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Los 10 Mejores Software de CRM para Pequeñas Empresas de 2023

Una Lista de los 10 Mejores Programas de CRM

Aquí tienes mi lista del mejor software de CRM para pequeñas empresas. Más detalles a continuación:

  1. 1. monday.com — Best CRM software for flexibility and ability to scale
  2. 2. HubSpot CRM — Free CRM with contact deal management, task tracking, and engagement notifications
  3. 3. Salesforce CRM — Best value for money for small businesses
  4. 4. Kintone — Best for building custom CRM systems
  5. 5. Pipedrive CRM — Best CRM software with an easy-to-use user interface
  6. 6. Bigin by Zoho CRM — Best for small and micro businesses using CRM for the first time
  7. 7. Zoho CRM — Best CRM software for user onboarding and usability
  8. 8. HoneyBook — Best for independent professionals selling services
  9. 9. noCRM.io — Best lead management software for SMBs
  10. 10. Act! — Best for its hybrid deployment options

CRM Marketing – Preguntas Frecuentes

¿Todavía tienes algunas preguntas sobre estrategias y software CRM? No busques más:

¿Qué es una plataforma de CRM?

La mejor plataforma de CRM ayudará a tu empresa a manejar la construcción (y el mantenimiento) de relaciones con clientes actuales y potenciales mediante el seguimiento de las relaciones a lo largo del tiempo, el lanzamiento de puntos de contacto de marketing, la asistencia mediante servicio al cliente y más.

¿Cuáles son los tipos de CRM?

Existen tres tipos principales de software de CRM: CRM operativo (para ventas, marketing y servicio), CRM analítico (para recopilación y análisis de datos), CRM colaborativo (intercambio de información entre diferentes equipos).

¿Cuál es la diferencia entre CRM y ERP?

Los CRM se centran en el cliente, a menudo buscan herramientas de crecimiento fuera de la empresa, donde la planificación de recursos empresariales (ERP, por sus siglas en inglés) trabaja internamente para optimizar entre departamentos corporativos.

¿Cuáles son los beneficios de CRM para los negocios?

Los principales programas de CRM podrán realizar un seguimiento de los detalles del cliente, recopilar comentarios de las interacciones cliente-marca, rastrear el ciclo de ventas desde el contacto hasta la venta, desarrollar campañas de marketing, gestión de redes sociales, un centro de contacto, etc.

¿Qué tipos de empresas usan CRM?

Las empresas a gran escala en todas las industrias probablemente tengan una estrategia de CRM implementada. Sin embargo, las pequeñas y medianas empresas también aprovecharán el CRM para aumentar su base de clientes y establecer una reputación.

¿No buscas una lista de software de CRM? Consulta nuestras otras listas de software para administrar proyectos y procesos de trabajo:

  1. El CRM es solo una parte del marketing que deberás abordar como una empresa emergente o una pequeña empresa. No olvides tener una estrategia de marketing completa, incluyendo el software necesario de gestión de proyectos de marketing para ayudarte en el camino.
  2. A medida que empieces a progresar, es posible que quieras emplear algunas herramientas de inteligencia empresarial para recopilar y trazar datos con el fin de afinar tus fortalezas y debilidades y superar todos los obstáculos.
  3. El software de asistencia técnica es un excelente punto de partida para cualquiera que desee abordar las necesidades, preguntas y preocupaciones de su base de clientes. También puedes interesarte el soporte interno para tu equipo, cosa que el software de asistencia técnica cubre bastante bien.

Este artículo te ayudará a comparar y evaluar rápidamente el mejor software de gestión de relaciones con los clientes y, en particular, el software CRM para pequeñas empresas y nuevas empresas.

CRM significa gestión de relaciones con los clientes. Debido a que estamos enfocados principalmente en la gestión de proyectos digitales, es posible que se pregunte por qué estamos hablando de administrar clientes.

He aquí la respuesta: si bien los gerentes de proyecto no son (generalmente) directamente responsables de la estrategia y el software de CRM, es importante comprender cómo encaja en la estrategia y los proyectos de la organización. Los gerentes de proyectos deben saber los tipos de herramientas que usan sus equipos, quién las usa, con qué propósito y cómo las usan. El gerente del proyecto es la persona que conecta los puntos entre diferentes personas y actividades, y conocer el conjunto de herramientas le ayuda a tomar mejores decisiones y a formular las preguntas correctas al momento de planificar proyectos.

Compara y Evalúe Rápidamente los 10 Mejores Programas de CRM Para Pequeñas Empresas de 2021

CRMs For Small Business DPM Logo Soup 2021

Una estrategia sólida de CRM es esencial para cualquier empresa actualmente, pero particularmente para las pequeñas empresas que todavía buscan construir una base de clientes leales y recurrentes, generar críticas positivas y que su nombre salte de boca en boca.

Hay varias cosas que las organizaciones consideran al desarrollar un plan básico de CRM:

  • ¿Cómo resuelves las disputas antes de que se conviertan en un problema?
  • ¿Cómo hacer que los clientes se sientan valorados y escuchados?
  • ¿Cómo atraes nuevos clientes?
  • ¿Cómo retienes a los clientes antiguos?
  • ¿Cómo se alienta a las personas para que regresen con frecuencia?

¿Por Qué Necesitas un Plan de CRM?

Incluso si un cliente tiene una interacción positiva con tu negocio, el 60-80% de ellos no necesariamente regresan otra vez. Tienes que pensar más allá de simplemente darle a las personas una buena experiencia la primera vez, debido a que eso no garantiza su regreso.

Debes tener un plan para que vuelvan, el cual puede incluir puntos de contacto de marketing como mantenerse “en contacto” a través de boletines electrónicos o al tener presencia en redes sociales; participar en eventos o actividades dentro de la comunidad; tener a tus mejores personas en roles orientados al cliente para que cada transacción sea impecable; escuchar todos los comentarios, positivos y negativos; asegurarse de ser fácil de contactar por teléfono, correo electrónico, y otros medios.

Entonces, ¿cómo puedes manejar todo esto por ti solo? Las pequeñas empresas usualmente tienen presupuestos ajustados y mano de obra limitada. Es por eso que podrías considerar un software CRM para pequeñas empresas.

En esta publicación, compartiré con ustedes los mejores CRM gratuitos para incluir en sus listas de estrategias de CRM. También explicaré cómo el CRM para startups puede ayudarles a hacer crecer sus negocios. A continuación, también podrá notar que he respondido algunas preguntas frecuentes sobre los sistemas de CRM, pero siempre pueden dejar otras preguntas en la sección de comentarios. Nuestra comunidad de gerentes de proyectos no tardará en ayudarlos.

The Digital Project Manager es financiado por sus lectores. Cuando haces clic en los enlaces de nuestro sitio, podríamos ganar una comisión. Más información.

Criterios Comparativos de Sistemas de CRM

Los mejores sistemas de CRM están determinados por la siguiente lista de criterios.

  1. Interfaz de usuario (UI): ¿Ofrece vistas claras y bien diseñadas y navegación intuitiva? Para la CRM, la capacidad de personalizar la interfaz es una consideración primordial: ¿puedes editar fácilmente los campos, las canalizaciones y los procesos de ventas? A menudo, la capacidad de personalizar la interfaz solo está disponible en los planes de precios más elevados.
  2. Usabilidad: Los programas de CRM pueden ser herramientas realmente complejas, por lo que busco herramientas que sean más fáciles de aprender. Me fijo si ofrecen tutoriales, capacitación y atención al usuario a través de múltiples canales.
  3. Características y funciones: ¿Cuántas de las características y funciones clave de CRM brinda y qué tan potentes son? Específicamente, busqué:
    1. Gestión de contactos o clientes: la capacidad de crear y editar contactos, y encontrarlos fácilmente en una base de datos de CRM. Como mínimo, esta función debe integrarse con las funciones de correo electrónico y llamadas telefónicas.
    2. Gestión de acuerdos: que puedas crear canales para hacerle un seguimiento de la divulgación, las negociaciones y los acuerdos. Esta característica debería ser fácil de visualizar y ofrecer la capacidad de actualizar rápidamente los contactos y ‘leads’.
    3. Seguimiento de la interacción: gestiona las relaciones comprendiendo rápidamente el historial de interacción de un contacto con tu empresa. El seguimiento de interacción mantiene registros de llamadas telefónicas, reuniones, chats, correos electrónicos; puedes registrarlos manualmente, pero muchas herramientas generan registros automáticamente.
    4. Automatización de procesos: una solución de CRM para pequeñas empresas debería ser capaz de automatizar cosas como tus flujos de trabajo de ventas y tareas de seguimiento.
    5. Herramientas de informes: los mejores de CRM pueden hacer un seguimiento del rendimiento al observar los datos de las actividades registradas en el sistema, como los datos de ventas, ingresos, contactos y actividades de representación.
  4. Integraciones: ¿Es fácil conectarse con otras herramientas y viene con integraciones por defecto con herramientas comerciales para contabilidad, comercio electrónico, gestión de proyectos y marketing?
  5. Relación calidad-precio: En promedio, un programa de CRM para una pequeña empresa cuesta alrededor de $ 25 – $ 60 por usuario al mes. Muy pocos costarán más de $ 80 por usuario. Me fijo en el precio de cada programa de CRM y calculo cuán apropiado es considerando sus características y capacidades. También le doy prioridad a las herramientas con precios claros, transparentes y flexibles.
CRMs For Small Business - Featured image

Los 10 Mejores Programas de CRM Para Pequeñas Empresas

Puede parecer imposible establecer el mejor programa de CRM para pequeñas empresas. Sin embargo, ve despacio e investiga todas las opciones disponibles una por una:

1

monday.com

Best CRM software for flexibility and ability to scale

Monday sales CRM is an all-in-one CRM platform that every small business owner should consider. It enables you to run all of your operations from one central, integrated place. This highly flexible tool excels at giving you high-level overviews of where every deal stands and managing everyday tasks across all teams (including marketing, client projects, and more). Because it's so easy to adapt to different use cases and easily grows with the business, I'd consider it one of the best customer relations tools for startups due to its flexibility, easy rollout, and scaling potential.

Using monday sales CRM, you can get a clear overview of your sales pipeline and prioritize leads according to status or deal value. Along with being a small business CRM tool, monday.com has robust workflow management capabilities that enable you to do everything from setting up automatic reminders, due date notifications, and automatically assigning teammates to new tasks. Use their reports and insights to dig into data for sales, processes, performance, and overall business opportunities other than customer service.

The user interface is colorful and easy to use, but what makes this CRM stand out is its capacity for deep customization. Impressively, most customizations can be set up without the need for a coding specialist – the out-of-the-box automation ‘recipes’ and apps make it a reasonably fast and easy process to tweak the platform for your specific needs without needing to deep-dive into lines of code. monday.com boasts integrations with the likes of Dropbox, Excel, Google Calendar, Google Drive, Integromat, Slack, Trello, and even more through Zapier.

If scheduling meetings between many clients and many company representatives is part of your day-to-day, then monday.com might not be the best tool for you. Viewing appointments in different groups can be cumbersome; you may find you end up with an overwhelming number of boards, and recurring meetings require a third-party app.

monday sales CRM costs from $10/user/month and comes with a free 14-day trial. They offer a free plan for up to 2 users.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7 8599

14-day free trial + free plan available

From $8/user/month (billed annually, min 3 seats)

2

HubSpot CRM

Free CRM with contact deal management, task tracking, and engagement notifications

HubSpot CRM is a cloud-based software that helps small businesses build customer relationships, track leads, and close deals. It is intuitive and easy to use, making it ideal for small businesses that don't have the resources or expertise to invest in a complicated, enterprise-level CRM solution. The platform includes tools for managing contact information, sales pipelines, email automation, and project management. HubSpot CRM offers integrations with popular third-party applications such as Google Calendar and Slack and its suite of marketing automation tools.

HubSpot CRM also includes features like lead scoring and segmentation, allowing businesses to prioritize leads based on criteria such as interests or industry. They can use automation tools to follow up with leads quickly and efficiently. Its contact management capabilities allow users to easily store customer information and keep track of key details like customers’ contact information, purchase history, and preferences in one place. HubSpot CRM’s lead scoring system helps users prioritize leads based on their potential value and identify which ones need their attention first. This can save time by allowing users to focus on quality leads rather than wasting time on those that aren’t likely to turn into customers anytime soon.

Compared to other solutions on the market today, one of the things that stands out about HubSpot CRM is its ease of use. The user interface is intuitive and easy to navigate, so users don't have to learn the system's ins and outs before using it effectively. Additionally, because of its integration with multiple platforms, including Salesforce and third-party applications, it's easy for businesses to customize their setup according to their needs, making it easier to track leads more effectively and build customer relationships to increase sales conversions. HubSpot CRM still provides enough functionality for most small businesses while being significantly easier on their budgets than other solutions would be.

HubSpot CRM starts at $50/month (1000 contracts) and offers a 14-day free trial.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.4 9243

14-day free trial + free plan

From $20/month

3

Salesforce CRM

Best value for money for small businesses

Salesforce is a leading cloud-based CRM system that helps organizations manage customer data, automate sales processes, and track performance metrics. With its intuitive user interface and comprehensive features, Salesforce makes it easy to manage customer relationships and increase sales productivity. The software is scalable and gives you access to a centralized database containing all the necessary customer information where you can easily analyze trends and gain insights into how best to serve them.

Compared with other CRMs, what sets Salesforce apart is its intuitive user interface and powerful customization options. You can customize almost every aspect of the system—from reports and dashboards to analytics—to meet your needs. Additionally, it uses drag-and-drop functionality for certain tasks, such as customizing reports or creating pipelines.

Another advantage of using Salesforce CRM is its analytics capabilities. The platform provides real-time insights into customer behavior, so you can better understand their needs and preferences. It also allows you to monitor KPIs such as revenue, average deal size, and close rate to get an accurate picture of how well your sales efforts are performing over time.

Overall, Salesforce simplifies your sales process by providing an efficient way to manage leads, track opportunities, close deals quickly, and stay organized throughout the entire process. This improves team efficiency and allows you to focus on increasing sales rather than wasting time on administrative tasks. If this is not enough for you, you can look into Salesforce's AppExchange, where you can add apps that will extend the capability of the software to new horizons.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.2 12288

14-day free trial

From $25/user/month (billed annually)

4

Kintone

Best for building custom CRM systems

Kintone is a customizable CRM tool for small businesses that is used by teams from McCormick Distillery (Missouri), A-B Emblem (North Carolina), Michael Callahan & Associates (Virginia), and over 23,000 organizations worldwide. Their unique approach to CRM lets you build a wide variety of customizable “apps” either from scratch, using templates or from your existing spreadsheets, for data management, business processes, and workflows. Kintone apps can be customized for project management, client databases, customer activity logs, expense reports, shared to-do lists, equipment management, product feedback, and much more.

Kintone lets you build a no-code, CRM system for your business by dragging and dropping elements that you want to see into “apps”: rich text fields, date fields, drop-down menus, number fields with built-in calculations, spaces for attachments, user or group selection menus, related data from other apps, tables, and more.

Once you’ve built the app you want, you can use it to more easily manage whatever data and tasks you and your team need to track. And with custom notifications and reminders as well as detailed permissions settings, your CRM solution can look and work however you want it to.

What makes Kintone a great CRM tool for small businesses is that users can tailor what information the CRM stores, update and change fields or entire workflows without relying on IT support, and create automated reminders to notify sales members of important deadlines. Kintone’s platform makes dealing with change easier. Users can quickly reassign work and add new customer information by adding new data fields to your CRM app with just a few clicks.

Kintone’s built-in communication features also allow your team to discuss customers or tasks directly in the apps and in topic or project-based threads. Dedicated “spaces” organize all of the information your team needs about your customers in one place, including your customer database, customer inquiries and interactions, and more.

There are so many ways to customize Kintone it can be hard to know where to start. Read the starter blog “What Can You Build with Kintone?” or watch Creating an App from Scratch for a quick look at how the drag-and-drop builder works.

Kintone lets you expand its capabilities with both free native plugins built by the Kintone team as well as integrations with other tools like Slack, Gmail, Google Calendar, Outlook, Tableau, Dropbox, Salesforce, HubSpot, Eventbrite, WordPress, QuickBooks, MailChimp, and many more through a paid plan with Zapier or via API integrations.

Kintone costs $24/user/month with a minimum requirement of 5 users. They offer a 30-day free trial (no credit card required) and discounted prices for nonprofits and educators. Kintone’s team also offers a free custom app build as part of the free trial process.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.6 197

30-day free trial

From $24/user/month

5

Pipedrive CRM

Best CRM software with an easy-to-use user interface

Pipedrive is a sales management tool for small teams with big ambitions. It visualizes your sales pipeline and helps to make sure important activities and conversations won’t get dropped. Salespeople really like it because it’s easy to use and intuitive. And managers like it because they don’t need to nag their team to use their CRM.

Pipedrive is hailed as being very simple to configure and use, meaning that you don't need advanced tech support to get it up and running. (A relief for SMBs without IT resources.)

Pipedrive has a series of monthly subscriptions with varying degrees of feature support as well as for-purchase add-ons for lead boosting and web visitor tracking. As a small business, you can start with the essentials knowing that it is easy to scale up functionality if your customer base expands. The basic plan is a great place to start. You'll get lead, deal, calendar, and pipeline management tools for a low per-user monthly price.

Pipedrive integrates with other software such as Google Apps, Mailchimp, and Zapier (paid plan required). They also offer a powerful API for those that like to “roll their own' software solutions.

Pipedrive costs from $12.50/user/month (annually) and comes with a free 14-day trial.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.3 1515

14-day free trial

From $12.50/user/month

6

Bigin by Zoho CRM

Best for small and micro businesses using CRM for the first time

Bigin is an easy to use, pipeline-centric CRM from Zoho that is built specifically for small businesses. The tool comes with multiple pipelines for different business operations and allows users to customize pipeline stages.

Bigin provides customizable dashboards to track key business metrics in one place. It also has built-in telephony and email so you can reach out to your prospects without having to switch between applications. Bigin also provides features for automating workflows and routine tasks, and allows users to set reminders for tasks and follow-ups.

The pipeline view is clean and intuitive. Users can track deals by stage, as well as filter contacts and companies. Bigin also offers a fully-featured mobile app.

Bigin integrates with some of the top apps like Google Workspace, MS Office 365, Mailchimp, Zapier, and a host of other popular Zoho tools including Zoho Books (Accounting), Zoho Desk (Customer Service), and Zoho Campaigns (Email Marketing). Bigin also offers an open API to connect to external data sources.

Pricing for Bigin starts at $7/user/month.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.3 47

14-day free trial

From $7/user/month

7

Zoho CRM

Best CRM software for user onboarding and usability

Zoho CRM is an omnichannel business management platform that provides its users with complete visibility and control over their sales pipeline and processes. Zoho caters to businesses of all sizes. When it comes to small businesses, Zoho CRM hasn’t scaled its features down. They understand that small businesses need to keep their productivity streamlined to help them focus on delivering stellar customer experiences and building brand loyalty.

Zoho CRM’s lead management software ensures leads find their way into your sales pipeline with smart web forms, a business card scanner, website visitor tracking with live chat, social media integrations, lead scoring, and distribution rules. Zia, Zoho CRM’s AI-powered sales assistant, can predict the best time to contact customers, scans your emails for urgency, and can even pull up relevant statistics or documents when performing searches. You can automate sales processes by assigning rules and mapping modules within or across Zoho products.

Analytical widgets such as charts, KPIs, target meters, and funnels are part of Zoho CRM’s customizable dashboards. Match data across modules and create in-depth reports with filters based on specific criteria, such as the deal stage, name, or time. Export reports as Excel, CSV, or PDF files, and embed dashboards into your website or share them on your Slack channel.

Zoho CRM is one of the 40+ integrated business apps on offer from Zoho. CRM users can work seamlessly with the most popular business apps on the market such as G suite, WordPress, MailChimp, Evernote, and Unbounce, with over 300 integrations. Over 150,000 businesses worldwide trust Zoho CRM, and their software is available in 26 languages.

Zoho CRM starts at $14/user/month, with a free version available to organizations of up to 3 users. Sign up for the 15-day free trial to learn more. You can pay monthly or annually for features of your choice with no hidden costs. Their free edition has a maximum of 3 users, with 24/5 support.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4 2103

15-day free trial

From $14/user/month

8

HoneyBook

Best for independent professionals selling services

HoneyBook is a comprehensive CRM platform for independent professionals. It provides the tools to manage inquiries, contracts, scheduling, and payments⁠—everything it takes to serve clients as a service-based business. HoneyBook helps you move clients from inquiry to invoice by combining your workflow and client experience. You can add a contact form to your website or social media page and new inquiries get automatically added to your pipeline. You can even trigger proposals, invoices, contracts, and scheduling tools.

Beyond client management, HoneyBook gives you a birds-eye view of your overall business through reporting that tracks financial data, success rates, and lead sources.

HoneyBook has some free tools you can try, too, including invoice generators, email signature generators, and mission state generators. You can also access free invoice and contract templates.

Key features include invoicing, proposals, scheduling, contracts, workflow automation, digital payment processing, client communication, meeting/appointment bookings, tasks and to-do lists, file and document storage, and project management.

Integrations include Zoom, QuickBooks, Gmail, and Google Calendar. You can unlock more through a Zapier subscription (may incur additional costs).

After your 7-day free trial, you can use HoneyBook for $1/month for your first 6 months with code: ONLY1. From then on, HoneyBook starts at $39/month.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.5 51

7-day free trial

From $39/month

9

noCRM.io

Best lead management software for SMBs

noCRM.io is a lead management software designed specifically for SMBs with sales teams. The tool enables sales teams to quickly create leads directly from emails, the mobile/desktop app, business cards, and LinkedIn, as well as manage them via an easily accessible interactive feed.

noCRM.io provides clear overviews of your sales funnel and a dashboard with key data, so users can view priorities and to-do lists at a glance. The tool is extremely easy to use, reducing time-consuming manual data entry, and can be set up in a few minutes.

Also included are features such as email integration, call tracking, built-in prospecting, a sales script generator, and visual pipeline management. The tool’s mobile app is available for iPhone and Android.

noCRM.io offers native integrations with G-Suite, RingCentral, Freshbooks, and you can use Zapier to connect noCRM.io with other apps in your sales and marketing stack.

noCRM.io pricing plans start from $12/user/month.

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.6 32

15 days free trial

From $12/user/month

10

Act!

Best for its hybrid deployment options

Act! is a CRM and marketing automation platform tailored for small- and medium-sized businesses that want to manage a central repository of valuable information about their existing customers, prospects, and potential opportunities. It is capable of securing contact information, account history, and customer interactions.

The marketing automation module is designed to facilitate the unique requirements of your business, offering automated management of your email marketing campaigns, customer and employee surveys, landing pages, and other related assets.

Additionally, its customer management module is capable of recording and maintaining comprehensive customer data, which includes their contact details, transaction/interaction history, emails, and relevant documents. It organizes the information and stores them in a central repository for quick and easy access.

Finally, the platform has Android and iOS apps, which enable users to remain connected to the platform and keep track of their contacts, client/customer activities, and communications.

Act! integrates with various third-party solutions that many small businesses may already be using, such as Google Apps, Outlook, and Slack. Act! also offers an open API for custom integrations tailored to specific business requirements.

Pricing for Act! CRM starts at $30 per user/month with Act! Premium Cloud or $40 per user/month if it comes with desktop sync, and $37.50 per user/month for Act! Premium Desktop, the on-premise version. You can access a 14-day free trial to try it out.

14-day free trial

From $30/user/month (billed annually)

Resumen de los Mejores Programas de CRM Para Pequeñas Empresas

Tool Free Option Price
1
monday.com

Best CRM software for flexibility and ability to scale

14-day free trial + free plan available

From $8/user/month (billed annually, min 3 seats) Visit Website
2
HubSpot CRM

Free CRM with contact deal management, task tracking, and engagement notifications

14-day free trial + free plan

From $20/month Visit Website
3
Salesforce CRM

Best value for money for small businesses

14-day free trial

From $25/user/month (billed annually) Visit Website
4
Kintone

Best for building custom CRM systems

30-day free trial

From $24/user/month Visit Website
5
Pipedrive CRM

Best CRM software with an easy-to-use user interface

14-day free trial

From $12.50/user/month Visit Website
6
Bigin by Zoho CRM

Best for small and micro businesses using CRM for the first time

14-day free trial

From $7/user/month Visit Website
7
Zoho CRM

Best CRM software for user onboarding and usability

15-day free trial

From $14/user/month Visit Website
8
HoneyBook

Best for independent professionals selling services

7-day free trial

From $39/month Visit Website
9
noCRM.io

Best lead management software for SMBs

15 days free trial

From $12/user/month Visit Website
10
Act!

Best for its hybrid deployment options

14-day free trial

From $30/user/month (billed annually) Visit Website

Otros Programas de CRM Para Pequeñas Empresas

Ser una pequeña empresa en búsqueda del programa de CRM adecuado es difícil. Si ninguna de las opciones anteriores es adecuada para tus necesidades, aquí tienes más para considerar:

  1. Salesflare

    Best CRM software for small businesses with automated data entry

  2. EngageBay

    Best CRM software for startups and growing businesses

  3. Copper

    Best CRM software for reporting and analytics

  4. Agile CRM

    Best CRM for agile small businesses and early-stage teams

  5. HubSpot

    Best CRM with a focus on sales empowerment

  6. Streak

    Best CRM software for G Suite users

  7. Really Simple Systems

    Best CRM software for small B2B businesses

  8. Daylite

    Best small business CRM for Mac operating systems

  9. Ontraport

    Best CRM software for customer management automations

  10. Keap

    Best CRM software for small businesses who want built-in marketing tools

¿Necesitas Ayuda Para Reducir las Opciones?

Esta herramienta es bastante útil. Nos hemos asociado con Crozdesk para brindarte acceso a su “Buscador de software”.

Si ingresas algunos de los detalles sobre tu proyecto y las funciones que buscas en una herramienta de administración de proyectos, generará una lista de herramientas que coinciden con tus preferencias. Sólo debes proporcionar tu correo electrónico y te enviarán una bonita guía en PDF con un resumen de las mejores coincidencias.

¿Qué Opinas Sobre Nuestra Lista de los Mejores Sistemas de CRM?

¿Has tenido alguna experiencia con el software CRM que te haya sorprendido? Nos encantaría que los equipos de pequeñas empresas nos digan cuál les funcionó. Deja tus opiniones en los comentarios.

By Ben Aston

Soy Ben Aston, gerente de proyectos digitales. He estado en la industria durante más de 10 años trabajando en el Reino Unido en las principales agencias digitales de Londres, incluidas Dare, Wunderman, Lowe y DDB. He entregado de todo, desde videos virales a CMS, juegos flash, anuncios publicitarios y eCRM a sitios de comercio electrónico. He tenido la suerte de trabajar en una amplia gama de grandes clientes; marcas automotrices como Land Rover, Volkswagen y Honda; Empresas de servicios públicos como BT, British Gas y Exxon, y de bienes de consumo como Unilever, así como también marcas de productos electrónicos, como por ejemplo Sony.

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4 Comments

  • Excelente , estoy pensando elegir Freshworks , esta de cuarto y los primeros son mas económicos, en apariencia, sobre este usted que me puede indicar ,

    Reply

  • Ben muchas gracias por tu articulo, me parece detallado y bien realizado.

    Reply

  • me podrían recomendar el mejor CRM para una empresa de luxury concierge que va a empezar en enero, que tenga app e integración con redes sociales ?

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  • Gracias por el artículo. Estoy en la búsqueda de un CRM para un negocio de comercio online donde se venden gran variedad de productos y donde también existe el soporte de una tienda física. Recibimos solicitudes via chat de la web, llamadas, redes sociales, etc. Qué CRM me recomendaríais para integrar todo esto. Veo que muchos están enfocados a Leads o procesos de ventas más largos. En mi caso el proceso de venta puede durar máximo 15 días. Muchas gracias.

    Reply