What is CRM Marketing?

CRM marketing is a process of managing and executing customer relationships through the use of marketing communications and strategies. It helps businesses to develop and maintain healthy customer relationships by providing relevant information and engaging customers in meaningful ways. CRM marketing can be used to target both new and existing customers, and it can be customized to fit the unique needs of each business. By using CRM marketing, businesses can build strong relationships with their customers that lead to increased sales and loyalty. 

Benefits of CRM Marketing

If you’re looking to improve your marketing strategy, you may be considering CRM marketing. CRM, or customer relationship management, is a process that helps businesses manage and analyze customer interactions. By using a CRM system, businesses can better understand their customers’ needs and wants, and then create targeted marketing campaigns that will resonate with them.

There are many benefits of using a CRM system for marketing purposes. Here are just a few:

1. Increased Customer Loyalty 

With CRM marketing, businesses can build stronger relationships with their customers. By understanding their customers’ needs and providing them with targeted content, businesses can create a feeling of loyalty and connection. As a result, customers are more likely to continue doing business with the company and are less likely to switch to a competitor.

2. Greater Customer Engagement 

CRM marketing helps businesses create more engaged customers. When customers feel like they are being understood and provided with relevant content, they are more likely to interact with the company. This interaction can take many forms, such as leaving reviews, subscribing to a newsletter, or making a purchase.

3. Improved ROI 

One of the most important benefits of CRM marketing is the improved RO I it provides, compared to traditional marketing methods. CRM marketing tends to be expensive, but the payoff is greater. Its value comes from fostering customer loyalty, which translates into long-term business opportunities for the company.

4. Customer Data Tracking

CRM marketing allows companies to quickly gather insight and feedback about their customers’ needs and preferences. Businesses can use this insight to create highly customized product offerings that cater to their own customers’ specific tastes.

Types of CRM Programs

There are a number of different types of CRM programs available to businesses. The type of program that is best for your business will depend on your specific needs and goals. Here are some of the most popular types of CRM programs:

1. Lead management CRM programs

These programs help businesses track and manage their leads. They can also help businesses automate their lead generation processes.

2. Customer relationship management CRM programs

These programs help businesses manage their customer relationships. They can also help businesses automate their customer service processes.

3. Sales force automation CRM programs

These programs help businesses automate their sales processes. They can also help businesses track and manage their sales teams.

4. Marketing automation CRM programs

These programs help businesses automate their marketing processes. They can also help businesses track and manage their marketing campaigns. 

5. Social media automation CRM programs

These programs can help businesses automate their social media marketing processes. They can also help businesses monitor the online conversations around their brands and manage these conversations via social media tools like Twitter and Facebook.

6. Mobile software

Mobile CRM software can help businesses maintain good relationships with clients and prospects on the go, from anywhere in the world where they have a mobile connection to the Internet.

How to Market to Customers with CRM

According to research, nearly 60% of businesses are using some sort of customer relationship management (CRM) software. Yet, many businesses do not know how to properly use their CRM to market to customers. If you’re one of those businesses, don’t worry–we’re here to help. In this blog post, we’ll give you some tips on how to use your CRM for marketing purposes.

One tip is to segment your customers based on their interactions with your brand. This will allow you to create targeted marketing campaigns that are more likely to be effective. For example, you might create a campaign specifically for customers who have made a purchase within the last month, versus those who have not purchased anything recently.

Another tip is to use your CRM data to create personalized content. This could include things like sending birthday cards or emails with special offers tailored to each customer’s individual interests. By making your content personalized and relevant, you’ll make your customers feel valued–which will encourage them to stick around and continue doing business with you.

Finally, don’t forget to track your results so that you can see what’s working and what isn’t. Keep track of things like open rates, click -through rates, sales and even customer satisfaction. Then use your results to refine your approach or stop doing those things that aren’t pulling their weight. PPC, email in particular (also known as campaign marketing or paid search) is often a good testing ground for this sort of idea because you can see data about what works and what doesn’t again, using the PPC platform’s analytics functionality.

You may not know where to start when looking for a CRM software. Nowadays you have multiple options and it might be difficult to choose one. 

If you are faced with a situation of high noise, it is best to hire an agency for help. They have the knowledge of different marketing CRM software. They can help you achieve your goals by understanding what exactly you want to achieve.

These agencies help you realize CRM marketing and it is the best way to reach your potential audience, and in turn save time and money.

Tips for Getting a CRM Marketing Campaign Started

There are a few key things to keep in mind when getting a CRM marketing campaign started. First, it’s important to segment your audience and personalize your messages. You should also make use of automation to save time and make sure your messages are delivered on time. Finally, it’s important to track your results so you can see what’s working and adjust your strategy accordingly.

When it comes to segmenting your audience, it’s important to think about what makes them unique. Are they location, age, gender, or income? Once you have a good understanding of who your target audience is, you can start personalizing your messages.

Automation is going to be your best friend when it comes to CRM marketing. There are a lot of little tasks that need to be done in order for your campaign to run smoothly. By automating these tasks, you’ll be able to free up your time so you can focus on other things.

Tracking your results is essential for any successful marketing campaign. Keep an eye on your open and click-through rates so you can see how your audience is responding to your messages.

Conclusion

CRM marketing can be an extremely effective way to connect with customers and increase sales. However, it is important to keep a few things in mind when implementing a CRM marketing strategy. 

First and foremost, you need to make sure that your CRM system is up to date and accurate. Secondly, you need to segment your customer base and target your marketing efforts accordingly. Lastly, you need to regularly monitor and adjust your CRM marketing strategy to ensure that it is as effective as possible. 

By following these tips, you can maximize the effectiveness of your CRM marketing efforts and see significant results for your business. The days of having to enter detailed information into prospecting and lead management systems are gone. Using your CRM tool, you can collect a lot of data about your prospects through online forms, questionnaires and email campaigns. Further, you can also gather data from business-to-business customers in addition to individual consumers. Since these tools use administrative rules to manage form contents, the work involved is minimal for the business owner. This allows them to focus on driving sales using leads that have been converted by the tool’s features and selected marketing efforts.

An advantage of running a business in the digital age is that everything is automated, thanks to the online apps and CRM tools. In fact, you do not need to pay for software if it’s not within your budget. 

Most of the free softwares have features that make it easier to manage businesses, customers and analyze data. If you’re looking to automate your customer data and relationship, you definitely need a CRM. 

The reason for our guide is to take you through everything you need to know about CRM. We will also look at the best CRM for small business like yours. Do you want to learn how?

Let’s jump right in!

What Is CRM Software

CRM is a simple abbreviation for Customer Relationship Management. It is a software that helps businesses interact with customers, analyze reports, send emails, manage projects, automate processes, track sales, record activities, and more. 

The best CRM software for small business should help you manage your existing and potential clients.

Advantages of CRM

There are so many benefits of using a CRM. In 2025, CRM revenue is projected to rise to more than $80 billion. In fact, companies that are already using a CRM have seen a 29% increase in sales. 

If the statistics do not give you more reasons to use a customer relationship management tool, let’s look at the benefits.

Improved data organization

Instead of handling the data manually, it’s easier to check the data from a single software. For example, you can use a CRM to organize all the information about your customers.

Easy to use

Most CRMs are easy to use. CRM tools have drag and drop features that automate everything for you. You do not have to hire a professional to help you with the CRM.

You can generate reports with a CRM

We all know how crucial reports are to a business. Generating reports doesn’t have to be boring anymore. A CRM helps you generate accurate customer reports, which you can use for making predictions.

Better decision making

With a CRM, you can visualize data and use it for decision-making. It’s not easy to draw insights from raw data. With a CRM, you can create custom reports and represent the data graphically for presentations. 

Increase sales

As a small business, your goal is to convert more leads and new customers to your business. Therefore, automating your business manual processes allows you to handle other essential activities.

You can engage with your clients, build relationships and monitor your campaign’s ROI in real-time.

Versatile

The best CRM tools have mobile apps to use on your mobile devices. A CRM shouldn’t limit you to desktop use only. Hence, you can manage your business from anywhere, provided you have the mobile app CRM.

Understand your audience

The goal of CRM tools is to help you build and nurture relationships with your customers. By using a CRM, you are able to send the right message at the right time and to the target audience. 

10 Best CRM For Small Business

Gone are the days when businesses used to handle tasks manually. Living in the digital age requires tools and softwares that help you automate the processes.

So, without further ado, let’s have a look at the 10 best CRM for small businesses.

1. Salesmate

Salesmate is an ideal CRM and customer journey platform that enables you to automate your sales, marketing, and customer support processes.

It’s an advanced Saas CRM powered with intuitive features that improve customer engagement, help create optimized marketing strategies, streamline your sales process, and manage all your customer data in one place.

One of its features, email automation, can create highly targeted emails that help you engage better with your prospects and customers. You can also automate your outreach and connect with customers based on their behavior and actions.

Salesmate’s marketing automation feature is highly advanced and allows you to automate various processes such as lead scoring, sending email blasts, conducting NPS surveys, A/B testing, and much more!

Overall, Salesmate provides end-to-end solutions for all your sales and marketing needs.

Salesmate CRM features:

· It offers powerful features such as sales automation and marketing automation;

· Meeting scheduler, live chat, and chat journeys help in improved customer engagement;

· Smart web forms help in capturing quality leads;

· Built-in calling and power dialer help increase calling productivity;

· Provides a centralized database for managing all contacts;

· It offers a 360-degree view of your entire sales pipeline;

· Salesmate integrates with over 700 apps.

Benefits:

It offers various features, including Sales Automation, Marketing Automation, sales pipeline management, 

Contact management, built-in calling, live chat, meeting scheduler, and insightful sales reports. So, by utilizing these features, you can improve your team’s overall productivity and measure your growth.

If you have assigned any goals to your team members, you can easily track them using sales goals tracking and stay updated on the progress.

Salesmate’s drag-and-drop email builder lets you create captivating emails to engage better with your prospects.

Its user-friendly interface makes it easy to use for sales teams of all sizes. So, you need to have the technical expertise to use Salesmate.

It integrates with over 700 applications, making syncing and managing your data easy.

It offers a free trial and a flexible pricing structure that can be customized to fit your budget.

The Salesmate team is responsive and provides excellent customer support.

Overall, Salesmate helps you manage your business process from a single platform, so you don’t have to switch back and forth between multiple platforms, saving you time.

Salesmate cons:

Salesmate’s automation journeys is beneficial, however it might seem a bit complex at first as it provides many different trigger options.

Salesmate pricing plans

Salesmate provides a free trial plan for 15 days so you can try out its features.

The Starter plan is priced at $12 per user/per month.

Salesmate’s Growth plan is priced at $24 per user/per month, and its Boost plan is offered at $40 per user/per month, billed annually.

Moreover, Salesmate also provides an Enterprise plan with custom pricing per the client’s needs.

Salesmate is very flexible regarding pricing, as you can easily switch plans when you’re scaling your business.

2. Hubspot CRM

Source: Hubspot

If you’re looking for free CRM software, then you already have an option with Hubspot. It allows you to select from multiple tools for the various teams in your business. 

Hubspot is one of the best CRM software for small business. You can always use premium plans to access advanced features.

The monthly pricing plans are – starter plan at $45, the professional plan is $800, and the Enterprise plan is $3,200.

In case of difficulties or problems, Hubspot has customer support to help you manage any issues. The CRM is for salespeople, sales leaders, marketers, business owners, customer service teams, and operations managers.

You may be wondering, should I consider using the Hubspot CRM? It’s easier for you to convert leads, personalize your campaigns and manage your customer relationship. In addition, the Hubspot CRM is simple to use. 

Features

• You can schedule emails and create email messages using the email template from Hubspot;
• Keep track of your emails and notifications from your engagement; 
• You do not have to stretch your budget when using the customer relationship management tool. It is free to use;
• For marketers, Hubspot helps you grow and nurture your leads;
• The Hubspot CRM is for all business types. Whether you run your business alone, a small business with a team, or an enterprise, Hubspot is a CRM tool for everyone. 

3. SendinBlue

Source: Sendinblue

Sendinblue is an all-in-one CRM that allows you to create strong relationships with your new and existing customers. As businesses embrace digital transformation, ensure that you reach your customers without worrying about the distance. 

Getting started with Sendinblue is fast and easy. It’s free to create an account. However, the free plan is limited to one user and 300 emails daily.

To access the advanced features of the CRM, you need to upgrade to the paid plans. The Lite plan is $25 per month, and Premium is $65 a month. For users looking for more advanced features, you can opt for the Enterprise plan. 

Features

• Personalization is essential for any business; 
• Sendinblue offers you multiple features to communicate with your target audience. Examples are emails, chat, SMS, inbox, and email API; 
• Sendinblue allows you to automate your marketing efforts. Hence, it saves you time and helps to boost performance; 
• One of the business success factors is converting leads. Create attractive landing pages that attract customers and improve their experience;
• Run Facebook ads that target your ideal customers. Create attractive campaigns to reach new customers from your contact list.

4. Salesforce

Source: Salesforce

Salesforce is another best CRM for small businesses. With this CRM, you can work remotely and engage your clients.

It allows you to generate reports and have access to statistics. Get insights into your business performance to make better decisions.

Forget about the manual tasks and automate sales. Your team will handle customer issues on time and offer personalized assistance to your customers. 

Salesforce offers multiple pricing plans. For a small business, the price starts at $25 per month. Other CRM price plans are sales professional, service professional, and Pardot Growth.

Features

• Generate instant reports faster; 
• Salesforce has multiple apps and tools to select from like Slack, Analytics, Einstein AI, Trailhead, and more;
• Visualize data with Tableau and use it for decision-making;
• Salesforce is a CRM for all business sizes; 
• It allows you to manage your business from a single platform; 
• Salesforce allows users to send the right message to the target audience. 

5. Insightly

Source: Insightly

Insightly helps you create a relationship with your customers and learn more about them. It integrates with apps and tools to help you manage your business efficiently and drive more sales.

Each business is unique, and so are the processes. The CRM is customizable to your business needs. With the custom dashboard, you can keep track of your team’s projects from the start.

Small businesses require a CRM that is simple to use. Insightly has custom fields, custom apps, dynamic page layouts, and calculated fields to help you sell more and convert more leads.

Creating an account with the CRM is free. Other pricing plans are Plus at $29, Professional at $49, and Enterprise at $99. 

Features

• Keep track of your performance and represent the data visually using the data visualization tools;
• The drag and drop feature allows you to create project dashboards and collaborate with your team;
• Create campaigns that are targeted to your new and existing customers without too much effort; 
• Track campaign performance and ROI in real-time; 
• Insightly helps you create customized apps for your business; 
• Insightly has a mobile app for mobile devices.

6. Drip

Source: Drip

Are you in eCommerce and looking for a CRM to help in managing your business? Drip is an eCommerce tool that allows you to send SMS and emails to your clients. 

Using Drip does not require you to have coding skills. It is simple to use and helps run marketing campaigns that generate more sales for your business. 

More than 30,000 marketers are currently using Drip, and it’s generated over $1 billion in revenue. Drip is a premium CRM, but it offers users a 14 days trial period. 

The monthly pricing plan starts at $19 for emails and $22 for both email and SMS. 

Features

• It integrates with more than 100 integrations. Examples of such integrations are Zapier, Magento, Woocommerce, Shopify, Custom Store, and more;
• Create campaigns on multiple channels like social, SMS, email, and onsite popups; 
• In eCommerce, abandoned carts lead to lost sales. To counter this, use the inbuilt playbooks to drive more sales; 
• The visual Workflow builder allows you to create custom designs from scratch;
• Drip allows segmentation to help you target a specific audience;
• Drip offers tips and insights to keep you growing. 

7. Salesflare

Source: Salesflare

Salesflare works with multiple tools like Microsoft Exchange, 365, iCloud, Zapier, PieSync, and Gmail. It has 3 pricing plans – Growth, pro, and Enterprise. 

The CRM saves you time and manual tasks like collecting email addresses from your audience. It reduces time spent on data collection by 70%. 

Since it’s fully automated, SalesForce gathers information like social media profiles, emails, and email signatures and stores it for future reference. 

Features

• It automatically logs your phone calls and meetings with your calendar;
• It gathers the documents you and your customers share for easy and quick access; 
• Track of customer interaction with your business. For example, keep track of emails, links, and website interaction; 
• Monitor your business from a single dashboard. Identify urgent tasks and take action;
• Collaborate with your team on Salesflare; 
• It allows integration with your favorite tools.

8. Monday.com

Source: Monday.com

The advantage of using a CRM is that it automates your business process, and everything is accessible from a single dashboard.

Monday.com makes it easy to set up your business with a few clicks. It has customizable and visual templates that help you get started faster. 

It provides a solution for teams, workflow, and business types. Monday.com integrates with other softwares and CRMs like Hubspot, Slack, Microsoft teams, Zapier, Zoom, Adobe Creative Cloud, etc. 

The monthly pricing for the CRM varies depending on the plan. However, you can use the forever free plan that allows a maximum of 2 people. 

It’s ideal for individuals interested in features like tracking work and tasks. Other plans are – Basic, which is $8, Standard plan at $10, Pro $16, and Enterprise. Monday.com helps you automate your business activities to avoid running into errors. 

Features

• Represent raw data visually on Kanban, maps, and charts for decision making;
• 24/7 customer support to help you resolve various issues;
• Monday.com allows you to manage your business from a single dashboard;
• Plan your business campaigns and represent the data in a visual format;
• Manage all your business content in a single calendar; 
• Easy to set up and use;
• It allows users to share reports with the team members.

9. Freshworks

Source: Freshworks

With a CRM, you spend more time on your clients and less on manual tasks. Whether you are a small business or an enterprise, Freshworks helps you engage and create a relationship with your customers.

Freshworks is a Saas platform that is simple to use and provides a solution for your customers and employees. So, do you require a CRM solution for your customers, employees, or both?

For customers, you can select from Freshdesk, Freshsales, and Freshmarketer. As for the employees, you have two options – Freshservice and Freshteam. 

Freshworks has multiple pricing plans. The CRM also has a free plan to help you save money, especially if you’re working with a tight budget. 

Features

• Freshworks allows teams to collaborate and work on a project together; 
• It’s easy to manage ticketing. You can categorize, assign and prioritize tickets; 
• Manage communication from multiple channels while using a single CRM. Users can select emails, social media, website chat, and Whatsapp; 
• Manage your service operations like time tracking, tasks, schedule, and customer signatures without leaving your CRM;
• Automate your business tasks and increase sales in your business;
• Use chatbots and other help services to offer assistance to your customers; 
• Freshworks allows customization to help you offer a personalized experience to your business clients; 
• Use built-in features to measure performance and generate custom reports.

10. Streak

Source: Streak

Streak is our final best CRM for small business. To use it, you have to add it as an extension for your Chrome browser.

The customer relationship management tool helps you manage your business from Gmail. Streak is a free CRM software, but it has premium plans for advanced users. 

Streaks integrate with your preferred tools like Chat, Drive, and G-suite to offer a seamless experience to the users. 

For instance, it captures data automatically from your emails and contacts. Collaborating with your team is fast and easy. You’re in charge of your inbox.

With the Chrome extension, this does not mean that you’re limited to desktop use only. You can also use the IOS and Android apps to manage your business from mobile devices. 

Features

• Keep track of everything that happens within your business; 
• Track projects and tasks from the start to the end from your Gmail;
• Manage all the business workflows from your inbox;
• It is easy to customize a workflow and migrate data using spreadsheets;
• Streaks support all data formats; 
• It has data visualization and reporting tools to manage your business data. 

Are CRM Tools Worth Implementing?

Why should you struggle with manual tasks when you can automate your business activities? A CRM tool is a must-have for a small business. An additional option to CRM would be to seek help from top answering service companies and improve your relationships with customers as much as possible.

It helps you increase sales, understand your audience, nurture relationships and create custom reports that drive decision making. 

Our list above summarizes the 10 best CRM tools for small businesses. Now it’s your turn to select one that works for you.