CRM stands for Customer Relationship Management. It is a type of software that helps in business management and improves their relationships with customers. CRM software stores customer data, tracks interactions, and helps businesses stay connected with their clients, improving communication channels and sales.
According to Wikipedia, The first CRM software was Siebel CRM, developed by Tom Siebel in 1993. Tom Siebel founded Siebel Systems to create a system that would help companies manage customer relationships more effectively. This marked the beginning of CRM as a key tool for businesses worldwide.
Running an MSME business in today’s fast-paced market is no easy task. With customers expecting quick responses and personalized services, customer handling, staying on top of sales, follow-ups, and client relationships can feel like juggling too many hats at once. Have you ever faced situations where you missed a big deal because you forgot to follow up? Or lost track of important customer details amid a pile of paperwork? This is where CRM (Customer Relationship Management) software can be a game-changer.
From organizing your customer database to streamlining sales pipelines and improving team collaboration, the right CRM can save time and boost your bottom line. But with so many options out there, choosing one that suits your business can be overwhelming. Worry not! We’ve curated a list of 15 CRM software tailored for MSMEs, helping you find the perfect fit for your needs and budget. Let’s dive in!
ClickUp is a versatile cloud-based CRM and project management tool designed to simplify tasks, enhance collaboration, and centralize communication channel.
Key Features:
Task management, real-time chat, time tracking, automation, customer pipeline management, email integration, and design proofing tools.
Benefits for MSME Owners:
Boosts productivity, streamlines workflows, and improves customer management, customer tracking and business management.
Industries that Benefit:
Ideal for retail, IT, healthcare, marketing, education, and more.
HubSpot integrates marketing, sales, and customer service into a single CRM, helping businesses streamline operations and grow.
Key Features:
Contact management, lead nurturing, and email marketing., Website builder and AI content writer, Marketing automation and analytics, customer database management, and Customer support ticketing system.
Benefits for MSME Owners:
Saves time, boosts customer engagement, helps to increase sales and supports scalable growth.
Industries that Benefit:
Retail, IT services, healthcare, real estate, and other customer-focused industries.
June CRM is built for marketers to simplify lead generation and email marketing. It helps MSME business owners create personalized campaigns, segment customers, and manage leads easily.
Key Features:
Web form creation, Targeted email campaigns, Customer segmentation, Lead management, Integration with other CRMs
Benefits for MSME Owners:
Streamlines marketing efforts enhances customer engagement and boosts conversions.
Industries that Benefit:
Retail, education, real estate, healthcare, and more industries can benefit from June CRM.
Crisp CRM helps MSMEs manage customer communication by bringing data from email, chat, and social media into one platform. It simplifies tracking, interacting, and personalizing customer support.
Key Features:
Unified customer profiles, Multi-channel communication (email, chat, social media, WhatsApp), Customer handling, Shared inbox for teamwork, Chatbot for quick responses, Custom workflows
Benefits for MSME Owners:
It saves time, improves customer service, and customer database management and makes customer handling inquiries easy.
Industries that Benefit:
E-commerce, retail, hospitality, services, education.
Attio CRM is perfect for MSMEs and startups. It helps manage customer data, track deals, and streamline sales, all in one place.
Key Features:
Custom fields for unique needs, Real-time team collaboration, Easy sales pipeline tracking, Insights from integrated data
Benefits for MSME Owners:
Organizes customer data and sales processes, Improves team collaboration, Helps make data-driven decisions, and Grows with your business.
Industries that Benefit:
Startups, Retailers, Service businesses
Zoho CRM is a cloud-based software that helps businesses manage sales, marketing, and customer support. It’s easy to use and can be customized for any business.
Key Features:
AI Sales Assistant, Sales Pipeline Management, Marketing Automation, Analytics, Social Media Management, Integrations: Connect with 50+ apps like Google Apps and WordPress.
Benefits for MSME Owners:
Build Stronger Customer Relationships, Increase Sales, Improve Customer Satisfaction, and Save Time.
Industries that Benefit:
Retail, Manufacturing, Real Estate, Healthcare, Education, Consulting, Service businesses.
Zoho CRM helps MSMEs improve sales, save time, and deliver great customer experiences.
Grain CRM is an AI-powered tool that automatically records, transcribes, and summarizes sales calls, saving time for MSME owners. It integrates with video platforms like Zoom and Microsoft Teams and syncs with CRMs like Salesforce or HubSpot.
Key Features:
Benefits for MSME Owners:
Saves time on note-taking., Improves sales performance., Provides valuable customer insights.
Industries that Benefit:
Sales teams in B2B/B2C., Real estate, consulting, and service industries.
Zendesk CRM helps MSME owners manage customer support, sales, and communication channels. It centralizes customer interactions and automates tasks, making it easier to build strong relationships.
Key Features:
Ticket Management, Live Chat, Email Support, Sales Pipeline, Customer Data Analysis, Self-Service Portal.
Benefits for MSME Owners:
Faster customer support., Better sales tracking., Improved decision-making.
Industries that Benefit:
E-commerce, Retail, Service-based businesses, SaaS, Hospitality
Folk CRM helps MSME owners manage contacts across sales, recruiting, partnerships, and fundraising in one place. It helps track interactions, build outreach lists, send personalized emails, and follow up, all within a single platform.
Key Features:
Contact centralization, Relationship management, Personalized outreach, Pipeline management, Team collaboration, Chrome extension to add contacts.
Benefits for MSME Owners:
Manage contacts easily, Track sales and follow-ups, Improve team collaboration
Industries That Can Benefit:
Startups, Sales teams, Recruiters, Freelancers and small teams
Salesforce is a cloud-based CRM that helps businesses manage customer data, sales, and marketing.
Key Features:
Unifies data from all sources, creates detailed customer profiles, improves customer experience using AI, automates tasks like data entry, increases productivity, and integrates with third-party apps.
Benefits for MSME Owners:
Simplifies data management, Business management Enhances customer engagement, Automates routine tasks, Increases efficiency
Industries that Benefit:
Retail, Healthcare, Financial Services, Education, Nonprofits
QuickBooks CRM helps MSME owners manage customer relationships by integrating with QuickBooks accounting. It tracks customer details, sales, and financial data in one place.
Key Features:
Centralized customer data (contact info, purchase history), Sales pipeline management (leads, opportunities, stages), Improved customer service (access to payment history and invoices), Financial insights (links sales data with transactions), Integration with QuickBooks (auto-syncs data, no manual entry).
Benefits for MSME Owners:
Saves time, improves decision-making, Better customer insights, boosts sales, Faster customer support, better service
Industries that Benefit:
Retailers, service providers, e-commerce, manufacturers, consultants
Passionfroot Discovery is a platform that helps MSME owners discover and book top creators to promote their products. It allows for fast communication with creators, facilitating seamless collaborations, similar to paid ads, but with a more personalised touch.
Key Features:
Discover top influencers, Book collaborations easily, Quick responses from creators, and Tailor influencer marketing campaigns.
Benefits for MSME Owners:
Reach 100M+ potential customers, Cost-effective promotions, Boost brand visibility, and Build trust with authentic promotions.
Industries that can benefit:
E-commerce, Fashion, Beauty and wellness, Food and beverage, Technology and gadgets, Lifestyle and entertainment
Corexta is an all-in-one platform to manage your agency’s operations. It helps with tasks like project management, client relations, HR, payroll, financial tracking, and more.
Key features:
Task & project management, Project management tool, Client & HR management, Time tracking & invoicing, Financial tracking & asset management, Scalable user roles, Data security & encryption
Benefits for MSME Owners:
Corexta simplifies business tasks, boosts team collaboration, and saves time. It helps MSME owners grow and scale their businesses.
Industries that Benefit:
Marketing & advertising, IT services, Consulting, HR & recruitment, Event management.
HubSpot CRM helps MSME owners manage customer relationships in one place. It stores customer data, streamlines sales, and automates tasks, making it easier to grow your business.
Key Features:
Benefits for MSME Owners:
Saves time and improves efficiency, Helps teams work together better, Automates tasks to boost productivity.
Industries that Benefit:
Retail, E-commerce, Real Estate, Consulting, SaaS, Services.
Investing in the right CRM software isn’t just about managing customers; it’s about unlocking the potential of your MSME. With streamlined processes, enhanced customer engagement, and improved productivity, a good CRM can be the backbone of your business growth.
Whether you’re just starting out or looking to scale, there’s a CRM on this list to match your needs and budget. From simplifying daily operations to creating meaningful customer relationships, these tools can help you focus on what matters most—growing your business.
Take the time to assess your requirements, explore free trials, and find a solution that aligns with your goals. Remember, the right choice today can lead to lasting success tomorrow. So, why wait?
Equip your business with a CRM and watch your operations transform like never before!
Bridging the Gap: How Strong Systems Can Help Scale Your Business
A CRM tool is only as effective as the foundation it operates on. If you don’t know which part of your business needs improvement or lacks proper processes, even the best CRM won’t be of much help. To truly unlock its potential, you need well-defined systems that the CRM can streamline and enhance.
This is where we come in. Our business coaches will guide you in building a proper business model that suits your needs.
They identify gaps, establish processes, and create scalable structures aligned with your goals. With the right structure in place, CRM tools can boost your business operations, making your systems efficient and performance-driven.
Let us help you bridge the gap and create a business model that not only functions but thrives.
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