GUIDE BY NEED
CRM for small businesses
Start with the smallest workflow your business needs: a contact, an owner, an opportunity and a follow-up. Add complexity when the work calls for it.
Build the decision around your work
- Import a small sample of contacts and inspect duplicates.
- Create an opportunity with an owner and a next task.
- Export the sample again before committing to a plan.
Use a small, controlled example before importing your whole customer database. Confirm the plan and permissions that would apply to your team.
Small business relationships
Capsule
A candidate for small service businesses organising contacts, companies and sales opportunities. Transpond is a separate email-marketing complement.
Offer and limits
14 days for Capsule. No credit card is required for this documented trial.
Free plan: 2 users and 250 contacts. Confirm its terms.
The free plan is limited to two users and 250 contacts. Check the chosen plan and its features before relying on the free option.
Check the official offerSales pipeline
Pipedrive
A focused starting point for a team that wants to organise opportunities, ownership and follow-up.
Offer and limits
14 days for Pipedrive. No credit card is required for this documented trial.
Email sync and automations start with Growth. Campaigns and some other capabilities are paid add-ons.
Check the official offerSales & marketing
HubSpot CRM
HubSpot combines contact and deal management with tools such as forms and marketing email. The free CRM is separate from premium trials.
Offer and limits
The documented offer is a free CRM plan. Do not confuse it with a trial of premium products.
Free CRM: up to 2 users and 1,000 contacts.
The free CRM supports two users and 1,000 contacts. Advanced capabilities require premium products.
Check the official offerConnected business tools
Zoho CRM
Zoho CRM brings together leads, contacts, deals and activities, with connections to the wider Zoho application ecosystem.
Offer and limits
15 days for Zoho CRM. No credit card is required for this documented trial.
Free edition: up to 3 users.
Free and trial access are limited to three users. Features from a paid trial do not all remain in the Free edition.
Check the official offerBefore you commit
Check trial limits, the cost of the plan you would keep, export options and account-access rules. A useful evaluation should end with a clearer decision about your workflow, rather than a longer feature list.