Updated : Dec 22, 2023
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Top 12 CRM and Marketing Automation Tools for Small Businesses: Boost Your Marketing Efforts

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Drashti bhadesiya
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Top 12 CRM and Marketing Automation Tools for Small Businesses: Boost Your Marketing Efforts

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Are you a small business owner looking to maximize your marketing efforts? If so, you’ve likely heard of marketing automation and CRM systems.

The best CRM and marketing automation for small businesses can help you streamline your marketing processes, increase customer engagement, and boost your bottom line.

Though customer retention and acquisition responsibilities like CRM and lead generation will always ask for a human touch, there are some tasks which do not need manual efforts.

A great marketing automation tool can help you accelerate revenue and enhance marketing efficiency by automating repetitive tasks such as sending monthly client reports and qualifying leads.

There are manifold paid and free CRM and marketing automation technologies that aid in improving outcomes and offer you plenty of time to focus on your clients.

In this article, we’ll explore the best CRM and marketing automation for small business owners, so you can make an informed decision about which one is right for you.

Top 12 CRMs for Small Business Owners

  1. Desku: Specially curated for the Small Business
  2. ActiveCampaign: CRM Software for Small Business Owners
  3. HubSpot: Best Small Business CRM
  4. Mailchimp: All-in-one CRM for small business
  5. Salesforce: Best CRM for small business needs
  6. Zoho CRM: CRM for your small business 
  7. Constant Contact: Best CRM for Small Businesses
  8. Freshsales: CRM for Small Business
  9. Uncanny Automator: Small Business CRM
  10. Moosend: Easiest CRM for Small Business
  11. Funnel Kit Automation: CRM for Small Businesses
  12. Chatbot: Best Small Business CRM

1. Desku: Specially curated for the Small Business

Desku is an all-in-one helpdesk support software that is not only limited to providing a support platform but also provides the marketing automation to carry out in your business. Its sleek features help to automate the marketing process specially curated for smaller businesses.

The business processes become easier as everything is automated so that focus on running a small business becomes very easy and you can grow your business.

Desku marketing automation
Desku

It has various features like automation, Macros, and also no-code chatbot builder Chatbot that helps automate customer conversation for customers even in the absence of a human support agent.

It does not have any rocket science process to use as it is just and dragged-and-drop conversational interface that helps to match your business needs.

Do not let go of any of your customers, conquer your business operations with the best CRM Software for small businesses.

2. ActiveCampaign: CRM Software for Small Business Owners

Active Campaign is the perfect CRM and marketing automation solution for small businesses. It is designed specifically for businesses that need a comprehensive CRM and automation tool that is easy to use and tailored to their specific business needs.

Active campaign marketing automation
Active campaign

With Active Campaign, small businesses can maximize their customer relationships by tracking customer data and automating the sales process.

  • Active Campaign offers a free plan and comprehensive CRM features for small businesses.
  • It provides workflow automation and email marketing campaigns to help businesses achieve their goals.
  • The platform simplifies customer relationship management and sales activities.
  • Active Campaign streamlines customer service operations, allowing quick and personalized responses to inquiries.
  • Businesses can access previous conversations and relevant customer information for better customer discussions.
  • With robust CRM and automation features, sales processes can be streamlined, and customer retention improved.
  • Small businesses can set up automated campaigns to target new and existing customers effectively.
  • Active Campaign is one of the best CRM and marketing automation tools for small businesses.

Also Read: How Are Bot Automation Created?

3. HubSpot: Best Small Business CRM

HubSpot’s all-in-one marketing automation and CRM software is the best solution for small business owners.

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Hubspot marketing automation
Hubspot

The comprehensive suite of tools makes it the ideal choice for businesses of all sizes, with services that are tailored to specific small business needs.

  • From powerful lead and customer management tools to streamlined sales processes, HubSpot gives business owners the control they need to achieve success.
  • CRM software offers tools to help manage and analyze customer data, allowing business owners to deepen their relationships with customers and acquire new ones.
  • Automation tools, such as email marketing, allow businesses to send customized and targeted emails to customers based on behaviour and preferences.

The features of HubSpot’s CRM make it the perfect choice for small businesses and startups.

4. Mailchimp: All-in-one CRM for small business

Mailchimp is an all-in-one marketing automation and CRM software for small business owners. It helps businesses to build brand loyalty and engage customers across their entire customer journey.

Mailchimp marketing automation
Mailchimp
  • Mailchimp provides powerful marketing automation tools for segmenting and distributing messages to the right customers.
  • Its engaging and user-friendly interface simplifies email campaign management and customer targeting.
  • Mailchimp offers a comprehensive CRM solution with robust customer profiling and segmentation capabilities.
  • Detailed customer profiles and online activity analysis enable tailored marketing campaigns.
  • Ideal for small businesses and startups, Mailchimp is an affordable and easy-to-use marketing automation platform, offering automation, CRM, email campaigns, and more.

5. Salesforce: Best CRM For Small Business Needs

Salesforce is one of the leading customer relationship management (CRM) and marketing automation software solutions, ideally suited for small to mid-sized businesses.

Salesforce marketing automation
Salesforce
  • It is designed to help small businesses streamline their sales and marketing efforts in order to maximize their business potential.
  • With Salesforce, small business owners can easily gain insight into customer behaviour, identify areas that need improvement, and find out where their sales are coming from.
  • Salesforce offers powerful features that appeal to a wide range of small businesses, such as custom fields and objects, secure customer data, intelligent automation, powerful insights, and more.
  • All of these features help businesses run more efficiently and maximize their sales. 

6. Zoho CRM: CRM for your small business 

As a small business owner, you need your CRM and Marketing Automation software to be just as agile and powerful as you are. Zoho CRM is a high-performance, all-in-one platform that can help you make every customer engagement smarter and more productive.

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Zoho marketing automation
Zoho crm
  • Zoho CRM is tailor-made for small businesses, startups, and entrepreneurs, offering customizable and powerful CRM and marketing automation tools.
  • It enables quick customer onboarding, optimized sales tracking, and shorter sales cycles, leading to increased conversion rates.
  • The platform provides robust marketing automation features, including email campaigns, lead management, and segmentation to drive customer reach and conversions.
  • Zoho CRM offers an easy and quick setup process.
  • Businesses can create unique workflows and utilize a range of powerful CRM tools with Zoho CRM.
  • It allows control over data access and actions, and businesses can create custom dashboards, reports, and solutions to meet specific needs.

Also Read: 5 Best Shared Inbox Tools for Exceptional Support Teams

7. Constant Contact: Best CRM for Small Businesses

Constant Contact is the perfect marketing automation and CRM solution for small business owners looking to increase customer retention and maximize return on marketing spend.

Constant contact marketing automation

The core feature of Constant Contact is its Email Marketing automation, which automates the process of running successful customer campaigns.

  • Constant Contact provides tools for crafting compelling email subject lines and engaging content to boost customer clicks and interactions.
  • It allows easy customer segmentation based on interests and purchase history, enabling targeted campaigns.
  • The platform lets you create customer segments to gain insights into buying habits and optimize campaigns accordingly.
  • Constant Contact offers integrations with popular applications like Google AdWords, WordPress, and Salesforce for seamless operations.

8. Freshsales: CRM for Small Business

FreshSales is a CRM system designed specifically for small businesses. It provides a comprehensive platform to manage customer interactions and streamline sales processes.

Freshsales marketing automation
Freshsales

With its user-friendly interface and intuitive design, Fresh Sales offers a simplified approach to organizing customer data, tracking leads, and managing deals.

By centralizing customer information and facilitating efficient communication, Fresh Sales empowers small businesses to enhance their sales performance and improve customer relationships.

It serves as a valuable tool for businesses seeking to optimize their sales operations and drive growth in a competitive marketplace.

9. Uncanny Automator: Small Business CRM

Uncanny Automator CRM is a WordPress plugin that allows you to create custom automations for your WordPress site.

Uncanny automator marketing automation
Uncanny
  • With Uncanny Automator CRM, you can automate tasks such as adding users to lists, sending emails, and creating new posts.
  • You can also use Uncanny Automator CRM to track customer interactions and build customer profiles.
  • Uncanny Automator CRM is a powerful tool that can help you save time and improve your customer relationships.
  • However, it is important to note that Uncanny Automator CRM is not a traditional CRM system.
  • It does not have all of the features of a traditional CRM system, such as lead scoring and sales pipelines.

If you are looking for a simple and easy-to-use automation tool for your WordPress site, then Uncanny Automator CRM is a good option. However, if you are looking for a full-featured CRM system, then you may want to consider a different option.

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10. Moosend: Easiest CRM for Small Business

Moosend is an email marketing and CRM platform that helps small businesses grow their customer base and increase sales. It is a user-friendly platform that is easy to set up and use, even for those with no prior experience with email marketing or CRM.

Moosend marketing automation
Moosend
  • Moosend offers a variety of features to help businesses create and send email campaigns, track email opens and clicks, and manage their customer relationships.
  • It also integrates with other popular business applications, such as Salesforce and Shopify.
  • Moosend is a great option for small businesses that are looking for an affordable and easy-to-use email marketing and CRM platform.
  • It offers a variety of features that can help businesses grow their customer base and increase sales.

11. Funnelkit Automation: CRM for Small Businesses

Funnelkit Automation is a CRM and marketing automation platform for WooCommerce websites.

Funnelkit marketing automation
Funnelkit

It allows businesses to easily set up automated email and SMS campaigns, track customer interactions, and manage their customer data.

  • Funnelkit Automation also integrates with other popular business applications, such as Salesforce and Mailchimp.
  • Funnelkit Automation allows businesses to easily set up automated email and SMS campaigns.
  • This can help businesses to stay in touch with their customers, nurture leads, and drive sales.
  • It allows businesses to track customer interactions and manage their customer data.
  • This can help businesses to better understand their customers and provide them with more personalized experiences.
  • It also integrates with other popular business applications, such as Salesforce and Mailchimp.
  • This allows businesses to sync their data and automate their workflows.

12. Chatbot: Best Small Business CRM

Chatbots are becoming increasingly popular as a way for businesses to interact with their customers. They can be used to provide customer support, answer questions, and even sell products. Chatbots can also be used to collect customer data and track customer interactions.

Chatbot marketing automation
Chatbot
  • For small businesses, chatbots can be a great way to save time and money.
  • They can automate customer service tasks, which frees up employees to focus on other tasks.
  • Chatbots can also help small businesses to reach a wider audience.
  • There are a number of different chatbot platforms available, so it is important to choose one that is right for your business.
  • Some factors to consider include the features offered, the pricing, and the level of customization

Conclusion: Choose the best Small business CRM Software

Marketing automation is a crucial tool for small business owners. It can help you manage your marketing campaigns, track your results, and better target your marketing efforts.

Desku is one of the leading providers of marketing automation and CRM for small business owners. Our platform provides you with everything you need to manage your marketing campaigns and track your results.

Gaurav Nagani
Gaurav Nagani
As Founder & CEO of Desku.io, Gaurav has made a distinct mark in the customer support and ai bot field. His commitment to AI-enhanced solutions and his industry experience have been instrumental in modernizing customer service.

Rightly Planned For Customer Service Needs

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