day free trial is also offered for businesses to evaluate the platform.

3. Features

Key features of Dynamics 365 include:

  • Unified customer view: Consolidate customer data across sales, marketing and service for a 360-degree perspective
  • AI-driven insights: Leverage predictive analytics to identify sales opportunities and customer trends
  • Sales automation: Streamline lead and opportunity management with automated workflows
  • Customer service management: Efficiently handle cases, service-level agreements and knowledge base articles
  • Marketing integration: Execute targeted campaigns and track performance metrics
  • Extensive reporting: Utilise built-in dashboards and integrate with Power BI for advanced analytics

4. Ease of use and mobile access

Dynamics 365 offers a user-friendly interface, especially for those familiar with Microsoft products. The mobile app, available on iOS and Android, provides real-time data access, offline capabilities, task management and voice command support.

5. Customer support

Microsoft provides a tiered support structure:

  • Standard support: Access to online resources, community forums and self-help tools
  • Professional Direct support: Faster response times and advisory services
  • Premier support: Dedicated account management and 24/7 assistance

Additionally, extensive documentation, training modules and a network of certified partners are available to assist with implementation and ongoing usage.

Pros

  • Seamless integration with Microsoft products
  • Scalable solutions suitable for growing businesses
  • Robust customisation and automation capabilities
  • Comprehensive analytics and AI-driven insights

Cons

  • Can be complex to set up without technical expertise
  • Higher cost compared to some other small business CRMs
  • Overwhelming feature set for businesses with simple needs

Final verdict

Microsoft Dynamics 365 is a powerful CRM for small businesses seeking deep integration with Microsoft tools and advanced customisation options. While it may require a steeper learning curve and a higher investment, the platform’s scalability and comprehensive features make it a worthy consideration for businesses aiming for long-term growth and efficiency.

Related Read: Role of CRM in Automating Sales & Customer Support for SMBs

9. Salesforce

Salesforce

Salesforce is one of the most popular and widely used CRM platforms globally. It’s known for its advanced customisation options, scalability and extensive feature set that covers everything from sales to marketing and customer support.

For small businesses, Salesforce offers a streamlined solution called the Starter Suite, designed to help teams manage leads, track deals and engage with customers, all in one place.

1. Setup duration and customisability

Salesforce Starter Suite is built for fast setup. Most small businesses can get started within a few days, thanks to guided onboarding and pre-configured dashboards.

But if you want deeper customisation, like building workflows, adding custom fields or integrating third-party tools, it can take a couple of weeks, especially if you’re setting it up without technical help.

Customisation options include:

  • Custom fields and modules
  • Workflow automation
  • Custom reports and dashboards
  • Access to thousands of third-party apps on Salesforce AppExchange
  • Role-based access control for managing data visibility

2. Pricing plans

Salesforce offers multiple pricing plans for small businesses:

  • Starter Suite – $25/user/month (billed annually)
  • Pro Suite – $100/user/month (billed annually)

There’s also a 30-day free trial available so you can test it before committing.

3. Features

Salesforce comes loaded with features like:

  • Lead and opportunity management
  • Contact and account management
  • Email integration with Outlook and Gmail
  • Automated activity tracking (emails, meetings, calls)
  • Custom dashboards and sales reports
  • Mobile CRM access
  • Workflow automation for repetitive tasks
  • Marketing tools like mass emailing and campaign tracking

For small businesses, the Starter Suite covers all the basics needed for managing leads and closing deals.

4. Ease of use and mobile access

Salesforce’s web interface is clean and professional, but because of the number of features, it can feel overwhelming at first, especially for smaller teams without CRM experience.

The Salesforce Mobile App, however, is simple to use.
You can:

  • View and update lead information
  • Log calls and meetings
  • Access dashboards and reports
  • Work offline (data syncs once you’re back online)
  • Schedule tasks and follow-ups

5. Customer support

Salesforce offers a range of customer support options:

  • Access to help articles, tutorials and community forums
  • Online learning platform called Trailhead for guided CRM training
  • Standard support for basic troubleshooting
  • Paid support plans available for faster response and dedicated account management

For small businesses, the free resources and online community are usually enough to get started.

Pros

  • Extremely customisable to suit unique business needs
  • Scalable as your business grows
  • Comprehensive feature set across sales, service and marketing
  • Reliable mobile app for field sales teams

Cons

  • Can feel complex for first-time CRM users
  • Higher plans can get expensive as you scale
  • Advanced features require time and expertise to set up

Final verdict

If you’re a small business planning for long-term growth and you want a CRM that can scale with you, Salesforce Starter Suite is a solid choice.

It’s powerful, highly customisable and packed with features, but it’s best suited for teams that are willing to invest time in learning and setting it up right.

10. SugarCRM

Sugar CRM

SugarCRM is a robust CRM platform designed to provide businesses with a comprehensive view of their customer interactions. It’s known for its flexibility, allowing small businesses to tailor the system to their specific needs without extensive technical expertise.

1. Setup duration and customisation

SugarCRM offers a user-friendly setup process, with many configurations accessible through its intuitive interface. Small businesses can typically get started within a few days. The platform’s “Studio” feature enables users to:

  • Create custom fields and modules
  • Design tailored layouts for different user roles
  • Set up automated workflows to streamline processes
  • Develop custom dashboards for data visualisation

2. Pricing plans

SugarCRM offers several pricing tiers to accommodate varying business needs:

  • Essentials: $26/user/month (billed annually) – Suitable for small teams, includes basic CRM functionalities
  • Advanced: $119/user/month (billed annually) – Adds advanced features like enhanced reporting and integrations
  • Premier: $189/user/month (billed annually) – Offers comprehensive tools, including AI-driven insights and advanced automation

3. Features

SugarCRM is equipped with a wide range of features to support small business operations:

  • Lead and opportunity management: Track and manage potential sales opportunities efficiently
  • Contact and account management: Maintain detailed records of customer interactions
  • Workflow automation: Automate repetitive tasks to increase efficiency
  • Reporting and dashboards: Generate insightful reports to inform business decisions

4. Ease of use and mobile access

SugarCRM’s interface is designed with user experience in mind, offering intuitive navigation and customisable dashboards. The mobile app ensures that users can access vital information, manage tasks and communicate with clients from anywhere, enhancing productivity for teams on the move.

5. Customer support

SugarCRM provides comprehensive support options:

  • Online resources: Access to a rich knowledge base and community forums
  • Email and phone support: Available for higher-tier plans, ensuring prompt assistance
  • Training and onboarding: Resources to help teams get up to speed quickly

Pros

  • Highly customisable to fit specific business needs
  • Scalable solutions suitable for growing businesses
  • Comprehensive feature set covering various aspects of customer relationship management

Cons

  • Advanced features may require a steeper learning curve
  • Higher-tier plans can be costly for very small businesses

Final verdict

SugarCRM stands out as a versatile CRM for small businesses seeking a platform that can grow with them. Its robust customisation options and comprehensive feature set make it a strong contender for businesses aiming to enhance their customer relationship strategies.

11. Zendesk Sell

Zendesk

Zendesk Sell is a modern, sales-focused CRM built for small businesses that want simplicity without sacrificing essential sales tracking features.

It’s designed to help teams manage leads, track deals and stay on top of customer conversations, all with a clean interface and strong mobile functionality.

1. Setup duration and customisability

Zendesk Sell is known for fast and hassle-free setup. If you’re a small business with a straightforward sales process, you can get up and running in just a few days.

When it comes to customisation: You won’t get enterprise-level flexibility, but for small teams, it’s more than enough.

2. Pricing plans

Zendesk Sell offers three main paid plans:

  • Sell Team – $19/user/month (billed annually)
  • Sell Growth – $55/user/month (billed annually)
  • Sell Professional – $115/user/month (billed annually)

There’s also a 14-day free trial, so you can test it before buying.

3. Features

Zendesk Sell focuses on helping sales teams close deals faster.

Some key features include:

  • Lead and deal tracking – Manage leads and move deals through a custom pipeline
  • Email integration – Send, receive and track emails directly from the CRM
  • Activity tracking – Log calls, notes, meetings and tasks automatically
  • Task automation – Reduce manual work by automating common sales tasks
  • Reporting and dashboards – Get visibility into team performance and pipeline health
  • Mobile CRM – Full-featured mobile app for managing sales on the go

4. Ease of use and mobile access

The web interface is simple, clean and sales-rep-friendly. Your team won’t need days of training to get started. The mobile app is one of its strongest points. Sales reps can:

  • Update deals
  • Log meeting notes
  • Schedule follow-ups
  • Check their task list
  • Even work offline when needed

5. Customer support

Zendesk offers:

  • Knowledge base and help articles
  • Community forums
  • Email and live chat support (availability depends on your plan)
  • Priority support and dedicated account management (only in higher plans)

Pros

  • Quick and easy setup
  • Clean, user-friendly interface
  • Strong mobile app for field sales teams
  • Seamless integration with Zendesk Support for customer service tracking

Cons

  • No free forever plan
  • Advanced automation and reporting only available in higher plans
  • Not ideal if you need complex customisation or deep workflow management

Final verdict

If you’re a small business that wants a simple, easy-to-use sales CRM with strong mobile features and tight customer support integration, Zendesk Sell is worth considering.

It’s not the cheapest CRM out there, but for teams that value usability and mobility, it delivers solid value.

12. Agile CRM

Agile CRM - CRM for small business

Agile CRM is an all-in-one platform designed to streamline sales, marketing and customer service processes for small businesses. It offers a comprehensive suite of tools that integrate seamlessly to enhance efficiency and drive growth.

1. Setup duration and customisation

Agile CRM is known for its quick setup, often allowing businesses to get started within a day. The platform’s intuitive interface and drag-and-drop functionality make it accessible even for those without technical expertise.

Customisation options include: custom fields, deal tracks, campaign workflows and dashboard portlets.

2. Pricing plans

Agile CRM offers a range of pricing plans to accommodate different business needs:

  • Free: $0/user/month – Suitable for up to 10 users, includes basic sales and marketing teams management features
  • Starter: $8.99/user/month – Adds features like email tracking, appointment scheduling
  • Regular: $29.99/user/month – Includes advanced marketing automation, telephony and more
  • Enterprise: $47.99/user/month – Offers enhanced features such as dedicated account support, advanced reporting and more

3. Features

Agile CRM’s comprehensive feature set includes:

  • Contact management: Maintain detailed records of contacts, including communication history and social media profiles
  • Sales automation: Automate sales processes with deal tracking, lead scoring and task management
  • Marketing automation: Create and manage email campaigns, web forms and landing pages to nurture leads
  • Customer service: Utilise helpdesk features like ticketing, canned responses and service level agreements to support customers
  • Telephony integration: Make and receive calls directly within the CRM, with call recording and analytics

4. Ease of use and mobile access

Agile CRM boasts a user-friendly interface with a minimal learning curve. The mobile app ensures that sales and support teams can access essential information, manage business processes and communicate with clients while on the move. Features like offline access and real-time notifications enhance productivity for remote teams.

5. Customer support

Agile CRM offers various support options to assist users: knowledge base, email and chat support, phone support and a dedicated account manager to resolve queries and help businesses inboard their team into the CRM system.

Pros

  • A comprehensive all-in-one solution covering sales, marketing and customer service
  • Affordable pricing with a free tier for small teams
  • Robust automation features to streamline workflows
  • User-friendly interface with quick setup

Cons

  • Some advanced features are only available in higher-tier plans
  • Limited customisation options compared to some competitors

Final verdict

Agile CRM is a versatile and cost-effective solution for small businesses seeking to integrate their sales, marketing and customer service efforts.

Its comprehensive feature set, combined with user-friendly design and scalable pricing, makes it a strong contender for businesses aiming to enhance customer relationships and drive growth.

13. Nimble CRM

Nimble CRM

Nimble is a relationship-focused CRM built for small businesses that rely heavily on personal connections, networking and referrals to drive sales.

Unlike complex, enterprise-level CRMs, Nimble keeps things light, simple and geared towards managing conversations and building rapport.

1. Setup duration and customisability

If you want a CRM that’s quick to set up, Nimble won’t disappoint. You can get started within a day, even if you’re not tech-savvy.

Customisation is decent for small business needs, especially if your primary focus is contact management and outreach tracking.

You can:

  • Create up to 1,000 custom fields to capture specific lead details
  • Customise contact views and table layouts
  • Build simple, no-code workflow templates
  • Customise pipeline stages for tracking deals

However, if you need deep workflow automation or heavy process customisation, Nimble may feel limited compared to other tools on this list.

2. Pricing plans

Nimble keeps its pricing simple with just one main plan:

  • Business plan – $24.90/user/month (billed annually) or $29.90/user/month (monthly billing)

They also offer paid add-ons for extra contacts, storage and advanced email marketing. A 14-day free trial is available.

3. Features

Nimble focuses on helping you manage and nurture customer relationships, not on complex sales automation.

Here’s what you get:

  • Unified contact management – Consolidate data from email, social media and other sources into one place
  • Social profile matching – Automatically enrich contact profiles with social and business info
  • Sales pipeline management – Track deals visually with custom pipeline stages
  • Email tracking and templates – Know who opened your emails and clicked your links
  • Group messaging – Send personalised bulk emails to targeted contact segments
  • Web forms – Capture leads directly from your website into Nimble
  • Activity tracking – Log calls, meetings and tasks for each contact

The tool is built for businesses that want to stay organised and personalise every outreach.

4. Ease of use and mobile access

Nimble’s biggest strength? Simplicity. The web interface is clean and beginner-friendly.

The mobile app gives your sales team access to:

  • Contact details
  • Tasks and calendar events
  • Pipeline updates
  • Email sending and tracking
  • Quick note-taking after client meetings

5. Customer support

Nimble offers: email support for all users

  • Live Q&A sessions for hands-on learning
  • 1-on-1 personalised calls (upon request)
  • Weekly training webinars
  • A searchable knowledge base with how-to guides and tutorials

While there’s no phone support or 24/7 chat, the available resources are more than enough for small teams managing basic CRM tasks.

Pros

  • Extremely easy to use
  • Strong social media and contact data enrichment features
  • Affordable flat pricing
  • Ideal for relationship-driven sales processes
  • Good mobile app functionality

Cons

  • Not suitable for complex sales workflows
  • Lacks deep reporting and analytics
  • No free forever plan
  • Add-on costs for extra contacts and storage can add up

Final verdict

If you’re a small business that values personal engagement and wants a lightweight, easy-to-use CRM for contact and relationship management, Nimble is a great choice.

It won’t replace a full-scale sales automation tool, but for outreach-focused teams who live inside their inbox and LinkedIn, Nimble gets the job done.

Conclusion

So now that we’ve discussed some of the best CRM software for small businesses, it’s your chance to make the move!

  • Firstly, consider the key aspects we’ve discussed, such as features, customisability, customer support, mobile access, ease of use, suitability to your business and narrow down your options.
  • Then, take advantage of the free trials and demos offered and get a better feel for how the app works.
  • And lastly, implement and train your team to take full advantage of the app’s features.

Remember, choosing the best CRM for small business can make all the difference in how effectively you can manage your customer interactions and boost your team’s productivity.

We recommend trying Telecrm. With a comprehensive list of customisations, robust customer support, dynamic mobile app for both Android and iOS, it handles all major CRM functionalities and provides most features that a small business is looking for in a CRM software to manage customer relationships.

What’s good is you get all of this at an unmatchable price. Book a free demo today!

Article Author

Zaid Khan

Zaid is a content writer and a marketing executive at Telecrm with a specialization in writing technical blogs, website landing pages, and on-page SEO.

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