How to Choose a CRM System for Your Business

https://www.businessnewsdaily.com/7838-choosing-crm-software.html

Claims

Business News Daily

  • collaborates with business-to-business vendors

  • connects vendors with potential buyers

  • earns commissions on sales made through its referrals

  • earns compensation from some listed companies

  • equips business owners with knowledge and confidence to make informed decisions

  • has a section titled 'Choosing CRM Software: A Buyer’s Guide'

  • has an editorial team that independently evaluates products

  • has financial relationships that do not dictate its recommendations

  • has financial relationships that support its content

  • has related reviews including The Best CRM Software for Real Estate

  • is based on thousands of hours of research

  • is committed to providing trustworthy advice for businesses

  • lists Business.com as a brand

  • lists its partners on its site

  • offers a Buyer's Guide for choosing the right CRM software

  • provides advice

  • provides product reviews

  • provides resources

  • recommends products and services for their success

Keap

  • automates marketing tasks

  • automates sales tasks

  • is incredibly easy to use

  • reduces employees' workload by automating repetitive tasks

Salesforce

  • is a CRM

  • is a premier tool you can grow with

  • is compared with HubSpot to determine which CRM is right for your business

  • is the right choice for small businesses

monday Sales CRM

  • enables using the CRM data you capture to get straight to work

  • keeps your customers informed about your progress

  • offers a tool that connects client communications to project management seamlessly

Sage CRM

  • boosts customer satisfaction

  • drives repeat business

  • offers a solution that helps businesses build a lasting relationship with customers after purchase

Financial Solutions

  • is a solution category

  • is listed on Business News Daily's site

HubSpot

  • is a CRM

  • is compared with Salesforce to determine which CRM is right for your business

Microsoft Excel

  • enables transferring information from a CRM system

  • enables transferring information to a CRM system

Ooma

  • is compared with RingCentral in a RingCentral vs. Ooma comparison

  • is discussed in a review

QuickBooks

  • transfers information from a CRM system

  • transfers information to a CRM system

RingCentral

  • is compared with Ooma in a RingCentral vs. Ooma comparison

  • is discussed in a review

Best Business Phone Systems of 2025

  • is a list of the best business phone systems

Biz2Credit Review

  • is a review of Biz2Credit

Business News Daily editor

  • reviewed this guide to ensure it provides comprehensive and accurate information to aid your buying decision

Businessloans.com Review

  • is a review of Businessloans.com

BuyerZone

  • is included in Business News Daily's Our Brands.

Clover Credit Card Processing

  • has a review

GPS fleet management systems

  • are cited as an example of business software products by Business News Daily

Gusto

  • is compared with Rippling in an in-depth comparison

HR Solutions

  • is listed as a solution category on Business News Daily's site

Marketing Solutions

  • is a solution category listed on Business News Daily's site

Merchant One

  • has a review

Nextiva

  • is discussed in the Nextiva Review

Rapid Finance Review

  • is a review of Rapid Finance

Retail Solutions

  • is listed as a solution category on Business News Daily's site

Rippling

  • is compared with Gusto in an in-depth comparison

Salesforce CRM review

  • analyzes one of the leading CRM platforms in the space

SBG Funding Review

  • is a review of SBG Funding

Security Solutions

  • is a solution category listed on Business News Daily's site

SMB Solutions

  • is a solution category listed on Business News Daily's site

Stax

  • has a review

The Best PEOs of 2025

  • is a list of professional employer organizations

Claims

  • Clover Credit Card Processing has a review.

  • Merchant One has a review.

  • Stax has a review.

  • Business News Daily earns compensation from some listed companies.

  • Business News Daily editor reviewed this guide to ensure it provides comprehensive and accurate information to aid your buying decision.

  • RingCentral Review discusses RingCentral.

  • Nextiva Review discusses Nextiva.

  • Ooma Review discusses Ooma.

  • Best Business Phone Systems of 2025 is a list of the best business phone systems.

  • The Best PEOs of 2025 is a list of professional employer organizations.

  • Businessloans.com Review is a review of Businessloans.com.

  • Biz2Credit Review is a review of Biz2Credit.

  • SBG Funding Review is a review of SBG Funding.

  • Rapid Finance Review is a review of Rapid Finance.

  • Microsoft Excel can be used to transfer information to and from a CRM system.

  • QuickBooks can be used to transfer information to and from a CRM system.

  • Business News Daily provides resources, advice and product reviews.

  • Business News Daily's mission is to equip business owners with the knowledge and confidence to make informed decisions.

  • Business News Daily recommends products and services for their success.

  • Business News Daily collaborates with business-to-business vendors to connect them with potential buyers.

  • Business News Daily earns commissions when sales are made through its referrals.

  • Business News Daily's financial relationships support its content but do not dictate its recommendations.

  • Business News Daily's editorial team independently evaluates products based on thousands of hours of research.

  • Business News Daily is committed to providing trustworthy advice for businesses.

  • Business News Daily has partners listed on its site.

  • HR Solutions is a solution category listed on Business News Daily's site.

  • Financial Solutions is a solution category listed on Business News Daily's site.

  • Marketing Solutions is a solution category listed on Business News Daily's site.

  • Security Solutions is a solution category listed on Business News Daily's site.

  • Retail Solutions is a solution category listed on Business News Daily's site.

  • SMB Solutions is a solution category listed on Business News Daily's site.

  • Salesforce CRM review analyzes one of the leading CRM platforms in the space.

  • Salesforce might be the right choice for small businesses looking for a premier tool that you can grow with.

  • Sage CRM review covers a solution that helps businesses build a lasting relationship with customers, even after they buy.

  • Sage CRM can boost customer satisfaction and drive repeat business.

  • Keap review found Keap to be incredibly easy to use.

  • Keap helps automate sales and marketing tasks.

  • Keap can help take repetitive tasks off employees' plates.

  • monday Sales CRM review covers a tool that helps connect client communications to project management seamlessly.

  • monday Sales CRM helps you use the CRM data you capture to get straight to work and keep your customers informed about your progress.

  • Salesforce is a CRM.

  • HubSpot is a CRM.

  • Salesforce and HubSpot are compared to determine which CRM is right for your business.

  • Rippling is compared with Gusto in an in-depth comparison.

  • Gusto is compared with Rippling in an in-depth comparison.

  • RingCentral is compared with Ooma in a RingCentral vs. Ooma comparison.

  • Ooma is compared with RingCentral in a RingCentral vs. Ooma comparison.

  • Business News Daily offers a Buyer's Guide for Choosing the right CRM software.

  • Business News Daily's Related Reviews include 'The Best CRM Software for Real Estate'.

  • GPS fleet management systems are cited as an example of business software products in Business News Daily.

  • Business News Daily's Our Brands include Business.com.

  • Business News Daily's Our Brands include BuyerZone.

  • Business News Daily features a section titled 'Choosing CRM Software: A Buyer’s Guide'.

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(min-width: 768px){.bdc-1fzmq2j-Wrapper{width:670px;}}.bdc-1fzmq2j-Wrapper .eai9jt20{top:-13px;rotate:180deg;left:10%;}.bdc-vvy5qr-TriangleAnchor{position:relative;padding:20px;}.bdc-1l5t2fc-Triangle{position:absolute;width:0;height:0;border-left:10px solid transparent;border-right:10px solid transparent;border-top:12px solid #2A2A2A;}@media (min-width: 768px){.bdc-1l5t2fc-Triangle{bottom:-13px;}}.bdc-15tcise-XButton{margin-left:auto;cursor:pointer;position:absolute;right:15px;top:23px;}.bdc-1izl554-BodyContent{font-size:1rem;font-family:Arial,Helvetica Neue,Helvetica,sans-serif;color:#505050;text-align:justify;}@media screen and 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768px){.bdc-rrff5u-DesktopOnly{display:block;}}.bdc-o3desz-CategoryLinkGroup{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-direction:column;-ms-flex-direction:column;flex-direction:column;gap:8px;}.bdc-o3desz-CategoryLinkGroup a{font-family:Arial,Helvetica Neue,Helvetica,sans-serif;color:#A4A4A6;padding:8px 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solid #D3D5D9;border-radius:4px;width:175px;height:40px;font-weight:700;font-size:0.875rem;}.bdc-disq66-LinkWrapper-FooterLink.advertise:hover{border-color:#D3D5D9;color:#3A27C7;}.bdc-disq66-LinkWrapper-FooterLink:hover{color:#9D92F3;}@media (min-width: 768px){.bdc-o7j4tf-MobileOnly{display:none;}}.bdc-xus99p-CopyrightContainer{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-direction:column;-ms-flex-direction:column;flex-direction:column;}@media (min-width: 380px){.bdc-xus99p-CopyrightContainer{-webkit-flex-direction:row;-ms-flex-direction:row;flex-direction:row;}}.bdc-o1coi0-Copyright{color:#808080;font-size:0.75rem;line-height:1.125rem;}@media (min-width: 380px){.bdc-o1coi0-Copyright{padding-right:5px;}}.bdc-xw9wle-BNDProfileWrapper{height:38px;width:38px;-webkit-align-self:flex-start;-ms-flex-item-align:flex-start;align-self:flex-start;-webkit-filter:drop-shadow(0px 6px 10px #6d6a8040);filter:drop-shadow(0px 6px 10px 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Our mission is to equip business owners with the knowledge and confidence to make informed decisions. As part of that, we recommend products and services for their success.</p><p>We collaborate with business-to-business vendors, connecting them with potential buyers. In some cases, we earn commissions when sales are made through our referrals. These financial relationships support our content but do not dictate our recommendations. Our editorial team independently evaluates products based on thousands of hours of research. We are committed to providing trustworthy advice for businesses. Learn more about our<!-- --> <a class="contentLink bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/advertising-disclosure" target="_self">full process and see who our partners are here</a>.</p></div></div></div></div></div><h1 class="bdc-1yxq0z7-HeroTitle e158395d3">Choosing CRM Software: A Buyer’s Guide</h1><div class="bdc-qgsopk-AuthorProfileWrapper e1ncjudh2"><div class="bdc-1nl2kbn-ProfileWrapper e1ncjudh1"><div class="bdc-gdhjiu-AuthorWrapper e1ncjudh4"><div shape="/images/3xhexagon.png" class="bdc-xw9wle-BNDProfileWrapper e1ncjudh8"><img alt="author image" loading="lazy" width="70" height="70" decoding="async" data-nimg="1" class="bnd-profile-image" style="color:transparent" srcSet="/_next/image?url=https%3A%2F%2Fimages.businessnewsdaily.com%2Fapp%2Fuploads%2F2022%2F04%2F15063328%2Fmatt-dangelo.jpg&amp;w=96&amp;q=75 1x, /_next/image?url=https%3A%2F%2Fimages.businessnewsdaily.com%2Fapp%2Fuploads%2F2022%2F04%2F15063328%2Fmatt-dangelo.jpg&amp;w=150&amp;q=75 2x" src="/_next/image?url=https%3A%2F%2Fimages.businessnewsdaily.com%2Fapp%2Fuploads%2F2022%2F04%2F15063328%2Fmatt-dangelo.jpg&amp;w=150&amp;q=75"/></div><div class="bdc-13yt8te-FlexColumnTextWrapper e1ncjudh9"><span>Written by:<!-- --> <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="https://www.businessnewsdaily.com/author/matt-dangelo"><span class="bdc-1bf5z46-NameText e1ncjudh6">Matt D&#x27;Angelo, </span></a><span class="bdc-1ay8l6-TypeText e1ncjudh7">Senior Writer</span></span><span class="bdc-1czmqc6-TypeText-ModifiedAt e1ncjudh11">Updated Jan 08, 2024</span></div></div><div class="bdc-1lgrg1w-EditorWrapper e1ncjudh5"><div class="bdc-owum8h-Wrapper e178kpno0"><div role="presentation" aria-label="Editor Reviewed:" class="bdc-gyvapb-PillWrapper e1sbbnem0"><span class="bdc-4ysnxb-PillIconWrapper e1sbbnem2"><svg width="17" height="16" viewBox="0 0 17 16" fill="none" xmlns="http://www.w3.org/2000/svg"><title id="verified-check-with-border-icon-R4pjadda6td6">Verified Check With 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12.7933L8.39998 12.5667L7.87332 12.7933L6.68665 13.3067L6.02665 12.1933L5.73332 11.7L3.90665 11.2867L4.02665 9.98L4.07998 9.41333L3.70665 8.98L2.84665 8L3.70665 7.01333L4.07998 6.58L4.01998 6.00667L3.89998 4.71333L5.72665 4.3L6.01998 3.80667L6.67998 2.68667L7.86665 3.2L8.39998 3.42667L8.92665 3.2L10.1133 2.68667L10.7733 3.80667L11.0667 4.3L12.8933 4.71333L12.7733 6.01333L12.72 6.58L13.0933 7.01333L13.9533 7.99333L13.1 8.98Z" fill="#523EE8"></path><path d="M7.12665 9.16667L5.57998 7.61333L4.59332 8.60667L7.12665 11.1467L12.02 6.24L11.0333 5.24667L7.12665 9.16667Z" fill="#523EE8"></path></svg><div class="bdc-11jr7u3-Text eudbipt5">Editor Reviewed</div></div><div class="bdc-1eddxzz-XButton eudbipt6"><svg width="20" height="20" viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg" aria-labelledby="close-x-icon-Ralajadda6td6"><title id="close-x-icon-Ralajadda6td6">Close</title><path fill-rule="evenodd" clip-rule="evenodd" d="M13.8539 2.14592C13.9005 2.19236 13.9374 2.24754 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13.3671 13.9478 13.2398 13.8539 13.1459L2.85392 2.14592C2.80747 2.09935 2.7523 2.06241 2.69155 2.0372C2.63081 2.012 2.56568 1.99902 2.49992 1.99902C2.43415 1.99902 2.36903 2.012 2.30828 2.0372C2.24754 2.06241 2.19236 2.09935 2.14592 2.14592Z" fill="#6B7280"></path></svg></div></div><div class="bdc-1hwh41d-BottomText eudbipt7">This guide was reviewed by a Business News Daily editor to ensure it provides comprehensive and accurate information to aid your buying decision.</div></div></div></div><span class="bdc-1bf5z46-NameText e1ncjudh6">Sandra Mardenfeld,</span><span class="bdc-1ay8l6-TypeText e1ncjudh7">Senior Editor</span></div></div></div></div></div></section><div class="e6w6xug0 bdc-1l4yefn-GenericContainerStyles-ContentWrapper euwyloo0"><div class="e6w6xug1 bdc-fr390q-GenericContainerStyles-PageContent euwyloo0"><div class="e132ml0s0 bdc-1khllsq-GenericContainerStyles-BackgroundWrapper euwyloo0"><div class="bdc-1ci7gkb-DisclosureWrapper e132ml0s1">Business News Daily earns compensation from some listed companies.<!-- --> <a class="secondary bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/about-us/editorial-guidelines" target="_self">Editorial Guidelines</a>.</div></div><div class="bdc-1la91p8-TableOfContentsDropDown e188y3vv0"><div class="bdc-g1t52b-HeadlineWrapper e188y3vv1"><div class="bdc-fr48hw-HeadlineWithIcon e188y3vv3"><svg xmlns="http://www.w3.org/2000/svg" class="bdc-v15w1q-TableOfContentsWrapped eb47ubk0" viewBox="0 0 16 14" fill="#2A2A2A" width="24" height="24" preserveAspectRatio="xMidYMid meet" aria-labelledby="table-of-contents-icon-R2cpjkqetd6"><title id="table-of-contents-icon-R2cpjkqetd6">Table Of Contents Icon</title><path d="M0 14V12H10V14H0ZM0 10V8H16V10H0ZM0 6V4H16V6H0ZM0 2V0H16V2H0Z"></path></svg><h3 class="bdc-vhmqbh-Headline e188y3vv2">Table of Contents</h3></div><span><svg height="8px" width="12px" version="1.1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 22.5 11.4" style="transform:rotate(180deg)" xml:space="preserve" role="img" aria-labelledby="chevron-icon-R19jkqetd6"><title id="chevron-icon-R19jkqetd6">Open row</title><polyline fill="none" stroke="#000000" stroke-width="4" stroke-linecap="round" stroke-linejoin="round" stroke-miterlimit="10" points="21.4,10.4 11.2,1 1,10.4 "></polyline></svg></span></div></div><div class="bdc-7xh7m0-Content e1i7vnq0"><p>Customer relationship management (CRM) software originally was designed to help businesses build and maintain relationships with new and existing customers. Since then, CRM software has evolved from a simple contact management system into a robust tool that helps users manage sales, marketing, <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/5101-pos-systems.html">point-of-sale transactions</a>, <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/2689-accounting.html">accounting</a>, vendors and other types of operational data all in one easily accessible solution. </p><p>From a growth standpoint, CRM helps you find leads, follow up with prospects and nurture them <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/15991-crm-software-sales-funnel.html">through the sales pipeline</a>. CRM is also used to maintain customer loyalty by storing key <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/6767-make-more-sales.html">information to boost sales</a> ― for instance, by personalizing the experience and providing excellent customer support. </p><p>This guide will help you choose the right CRM software for your business. If you already know what you need and just want to see our recommendations for the <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/7839-best-crm-software.html">best CRM software</a>, visit our best picks page.</p><section id="how-to-choose-crm-software"><h2>How to choose CRM software</h2><p>When you’re researching which CRM systems are best for your business, you should take your time to compare several options. This step-by-step checklist can help you ensure you make the best choice for your workflow and team.</p><h3>1. Determine your budget.</h3><p>CRM costs vary quite a bit, ranging from free tools to those that cost $1,000 per month. Understand your budget before you begin researching the market so you can narrow down your choices quickly. Identify the CRM software outside your price range before you drill down into feature sets and service plans so you don’t waste your time only to find out you can’t afford some of the options you’ve considered.</p><h3>2. Consider the features you need most.</h3><p>Create a short list of the <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/10090-crm-software-features.html">CRM features you must have</a>. Understanding what you need can help you identify any software that’s just too limited. You should also consider a second tier of features that would be nice to have but aren’t crucial. During this process, gather feedback from your team about what they need ― remember, they’ll be using the CRM software so it should meet their expectations.</p><h3>3. Gather feedback from similar businesses.</h3><p>If you have relationships with other businesses that are similar to yours or have similar needs, ask them about the CRM software they chose. See if they’re willing to share information about why they made the decisions they did and whether they’re happy with their platform. This insight may help you determine whether your shortlist includes the best providers available.</p><h3>4. Research the CRM space.</h3><p>CRM platforms are evolving all the time as technology improves, so make sure you’re up to date on which vendors are keeping up with the cutting edge of the technology and which are falling behind. Consider the types of integrations CRM platforms provide with other business software you may already be using.</p><h3>5. Check out review websites and customer reviews.</h3><p>Business websites that review software (like this one) and customer reviews can provide much-needed insight into how well a CRM platform does what it claims to do. Spend some time reading these reviews from multiple sources around the internet. Of course, it’s important to take these reviews with a grain of salt, as not everyone has the same experience. But if you can identify common themes across multiple reviews, there’s a good chance it’s valid feedback.</p><h3>6. Schedule demos and free trials.</h3><p>With a strongly vetted shortlist in hand, it’s time to dive in and see for yourself. Reach out to the companies you’re still considering to set up demo sessions to see the software in action and ask representatives any questions you might have. Many will offer free trials as well, so you can take the software for a test spin. Invite any members of your team who might be interested to participate so they can get a sense of the tools too and offer their feedback. </p><p>At the end of this process, it should be pretty clear which CRM software is going to be the best fit for your team. At the very least, your list should be narrowed down to a few solid options that will suit you well.</p></section><section id="how-much-does-crm-software-cost"><h2>How much does CRM software cost?</h2><p class="bdc-xi606m"><img alt="how much does CRM software cost" loading="lazy" width="600" height="474" decoding="async" data-nimg="1" class="aligncenter  wp-image-15042" style="color:transparent" srcSet="/_next/image?url=https%3A%2F%2Fimages.businessnewsdaily.com%2Fapp%2Fuploads%2F2019%2F06%2F29091102%2Fcrm-software-cost.png&amp;w=640&amp;q=80 1x, /_next/image?url=https%3A%2F%2Fimages.businessnewsdaily.com%2Fapp%2Fuploads%2F2019%2F06%2F29091102%2Fcrm-software-cost.png&amp;w=1200&amp;q=80 2x" src="/_next/image?url=https%3A%2F%2Fimages.businessnewsdaily.com%2Fapp%2Fuploads%2F2019%2F06%2F29091102%2Fcrm-software-cost.png&amp;w=1200&amp;q=80"/></p><p>The cost of CRM software varies greatly. Vendors typically use a subscription-based pricing model. Pricing depends on several factors, such as the number of users and the types of features available.</p><p>Generally, you pay a set per-user, per-month fee. Some vendors charge a flat monthly fee for a set number of users, but you may find that to support the number of users you need (and the features you want), you’ll need to buy a more expensive plan or there can be additional fees for things like additional users. Pricing can range from $10 per user, per month, to thousands of dollars per month, depending on your business’s needs.</p><p>Don’t have a budget for CRM software? Maybe you’re not sure that CRM software is right for your business, but you’re curious to see what it has to offer. Many vendors offer free trials of their software. There are also free versions of popular CRM software; some are full-featured but limit the number of users or records, while others offer only the bare minimum capabilities.</p></section><section id="what-features-should-you-look-for-in-crm-software"><h2>What features should you look for in CRM software?</h2><p>CRM doesn’t just keep your contacts organized ― it offers a bevy of tools to help you boost sales and execute more <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/15961-crm-vs-marketing-automation-.html">effective marketing campaigns</a>. Here’s more about the <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/10090-crm-software-features.html">features CRM software</a> offers small businesses:</p><ul><li><a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/16066-crm-lead-management.html"><strong>Lead management and sales</strong></a>: Find new customers by automatically generating leads from various sources like social media, website visitors, inbound calls, newsletter sign-ups and more. Follow up with leads automatically with preset emails and tasks or contact them directly yourself. CRM can nurture prospects through the sales pipeline, from lead generation to closing the sale. Additionally, many CRMs allow users to create and store sales quotes and track invoices.</li><li><strong>Marketing:</strong> Many CRM solutions have built-in marketing tools, including email templates, <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/15962-how-crm-streamlines-email-marketing-.html">email marketing pipelines</a>, SMS messaging and lightweight project management tools. Some even offer competition tracking and sales forecasting capabilities.</li><li><strong>E-commerce:</strong> Some high-level CRM software has built-in e-commerce functionality, while other products allow for easy e-commerce integration, either by accessing the application programming interface (API) or by using a third-party service.</li><li><strong>Reports/dashboards:</strong> Most CRM software includes some reporting functionality and many of the higher-end products sport live, <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/16069-crm-dashboard.html">dynamic dashboards</a>. Make sure any exporting or importing needs you have (for instance, transferring information to and from Excel or <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/7544-best-accounting-software-small-business.html">QuickBooks</a>) are compatible with the system you choose.</li><li><strong>Call center:</strong> Most low-cost CRM products do not have call center capabilities, but there are <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/15953-top-crm-integrations.html">third-party integrations</a> available to link call center software with CRM software. However, if a call center is central to your business, it may be worthwhile to adopt a CRM with full call center features. [<strong>Related story: </strong><a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/5473-best-call-center-services.html"><strong>Best Call Centers and Answering Services for Businesses</strong></a>]</li><li><strong>Workflows/approvals</strong>. Project management is an important aspect of any CRM. Most high-quality <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/16023-crm-workflows.html">CRMs have built-in workflows</a> and checkmark-style approvals that help with task management and organization. However, the extent to which these project management tools are customizable varies from product to product, so if you require a specific workflow step or approval process, make sure it is achievable with the application you choose.</li></ul><p><strong>Are you ready to choose a CRM solution? Here’s a breakdown of our full coverage:</strong></p><ul><li><a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/15918-how-to-use-crm-analytics.html">How CRM and Analytics Work Together</a></li><li><a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/15963-benefits-of-crm.html">Top Benefits of CRM Systems</a></li><li><a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/16028-sales-force-automation.html">Sales Force Automation Using CRM</a></li><li><a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/6358-big-data-solutions.html">Big Data Solutions for Your Business</a></li></ul></section><section id="questions-to-ask-when-considering-crm-software"><h2>Questions to ask when considering CRM software</h2><p class="bdc-xi606m"><img alt="person pondering with though bubbles above their head" loading="lazy" width="596" height="468" decoding="async" data-nimg="1" class="aligncenter  wp-image-15043" style="color:transparent" srcSet="/_next/image?url=https%3A%2F%2Fimages.businessnewsdaily.com%2Fapp%2Fuploads%2F2019%2F06%2F29091145%2Fcrm-software-consideration-questions.png&amp;w=640&amp;q=80 1x, /_next/image?url=https%3A%2F%2Fimages.businessnewsdaily.com%2Fapp%2Fuploads%2F2019%2F06%2F29091145%2Fcrm-software-consideration-questions.png&amp;w=1200&amp;q=80 2x" src="/_next/image?url=https%3A%2F%2Fimages.businessnewsdaily.com%2Fapp%2Fuploads%2F2019%2F06%2F29091145%2Fcrm-software-consideration-questions.png&amp;w=1200&amp;q=80"/></p><p>There are many different types of CRM software available, so choosing the right one is key to making it work for your business. Here’s what small business owners advise asking potential vendors:</p><ul><li>Is it built for small businesses?</li><li>What is the <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/15956-crm-implementation-steps.html">implementation process</a> like and how much technical assistance is included?</li><li>How easy is it to use? Can I train employees easily?</li><li>Are there any user minimums?</li><li>How easy is it to integrate with other solutions I already use?</li><li>What is the total cost of the software? Are there any setup or additional fees? What if I need to add more users or integrations?</li><li>Is the API accessible?</li><li>What type of security features are built into the application?</li></ul></section><section id="best-crm-software-for-small-businesses"><h2>Best CRM software for small businesses</h2><ul><li><strong>Salesforce CRM:</strong> Our <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/7840-best-crm-software-small-business.html">Salesforce review</a> analyzes one of the leading CRM platforms in the space. If your small business is looking for a premier tool that you can grow with, Salesforce might be the right choice for you.</li><li><strong>Sage CRM: </strong>Our <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/7839-best-crm-software.html#sage-crm">Sage CRM review</a> covers a solution that helps businesses build a lasting relationship with customers, even after they buy. If you’re looking to boost customer satisfaction and drive repeat business, consider this platform.</li><li><strong>Keap:</strong> Our <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/16156-keap-crm.html">Keap review</a> found this platform to be incredibly easy to use and helpful in automating sales and marketing tasks. If you want to take repetitive tasks off your employees’ plates, Keap may be able to help.</li><li><strong>monday Sales CRM</strong>: Our <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="/16145-monday-com-review.html">monday Sales CRM review</a> covers a tool that helps connect client communications to project management seamlessly. You can use the CRM data you capture to get straight to work and keep your customers informed about your progress.</li></ul></section><section id="choosing-the-right-crm-software-saves-time-and-money"><h2>Choosing the right CRM software saves time and money</h2><p>A CRM platform is an important sales and marketing tool that can improve your ability to generate and nurture leads and find customers. Making the wrong choice, though, can be time-intensive and expensive. By following the checklist and tips above, you can ensure you pick the right platform the first time, helping your business to grow and avoiding some serious expenses. </p></section></div><div class="bdc-y5o23r-BottomAuthorWrapper ewbers0"><div class="bdc-1q58s1n-FeedbackWrapper ewbers8"><div class="bdc-1980gjx-FeedbackQuestion ewbers4">Did you find this content helpful?</div><div class="bdc-44xw2s-FeedbackAnswers ewbers5"><button class="ewbers6 primary bdc-11zhyrx-BaseButton-FeedbackButton e15yqu2m0" type="button"><span class="bdc-4o6x5z-BaseButtonLabel e15yqu2m2">Yes</span></button><button class="ewbers6 primary bdc-11zhyrx-BaseButton-FeedbackButton e15yqu2m0" type="button"><span class="bdc-4o6x5z-BaseButtonLabel e15yqu2m2">No</span></button></div><div class="bdc-bbp06s-FeedbackSuccess ewbers7"><svg width="16" height="16" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" aria-labelledby="verified-check-icon-Rrhlkqetd6"><title 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loading="lazy" width="70" height="70" decoding="async" data-nimg="1" class="bnd-profile-image" style="color:transparent" srcSet="/_next/image?url=https%3A%2F%2Fimages.businessnewsdaily.com%2Fapp%2Fuploads%2F2022%2F04%2F15063328%2Fmatt-dangelo.jpg&amp;w=96&amp;q=75 1x, /_next/image?url=https%3A%2F%2Fimages.businessnewsdaily.com%2Fapp%2Fuploads%2F2022%2F04%2F15063328%2Fmatt-dangelo.jpg&amp;w=150&amp;q=75 2x" src="/_next/image?url=https%3A%2F%2Fimages.businessnewsdaily.com%2Fapp%2Fuploads%2F2022%2F04%2F15063328%2Fmatt-dangelo.jpg&amp;w=150&amp;q=75"/></div><div class="bdc-13yt8te-FlexColumnTextWrapper e1ncjudh9"><span>Written by:<!-- --> <a class="bdc-5mfn8z-LinkWrapper e1wuudqo0" href="https://www.businessnewsdaily.com/author/matt-dangelo"><span class="bdc-1bf5z46-NameText e1ncjudh6">Matt D&#x27;Angelo, </span></a><span class="bdc-slw34x-TypeText e1ncjudh7">Senior Writer</span></span></div></div></div><div class="bdc-8f4dn4-AuthorBio e1ncjudh0">Matt D&#x27;Angelo has spent several years reviewing business software products for small businesses, such as GPS fleet management systems. He has also spent significant time evaluating financing solutions, including business loan providers. He has a firm grasp of the business lifecycle and uses his years of research to give business owners actionable insights.

At Business News Daily, D&#x27;Angelo primarily covers fleet management topics like telematics, geofencing and DOT logging, as well as financial subjects such as business credit, predatory lending and microfinance.

With a journalism degree from James Madison University, D&#x27;Angelo specializes in distilling complex business topics into easy-to-read guides filled with expertise and practical applications. In addition, D&#x27;Angelo has profiled notable small businesses and the people behind them. 
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He has also spent significant time evaluating financing solutions, including business loan providers. He has a firm grasp of the business lifecycle and uses his years of research to give business owners actionable insights.\r\n\r\nAt Business News Daily, D&apos;Angelo primarily covers fleet management topics like telematics, geofencing and DOT logging, as well as financial subjects such as business credit, predatory lending and microfinance.\r\n\r\nWith a journalism degree from James Madison University, D&apos;Angelo specializes in distilling complex business topics into easy-to-read guides filled with expertise and practical applications. In addition, D&apos;Angelo has profiled notable small businesses and the people behind them. \r\n","image":"https://images.businessnewsdaily.com/app/uploads/2022/04/15063328/matt-dangelo.jpg","url":"https://www.businessnewsdaily.com/author/matt-dangelo"},"datePublished":"2019-06-12T17:16:00Z","dateModified":"2024-01-08T15:12:31Z","inLanguage":"en-us","headline":"Choosing CRM Software: A Buyer’s Guide","mainEntityOfPage":{"@type":"WebPage","@id":"https://www.businessnewsdaily.com/7838-choosing-crm-software.html"},"publisher":{"@type":"Organization","name":"businessnewsdaily.com","logo":{"@type":"ImageObject","url":"https://www.businessnewsdaily.com/resources/img/ep-bnd-logo-120.png","width":"282","height":"120"}},"image":{"@type":"ImageObject","url":"https://images.businessnewsdaily.com/app/uploads/2022/04/04075559/1554240634.png"}}</script><div id="footer" class="bdc-1ift8gf-FooterWrapper e1bx3k7g0"><div class="bdc-e2xlmt-FooterContainer e1bx3k7g1"><div class="bdc-hj5njr-FooterLeftSide 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This step-by-step checklist can help you ensure you make the best choice for your workflow and team."},{"component":"h3","children":"1. Determine your budget."},{"component":"p","children":"CRM costs vary quite a bit, ranging from free tools to those that cost $1,000 per month. Understand your budget before you begin researching the market so you can narrow down your choices quickly. Identify the CRM software outside your price range before you drill down into feature sets and service plans so you don’t waste your time only to find out you can’t afford some of the options you’ve considered."},{"component":"h3","children":"2. Consider the features you need most."},{"component":"p","children":["Create a short list of the ",{"component":"Link","module":"@jelly/shared","props":{"href":"/10090-crm-software-features.html","pageProperties":{"author":{"name":"Matt D'Angelo","bio":"Matt D'Angelo has spent several years reviewing business software products for small businesses, such as GPS fleet management systems. He has also spent significant time evaluating financing solutions, including business loan providers. 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Understanding what you need can help you identify any software that’s just too limited. You should also consider a second tier of features that would be nice to have but aren’t crucial. During this process, gather feedback from your team about what they need ― remember, they’ll be using the CRM software so it should meet their expectations."]},{"component":"h3","children":"3. Gather feedback from similar businesses."},{"component":"p","children":"If you have relationships with other businesses that are similar to yours or have similar needs, ask them about the CRM software they chose. See if they’re willing to share information about why they made the decisions they did and whether they’re happy with their platform. This insight may help you determine whether your shortlist includes the best providers available."},{"component":"h3","children":"4. Research the CRM space."},{"component":"p","children":"CRM platforms are evolving all the time as technology improves, so make sure you’re up to date on which vendors are keeping up with the cutting edge of the technology and which are falling behind. Consider the types of integrations CRM platforms provide with other business software you may already be using."},{"component":"h3","children":"5. Check out review websites and customer reviews."},{"component":"p","children":"Business websites that review software (like this one) and customer reviews can provide much-needed insight into how well a CRM platform does what it claims to do. Spend some time reading these reviews from multiple sources around the internet. Of course, it’s important to take these reviews with a grain of salt, as not everyone has the same experience. But if you can identify common themes across multiple reviews, there’s a good chance it’s valid feedback."},{"component":"h3","children":"6. Schedule demos and free trials."},{"component":"p","children":"With a strongly vetted shortlist in hand, it’s time to dive in and see for yourself. Reach out to the companies you’re still considering to set up demo sessions to see the software in action and ask representatives any questions you might have. Many will offer free trials as well, so you can take the software for a test spin. Invite any members of your team who might be interested to participate so they can get a sense of the tools too and offer their feedback. "},{"component":"p","children":"At the end of this process, it should be pretty clear which CRM software is going to be the best fit for your team. At the very least, your list should be narrowed down to a few solid options that will suit you well."}]},{"component":"section","props":{"id":"how-much-does-crm-software-cost"},"children":[{"component":"h2","children":"How much does CRM software cost?"},{"component":"p","props":{"css":{"textAlign":"center"}},"children":[{"component":"Image","module":"@jelly/shared","props":{"loading":"lazy","decoding":"async","class":"aligncenter  wp-image-15042","src":"https://images.businessnewsdaily.com/app/uploads/2019/06/29091102/crm-software-cost.png","alt":"how much does CRM software cost","width":"600","height":"474","srcset":"https://images.businessnewsdaily.com/app/uploads/2019/06/29091102/crm-software-cost.png 1218w, https://images.businessnewsdaily.com/app/uploads/2019/06/29091102/crm-software-cost-1024x810.png 1024w","sizes":"auto, (max-width: 600px) 100vw, 600px","pageProperties":{"author":{"name":"Matt D'Angelo","bio":"Matt D'Angelo has spent several years reviewing business software products for small businesses, such as GPS fleet management systems. 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Vendors typically use a subscription-based pricing model. Pricing depends on several factors, such as the number of users and the types of features available."},{"component":"p","children":"Generally, you pay a set per-user, per-month fee. Some vendors charge a flat monthly fee for a set number of users, but you may find that to support the number of users you need (and the features you want), you’ll need to buy a more expensive plan or there can be additional fees for things like additional users. Pricing can range from $10 per user, per month, to thousands of dollars per month, depending on your business’s needs."},{"component":"p","children":"Don’t have a budget for CRM software? Maybe you’re not sure that CRM software is right for your business, but you’re curious to see what it has to offer. Many vendors offer free trials of their software. There are also free versions of popular CRM software; some are full-featured but limit the number of users or records, while others offer only the bare minimum capabilities."}]},{"component":"section","props":{"id":"what-features-should-you-look-for-in-crm-software"},"children":[{"component":"h2","children":"What features should you look for in CRM software?"},{"component":"p","children":["CRM doesn’t just keep your contacts organized ― it offers a bevy of tools to help you boost sales and execute more ",{"component":"Link","module":"@jelly/shared","props":{"href":"/15961-crm-vs-marketing-automation-.html","pageProperties":{"author":{"name":"Matt D'Angelo","bio":"Matt D'Angelo has spent several years reviewing business software products for small businesses, such as GPS fleet management systems. He has also spent significant time evaluating financing solutions, including business loan providers. 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Follow up with leads automatically with preset emails and tasks or contact them directly yourself. CRM can nurture prospects through the sales pipeline, from lead generation to closing the sale. Additionally, many CRMs allow users to create and store sales quotes and track invoices."]},{"component":"li","children":[{"component":"strong","children":"Marketing:"}," Many CRM solutions have built-in marketing tools, including email templates, ",{"component":"Link","module":"@jelly/shared","props":{"href":"/15962-how-crm-streamlines-email-marketing-.html","pageProperties":{"author":{"name":"Matt D'Angelo","bio":"Matt D'Angelo has spent several years reviewing business software products for small businesses, such as GPS fleet management systems. He has also spent significant time evaluating financing solutions, including business loan providers. 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Some even offer competition tracking and sales forecasting capabilities."]},{"component":"li","children":[{"component":"strong","children":"E-commerce:"}," Some high-level CRM software has built-in e-commerce functionality, while other products allow for easy e-commerce integration, either by accessing the application programming interface (API) or by using a third-party service."]},{"component":"li","children":[{"component":"strong","children":"Reports/dashboards:"}," Most CRM software includes some reporting functionality and many of the higher-end products sport live, ",{"component":"Link","module":"@jelly/shared","props":{"href":"/16069-crm-dashboard.html","pageProperties":{"author":{"name":"Matt D'Angelo","bio":"Matt D'Angelo has spent several years reviewing business software products for small businesses, such as GPS fleet management systems. He has also spent significant time evaluating financing solutions, including business loan providers. 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Make sure any exporting or importing needs you have (for instance, transferring information to and from Excel or ",{"component":"Link","module":"@jelly/shared","props":{"href":"/7544-best-accounting-software-small-business.html","pageProperties":{"author":{"name":"Matt D'Angelo","bio":"Matt D'Angelo has spent several years reviewing business software products for small businesses, such as GPS fleet management systems. He has also spent significant time evaluating financing solutions, including business loan providers. 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