CRM solutions for small business

Manage leads as your business grows, jump on deals at the right time and nurture long-term relationships. Pipedrive’s CRM for small businesses gives you back valuable time by centralizing multi-channel data and automating tedious processes.

What is a small business CRM?

Customer relationship management for small business (CRM for small business) streamlines your workflows and contact management. With automated processes, you can spend more time on what matters the most, like personal customer support and deal closing.

Synchronize across multiple devices

Small business owners are incredibly busy. The best CRM software gives you access to critical data and customer inquiries on any device.

Keep tabs on cash flow

Your small business relies on predictable cash flow. Integrate your CRM with accounting software to automate invoices, schedule payment reminders and forecast revenue accurately.

Collect valuable social proof

Generate feedback from your clients to build authority. Display gleaming testimonials on your social media channels and convert satisfied customers into referral generators.

Optimize marketing with segmentation

Small business CRM segments your audience so you can reach each customer with the right message. Create personalized, loyalty-building email marketing campaigns.

Elevate your project management

Delegate manual data entry to powerful automation processes. Brief sales teams, schedule follow-ups and oversee lead management on your online CRM for small businesses.

Harness data insights

Customize your dashboards for different sales metrics. Oversee the performance of individual products and adjust inventory and sales processes accordingly.

Why is a CRM important for small businesses?

Your customers are the lifeblood of your small business. As you close more deals and build relationships, it becomes increasingly difficult to keep track of customers and provide a stellar experience.

The right CRM solution for small business will create a centralized data hub, enhance the functionality of your workflows and supercharge your outreach efforts with marketing automation.

Streamline your pipeline management

Leads interact with your business via multiple channels. You can quickly become overwhelmed by queries, meeting requests and referrals coming from all directions.

Pipedrive’s CRM for small companies stores and updates lead information in a visual pipeline. Track progress in real-time and engage prospects as they navigate through your sales journey.

Monitor leads and deals with Pipedrive

Automate workflows and finances for ease of use

Save valuable time for your team by building a cloud-based hub of records, invoices and insights.

Pipedrive handles repetitive admin and streamlines your finances with AI and app integrations. Spend less time agonizing over spreadsheets and focus on important sales activities.

Let Pipedrive optimize your operations

Run your small business from anywhere

The best CRM software for small business shouldn’t require you to be at your desk at all times.

Pipedrive syncs with your favorite mobile apps and empowers you to work remotely. Engage with clients through Gmail, view your calendar schedule and set reminders for high-priority tasks right from your mobile device.

Take your work everywhere with Pipedrive

How does a CRM for small business work?

With the right CRM platform for small businesses, you can keep customers engaged, harness pipeline customization and automate busywork.

  • Nurture qualified leads and establish brand loyalty
  • Capture and feed multi-channel data to your ecommerce platform
  • Monitor the efficacy of your marketing and social media efforts
  • Import buyer profiles with custom fields
  • Integrate your payment workflows with accounting software
  • Store valuable company data safely in the cloud
  • Send personalized messaging designed to delight
  • Create reports with detailed analytics and insights
  • Make critical decisions based on report data
  • Build visual pipelines for all your communications and lead management

How to set up your small business CRM software

  • 1. Use custom fields to import customer data

    Your small business will generate large quantities of lead information at various touchpoints. Without a centralized hub, you may run into difficulties searching for crucial customer information.

    Map out CRM functionalities to your current processes when you set up Pipedrive. You can import your existing data and create unique segments using custom fields. Analyze buyer behavior and purchase history to group your customers and construct your outreach strategy.

  • 2. Log your communications to your SME CRM solution

    Manual data entry and communication tracking can slow down the growth of your business.

    Connect every contact point customers have with your business, both online and in person. Integrate Live Chat history, Chatbot queries, emails and Web Forms with your CRM to obtain an aerial overview of your communications.

  • 3. Isolate important departments with dashboards

    The best CRM systems for small businesses are customizable to your company. With our insights and reporting features, you can create custom dashboards for different operations in your business.

    Whether you like to separate one-off purchases from loyal customers or keep seasonal promotions apart from regular sales, Pipedrive enables granular reporting for the metrics you care about most.

  • 4. Encourage recurring purchases

    In order to build long-lasting, profitable relationships with clients, target them with relevant offerings.

    Pipedrive’s CRM for small companies uses workflow automation to remove the hassle from post-sales communication. Automatically follow up with similar products and make suggestions based on past purchases.

The challenges and benefits of using a CRM for small businesses

Common obstacles to a small business CRM:

  • Getting stuck in outdated legacy systems
  • Worrying about the time-cost of switching
  • Concerns about adoption within the team
  • Struggling to find a suitable pricing option

How a CRM can boost your small business:

  • It focuses your efforts on qualified activities each day
  • It personalizes every interaction and nurtures relationships
  • It backs up every business decision with data unique to your company
  • It brings sales opportunities to the front and center

It might feel like a big jump from your old legacy systems to a modern CRM. Pipedrive’s intuitive user interface was designed to seamlessly slip into your business processes. Once your team is free of manual admin tasks, they’ll have more time to grow your bottom line.

The best small business CRM software will deliver solutions that outweigh the costs. The top small business CRMs offer pricing options based on the size of your organization, like pricing per user and reduced annual subscriptions.

Find out exactly how much a CRM can help your business by weighing up the cost per user vs. the extra revenue you’ll generate with more time and a better follow-up process.

How to adopt your new small business CRM

To create a path of least resistance, involve your team in your CRM adoption. Here are three things you can do to ensure your transition to a small business or startup CRM goes smoothly.

Communicate the benefits of using a CRM

Explaining the direct benefits a CRM will have on your team’s day-to-day operations increases the chances of a positive reaction.

For example, focus the message on the effect a CRM can have on their sales quota and job satisfaction.

Involve your team in the CRM selection

Once you’ve narrowed down your options, ask your team for input. Take advantage of the free trial and collect feedback on how they would use the system.

Include your team’s opinions in the decision-making process to get them invested in its adoption.

Map out the improvements

Show your team examples of how a CRM replaces their existing processes and tools.

For example, show them how a CRM like Pipedrive automatically imports lead information, so they don’t have to go looking for it.

Make your small business more efficient with integrations

Simplify your internal operations with communication and data management tools. Supercharge your workflows with powerful automation.

Here are some essential integrations for small business sales tracking and more.


Align marketing and sales, and sell smarter. Record website visits, emails and forms to your CRM system and convert casual browsers to loyal customers.

Never miss an opportunity with Pipedrive and Outfunnel.


Reduce the time spent switching between your small business tools. Pipedrive integrates with Zapier, connecting you to over 3,000 other apps and platforms in one central hub.

Automate your workflows with Zapier and Pipedrive.


Record calls, set up voicemails and implement call queues inside Pipedrive. CallMate provides small businesses with a virtual phone system at affordable pricing.

Simplify your communications with CallMate.


Support your accounting department and plan your next move. Import valuable financial data to your CRM and forecast cash flow, budgeting and sales.

Discover how Pipedrive and Dryrun manage your money.


Design newsletter campaigns, schedule emails and deploy powerful landing page editors. Maileon removes the errors associated with manual admin and saves valuable time.

Take your small business to the next level with Maileon.


Create invoices for new deals and eliminate manual data entry. Xero supercharges your accounting efforts and offers complete transparency of your cash flow.

Track invoices and payments with Xero and Pipedrive.

Spend less time on admin and build valuable customer relationships