As the small business grows, a wide range of customer queries, complaints, and leading sales come your way.
When it gets massive, investing in CRM is a smart choice to help you record your data and maintain valuable relationships with clients.
CRM, which is customer relationship management software, can help your small business to streamline customer interactions, streamline operations, improve sales, automate follow-ups, schedule appointments, and easily launch a campaign. CRM software helps your small business take it to the next level.
Selecting the correct CRM software for your business make sure for better productivity, enhances customer satisfaction, and promotes steady business growth.
The article includes the 5 best CRM software for small service businesses with scheduling capabilities. Let’s explore.
5 Best CRM software for small service businesses:
1. Zoho CRM
Zoho CRM offers full sales automation, including email marketing and company activity feeds to improve communication with a robust platform.
The platform offers seamless integration with projects, letting you access your tasks from the CRM dashboard once you complete with configuration.
Features:
- Offers email marketing and sales automation.
- track data anomalies, offers real-time change alerts, and sales strategy analysis.
- Advanced reporting and AI
- Provides affordable plans with a full range of features.
- Offers predictive analysis for conversions, next best action, best time to contact, and automatic classifications.
Pros:
- Highly customisable.
- Offers affordable pricing plans.
- Seamless integration with other Zoho apps like inventory, books, etc.
Cons:
- Customisation requires technical help.
- Beginners need learning to use the app
Pricing:
- Standard plan: £17.21/user/month
- Professional: £30.13/user/month
- Enterprise: £43.04/user/month
- Ultimate: £55.95/user/month
2. HubSpot CRM
HubSpot CRM software is best for building email marketing campaigns, as it is one of the most popular free CRM software for small businesses.
Their free plan acts as the starting tier of paid products. HubSpot is a one-stop sales, marketing, scheduling, and customer service tool.
This software is popular for its forever-free plan, which includes deal tracking, contact management, email integration, and many more.
Users access the setup appointment scheduling with meeting tools that easily integrate with the calendar.
Features:
- Offers the best marketing automation to handle email scheduling, lead generation tasks, and many more.
- Chatbot building option available
- Offers the three marketing email templates.
- Seamless integration with social media.
- An email tracking and notification system is available.
Pros:
- Its free plan includes great features for small businesses.
- It has user user-friendly interface.
- All-in-one sales and marketing platform
- Scalable plans as your business grows.
- Strong integration with Gmail, Outlook, and Shopify.
Cons:
- Limited customisation is available with the free plan.
- Email sending limits for the free plan.
- Features can be overwhelming.
Pricing:
- Free plan available.
- Marketing hub starter: £9/user/month
- Starter customer platforms: £9/user/month
3. Salesforce
Salesforce is best for fast-growth startups with a large sales team. It offers robust client management software, including powerful automation, scheduling capabilities, as well as service tools.
Salesforce allows users to pair with Salesforce’s service cloud or third-party apps like Calendly to Appointlet.
The software is designed for small businesses looking for growth-ready tools without the complexity of a full Salesforce deployment.
Features:
- Offers user customisable sales paths and allows users to create email campaigns.
- Guide onboarding.
- Provide a ready-to-use setup.
Pros:
- Guided onboarding.
- Good value add-ons.
- Customisable sales path.
- Ready-to-use setups
- Scalable platforms.
Cons:
- Limited advanced features are available.
- Limited marketing automation is available.
Price:
- Salesforce starter suite: £20/user/month
- Salesforce Pro Suite: £80/user/month
4. Pipedrive
Pipedrive is best for businesses with a simple sales process. For small sales or growing startups, Pipedrive is best for any business that needs a clear, simple way to prioritize and manage their sales pipeline.
This software has exceptional lead scoring; it moves customers swiftly and efficiently through the sales journey from quote to invoice.
Features:
- Allows users to send automatic email notifications, which help the team respond quickly to unusual behaviour.
- Offers an easy-to-use customer service chatbot.
- The sales reputation focuses on high-quality leads and closing deals faster.
- AI features that analyse sales data to offer personalized recommendations.
- Offers prioritise opportunities, tailor pitches, and forecast more accurately.
Pros:
- Visual sales pipeline with drag and drop features.
- Strong integration with popular tools like Outlook, Gmail, and Slack.
- Inbuilt AI features.
Cons:
- Lower tiers can access limited marketing features.
- Limited customisation.
Price:
- Essential: £14/user /month
- Advanced: £39/user/month
- Professional: £49/user/month
- Power: £64/user/month
- Enterprise: £99/user/month
5. Freshsales
Freshsales is best for small to medium-sized service businesses looking for an intuitive, AI-based CRM with built-in scheduling.
This software offers a clean interface, AI-driven insights, as well as built-in appointment scheduling.
This software is ideal for service-based businesses that need a simple, correct solution to manage clients, automate workflows.
Freshsales offers tools like email tracking, inbuilt AI, and customisable pipelines, all with advanced features. Its Freshsales Suite offers a combination of sales CRM and marketing tools, which make it ideal for a growing business.
Features:
- Offers lead scoring capabilities.
- Allows user to tailor their sales pitch to specific subgroups, boost conversions, and increase lifetime value.
- Includes its email campaign builder.
- You can schedule follow-ups, chasers, and personalised content based on user behavior.
Pros:
- Built-in email campaign and drip automation.
- Built-in phone system.
- Seamless integration with tools like Shopify, Outlook, and Gmail.
- Lead scoring powered by AI
Cons:
- Customer support to available 24/7.
- Limited email template tools.
Price:
- Free: £0
- Growth: £7/user/month
- Pro: £29/user/month
- Enterprise: £49/user/month
FAQ
Q.1. What is CRM software for small businesses?
Ans: CRM software for small businesses helps the business to manage client interactions, track leads, and schedule appointments. It collects all the information of customers and streamlines administrative tasks.
Q.2. Why is scheduling essential in CRM for a service business?
Ans: Scheduling an important feature for any CRM ensures timely appointments, reduces no-shows as well ,and provides structure to your operations. With scheduling, users are allowed to book services online so the business can send automated reminders and manage the team calendar.
Q.3. Can I use a free CRM for a small services business?
Ans: Some tool like Zoho CRM and HubSpot CRM offers a free version with basic functionality.
Conclusion
Finding a perfect CRM software for a small service business operation can streamline your scheduling, boost client relationships, and help businesses to grow their brand name and revenue.
Whether you are a managing field services or a solo business person, the CRM software can fit your workflow and budgets.
The guide above mentioned the best 5 CRM software for your small business, who help your business to grow and support it without overwhelming your daily operations. Get well-suited for your business.
