small business crm

The ideal CRM software for small business

Choose a CRM that enables you to focus on customers and frees you up from the overhead of setting up and managing the tool. Vtiger CRM is incredibly easy to set up, administer and use which makes it the ideal choice for small businesses. 


Why do small businesses need a CRM Solution?

Spreadsheets and free versions of most CRMs offer very basic capabilities to manage a sales pipeline and processes. People often turn to one of these as the go to solution to build out their first contact database for leads and clients. But as you scale, things start to become more complicated. Several team members now get involved in managing a relationship at various stages of the sales funnel and all of them need to be on the same page to drive customer delight. You need a CRM to be effective. 

Investing in CRM software can give your growing business visibility and deliver a better customer experience. Startups and growing business firms can build a loyal customer base by providing personalized service. CRM software is a must-have tool for small businesses as it will increase sales figures, enhance team collaboration, and get crucial tasks done on time.

Read 9 Reasons why you need to move from spreadsheets to Vtiger CRM v9

Before using a CRM - The sales pipeline is chaotic

When companies rely on spreadsheets and email to maintain the contact and customer information things can be pretty chaotic. Sales teams end up spending a disproportionate amount of time keeping the spreadsheets updated.

It is very difficult to collaborate with other teams using spreadsheets. Multiple copies are created, important information gets edited inadvertently and sometimes the entire sheet gets deleted. All of these just become unnecessary distractions from focussing on the customer. 

bad customer experience

After implementing a CRM - Pipeline is streamlined

A CRM helps small businesses be on top of their sales pipeline and associated operational challenges. The data is tracked in one place and it is secure. Your teams are able to collaborate well and businesses are able to generate more leads, close deals faster and support customers better to reach their business goals.

The CRM also helps to integrate data across multiple systems that a business uses - like your business emails, calendar, social media channels, and billing and invoicing system. Having a unified customer view puts all teams on the same page and empowers them to drive customer delight.

good crm experience

Advantages of a comprehensive CRM for small business

CRM software is not just useful for large organizations. Having a disorganized and fragmented sales tracking system can hurt small businesses badly. Implementing a CRM system gives your deeper insights into your pipeline, and helps small businesses to focus on their customer relationship strategy. When set up properly a CRM can be a valuable tool that enables you to automate time-consuming tasks, develop new customer acquisition tactics and provide valuable intelligence on sales trends. 

Some of the core advantages of a CRM are as follows:

  • Unified Customer View: Get the complete picture of contacts in one platform with centralized information such as demographic details, purchase history, and preferences.
  • Workflow Automation: Reduce the time spent on repetitive tasks by automating work processes such as follow-ups, emails, and lead nurturing.
  • Better Mobility: Get complete access to customer information any time, anywhere with mobile cloud-based CRM applications that automatically sync with desktop versions.
  • Real-time Reports: Make informed and smarter decisions with real-time analytics that reveal all performance indicators, forecasts, and future trends.
  • Smarter Contact Management: Track customer interactions across multiple channels such as calls, email, chat, and social media to maintain a unified data repository.
  • Complete Visibility: Gain visibility into each stage of the sales process by viewing the deal/opportunity pipeline and targeting higher conversions.

Capabilities to look for in a small business CRM

Contact Management

Contact Management

Does the CRM let you easily import and manage your business contacts? Tracking contacts across all stages of the lifecycle is critical to success. 

Opportunity Management

Opportunity Management

Can you track leads and opportunities easily as they transition through various stages of the buying process?

Email Marketing

Email Marketing

Email marketing is the mainstay of most small businesses. Does the CRM make it convenient to configure and execute campaigns?

SMS Campaigns 

SMS Campaigns 

Opt-in SMS marketing campaigns can be a great way to get your business noticed and to stay connected with customers. Does your CRM offer integrations to support these? 

Built-in telephony

Built-in telephony

Does the CRM support an integrated no-hardware telephony solution? This is critical for sales teams to stay connected with their customers.

Reporting, Analytics, and Insights

Reporting, Analytics, and Insights

Does the CRM make it easy for you to get insights into your customers and sales pipeline? A good CRM will have robust reporting capabilities with insightful analytics dashboards. 

Automation workflows

Automation workflows

How easy is it to automate repetitive tasks in the CRM? Automation capabilities free you up from time consuming tasks and let you focus on customers.

Task management and Collaboration

Task management and Collaboration

As your business grows and processes become more complex, it is essential for multiple teams to collaborate around customer requirements. Does the CRM should make this seamless?

Mobile app

Mobile app

Customers and prospects need to reach you round the clock. Does your CRM have a comprehensive mobile app that your teams can use to be on top of their tasks?

Why is Vtiger the ideal CRM for your small business?

Easy to set up and use

Easy to set up and use

You need to focus on things that matter to your business. Learning a complex tool isn’t one among them. Vtiger CRM is designed to have you up and running in a matter of hours. The intuitive interface is easy to use and administer without requiring an IT expert. 

Simple to configure and customize

Every business is different and you have unique workflows. Vtiger CRM makes it incredibly easy to setup custom pipelines and workflows that meet your requirements. You can automate and streamline your processes easily so all teams are working efficiently from a single view of the customer.

Simple to configure and customize
Exceptional support all the way

Exceptional support all the way

Vtiger’s award winning customer support and client success teams are available at every step to help you get the most out of your CRM investment.  From migrating your data from spreadsheets or legacy systems to architecting a custom solution to meet your very specific business needs, we will be your support system all along the way when you need us. 


Vtiger CRM has everything you need to grow your business

capture leads

Effortless Lead Management

Vtiger CRM gives your team the power of built-in webforms, social media & telephony integrations to capture leads from a variety of sources - website, social media, emails, and phone calls. With effective lead scoring and workflows, your sales team can focus on leads that matter the most to your business without wasting resources.

Engage and Nurture Leads

Connect with and nurture leads with personalized campaigns across a variety of touch points. From email, telephony, SMS to social media channels - Vtiger CRM provides a breadth of integrations and capabilities for you to reach out to and engage with your prospects. 

nurture leads
telephony integrations

Built-in Telephony

With integrated telephony, you can connect with your contacts from right within Vtiger CRM. You can record the conversations and even have the Calculus AI engine analyze the effectiveness of those conversations. 

Keep track of important deals, prospects and their activities

Visualize, organize, & manage deals with customized views & filters. Kanban, List, Calendar and more views available at the click of a button.

track of deals
find right deals

Spot deals that you might lose

Smart alerts keep you updated on deal activity and progress - proactively notifying you when a deal has stalled, so that you can swoop in and save the day.

Boost customer satisfaction and loyalty

Resolve customer issues instantly, improve support efficiency, and maximize customer satisfaction.

resolve customer issues
automate tasks

Increase productivity and save time with automation

Automate repetitive tasks across your organisation from collecting leads, winning deals, providing support, and more.

Collaborate on providing the best customer experience

Leverage Vtiger built-in project management capabilities to collaborate with your teammates on winning deals, solving customer problems, and ultimately providing the best experience.

customer experience
insights data

Understand what’s working and what’s not with insights

Gain deeper insights into your marketing, sales, customer support activities with insight and reports. Schedule reports to get them delivered right into your email inbox.

Everything about your customers in one place

Vtiger captures all customer data and interactions in a single place, giving everyone on your team a complete, 360 degree view of the customer.

360 degree view of the customer
crm mobile app

Your growth engine in the palm of your hands

Vtiger’s mobile app brings the CRM into your palms - enabling you to perform at your best even on the go.

What are other small businesses saying about Vtiger?

Sign up for small business CRM today

*no credit card required*

A recognized leader

g2 award badge
gartner award badge
software advice award badge