List of 13 Best WordPress CRM For Small Business in 2021

Affiliate disclosure: In full transparency – some of the links on our website are affiliate links, if you use them to make a purchase we will earn a commission at no additional cost for you (none whatsoever!).

In search of the CRM that can work the best for your small business? We are here to guide you with our curated list of the best CRMs in the market.

In this post, we will get into details of each of these platforms so that you can make a choice. 

CRM stands short for Customer Relationship Management software that helps in managing both the potential as well as the existing customers, thus saving your time and energy that can be used to focus on other business aspects.

So now that we have a basic idea about CRM, let us get started with our list of the best CRMs in the market. 

Bottom line- Engagebay is the first choice for Best CRM for Small Businesses as it offers the best service for combining Marketing and Sales into one portal. Copper offers startup-friendly features such as automatic data entry, smart recognition so it is the second choice for Best CRM for Small Businesses. Nimble is a fantastic fit for companies and third choice who want to automate consumer engagements and capture customer data. Being fourth in choice for Best CRM for Small Businesses Freshsales gives full insight into the status of several customers in the business funnel. whereas Salesflare is the fifth choice for Best CRM for Small Businesses which is full-featured CRM developed specifically for B2B entrepreneurs.

Recommended

Hubspot is undoubtedly the most incredible CRM software when it comes to small businesses that are in search of a CRM solution when they are getting started.

Featured

The next ultra-powerful platform we are talking about in this list is Sendinblue. This excellent email marketing tool is power-packed with all those features that are needed to serve as a great CRM.

Top 13 WordPress CRM For Small Business 2021

Here are the best WordPress CRM for small business that you not not miss:

1. EngageBay

The first CRM on our list for small business owners is EngageBay. This powerful CRM proves to be the best way of engaging with your potential as well as the existing customers.

EngagedBay has a set of simple automation tools that makes the process of targeting the right audience and get the maximum benefit out of them a whole lot simpler.

This feature-packed CRM has all that you need when kickstarting your small business.

A few of these features are Web Forms, Landing Pages, Email sequencing and marketing, Contact Management, Appointment Scheduler, Marketing Automation, Macros, 360 Degree customer view, CRM, Ticket collection, Live-Chat software, and so on.

Engagebay boasts a highly optimized yet user-friendly interface. This eases the process of tracking and arranging all the information about the customers and leads without any fuss. 

You do not need high-level expertise to use the platform.

Most of your job is conveniently managed by the top-tier automation tools making it the best choice for the organizations to track the emails and thus create better relations with the customer.

With the EngageBay CRM, you can schedule your meetings, sync and store all your emails, get sales reports and do a lot more. This incredible platform can work for any kind of business operation.

ENGAGEBAY overview

Pricing

All-In-One

  • Monthly: 
  1. Free – $0 Month
  2. Basic – $14.99 Month
  3. Growth – $49.99 Month
  4. Pro – $79.99 Month
  • Yearly: 
  1. Free – $0 Month
  2. Basic – $11.99 Month
  3. Growth – $39.99 Month
  4. Pro – $63.99 Month
  • Biennial: 
  1. Free – $0 Month
  2. Basic – $8.99 Month
  3. Growth – $29.99 Month
  4. Pro – $47.99 Month

Marketing

  • Monthly: 
  1. Free – $0 Month
  2. Basic – $12.99 Month
  3. Growth – $24.99 Month
  4. Pro – $49.99 Month
  • Yearly: 
  1. Free – $0 Month
  2. Basic – $10.39 Month
  3. Growth – $19.99 Month
  4. Pro – $39.99 Month
  • Biennial: 
  1. Free – $0 Month
  2. Basic – $7.79 Month
  3. Growth – $14.99 Month
  4. Pro – $29.99 Month

Sales and CRM Bay

  • Monthly: 
  1. Free – $0 Month
  2. Basic – $12.99 Month
  3. Growth – $24.99 Month
  4. Pro – $49.99 Month
  • Yearly: 
  1. Free – $0 Month
  2. Basic – $10.39 Month
  3. Growth – $19.99 Month
  4. Pro – $39.99 Month
  • Biennial: 
  1. Free – $0 Month
  2. Basic – $7.79 Month
  3. Growth – $14.99 Month
  4. Pro – $29.99 Month

ENGAGEBAY pricing

Why Should You Choose Engagebay CRM?

What makes Engagebay such an incredible CRM is the fact that the platform offers a wide array of robust features at a highly competitive price. This makes it the best CRM the small business owners can opt for. 

2. Drip

Though Drip is a leader when it comes to eCommerce CRM, it is also one of the best CRMs when it comes to small businesses.

From having a beautiful interface to being powerful and easy to use for any type of business, Drip is a torch-bearer in the arena of CRMs. Drip makes the process of building the email campaigns and automation workflows super easy.

You also get an option to build an email with either a text builder or visual builder. Both these options are super easy to use.

Drip has a plethora of features to offer like content customization, conversion tracking, easy list segmentation, purchase intent marketing, and a lot more.

You can track and learn all that you wish to know about your customer base with the help of custom fields, events, and tags.

It is designed in such a way that it can help you in generating leads, managing the contacts, and then turn them into your lifelong customer base.

Drip is a feature-packed CRM that includes eCommerce user tracking, one-on-one conversations, email campaigns, actionable reports, advanced-level contact management, marketing automation, and a lot more.

It can be easily integrated with almost all the best 3rd Party services like Shopify, WooCommerce, Lead Generation software, email services, and many others. You also get workflows for Instagram and Facebook workflow.

Drip

Key Features:

  1. Workflows for marketing automation. 
  2. Advanced-level contact management with the use of events, custom fields, and tags.
  3. Integration with the famous third-party services.
  4. Actionable reports.
  5. Easy segmentation of email list.
  6. Customization of content.
  7. Custom conversion tracking.
  8. eCommerce user tracking.
  9. Automatic revenue attribution
  10. Purchase intent marketing

Pricing

Drip starts from $19 per month. The platform offers a free trial for a period of 14 days. 

Why Should You Choose Drip CRM?

The platform has excellent automation features and solid integrations to offer. It is also very easy to use. 

3. Sendinblue

The next ultra-powerful platform we are talking about in this list is Sendinblue. This excellent email marketing tool is power-packed with all those features that are needed to serve as a great CRM.

It proves to be an excellent option for a business of any size. This is because it lets you start for free and upgrade it with the growth in your business.

The platform offers you smart segmentation options, transactional emails for eCommerce, automation, email delivery, as well as marketing, and a lot more. 

What makes it different from many other CRMS is that they offer chat and SMS marketing options. SMS Marketing is indeed an excellent tactic that can boost both your engagement as well as sales.

The live chat option lets the users connect with the leads and customers, that too, in real-time. Sendinblue offers a top-notch support team as well as in-depth documentation. This way, it gets super easy to begin.

sendinblue

Key Features:

  1. Easy personalization and segmentation.
  2. Robust tools for marketing automation.
  3. Transactional mails with excellent delivery.
  4. Signup form and landing page builder.
  5. Easy FB advertising and retargeting
  6. Actionable and in-depth analytics.
  7. A/B Testing
  8. Chat and SMS marketing tools.

Pricing

Free Plan

  1. Lite Plan: $25 Per Month
  2. Premium Plan: $65 Per Month
  3. Enterprise Plan: Custom Plan

Why Should You Choose Sendinblue CRM?

If you are looking for sophisticated tools on a low budget for sending one-on-one campaigns, this tool is for you.

4. HubSpot

Hubspot is undoubtedly the most incredible CRM software when it comes to small businesses that are in search of a CRM solution when they are getting started.

This software is pretty easy to use and has a wide array of tools for managing the journey of a customer. The platform offers you free forever plans with a limited set of features for the Service Hubs, Sales, Marketing, and CRM.

The CRM has a beautiful interface that lets you see the entire pipeline of sales right at your dashboard. If you are looking for more data, you can view all the sales and contact activity, performance, and detailed reports on a team or user basis. 

Hubspot has a mobile application for both Android as well as iPhone, where you get options of email tracking, real-time notifications, scheduling, and a lot more.

It also offers integration with 300+ services and applications like email marketing companies, WordPress, and lead generation software like the OptinMonster, and many more.

You also get an option of connecting HubSpot to Outlook or Gmail for automatically logging the activity as well as capturing each and every email. 

HUBSPOT overview

Key Features:

  1. You can personalize the email sequences for both existing customers as well as leads.
  2. You can place phone calls from your CRM.
  3. With HubSpot, you can also get real-time notifications about lead behavior. 
  4. The platform lets you integrate with various popular tools like Microsoft Dynamics, Shopify, and Salesforce.
  5. It can also store customer data, unlimited users, and about a million contacts.
  6. Hubspot lets you integrate with more than 300 applications.
  7. You can create custom filters for sorting your contacts.
  8. The tools allow you to schedule the tasks, emails and also create tickets. 

Pricing

  • Free – $0 Month
  • Starter Growth Suite – $50 Per Month

Starter: 

  1. Monthly – $50 Per Month
  2. Annually – $45 Per Month 

Professional:

  1. Monthly – $500 Per Month
  2. Annually – $450 Per Month

Why Should You Choose HubSpot CRM?

If you are in search of a centralized, all-in-one toolset that offers a plethora of personalization options as well as an easy-to-use platform, then Hubspot CRM is the one.

5. Constant Contact

Constant Contact is an extremely popular email marketing service that can also be used as a CRM. It is incredible for those with small businesses because of its easy-to-use and simple dashboard as well as reporting, marketing automation, sales funnel options.

It also comes with excellent drag and drop tools that can make the process of creating emails a lot easier.

With the platform, you can store your contacts, manage the information of customers as well as add various third-party integrations from the humongous marketplace.

This wide range of integration options eases up the process of building the right platform for the business. 

Constant Contact overview

Key Features:

  1. Scheduling the emails becomes a lot easier.
  2. The segmentation and cleaning of the list become super easy. 
  3. Lead nurturing becomes a breeze because of marketing automation options.
  4. You can create incredible emails with the help of drag and drop builder.
  5. You get more than 100 email templates.
  6. The process of integration with the eCommerce platforms becomes super easy. 
  7. The platform also lets you run the Instagram and Facebook ads for growing the email list.

Pricing

Email: $20 per month. (Price is based on the number of contacts).

Email Plus: $45 per month. (Price is based on the number of contacts).

Why Should You Choose Constant Contact? 

If you are looking for a platform offering integration of social media campaigns along with an elegant and intuitive user interface, then the Constant Contact CRM is for you. 

6. Salesflare

The next popular CRM on our list is Salesflare. What makes it so incredible is that it lets you connect with the customers with the use of excellent marketing tools.

In a few clicks, you can begin with it and get started with generating more sales even if there is very little data to get started with.

The platform can gather all the contact information of the leads from their social profiles, public sources, and email signatures.

All your phone calls and meetings are logged automatically, and thus you do not have to worry about the difficult data entries.

Salesflare

Key Features:

  1. With this platform, contact information gets gathered as well as updated automatically from public sources.
  2. The platform records and files all your meetings as well as calls that help you in staying organized. 
  3. The files that are exchanged with the customers are automatically tracked and sorted.
  4. The platform has a pretty easy-to-use dashboard. 
  5. The tools send you the notification about who messaged you and from where.
  6. Salesflare automatically generates the to-do list that helps you in staying productive.

Pricing

Monthly Billing 

  1. Growth Plan: $35 per user per month
  2. Pro Plan: $55 per user per month
  3. Enterprise Plan: (Contact Sales)

Annual Billing

  1. Growth Plan: $29 per user per month
  2. Pro Plan: $49 per user per month
  3. Enterprise Plan: $99 per user per month

Why Should You Choose Salesflare?

Salesflare is a leader when it comes to integrating with calendar and emails as compared to most of the other CRMs. You can also import the email signatures automatically.

7. Zoho

The next software on our list is Zoho which is the cloud-based suite created for giving you all that is required for running a small business.

With this platform, you get a robust set of sales and marketing features with online productivity tools and SaaS applications.

This software helps small businesses in organizing their contacts, marketing the brand, managing sales, providing customer support, and much more.

Zoho CRM can be used for integrating with other tools for marketing that you are using already, capturing leads through segment visitors, social media, as well as offering support with the use of in-built live chat. 

zoho

Key Features:

  1. The platform offers multichannel contact management that includes social media, live chat, phone, and email.
  2. You get an AI voice assistant to create a smart dashboard as well as forecasting the trends of the business. 
  3. Zoho offers management of sales with lead scoring. This way, you can prioritize the leads, and their conversion can get faster. 
  4. You get in-depth analytics reports that can help you in making data-driven decisions.
  5. The mobile application offered by the platform helps in keeping everyone right on the same page. 
  6. You get to assign team roles and tools for team collaboration.
  7. Zoho helps in handling the support tickets and IT management for website monitoring.
  8. The tool offers you in-built security measures for ensuring the safety of your data.

Pricing:

Standard: Monthly: Rs 1080 per month Annually: Rs 720 per month

Professional: Monthly: Rs 1800 per month Annually: Rs 1200 per month

Enterprise: Monthly: Rs 2700 per month Annually: Rs 2100 per month

Ultimate: Monthly: Rs 2800 per month Annually: Rs 2300 per month

Why Should You Choose Zoho?

If you are in search of a CRM platform that can offer you an incredible level of extensibility, flexibility, and scalability, then Zoho is the one.

8. Pipedrive

Pipedrive is one of the most user-friendly CRM that is created for being fast and simple.

With the use of its feature of pipeline management, you get a complete overview of the complete sales process and can also have control over it. 

Along with the pipeline management that comes with a clear interface along with sales forecasting and reporting, email integration as well as mobile apps to access the CRM anywhere you wish.

Though the platform does not offer segmentation options, it is pretty simple to make identifiable leads as well as maintaining relationships with them.

Pipedrive 

Key Features:

  1. The platform offers you email reminders and mobile alerts.
  2. It can integrate easily with Zapier, Trello, Google Apps, and many others.
  3. The API helps in easing up the integration with software.
  4. The email integration helps in keeping the sales communication right in one place.
  5. Pipedrive offers email templates as well as Android and iOS mobile applications. 
  6. You also get sales trends and forecast analysis. 
  7. Encryption and backups keep all your data secure. 

Pricing:

Monthly Billing

  • Essential Plan: $15.00 per user per month and billed monthly.
  • Advanced Plan: $29.00 per user per month and billed monthly.
  • Professional Plan: $59.00 per user per month and billed monthly.
  • Enterprise Plan: $99.00 per user per month and billed monthly.

Annual Billing

  • Essential Plan: $12.50 per user per month and billed annually. 
  • Advanced Plan: $24.90 per user per month and billed annually.
  • Professional Plan: $49.90 per user per month and billed annually.
  • Enterprise Plan: $99.00 per user per month and billed annually.

Why Should You Choose PipeDrive?

PipeDrive is an excellent platform when it comes to controlling complicated sales processes, and if you are in search of a platform that offers you a plethora of customizable features, then PipeDrive is the one. 

9. Salesforce

Salesforce is another robust CRM on our list and one of the best when it comes to small businesses.

The platform can be used for taking leads through the personalized journey of the customer and using the intelligent platform for marketing to drive more sales via digital advertising, social media, SMS messaging, and emails.

The platform has been around for quite a while and thus includes advanced-level solutions and features for all the things you might need, which include team productivity, customer engagement and services, commerce marketing, sales, and a lot more. 

SalesForce

Key Features:

  1. The platform offers guided onboarding.
  2. You also get custom dashboards as well as reports.
  3. It lets you track the meetings and emails automatically.
  4. Salesforce offers email and social media support
  5. You also get enterprise-level security. 

Pricing:

  • Essentials: $25 per user per month (Annual Billing)
  • Professional: $75 per user per month (Annual Billing)
  • Enterprise: $150 per user per month (Annual Billing)
  • Unlimited: $300 per user per month (Annual Billing)

Why Should You Choose Salesforce?

What makes Salesforce worthy is its robust ecosystem and commitment to data security. 

10. Freshsales (Freshworks)

Freshsales, which is now called Freshworks, is one amongst the most robust CRM software that is great for the business of all sizes.

It is super easy to use and provides a sales-oriented approach with all the needed features for maximizing conversions.

The platform boasts a robust dashboard that lets you have access to phone calls, emails, reports, contact management, and a lot more instantly.

It also offers mobile applications so that you can make sales anywhere you go.

Freshsales puts into use the lead scoring that is empowered by Artificial Intelligence. It thus helps you in prioritizing the leads with ease that will likely convert.

The platform lets you set the automation of custom workflow, actionable insights for tracking events, conversations as well as using the 360-degree customer view for seeing the crucial information on the single screen.

The platform offers native integrations for popular third-party apps and services, but they are limited. 

FreshSales

Key Features:

  1. You get 360-degree access to the profiles of your customers along with their touchpoints. 
  2. The platform offers lead scoring that is empowered by Artificial Intelligence. This helps in boosting the sales as well as prioritizing the leads.
  3. You can also group the sales team as well as automatically assign the leads.
  4. Freshsales also has a visual sales pipeline with drag and drop navigation. 
  5. The business can be managed on the go with the help of mobile application integration. 
  6. Phone Calls and booking the appointments can be done right from the platform. 
  7. The contact profiles can be updated automatically. 

Pricing:

  • Customer-For-Life Cloud

Growth Plan: ₹2099 per user, per month (annual billing) and ₹2599 per user, per month (monthly billing)

Pro Plan: ₹5099 per user, per month (annual billing) and ₹6099 per user, per month (monthly billing)

Enterprise Plan: ₹9199 per user, per month (annual billing) and ₹10999 per user, per month (monthly billing)

  • Individual CRM Cloud

Sales Cloud

Growth Plan: ₹2099 per user, per month (annual billing) and ₹2599 per user, per month (monthly billing)

Pro Plan: ₹4299 per user, per month (annual billing) and ₹5099 per user, per month (monthly billing)

Enterprise Plan: ₹7299 per user, per month (annual billing) and ₹8599 per user, per month (monthly billing)

Marketing Cloud

Growth Plan: ₹1399 per user, per month (annual billing) and ₹1899 per user, per month (monthly billing)

Pro Plan: ₹4299 per user, per month (annual billing) and ₹5099 per user, per month (monthly billing)

Enterprise Plan: ₹7299 per user, per month (annual billing) and ₹8599 per user, per month (monthly billing)

Why Should You Choose Freshsales?

Freshsales offers flawless and quick support as well as one of the most affordable options where you can get a 360-degree view right out of the box. 

11. Streak CRM for Gmail

Next on our list is Streak CRM that can work with free Gmail accounts and G Suite, as well as lets you track the customer leads and emails, manage the contacts as well as stay on the top of the sales funnel.

For all those using G Suite or Gmail, this will probably be the best CRM software.

You can also capture the leads automatically from the contacts, add reminders and tasks, create custom funnels/pipelines, schedule emails, add notes and tags, and much more.

It comes with features of workflow management like managing the project, hiring, support, sales, and a lot more. You can also customize it according to your needs.

The platform is pretty easy to use, even if you are a beginner. It comes with a mobile application for Android and iOS as well as browser addon and supports third-party integrations via Zapier and Gmail. 

streak gmail crm

Key Features:

  1. You can track all the contacts in a pipeline along with the custom views.
  2. The platform lets you track and share the interaction of customers with the team. 
  3. Exporting and importing the data is a lot simpler. 
  4. Mobile applications help you in staying connected, take notes as well as track calls. 
  5. You can send mass emails easily.
  6. You can easily integrate with numerous platforms.

Pricing:

Annual Plans

  • Free Plan: $0 per user per month
  • Solo Plan: $15 per user per month
  • Pro Plan: $49 per user per month
  • Enterprise Plan: $129 per user per month

Monthly Plans

  • Free Plan: $0 per user per month
  • Solo Plan: $19 per user per month
  • Pro Plan: $59 per user per month
  • Enterprise Plan: $159 per user per month

Why Should You Choose Streak CRM For Gmail?

If you are looking for much more accessibility options, then Streak CRM is the one for you. 

12. Agile CRM

One of the robust all-in-one CRM software around is Agile. In just one dashboard, you get customer service, marketing, sales, and contact management. The platform is super easy to use.

You get various options like project management, 360-degree contact view, and gamification for the sales team to inspire timeline, calendar, events, fun competition, and a lot more. Additionally, there are detailed reports as well as quick reports letting you understand things well. 

It includes contact management on a single page, marketing tools for capturing and generating the leads, and appointment scheduling.

You can also create emails and landing pages. Other features include the helpdesk, support ticketing, and a lot more. 

Agile CRM

Key Features:

  1. The platform lets you manage contacts on a single page. 
  2. You also get automated voicemails, call scripts, and 1-click calling.
  3. Agile also offers completely integrated marketing automation.
  4. The multichannel campaigns can be created as well as managed with the drag and drop interface. 
  5. You get advanced-level reporting and tracking. 
  6. Agile offers an in-built live chat window.

Pricing:

Monthly Plan

  • Free: $0 per user per month
  • Starter: $14.99 per user per month
  • Regular: $49.99 per user per month
  • Enterprise: $79.99 per user per month

Yearly Plan

  • Free: $0
  • Starter: $9.99 per user per month
  • Regular: $39.99 per user per month
  • Enterprise: $64.99 per user per month

2-Year Plan

  • Free: $0
  • Starter: $8.99 per user per month
  • Regular: $29.99 per user per month
  • Enterprise: $47.99 per user per month

Why Should You Choose Agile CRM?

One of the easiest to use CRM and affordable pricing makes it the best choice for small business owners. 

13. Keap

The last CRM on our list is Keap. It is a dynamic CRM as well as a marketing/sales platform. With its automation tools, you can create and collect more leads and convert them to your clientele.

You do not need much technical knowledge for using it. The platform comes with numerous pre-written templates for emails. It also offers you reminders and status updates regarding your contacts. 

Keap

Key Features:

  1. The UI and dashboard are user-friendly. 
  2. Your email campaigns stay optimized with the help of email tracking options.
  3. The process of sending out messages to the new leads is automated.
  4. It can be a time saver because of the pre-written emails.
  5. With the internal forms, you can gather vital data about the new leads. 

Pricing:

Lite Plan: $56 per month for the first 5 months. 

Pro Plan: $105 per month for the first 5 months.

Max Plan: $140 per month for the first 5 months.

Why Should You Choose Keap CRM?

From reasonable pricing options to simple functionality, this wide array of reasons make it a recommended CRM.

Quick Links

FAQ’s About Best CRM for Small Business 

👉In what ways does CRM help in boosting sales?

CRM can prove to be helpful at each and every stage of sales. With CRM, you can centralize the data of your customers as well as view and manage the communication and activity of the accounts. CRM also helps in accessing, updating, and sharing the information across departments and teams.

🔥Which organizational units can garner benefits from CRM?

Almost any organizational unit can get benefited from CRM. From customer and sales services to business development, marketing, and recruiting, a CRM will ease the process of managing external relations.

👏Are CRMs really useful for the ones with small businesses?

Irrespective of the size of your business, CRM is a must-have because of the wide range of automation and process-easing attributes it has to offer.

Conclusion| Best CRM for Small Business 2021

When it comes to small businesses or startups, CRM software provides numerous advantages ranging from identification of the pain points to widening the target audience.

CRM works wonders when it comes to handling the sales processes. The most important reason to implement a CRM is that the more you know the details about your customers, the better you will have an idea about the customer support, services, and products that you should be offering.

It proves to help highlight the opportunities for growth and the segments that are not performing up to the mark. Irrespective of which tool you pick up, it is important to know and understand the scope and working of it

Engagebay is the first choice for Best CRM for Small Businesses as it offers the best service for combining Marketing and Sales into one portal. Copper offers startup-friendly features such as automatic data entry, smart recognition so it is the second choice for Best CRM for Small Businesses. Nimble is a fantastic fit for companies and third choice who want to automate consumer engagements and capture customer data. Being fourth in choice for Best CRM for Small Businesses Freshsales gives full insight into the status of several customers in the business funnel. whereas Salesflare is the fifth choice for Best CRM for Small Businesses which is full-featured CRM developed specifically for B2B entrepreneurs.

Rating
Price:$
Sonia Allan

Sonia Allan has an excellent and surprisingly equal command over both editing and writing. She’s venerated for her flexibility, research skills, understanding of SEO, organizational skills, and communication. She keeps pace with the latest writing trends and she’s known for her patience exhibiting formidable editing skills. Debut writings may not be perfect. She is known for her intense proofreading and editing capacity that makes her the cornerstone of AffiliateBay.

Leave a Comment