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Best CRM for small teams

  • agnes2718
  • 2 days ago
  • 3 min read

Small teams are drastically moving away from spreadsheets and embracing the role CRM tools play in company growth.

For small teams, investment in CRMs have added great value by:

  • Centralizing customer data in one place for ease of access.

  • Improving productive follow ups through automated repetitive tasks like notifications, reminders, task scheduling among others.

  • Managing the sales pipeline at each stage to make sure all deals are intentionally handled.

  • Enabling scalability for when the team grows bigger


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Small teams should however be particular when choosing a CRM. Focus should be placed on features below.

  • Consider price to avoid spending more than budgeted for.

  • Must be easy to use with need for limited technical support.

  • Basic CRM features like automated workflow, contact management and sales pipeline management among others.

  • Should be able to integrate with other tools you may be using.

  • Must allow for scalability so that the teams are able to grow with the CRM.

  • Intentional Customer support to prevent delays in response time in case of urgent needs.


Here are some of the Best CRM tools for small teams that completely transform their businesses.


Small teams are always looking for a breakthrough in terms of revenue growth. This is the core foundation of Trembi, transforming businesses by growing their sales exponentially.

Strengths:

  • AI powered lead generation using Trembi sales for leads acquisition, tracking and follow up.

  • Automated marketing campaigns for a wider reach that surpasses small teams.

  • Influencer marketing for proper brand positioning.

  • Extremely easy to use for small teams.

  • On-the-go accessibility for principally field teams.

  • Their tier pricing is very affordable and allows for scalability.

  • Real time reporting and lead qualification in terms of sales.

Best for small teams that are sales driven for growth.


For small teams just starting the CRM journey, this would be a great pick.

Strengths:

  • It has a free forever plan for the basic features.

  • Its intuitive platform makes it easy to use with no need for extensive technical assistance.

  • The paid tiers for marketing automation and other more advanced features allow for scalability.

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It is a sales-based platform effective for closing deals.

Strengths:

  • Visual sales pipeline management - lead tracking to closing.

  • Enables automation of repetitive tasks.

  • Mobile capabilities for better productivity of field teams.

  • Affordable starting price for small teams.

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It has great functionality suitable for small teams.

Strengths:

  • It has a free plan for up to 3 users.

  • Extensive customization to fit the business' needs.

  • Uses multi-channel to track and communicate, that is, email and WhatsApp.

  • Automated workflow good for small productive teams.

  • Seamless in integration with the Zoho eco-system.

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This is an all-in-one CRM that includes marketing, sales and commerce tools.

Strengths:

  • Extensive customization to the needs of your business.

  • Robust reporting and analysis.

  • Mobile capabilities since it is cloud -based.

  • Easy Integration with third party applications.

Downside: Costs may be a bit high for small teams that just need basic CRM functionalities.

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The best CRM for small teams should not be with the one with the most features but one the teams will actually use easily and efficiently fitting within the company's ardent needs and budget at the moment as they scale.

  • Sales based teams should lean towards Trembi for lead generation and tracking and Pipedrive.

  • Starting small teams may befriend Hubspot for their free forever plan and Trembi for revenue growth.

  • For customization, task automation, integration while working within the budget, Zoho and Trembi would take the cup for maximized productivity.






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