Los 10 Mejores Software de CRM para Pequeñas Empresas de 2024

monday CRM is a fully customizable platform that helps businesses centralize client communication, automate sales processes, and gain a comprehensive overview of deals. It is recognized for its extensive automation capabilities, intuitive interface, data visualization tools, and low-code/no-code environment that supports highly customizable sales pipelines, aiming to improve productivity and manage the sales cycle effectively.

I chose monday CRM because it enables revenue teams to improve efficiency at every stage of the customer journey. With all customer information centralized in one place, powerful integrations, and custom dashboards and permissions, revenue leaders can have more visibility and control over operations.

I also like that the software integrates email and tracking, allowing users to monitor email interactions within the platform. It employs AI to assist in composing emails, offers advanced HTML editing for precise email customization, and provides templates for consistent branding. The platform also provides access to forecasting tools, lead capture tools, no-code task automation, and performance metrics through custom dashboards.

To amplify impact, the CRM is part of the larger monday product suite, including work management, enabling organizations to manage processes beyond their sales, in one single platform. Integrations include Outlook, Slack, Google Drive, and Trello. An open API is also available for custom connections.

monday CRM offers a 14-day free trial of the Pro tier. After that, pricing scales based on the number of seats per plan. Paid plans start at $12/seat/month, billed annually, which includes a minimum of 3 seats for the Basic plan.

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 $21.90 per user, per month, and comes with a free 14-day trial.

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.

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.

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.

HighLevel is an all-in-one marketing platform designed to help businesses streamline their marketing and sales processes. It offers a comprehensive suite of tools for capturing leads, nurturing them through automated messaging, and closing deals.

With HighLevel, users can create websites, landing pages, and forms using a drag-and-drop interface. The platform also supports multi-channel follow-up campaigns, allowing businesses to engage with leads via phone, SMS, email, and social media.

Moreover, the platform's automation tools enable the creation of intricate workflows for marketing campaigns and customer onboarding, ensuring efficient lead management and enhanced client retention. HighLevel additionally provides customizable pipelines for flexible sales process management and appointment scheduling tools that simplify client bookings and reduce administrative burdens. 

HighLevel integrates with Stripe, Facebook, Instagram, Zoom, Shopify, TikTok, Slack, Google, WhatsApp, PayPal, Quickbooks, WordPress, Yext, Clio, LinkedIn, and Printful.

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.

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.

Salesflare is a CRM intended for small businesses that can fill out customer information automatically, reducing human error and ensuring more complete and accurate records. If you and your team don't manage to fully and perfectly fill out your CRM system, Salesflare is a great tool for getting your records in order.

Salesflare pulls info from your mailbox, calendar, phone, socials, company databases, email, and web tracking to keep track of customers automatically. This enables you to manage and close more deals, while spending less time on data input.

If you're using Gmail or Outlook, Salesflare neatly brings the CRM into your inbox as a sidebar, so you don't have to switch tabs. You can also use Salesflare to send personal email sequences at scale from your inbox. The tool also has a neat email template feature built in, and it tracks email opens and clicks.

Salesflare starts at $30/user/month and offers a free 30-day trial.

Freshsales is a cloud-based customer relationship management (CRM) software that provides businesses with a platform to manage their sales, marketing, and customer support operations. It features AI-powered lead scoring, predictive analytics for sales forecasting, and customizable workflow automation to facilitate the sales process.

Freshsales offers a unified CRM experience, integrating sales, marketing, and support functionalities to provide a comprehensive view of the customer journey. It is designed to help sales teams engage with prospects effectively, track sales activities, and gain insights into performance through analytics and reporting tools.

The platform additionally offers a visual sales pipeline, built-in phone and email capabilities, and user behavior tracking to help sales teams prioritize and engage with prospects. It also includes reporting and analytics for actionable insights into sales performance.

Freshsales integrates with the entire Freshworks product suite, including Freshdesk, Freshmarketer, Freshchat, Freshconnect, and Freshcaller. It addtionally integrates with MailChimp, HubSpot, Quickbooks, Trello, Magento, Shopify, and Docusign.

Pricing for Freshsales starts at $11/user/month. A 21-day free trial and a free plan are also available. The free option includes features such as Kanban View for Contacts, Accounts, and Deals.