If you have landed on this page in search for best CRM for small business, it is very likely that you have realised the potential of CRM for your business and yes, you are right in asking which is the CRM that would meet most of your business requirements + best value for each $ you are going to spend.
Let me share my 2 cents based on working more than 10 years on CRM systems. Irrespective of which CRM you pick, it will meet most of your requirements and will lack few. Your objective might be to understand which CRM will be best fit for your "unique" business processes? Well……Not exactly….
Key Insight
Every business owner believes their processes are unique, but there's always a similar business implementing comparable processes. Focus on flexibility and scalability rather than perfect feature matching.
But, my business is different!
Trust me, every business owner/business manager believes that the business processes they must implement are different from all other businesses in the world. But, there always is a business like yours few miles away implementing similar business processes.
Now we have established the fact that your business is not unique, and an off-the-shelf CRM system is not going to meet 100% of your business requirements, the focus should also be on other significant factors in a CRM which are going to direct you to make the correct decision.
The "Best-Fit" CRM for your business should:
Flexibility
Be flexible to be customised as per your business processes
Value for Money
Have better value for money with future scalability i.e. more staff licencing
Implementation Cost
Not cost a fortune in development/consultancy/implementation
Local Support
Have local support partners for ongoing assistance
Cloud & Integration
Have cloud access, can connect to your other business applications
Future Ready
Provide clear future upgrade path and scalability options
CRM for Small Business Recommendation
To have detailed comparison on the features discussed above, Microsoft Dynamics CRM on cloud (365) and Zoho CRM (Zoho One) are our two choices. Both these CRM are feature rich, provide great $ value and comes with all other bells and whistles.
But………… before you go away on feature comparison between these two CRM's, I have one final point to make…………..
Think of CRM Like Buying a House
Please don't just made a final call on which CRM is feature rich, but also on factors like flexibility, better $ value, implementation cost and accessibility. Buying a CRM is like buying a house, it is one of the biggest investments for your business. A good CRM can alter your business's lifestyle, growth and spending just like a house does.
Ready for a detailed comparison?
We've prepared a comprehensive comparison between Microsoft Dynamics 365 and Zoho CRM to help you make an informed decision.
View Detailed Comparison